Revenue and Profit - Revenue for the third quarter reached RMB 2,503,597,028.99, a 45.42% increase year-over-year[2] - Net profit attributable to shareholders for the third quarter was RMB 396,553,248.71, up 20.58% year-over-year[2] - Cumulative revenue from the beginning of the year to the end of the reporting period was RMB 6,921,295,146.25, a 63.27% increase year-over-year[2] - Cumulative net profit attributable to shareholders from the beginning of the year to the end of the reporting period was RMB 1,165,635,937.21, up 36.91% year-over-year[2] - Total operating revenue for the first three quarters of 2024 reached 6,921,295,146.25 RMB, up from 4,239,088,217.22 RMB in the same period of 2023[18] - Net profit for the first three quarters of 2024 was 1,242,635,900.72 RMB, compared to 856,496,647.57 RMB in the same period of 2023[19] - Revenue for the first three quarters of 2024 increased to 4,885,100,716.51 RMB from 3,387,166,211.85 RMB[27] - Net profit for the first three quarters of 2024 increased to 1,156,085,902.97 RMB from 845,377,459.71 RMB[28] - Operating profit for the first three quarters of 2024 increased to 1,352,377,662.86 RMB from 996,917,164.78 RMB[28] R&D and Expenses - R&D investment for the third quarter was RMB 73,667,535.96, a decrease of 10.61% year-over-year[3] - R&D expenses increased to 251,781,781.71 RMB from 212,412,927.97 RMB[19] - Research and development expenses for the first three quarters of 2024 decreased to 101,783,145.49 RMB from 104,732,083.24 RMB[28] - Operating costs for the first three quarters of 2024 were 5,282,261,555.48 RMB, up from 3,260,621,002.86 RMB in the same period of 2023[18] - Sales expenses increased to 107,626,645.29 RMB from 93,033,234.07 RMB[18] - Management expenses rose to 225,827,752.40 RMB from 172,731,324.77 RMB[18] - Financial expenses increased to 28,857,968.03 RMB from 17,767,996.40 RMB[19] - Financial expenses for the first three quarters of 2024 showed a net income of 10,337,857.30 RMB compared to an expense of 11,325,971.62 RMB in 2023[28] - Sales expenses decreased to 98,965,037.27 RMB in the third quarter of 2024, down from 134,020,941.88 RMB in the same period of 2023[33] Assets and Liabilities - Total assets at the end of the reporting period were RMB 14,633,405,885.88, a decrease of 6.30% compared to the end of the previous year[3] - Equity attributable to shareholders at the end of the reporting period was RMB 4,460,211,055.81, an increase of 21.73% compared to the end of the previous year[3] - Total assets increased to 15,617,486,444.78 RMB from 14,633,405,885.88 RMB[16] - Total liabilities rose to 11,873,497,595.83 RMB from 10,001,817,578.00 RMB[16] - Total equity attributable to owners of the parent company grew to 4,460,211,055.81 RMB from 3,664,156,771.29 RMB[17] - Total assets decreased to 10,176,504,672.55 RMB from 11,031,532,661.13 RMB[25] - Total liabilities decreased to 5,512,270,280.86 RMB from 7,148,436,500.68 RMB[26] - Total owner's equity increased to 4,664,234,391.69 RMB from 3,883,096,160.45 RMB[26] Earnings Per Share and Return on Equity - Basic earnings per share for the third quarter were RMB 1.26, a 20.58% increase year-over-year[3] - Diluted earnings per share for the third quarter were RMB 1.22, a 20.48% increase year-over-year[3] - Weighted average return on equity for the third quarter was 9.71%, a decrease of 2.27 percentage points year-over-year[3] - Basic earnings per share for the first three quarters of 2024 were 3.71 yuan, up from 2.71 yuan in the same period of 2023[20] Orders and Backlog - New orders signed by the company as of September 30, 2024, amounted to 8.707 billion yuan, with 2.422 billion yuan signed from July to September[13] - The company's backlog as of September 30, 2024, was 13.434 billion yuan, a year-on-year increase of 16.99%[13] - New orders for the first nine months of 2024 decreased by 3.17% compared to the same period in 2023[13] Cash Flow and Monetary Funds - The company's monetary funds as of September 30, 2024, were 2.424 billion yuan, up from 1.832 billion yuan at the end of 2023[14] - Cash received from sales of goods and services in the first three quarters of 2024 was 4,620,748,718.82 yuan, compared to 3,748,246,048.21 yuan in the same period of 2023[20] - Net cash flow from operating activities for the first three quarters of 2024 was 411,361,838.65 yuan, down from 496,526,483.85 yuan in the same period of 2023[22] - Net cash flow from investing activities for the first three quarters of 2024 was 483,498,025.53 yuan, significantly higher than 36,932,505.78 yuan in the same period of 2023[22] - Net cash flow from financing activities for the first three quarters of 2024 was -168,128,360.68 yuan, compared to 1,048,983,934.61 yuan in the same period of 2023[23] - The company's monetary funds as of September 30, 2024, were 1,494,516,876.04 yuan, up from 985,319,543.87 yuan as of December 31, 2023[24] - Sales revenue from goods and services received in cash increased to 3,343,009,857.34 RMB in the first three quarters of 2024, up from 2,844,531,925.54 RMB in the same period of 2023[30] - Net cash flow from operating activities rose to 630,432,930.16 RMB in the first three quarters of 2024, compared to 532,298,039.39 RMB in the same period of 2023[30] - Cash received from investment returns increased to 18,592,475.88 RMB in the first three quarters of 2024, up from 17,084,063.35 RMB in the same period of 2023[30] - Cash paid for the purchase of fixed assets, intangible assets, and other long-term assets increased to 507,880,724.60 RMB in the first three quarters of 2024, up from 394,066,857.32 RMB in the same period of 2023[31] - Net cash flow from investment activities improved to 155,766,502.12 RMB in the first three quarters of 2024, compared to -107,005,998.04 RMB in the same period of 2023[31] - Cash received from borrowings decreased to 537,761,797.40 RMB in the first three quarters of 2024, down from 1,569,171,400.00 RMB in the same period of 2023[31] - Net cash flow from financing activities was -191,966,991.85 RMB in the first three quarters of 2024, compared to 984,500,653.72 RMB in the same period of 2023[31] - The company's cash and cash equivalents balance at the end of the period was 1,414,963,565.45 RMB in the first three quarters of 2024, down from 1,897,023,805.37 RMB in the same period of 2023[31] Accounts Receivable and Inventory - Accounts receivable as of September 30, 2024, were 2.557 billion yuan, compared to 1.592 billion yuan at the end of 2023[15] - Inventory as of September 30, 2024, was 6.511 billion yuan, down from 7.630 billion yuan at the end of 2023[15] - Accounts receivable as of September 30, 2024, were 1,708,933,401.79 yuan, compared to 1,184,707,353.14 yuan as of December 31, 2023[24] - Inventory as of September 30, 2024, was 2,533,373,318.10 yuan, down from 3,845,809,410.02 yuan as of December 31, 2023[24] Comprehensive Income and Other Metrics - Comprehensive income for the first three quarters of 2024 reached 1,241,940,016.83 yuan, compared to 856,496,647.57 yuan in the same period of 2023[20] - Total comprehensive income for the first three quarters of 2024 increased to 1,156,085,902.97 RMB from 845,377,459.71 RMB[29] - Other income for the first three quarters of 2024 increased to 92,051,862.94 RMB from 80,662,402.88 RMB[28] Current and Non-Current Assets - The company's total current assets as of September 30, 2024, were 12.306 billion yuan, compared to 13.760 billion yuan at the end of 2023[15] - Total non-current assets as of September 30, 2024, were 2.328 billion yuan, up from 1.858 billion yuan at the end of 2023[15] - The company's long-term equity investments as of September 30, 2024, were 4.526 million yuan, compared to 3.341 million yuan at the end of 2023[15]

奥特维：前三季度净利润11.66亿元 同比增长36.91% 《科创板日报》28日讯，奥特维发布2024年第三季 度报告，前三季度实现营业收入69.21亿元，同比增长63.27%；归属于上市公司股东的净利润11.66亿 元，同比增长36.91%；基本每股收益3.71元。 第三季度实现营业收入25.04亿元，同比增长45.42%；归属于上市公司股东的净利润3.97亿元，同比增 长20.58%。 查看公告原文 ...

[Table_MainInfo] 公司研究/机械工业/新能源板块 证券研究报告 奥特维（688516）公司研究报告 2024 年 10 月 23 日 [Table_InvestInfo] 投资评级 优于大市 首次 覆盖 | --- | --- | |---------------------------------------------------|--------------| | 股票数据 | | | 10 [ Table_StockInfo 月 22 日收盘价（元） ] | 55.97 | | 52 周股价波动（元） | 33.04-149.50 | | 总股本 / 流通 A 股（百万股） | 314/290 | | 总市值 / 流通市值（百万元） 相关研究 | 17599/16245 | 市场表现 [Table_QuoteInfo] -46.62% -31.62% -16.62% -1.62% 13.38% 28.38% 2023/10 2024/1 2024/4 2024/7 奥特维 海通综指 | --- | --- | --- | --- | |------------------------- ...

证券代码：688516 证券简称：奥特维 无锡奥特维科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-------------------------|---------------------------------------------------------------|------------------------|--------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者 \n关系活 动类别 | □ \n□新闻发布会 □路演 ...

证券研究报告·公司点评报告·光伏设备 奥特维（688516） 获 4 亿元单晶炉海外订单，设备商出海再下 一城 2024 年 09 月 20 日 买入（维持） | --- | --- | --- | --- | --- | --- | |------------------------------|--------|----------|----------|----------|----------| | 盈利预测与估值 [Table_EPS] | 2022A | 2023A | 2024E | 2025E | 2026E | | 营业总收入（百万元） | 3540 | 6302 | 9213 | 12060 | 14892 | | 同比（ % ） | 72.94 | 78.05 | 46.19 | 30.90 | 23.48 | | 归母净利润（百万元） | 713.11 | 1,255.82 | 1,837.73 | 2,350.23 | 2,989.43 | | 同比（ % ） | 92.36 | 76.10 | 46.34 | 27.89 | 27.20 | | EPS- 最新摊薄（元 / 股） | ...

证券研究报告 2024 年 09 月 12 日 湘财证券研究所 公司研究 奥特维（688516）事件点评 签订重要合同，未来业绩有望增厚 | --- | |----------------------------------| | | | 相关研究： | | 1. 《 20240722 湘财证券 - 奥特维 | | | | 688516.SH- 业绩维持高速增长， | | 新产品有望逐渐放量》 | | 2. 《 20240827 湘财证券 - 奥特维 | | 688516.SH- 业绩保持高速增长， | | 半导体设备订单增量明显》 | 公司评级：买入（维持） 近十二个月公司表现 -60% -40% -20% 0% 20% 奥特维 沪深300 | --- | --- | --- | --- | |---------------|--------------------|----------|------------------| | | | | | | | | | | | | | | | | 23/09 23/11 | 24/01 24/03 | 24/05 | 24/07 24/09 | | % | 1 个 ...

①帆石一海底电缆招标落地，国内海上风电招标有望逐步提速，带动海上风电景气反转； ②获9亿元单 晶炉海外订单，这家光伏设备商加快出海步伐，进一步增厚公司订单韧性。 【研选·大事件——读懂大市】 1、习近平：各地区各部门要抓好三季度末和四季度经济工作，努力完成全年经济社会发展目标任务。 2、证监会主席吴清：不断提高上市公司质量和投资价值，多措并举活跃并购重组市场。 4、商务部部长将访问欧洲，就欧盟对华电动汽车反补贴案进行磋商。 4、普京：西方直接介入俄乌冲突意味着与俄开战，俄将作出适当决定。 5、美国PPI公布后，利率互换持稳，预计美联储年内总计降息100个基点；现货黄金、COMEX黄金期 货均刷新历史收盘高位。 【研选·行业】 风电|帆石一海底电缆招标落地，国内海上风电招标有望逐步提速，带动海上风电景气反转 9月12日，阳江帆石一海上风电场项目首回500kV海底电缆及敷设开启招标，招标范围包括阳江帆石一 海上风电场项目首回500kV海底电缆及附件、500kV陆缆及附件、6.3kV~66kV陆缆及附件，计划第一 批交货日期为2025年4月1日。 从帆石一项目进度来看，2022年7月，环境影响评价公示，2023年1 ...

证券代码：688516 证券简称：奥特维 | --- | --- | --- | --- | --- | |---------------|-----------------------------------------------|-------|----------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券研究报告 奥特维 (688516 CH) 签订海外 9 亿元单晶炉等设备合同 投资评级(维持): 买入 目标价(人民币): 51.75 华泰研究 公告点评 2024 年 9 月 12 日│中国内地 专用设备 签订海外 9 亿元低氧单晶炉及配套辅助设备合同，增强公司订单韧性 9 月 11 日公司发布公告，公司全资子公司近日与海外某龙头光伏企业签订 单晶炉及配套辅助设备采购合同，合计约人民币 9 亿元（含税）。随着欧洲、 美国、印度及中东等国家和地区光伏产能建设推进，光伏设备出海趋势显著， 公司有望凭借在组件、电池、硅片、拉晶等环节多方位的设备布局充分受益 海外扩产。我们预计公司 2024-2026 年归母净利 18.08/21.58/23.30 亿元。 可比公司 24 年 Wind 一致预期 PE 均值为 9 倍，给予公司 24 年 9 倍 PE， 目标价 51.75 元（前值 51.75 元），维持"买入"评级。 风险提示：公司新产品研发不及预期，行业竞争加剧，串焊技术迭代低预期。 研究员 倪正洋 SAC No. S0570522100004 SFC No. BTM566 nizhengyang@htsc ...

"哈里斯交易"利好新能源方向，这家光伏"卖铲者"积极开拓国际市场以及纯海外客户，目前已经取得成 效、近日新签海外10GW大单，分析师测算今年PE估值6倍，对应明年仅5倍。 奥特维（688516）精要： ①公司披露全资子公司与海外某龙头光伏企业签订《采购合同》，销售单晶炉及配套辅助设备，合计销 售额约人民币9亿元（含税），将在2024年12月开始交付； ②东吴证券周尔双认为该订单对应约600台低氧单晶炉约10GW，公司海外订单取得突破，国际化布局 持续深化，上半年新签订单中海外占比约25%，其中纯海外客户占比约68%； ③后期随着海外光伏企业推动本土产能建设，叠加国内光伏企业为了应对贸易摩擦也在加速海外一体化 产能建设，国产设备商优势明显； ④随着组件设备持续景气+单晶炉持续放量+新领域拓展顺利，周尔双预计公司2024-2026年归母净利润 为18.4/23.5/29.9亿元，对应PE6/5/4倍； ⑤风险提示：下游扩产不及预期等。 "哈里斯交易"利好新能源方向，这家光伏"卖铲者"开拓海外国际客户卓有成效、近日新签10GW大单， 分析师测算今年PE估值仅6倍 事件：奥特维披露全资子公司与海外某龙头光伏企业签订《 ...