证券代码：688516 证券简称：奥特维 公告编号：2024-072 转债代码：118042 转债简称：奥维转债 无锡奥特维科技股份有限公司 2024 年半年度业绩预告的自愿性披露公告 | --- | --- | |--------------------------------------------------------------|-------| | | | | 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导 | | | 性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承 | | | 担法律责任。 | | 一、本期业绩预告情况 （一）业绩预告期间 2024 年 1 月 1 日至 2024 年 6 月 30 日。 （二）业绩预告情况 （1）经公司财务部初步测算，预计 2024 年上半年实现营业收入 419,681.65 万元到 446,187.86 万元，与上年同期相比，将增加 167,933.01 万元到 194,439.22 万元，同比增长 66.71%到 77.24%。 （2）归属于母公司所有者的净利润为 72,589.73 万元到 77,174.34 万元，与上年同期相 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of RMB 80.65, based on a 15X PE multiple for 2024 [3] Core Views - The photovoltaic (PV) industry is at the bottom of a cyclical downturn, with technological innovation and platform capabilities being key for equipment companies to navigate the challenges [2] - The company, as a leader in string welding machines, has a dominant market position and is expanding into multiple growth areas, including silicon wafers, battery production, and semiconductor equipment [2] - The company's semiconductor product line is well-positioned to benefit from the localization of semiconductor equipment in China, opening up new growth opportunities [2] Financial Projections - The company is expected to achieve revenues of RMB 9.31 billion, RMB 12.79 billion, and RMB 14.34 billion in 2024, 2025, and 2026, respectively, representing year-on-year growth of 47.8%, 37.4%, and 12.1% [3] - Net profit attributable to shareholders is projected to be RMB 1.69 billion, RMB 2.60 billion, and RMB 2.88 billion for the same periods, with year-on-year growth of 34.6%, 54.0%, and 10.4% [3] - EPS is forecasted to be RMB 5.38, RMB 8.28, and RMB 9.14 for 2024, 2025, and 2026, respectively [3] Industry Analysis - The PV industry is undergoing a new capacity expansion cycle centered on N-type battery technology, with TOPCon, HJT, and xBC technologies driving demand for new equipment [8] - Despite the rapid growth of N-type battery technology, the industry faces challenges such as overcapacity, declining profitability, and cash losses in multiple segments, leading to reduced capital expenditures [11] - Equipment companies with strong technological reserves and platform capabilities are expected to navigate the cycle successfully, with leading companies likely to emerge stronger [2] Company Strengths - The company holds a dominant position in the string welding machine market, with a global market share exceeding 70% and serving all top 10 global PV module suppliers [2] - It has diversified its business into silicon wafer and battery production equipment, with low-oxygen single crystal furnaces, screen printing, and laser-assisted sintering equipment gaining traction among leading customers [2] - The company is expanding its semiconductor equipment business, covering both manufacturing and packaging segments, and is well-positioned to benefit from the localization of semiconductor equipment in China [2] Growth Opportunities - The company is leveraging its expertise in PV equipment to enter the semiconductor industry, with products such as silicon wafer single crystal furnaces, chemical mechanical polishing machines, and bonding machines [2] - It is also expanding into the energy storage sector, with a focus on module/PACK production lines, benefiting from the rapid growth of the energy storage industry [2] - Overseas markets, particularly Southeast Asia and Europe, present significant growth opportunities, with the company establishing subsidiaries in Japan and Singapore to strengthen its international presence [58] Technological Advancements - The company is at the forefront of PV component technology innovation, with its string welding machines leading the industry in terms of capacity and efficiency [41] - It has developed advanced technologies such as OBB (Overlapping Busbar) welding, which reduces silver paste consumption and improves module power output, with a market space estimated at RMB 19.4 billion by 2026 [46] - The company's low-oxygen single crystal furnaces have significantly improved the efficiency of N-type TOPCon batteries, with oxygen content reduced to 6ppm, enhancing battery efficiency by 0.1%-0.2% [48] Market Trends - The global semiconductor equipment market reached USD 106.2 billion in 2023, with China accounting for USD 36.6 billion, representing a significant opportunity for domestic equipment manufacturers [59] - The PV equipment market is shifting towards higher efficiency and lower cost, with N-type battery technologies such as TOPCon, HJT, and xBC driving demand for new equipment [8] - Overseas markets are becoming increasingly important for PV equipment manufacturers, with local capacity expansion policies driving demand for equipment in regions such as Southeast Asia and Europe [55]

证券代码：688516 证券简称：奥特维 公告编号：2024-071 转债代码：118042 转债简称：奥维转债 无锡奥特维科技股份有限公司 关于债券持有人及其一致行动人 可转债持有比例变动达到 10%的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整 性依法承担法律责任。 一、可转债配售情况 经中国证券监督管理委员会出具的《关于同意无锡奥特维科技股 份有限公司向不特定对象发行可转换公司债券注册的批复》（证监许 可【2023】1523 号），无锡奥特维科技股份有限公司（以下简称"公 司"）于 2023 年 8 月 10 日向不特定对象发行可转换公司债券 1,140 万张（以下简称"可转债"），每张面值为人民币 100.00 元，发行 募集资金总额为 114,000.00 万元，期限为自发行之日起六年，即自 2023 年 8 月 10 日至 2029 年 8 月 9 日（非交易日顺延至下一个交易 日）。 1 宗交易方式合计减持"奥维转债"1,513,400 张，占发行总量的 13.28%。具体内容详见公司于 2024 年 4 月 30 日上 ...

证券代码：688516 证券简称：奥特维 公告编号：2024-070 转债代码：118042 转债简称：奥维转债 无锡奥特维科技股份有限公司 关于公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性依法承担法律责任。 重要内容提示： 被担保人名称：均系无锡奥特维科技股份有限公司（以下简称 "公司"）合并报表范围内子公司，无锡奥特维智能装备有限公司（以 下简称"智能装备"）、无锡松瓷机电有限公司（以下简称"松瓷机 电"）、无锡奥特维旭睿科技有限公司（以下简称"旭睿科技"）、 无锡奥特维科芯半导体技术有限公司（以下简称"科芯技术"）、无 锡奥特维光学应用有限公司（以下简称"光学应用"）、无锡立朵科 技有限公司（以下简称"立朵科技"）、无锡普乐新能源有限公司（以 下简称"无锡普乐"）、无锡奥特维智远装备有限公司（以下简称"智 远 装 备 " ） 、 奥 特 维 （ 马 来 西 亚 ） 有 限 公 司 (AUTOWELL(MALAYSIA)SDN.BHD.)（以下简称"AUTOWELL（马来西亚）"）， 均系公司的控股子公司。无 ...

累计转股情况：截至 2024 年 6 月 30 日，"奥维转债"累计有 人民币 24,000 元已转换为公司股票，转股数量为 269 股，占"奥维 转债"转股前公司已发行股份总额的 0.000085%。 未转股可转债情况：截至 2024 年 6 月 30 日，"奥维转债"尚 未转股的可转债金额为人民币 1,139,976,000 元，占"奥维转债"发 行总量的 99.997895%。 一、可转债发行上市概况 证券代码：688516 证券简称：奥特维 公告编号：2024-069 转债代码：118042 转债简称：奥维转债 无锡奥特维科技股份有限公司 可转债转股结果暨股份变动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整 性依法承担法律责任。 重要内容提示： 本季度转股情况：自 2024 年 4 月 1 日至 2024 年 6 月 30 日 期间，共有 0 元"奥维转债"转为无锡奥特维科技股份有限公司（以 下简称"公司"）普通股，转股数量为 0 股，占"奥维转债"转股前 公司已发行股份总额 的 0.00%。 （一）可转换公司债券发行情况 根 ...

股票简称：奥特维 股票代码：688516.SH 债券简称：奥维转债 债券代码：118042.SH 无锡奥特维科技股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2023 年度） 受托管理人：平安证券股份有限公司 二〇二四年六月 重要声明 本报告依据《公司债券发行与交易管理办法》《无锡奥特维科技股份有限公 司向不特定对象发行可转换公司债券受托管理协议》（以下简称《受托管理协议》） 《无锡奥特维科技股份有限公司向不特定对象发行可转换公司债券募集说明书》 （以下简称《募集说明书》）《无锡奥特维科技股份有限公司2023年年度报告》 等相关公开信息披露文件、第三方中介机构出具的专业意见等，由本次债券受托 管理人平安证券股份有限公司（以下简称平安证券）编制。平安证券对本报告中 所包含的从上述文件中引述内容和信息未进行独立验证，也不就该等引述内容和 信息的真实性、准确性和完整性做出任何保证或承担任何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为平安证券所作的承诺 或声明。在任何情况下，投资者依据本报告所进行的任何作为或不作为 ...

Summary of the Conference Call Company Overview - The conference call discusses the performance and outlook of **Aotewi**, a company primarily engaged in the photovoltaic equipment sector. [1] Key Financial Highlights - For the first half of the year, Aotewi reported revenue of approximately **4 billion** (40亿), representing a year-on-year growth of **60%**. [2] - Profit for the same period increased to over **400 million** (4亿), indicating a growth rate of **40%**. [2] - Aotewi has maintained high growth for four consecutive years since its listing, although this year's growth is lower than last year's **70%**. [2] - The compound annual growth rate (CAGR) since the company's inception is described as impressive, with profits rising from less than **100 million** (1亿) in the first year to over **700 million** (7亿) in the current half-year. [2] Industry Context - The photovoltaic industry is facing significant challenges, yet Aotewi continues to grow, attributed to its competitive advantages and ongoing innovation. [3] - The company has a strong order book, with **3.45 billion** (34.5亿) in orders for Q1, up from **2.6 billion** (26亿) in the previous year, reflecting a growth rate of over **30%**. [4] - In Q2, there was some pressure on orders, but the company does not anticipate a significant decline. [5] Product Development and Market Trends - Aotewi is actively working on its **0BB** technology, with ongoing improvements and modifications, despite some customer progress being slower than expected. [6] - The company has also expanded its product offerings into the **lithium battery** and **semiconductor** sectors, with a sales target of **100 million** (1亿) for semiconductor equipment this year, which is likely to be achieved. [7] - Aotewi has observed a cautious approach to capital expenditure among domestic photovoltaic companies, but overseas orders are increasing at a rate higher than last year. [8] Competitive Landscape - Aotewi's main competitors in the **0BB** technology space include **Maiwei** and **Xiaoniu**, but the company remains confident in its competitive edge due to its customization capabilities. [27] - The company believes it has a strong position in the market, with several successful case studies demonstrating the effectiveness of its equipment. [30] International Market Insights - In Q1, overseas orders accounted for **22%** of total orders, up from **13%** the previous year, indicating a positive trend in international sales. [31] - The company is focusing on expanding its presence in regions like **Southeast Asia** and the **Middle East**, where demand is growing, albeit at a slower pace compared to the **US** and **Europe**. [41][43] Challenges and Future Outlook - The semiconductor equipment market is recovering, but the company acknowledges that it is not as expansive as the photovoltaic sector. [57] - Aotewi is committed to maintaining its competitive advantage through technological innovation and strong customer service, particularly in overseas markets. [39] Conclusion - Aotewi is positioned well within the photovoltaic equipment industry, demonstrating strong financial performance and growth potential despite industry challenges. The company is focused on innovation, expanding its product lines, and enhancing its international market presence. [75]

2023年无锡奥特维科技股份有限公司向不 特定对象发行可转换公司债券2024年跟踪 评级报告 CSCI Pengyuan Credit Rating Report 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人 员与评级对象不存在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告 遵循了真实、客观、公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的 合法性、真实性、准确性和完整性作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组 织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、 持有任何证券的建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导 致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时， 本评级机构已对受评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变 更信用评级。本评级机构提醒报告使用者应及时登陆本公司网站关注被评证券信 ...

前方证券对违反上述要求的行为主体保留追究其法律责任的权利 各位老师大家上午好感谢大家宝贵的时间来参加这一场交流然后我们也非常有幸邀请了奥特维的周总给大家做一个沟通因为公司的半年报的预告也出来有一段时间了所以大家对公司的情况也比较了解接下来的话我们可能就分两个部分一开始请周总那边是否简单的帮我们进行做个简单的更新 我先简单把公司最新的情况给大家做一个简单更新接下来大家再看看有什么问题我们在6月20号左右我们发了一个业绩预告我们上半年的营业收入是大概在40亿多一点 同比我们是增长了平均上60%那我们的利润也增长到了40%多所以从这两个数据本身来看我相信就是各位能够看得出来奥特威的这个业绩已经自上市以来连续保持了4年的高增长 当然今年的这个增长就业绩本身的增长可能是低于去年因为去年大概有百分之七十多那我们今年大概是百分之四十多那我就觉得不管我们怎么看这件事情因为对于奥特维来讲这个增长数字是非常非常惊人的这是第一第二呢我们从奥特维从上市那一天开始大概第一年的利润可能就一个亿不到到我们到现在大概有 半年度我们差不多就有七个多亿所以从这个角度来讲呢我们奥特威在这个整个上市四年以来这个符合增长率也是非常惊人的那第三个方面呢 ...

本次会议由公司董事长葛志勇先生主持，经全体董事表决，形成决议如下： （一）审议通过《关于控股子公司之间吸收合并的议案》 证券代码：688516 证券简称：奥特维 公告编号：2024-064 转债代码：118042 转债简称：奥维转债 无锡奥特维科技股份有限公司 第三届董事会第五十四次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 无锡奥特维科技股份有限公司（以下简称"公司"）第三届董事会第五十四次 会议于 2024 年 6 月 24 日以通讯方式召开。本次会议由公司董事长葛志勇主持，应 到会董事 9 人，实际到会董事 9 人。监事会成员列席本次会议。本次会议的召集、 召开符合《中华人民共和国公司法》（以下简称"《公司法》"）及《公司章程》的 规定，会议决议合法、有效。 二、董事会会议审议情况 公司控股子公司无锡奥特维科芯半导体技术有限公司（"科芯技术"）吸收合 并无锡奥特维光学应用有限公司相关审计评估工作已完成。本次合并完成后，科芯 技术的注册资本将由 2,000 万元变更为 3,250 ...