证券代码：688516 证券简称：奥特维 公告编号：2024-096 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 关于实施 2024 年半年度权益分派调整"奥维转债"转股价 格的公告 | 停牌起 | 证券代 证券简称 | 停复牌类 | 停牌期 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | | 始日 | 码 | 型 | 间 | | | | | 118042 奥维转债 | 可转债转 股停牌 | | 2024/10/14 | 2024/10/15 | ●调整前转股价格：87.56 元/股 ●调整后转股价格：86.70 元/股 ●转股价格调整实施日期：2024 年 10 月 15 日 一、 转股价格调整依据 根据中国证券监督管理委员会关于可转换公司债券发行的有关规 定及公司于 2023 年 8 月 8 日在上海证券交易所网站（www.sse.com） 披露的《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"）的相关条款，"奥维转 债"在本次发行后，若公司发生派送股票股利、转增股本、增 ...

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。无锡奥特维供应链管理有限公司（以下简称 "供应链公司"）、普乐新能源（蚌埠）有限公司（以下简称"普乐 新能源"）、奥特维（新加坡）有限公司（Autowell (Singapore) PTE ...

证券代码：688516 证券简称：奥特维 公告编号：2024-094 转债代码：118042 转债简称：奥维转债 本次调整原因：因无锡奥特维科技股份有限公司（以下简称"公 司"）公开发行的可转换公司债券"奥维转债"（债券代码：118042） 已于 2024 年 2 月 19 日起进入转股期，自 2024 年半年度利润分红预 案披露之日起至本公告披露日，累计有人民币 13,000 元已转换为公 司股票，转股数量为 148 股。上述事项导致公司总股本由 314,433,169 股增加至 314,433,317 股。公司按照维持现金分红总额不变，相应调 整每股现金分红金额的原则，对 2024 年半年度利润分配预案的每股 现金分红金额进行相应调整。 无锡奥特维科技股份有限公司关于调整 2024 年半年度利润分配预案每股现金分红金额的公告 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。 公司已经 2024 年 9 月 6 日的 2024 年第二次临时股东大会审议 并通过《无锡奥特维科技股份有限公司关于 2024 年半年度利润分配 ...

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 ...

证券代码：688516 证券简称：奥特维 公告编号：2024-093 转债代码：118042 转债简称：奥维转债 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： 证券停复牌情况：适用 因实施权益分派,本公司的相关证券停复牌情况如下：权益分派公告前 一交易日（2024 年 10 月 8 日）至权益分派股权登记日期间，本公司可 转债将停止转股。本公司的相关证券停复牌情况如下： | 证券代 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 | 停牌终止 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 码 | | | | 期间 | 日 | | | 118042 | 奥维转债 | 可转债转股停 牌 | 2024/10/8 | | | | 因实施权益分派，"奥维转债"将相应调整转股价格，从 87.56 元/股调整为 86.70 元/股(最终转股价格以无锡奥特维科技股份有限 无锡奥特维科技股份有限公司 关于实施 2024 年半年度权益分派时可转债转股价格 ...

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） | ...

证券代码：688516 证券简称：奥特维 公告编号：2024-092 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 自愿披露关于全资子公司签订日常经营重要合同的公告 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。 重要内容提示： 一、合同签署情况 （1）公司全资子公司无锡奥特维供应链管理有限公司（以下简 称 " 供应链公司 "）近日与国际知名光伏企业签订《销售合同》， 1. 合同类型：销售合同； 2. 合同标的物：单晶炉及配套辅助设备； 3. 合同金额：约人民币 4 亿元（含税）； 4. 合同生效条件：自双方签字或盖章且客户确定 FID(最终 投资决定)、发布开工通知，并支付首付款后生效； 5. 合同履行期限：合同生效日起至合同约定的双方责任和 义务履行完毕之日止； 6. 风险提示：本合同是附条件生效，存在合同不生效的可能。 上述项目将于 2025 年开始交付。按照公司收入确认政策， 公司将在设备验收后确认收入。敬请广大投资者谨慎决 策，注意防范投资风险。 (2)对方当事人情况 因本次合同部分信 ...

Investment Rating - The report maintains a "Buy" rating for the company [6][25]. Core Views - The company signed an important contract worth approximately 900 million RMB (including tax) with a leading overseas photovoltaic enterprise, which is expected to positively impact future performance [2]. - In the first half of 2024, the company achieved a revenue of approximately 4.42 billion RMB, a year-on-year increase of 75.5%, and a net profit of approximately 770 million RMB, a year-on-year increase of 47.2% [3]. - The domestic photovoltaic industry is facing overcapacity, but the company is expected to maintain growth through new cost-effective equipment and upgrades to existing equipment [5][25]. Financial Performance - For the first half of 2024, the company reported a revenue of approximately 44.2 billion RMB, a year-on-year increase of 75.5%, and a net profit of approximately 7.7 billion RMB, a year-on-year increase of 47.2% [3]. - The company expects revenues for 2024-2026 to be 98.0 billion, 124.5 billion, and 150.7 billion RMB, with year-on-year growth rates of 55.5%, 27.1%, and 21.0% respectively [5][10]. - The average gross margin for the first half of 2024 was approximately 33.8%, a decrease of 2.8 percentage points year-on-year [3]. Market Trends - The report highlights a significant trend of localizing photovoltaic manufacturing overseas due to international trade tensions, which is leading to increased demand for equipment from Chinese manufacturers [4]. - The company is positioned to benefit from this trend, as evidenced by the recent contract with an overseas photovoltaic leader [4][5]. Future Outlook - The company is expected to continue its growth trajectory by launching new equipment and expanding its semiconductor testing equipment business, alongside increasing overseas orders [5][25]. - The projected net profit for 2024-2026 is expected to be 17.1 billion, 23.7 billion, and 30.7 billion RMB, with year-on-year growth rates of 36.5%, 38.7%, and 29.3% respectively [5][10].

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

Investment Rating - The report maintains a "Buy" rating for the company with a target price of RMB 51.75 [7][8]. Core Views - The company has signed a contract worth approximately RMB 900 million for low-oxygen single crystal furnaces and supporting auxiliary equipment with a leading overseas photovoltaic enterprise, enhancing its order resilience [2]. - The overseas expansion of photovoltaic capacity in regions such as Europe, the United States, India, and the Middle East is expected to significantly benefit the company due to its comprehensive equipment layout across various segments including components, batteries, silicon wafers, and crystal pulling [2][3]. - The company is projected to achieve net profits attributable to the parent company of RMB 1.808 billion, RMB 2.158 billion, and RMB 2.330 billion for the years 2024, 2025, and 2026 respectively [2][6]. Summary by Sections Contract and Order Resilience - The company has recently signed a contract for RMB 900 million in single crystal furnace equipment, which is expected to bolster its order resilience amid a tightening photovoltaic industry expansion [2][5]. - In the first half of 2024, the company secured new orders totaling RMB 6.285 billion, reflecting an 8.74% year-on-year increase, with Q1 orders up 31.5% and Q2 down 10.1% [5]. Market Trends and Opportunities - The report highlights significant growth in domestic photovoltaic equipment, with China holding over 90% of the global market share in 2022. The anticipated local capacity construction in the U.S., EU, and India is expected to create a demand for equipment worth approximately RMB 304 billion from 2024 to 2026 [3][4]. - The company has established subsidiaries in Japan, Singapore, and Malaysia to better serve overseas markets, and has received orders from major international clients, indicating strong recognition of its products [4]. Financial Projections - The company's revenue is projected to grow from RMB 6.302 billion in 2023 to RMB 10.458 billion in 2024, representing a 65.94% increase [6]. - The expected earnings per share (EPS) for 2024 is RMB 5.75, with a projected price-to-earnings (PE) ratio of 9 times for 2024 [6][9].