证券代码：688516 证券简称：奥特维 公告编号：2025-019 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 关于公司收购无锡唯因特数据技术有限公司部分股权暨关 联交易的公告 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： 无锡奥特维科技股份有限公司（以下简称"奥特维"或"公司"）拟 通过受让股权和接受表决权委托相结合的方式收购无锡唯因特数据 技术有限公司（以下简称"唯因特"或"标的公司"）的控股权。公 司拟收购葛志勇持有的唯因特 21.3043%股权，李文持有的唯因特 9.9638%股权，收购金额合计为 1,876.0870 万元。本次交易完成后 葛志勇、李文将其所持有的唯因特剩余 31.2681%股权对应的表决权 独家、无偿且不可撤销地全权委托给奥特维。本次收购完成后，公司 直接持有唯因特 31.2681%股权，合计控制唯因特 62.5362%股权，唯 因特将纳入公司合并报表范围。 葛志勇、李文为公司实际控制人，根据《上海证券交易所科创板股票 上市规则》等相关规定，本次 ...

证券代码：688516 证券简称：奥特维 公告编号：2025-020 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 第四届监事会第十一次会议决议公告 经审议，监事会认为：本次交易符合公司实际的运营和发展需要，将 推动双方优势资源整合，符合公司整体发展战略规划，有利于增强公司 整体盈利能力及竞争力。此外，本次交易将有效降低奥特维关联交易规 模，有利于增强上市公司独立性。 本次交易价格遵循公平合理的定价原则，以符合《证券法》规定的 资产评估机构出具的评估报告的评估结果为基础，由交易各方协商确定， 交易价格公允，不存在损害公司及全体股东特别是中小股东利益的情形。 因此，监事会同意公司收购无锡唯因特数据技术有限公司部分股权暨关 联交易的事项。具体内容详见公司于 2025 年 3 月 8 日在上海证券交易所网 1 站（www.sse.com.cn）披露的《无锡奥特维科技股份有限公司关于公司收 购无锡唯因特数据技术有限公司部分股权暨关联交易的公告》（公告编号： 2025-019） 本公司监事会及全体监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 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's Q4 performance is under short-term pressure, but the platform layout is expected to bring new growth points [1] - In 2024, the company achieved total revenue of 8.946 billion yuan, a year-on-year increase of 41.95%, and a net profit attributable to shareholders of 1.314 billion yuan, a year-on-year increase of 4.63% [1] - The company has made significant strides in the semiconductor AOI detection equipment sector, marking its first export to the United States [1] - The domestic semiconductor AOI equipment market is projected to grow from 4.347 billion yuan in 2022 to 6.592 billion yuan by 2025 [1] - The profit forecast for 2024-2026 has been adjusted to 1.314 billion yuan, 1.232 billion yuan, and 1.566 billion yuan respectively, corresponding to P/E ratios of 11, 12, and 10 times [1] Financial Summary - Total revenue for 2022 was 3.540 billion yuan, with a year-on-year growth of 72.94% [1] - The latest diluted EPS for 2024 is projected at 4.17 yuan per share [1] - The company's total assets are expected to reach 20.053 billion yuan in 2024, with total liabilities of 15.029 billion yuan [8] - The operating cash flow for 2024 is forecasted to be 3.388 billion yuan [8]

Financial Performance - In 2024, the company achieved total operating revenue of 894,648.84 million RMB, a year-on-year increase of 41.96%[3] - The company's net profit attributable to shareholders was 131,407.52 million RMB, reflecting a year-on-year growth of 4.64%[3] - The company's basic earnings per share rose to 4.18 RMB, up 4.85% from the previous year[3] - The net profit after excluding share-based payment expenses was 135,156.03 million RMB, an increase of 3.51% year-on-year[6] - The company reported a profit margin of 18.18% for operating profit, with operating profit reaching 162,630.18 million RMB, a 9.62% increase year-on-year[3] Assets and Equity - The total assets at the end of 2024 were 1,392,924.64 million RMB, a decrease of 10.81% compared to the beginning of the year[4] - The equity attributable to shareholders increased by 13.69% to 416,565.89 million RMB[4] - The company implemented a capital reserve conversion plan, increasing its share capital by 40.12% to 31,499.95 million RMB[4] Industry Challenges - The company faced challenges in the photovoltaic industry, including significant price declines and overcapacity, but maintained good performance through cost control and innovation[9] Return on Equity - The weighted average return on equity decreased by 9.43 percentage points to 32.34%[3]

Core Viewpoint - Aotewei has signed an order with a well-known American optical communication company to provide semiconductor packaging/bonding optical inspection equipment, marking a significant breakthrough for the company's semiconductor equipment business in the U.S. market [1] Group 1 - This is the first time Aotewei's semiconductor equipment has been exported to the U.S. market, indicating a major milestone for the company [1] - The collaboration with its subsidiary will see the equipment applied across three production lines in China and the U.S., further solidifying Aotewei's influence in the global semiconductor equipment market [1]

证券代码：688516 证券简称：奥特维 公告编号：2025-016 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 关于公司对外投资的公告 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： 投资标的名称：江苏润阳新能源科技股份有限公司（以下简称"润 阳股份"、"目标公司"）； 投资金额：无锡奥特维科技股份有限公司（以下简称"公司"、"奥 特维"）以对目标公司的债权人民币 1.80 亿元向目标公司增资。 增资完成后，公司持有目标公司股权 10,125,000 股，占目标公司 总股本的 2.0225%（因目标公司在同步处理其他债务，因此以债权 增资后股权结构以最终目标公司工商变更登记为）； 本次交易事项已经公司第四届董事会第十次会议、第四届监事会第 十次会议审议通过。根据《上海证券交易所科创板股票上市规则》 和《公司章程》的相关规定，本次交易事项不属于关联交易，不构 成《上市公司重大资产重组管理办法》规定的重大资产重组，无需 提交股东大会审议； 本公告中"债转股"指"债权转股权"； 相 ...

证券代码：688516 证券简称：奥特维 公告编号：2025-017 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 第四届监事会第十次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 无锡奥特维科技股份有限公司（以下简称"公司"）第四届监事会第十 次会议于 2025 年 2 月 25 日召开。本次会议由监事会主席陈霞女士主持，应 到监事 3 名，实到监事 3 名，符合《中华人民共和国公司法》（以下简称 "《公司法》"）和《公司章程》的规定。 经审议，监事会认为：公司本次对外投资旨在尽快化解客户欠款问题， 加快公司货款回收，降低公司坏账风险，优化公司财务结构，同时也有利 于加强与客户的合作。本次投资定价系在目标公司资产评估的基础上经各 方充分协商确定，同时还设置了投资补偿或回购条款，不存在损害上市公 司及全体股东利益的情形。监事会同意公司本次对外投资的事项。具体内容 详见公司于 2025 年 2 月 26 日在上海证券交易所网站（www.sse.com.cn） ...

Investment Rating - The report maintains a "Buy" rating for the company [3] Core Views - The company is evolving into an automation platform that spans photovoltaic, lithium battery, and semiconductor sectors. In the photovoltaic segment, it has secured continuous overseas orders for its monocrystalline furnaces and is a leader in string welding machines with a market share exceeding 70%. The company is expected to benefit from the 0BB iteration [3] - The profit forecast has been adjusted, with the 2024 net profit estimate revised down to 1.57 billion RMB from the previous 1.68 billion RMB, while maintaining the 2025 and 2026 net profit estimates at 1.89 billion RMB and 2.05 billion RMB respectively, corresponding to P/E ratios of 8, 7, and 6 [3] Financial Forecasts and Valuation - Total revenue is projected to grow from 6.30 billion RMB in 2023 to 10.06 billion RMB in 2026, with a year-on-year growth rate of 78.05% in 2023 and gradually decreasing to 7.22% by 2026 [3][9] - The net profit attributable to the parent company is expected to increase from 1.26 billion RMB in 2023 to 2.05 billion RMB in 2026, with a year-on-year growth rate of 76.10% in 2023 and 8.40% in 2026 [3][9] - The latest diluted EPS is forecasted to rise from 3.99 RMB in 2023 to 6.50 RMB in 2026, with corresponding P/E ratios decreasing from 10.50 to 6.44 [3][9] Market Position and Opportunities - The company has successfully received multiple orders for the upgrade of its 0BB string welding machines, totaling over 40GW, indicating strong market demand and recognition of its technology [8] - The report highlights the importance of equipment upgrades in a challenging industry environment, suggesting that the company is well-positioned to capitalize on the demand for existing equipment modifications [8]

Investment Rating - The report maintains a "Buy" rating for the company [3] Core Views - The company is evolving into an automation platform that spans photovoltaic, lithium battery, and semiconductor sectors. In the photovoltaic segment, it has secured continuous overseas orders for its monocrystalline furnaces and is a leader in string welding machines with a market share exceeding 70%. The company is expected to benefit from the 0BB iteration [3] - The profit forecast for 2024 has been adjusted down to 1.57 billion, while the net profit for 2025 and 2026 is maintained at 1.89 billion and 2.05 billion respectively, corresponding to P/E ratios of 8, 7, and 6 [3] - The company has successfully obtained significant upgrade orders for its 0BB string welding machines, totaling over 40GW, indicating strong market recognition of its technology [8] Financial Forecasts and Valuation - Total revenue is projected to grow from 6.30 billion in 2023 to 10.06 billion in 2026, with a year-on-year growth rate of 78.05% in 2023 and gradually decreasing to 7.22% by 2026 [9] - The net profit attributable to the parent company is expected to increase from 1.26 billion in 2023 to 2.05 billion in 2026, with a year-on-year growth rate of 76.10% in 2023 and 8.40% in 2026 [9] - The latest diluted EPS is forecasted to rise from 3.99 in 2024 to 6.50 in 2026, reflecting strong earnings growth [9]

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Insights - The company has secured a large order exceeding 10GW from a leading client, which is expected to support future performance [4] - The 0BB process upgrade solution continues to be optimized, resulting in significant economic benefits for clients [5] - The pace of capacity reduction in the photovoltaic industry may accelerate, with product prices stabilizing across various segments [6] - Despite the current overcapacity in the photovoltaic industry, the company is expected to maintain growth through new cost-effective equipment and upgrades to existing market equipment [7] Summary by Sections Recent Performance - Over the past twelve months, the company's relative return compared to the CSI 300 index has decreased by 41.9%, while the absolute return has decreased by 25.6% [3] Financial Forecast - Projected revenues for 2024-2026 are expected to be 95.3 billion, 102.6 billion, and 112.7 billion yuan, representing year-on-year growth of 51.2%, 7.7%, and 9.8% respectively - Projected net profit for the same period is expected to be 15.8 billion, 17.1 billion, and 20.5 billion yuan, with year-on-year growth of 25.6%, 8.7%, and 19.7% respectively - The price-to-earnings ratio is projected to be 6.7, 6.2, and 5.1 times for the years 2024, 2025, and 2026 respectively [7][11]