证券代码：688516 证券简称：奥特维 公告编号：2024-074 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 关于签署募集资金专户存储四方监管协议的公告 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、 募集资金基本情况 （一）2021 年公司向特定对象发行股票 根据中国证券监督管理委员会"证监许可【2022】1250 号"文《关 于同意无锡奥特维科技股份有限公司向特定对象发行股票注册的批 复》的核准，并经上海证券交易所同意，公司向特定投资者葛志勇发 行人民币普通股（A 股）7,704,608.00 股，每股面值 1.00 元，每股 发行价格为 68.79 元。本次公开发行募集资金总额为人民币 53,000.00 万元，扣除本次发行费用人民币 552.83 万元，募集资金 净额为人民币 52,447.17 万元。上述募集资金已于 2022 年 8 月 22 日 全部到位，立信中联会计师事务所（特殊普通合伙）于 2022 年 8 月 22 日对资金到位情况进行了审验，并出 ...

Investment Rating - The investment rating for the company is "Buy" [6] Core Views - The company expects a significant increase in net profit for the first half of 2024, with estimates ranging from 726 million to 772 million yuan, representing a year-on-year growth of 38.92% to 47.70% [2][3] - The anticipated revenue for the first half of 2024 is between 4.2 billion and 4.46 billion yuan, indicating a year-on-year growth of 67% to 77% [3] - The 0BB technology is expected to enhance performance significantly, with the potential for large-scale adoption by 2025, benefiting the company as a leading manufacturer of string welding machines [4] Financial Performance Summary - The company forecasts a revenue of 4.33 billion yuan for H1 2024, with a year-on-year growth of 72% [3] - The net profit for Q2 2024 is projected to be between 390 million and 440 million yuan, with a year-on-year growth of 30% to 46% [3] - The company maintains a strong market position in the photovoltaic sector, with over 70% market share in string welding machines [5] Long-term Outlook - The company is well-positioned in the photovoltaic, lithium battery, and semiconductor sectors, with a diversified product portfolio and strong customer relationships [5] - The projected net profit for 2024, 2025, and 2026 is 1.93 billion, 2.50 billion, and 3.07 billion yuan respectively, with corresponding PE ratios of 6, 5, and 4 [6]

无锡奥特维科技股份有限公司（以下简称"公司"）于 2024 年 7 月 16 日收到公司实际控制人葛志勇先生、李文先生出具的《关于 提议无锡奥特维科技股份有限公司实施 2024 年度中期分红的函》，现 将相关情况公告如下： 一、提议情况 为提升上市公司投资价值，与投资者共享发展成果，增强投资者 获得感，推动上市公司高质量发展，公司实际控制人葛志勇先生、李 文先生提议：根据公司2024年度"提质增效重回报"行动方案，在保 证公司正常经营和长期发展不受影响的前提下，提议公司在符合利润 分配的条件下制定并实施2024年度中期分红方案，建议分红金额不低 于2024年上半年归属于上市公司股东的净利润的35%，且不超过相应 期间归属于上市公司股东的净利润。 葛志勇先生、李文先生承诺将在公司股东大会审议该等事项时投 "赞成"票。 1 二、 其他说明 证券代码：688516 证券简称：奥特维 公告编号：2024-073 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 关于收到实际控制人提议公司实施 2024 年度中期分红 暨落实 2024 年度"提质增效重回报"行动方案的自愿性公告 本公司董事会及全体 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is expected to achieve significant revenue growth in Q2, with a projected revenue of 4.2 to 4.46 billion yuan, representing a year-on-year increase of 67% to 77%. The net profit is anticipated to be between 730 to 770 million yuan, reflecting a growth of 39% to 48% [3][4] - The company is positioned to benefit from the upcoming mass production of the 0BB technology, which reduces silver consumption and enhances power output in solar modules. The company has made substantial progress in developing this technology, with over 120 related patents filed [3][4] - The company is evolving into an automation platform that spans across photovoltaic, lithium battery, and semiconductor sectors, with significant orders received in each area [4] Financial Forecasts and Valuation - The total revenue is projected to grow from 6.3 billion yuan in 2023 to 9.2 billion yuan in 2024, with a year-on-year growth rate of 46.19% [2][9] - The net profit attributable to the parent company is forecasted to increase from 1.26 billion yuan in 2023 to 1.84 billion yuan in 2024, corresponding to a growth rate of 46.34% [2][9] - The earnings per share (EPS) is expected to rise from 3.99 yuan in 2023 to 5.84 yuan in 2024, with a price-to-earnings (P/E) ratio of 6.74 for 2024 [2][9] Market Data - The closing price of the company's stock is 39.41 yuan, with a market capitalization of approximately 12.39 billion yuan [6] - The company has a price-to-book (P/B) ratio of 2.29 [6] Summary of Financials - The company is projected to have a total asset value of 20.7 billion yuan in 2024, with total liabilities of 15.17 billion yuan, resulting in a shareholder equity of approximately 5.5 billion yuan [9] - The operating cash flow is expected to significantly increase to 3.58 billion yuan in 2024, compared to 782 million yuan in 2023 [10]

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 ...