[Report Cover and Important Notice](index=1&type=section&id=Report%20Cover%20and%20Important%20Notice) Jiawei New Energy Co., Ltd. released its Q1 2023 report, with management guaranteeing its accuracy and completeness, unaudited - Jiawei New Energy Co., Ltd. published its 2023 first-quarter report, with the Board of Directors, Supervisory Board, and senior management guaranteeing the report's truthfulness, accuracy, and completeness, and confirming it is unaudited[1](index=1&type=chunk)[2](index=2&type=chunk)[3](index=3&type=chunk)[4](index=4&type=chunk) [Key Financial Data](index=2&type=section&id=I.%20Key%20Financial%20Data) [Key Accounting Data and Financial Indicators](index=2&type=section&id=%28I%29%20Key%20Accounting%20Data%20and%20Financial%20Indicators) The company's Q1 2023 key financial indicators significantly declined year-over-year, with operating revenue and net profit falling sharply, and net cash flow from operating activities turning negative Q1 2023 Key Accounting Data and Financial Indicators | Item | Current Reporting Period (RMB) | Prior Year Period (RMB) | YoY Change | | :--- | :--- | :--- | :--- | | Operating Revenue | 99,950,447.57 | 249,447,945.23 | -59.93% | | Net Profit Attributable to Shareholders of the Listed Company | -11,979,999.28 | 28,459,634.42 | -142.09% | | Net Profit Attributable to Shareholders of the Listed Company, Excluding Non-Recurring Gains and Losses | -14,112,402.97 | 9,664,883.65 | -246.02% | | Net Cash Flow from Operating Activities | -100,793,212.79 | 366,979,539.31 | -127.47% | | Basic Earnings Per Share (EPS) | -0.0145 | 0.0345 | -142.03% | | Diluted Earnings Per Share (EPS) | -0.0145 | 0.0345 | -142.03% | | Weighted Average Return on Net Assets | -0.66% | 1.63% | Decreased by 2.29 percentage points | Balance Sheet Key Indicators (Period-End) | Item | End of Current Reporting Period (RMB) | End of Prior Year (RMB) | Change from Prior Year-End | | :--- | :--- | :--- | :--- | | Total Assets | 2,530,411,907.16 | 2,336,255,297.01 | 8.31% | | Total Equity Attributable to Shareholders of the Listed Company | 1,818,968,247.54 | 1,826,071,870.66 | -0.39% | [Non-Recurring Gains and Losses Items and Amounts](index=2&type=section&id=%28II%29%20Non-Recurring%20Gains%20and%20Losses%20Items%20and%20Amounts) Total non-recurring gains and losses for this period amounted to **RMB 2,132,403.69**, primarily from government grants and debt restructuring losses, positively impacting net profit Q1 2023 Non-Recurring Gains and Losses Items | Item | Current Period Amount (RMB) | Description | | :--- | :--- | :--- | | Gains and Losses from Disposal of Non-Current Assets | -107.64 | | | Government Grants Recognized in Current Period Profit/Loss | 5,766,673.31 | Primarily government grants received by subsidiary Jiangsu Huayuan New Energy Technology Co., Ltd. | | Debt Restructuring Gains and Losses | -3,815,794.87 | Primarily debt restructuring losses from the disposal of a plant by subsidiary Jiawei Longneng Solid-State Energy Storage Technology Rugao Co., Ltd. | | Other Non-Operating Income and Expenses | 184,465.06 | | | Less: Income Tax Impact | 1,334.97 | | | Impact on Minority Interests (After Tax) | 1,497.20 | | | **Total** | **2,132,403.69** | | [Changes and Reasons for Key Accounting Data and Financial Indicators](index=3&type=section&id=%28III%29%20Changes%20and%20Reasons%20for%20Key%20Accounting%20Data%20and%20Financial%20Indicators) During the reporting period, multiple balance sheet, income statement, and cash flow statement indicators changed significantly, mainly due to PV power station business expansion, acquisitions, equity incentive expenses, and market environment shifts [Balance Sheet Changes and Reasons](index=3&type=section&id=Balance%20Sheet%20Changes%20and%20Reasons) Multiple balance sheet items showed significant period-end changes from the beginning of the year, mainly due to PV power station acquisitions, increased bill settlements, and higher borrowings Major Balance Sheet Changes | Item | March 31, 2023 (RMB) | January 1, 2023 (RMB) | Change | Reason for Change | | :--- | :--- | :--- | :--- | :--- | | Notes Receivable | 4,554,940.00 | 2,181,397.18 | 108.81% | Increased settlement of supplier payments by notes in this period | | Prepayments | 48,288,551.08 | 14,689,475.88 | 228.73% | Increased prepayments for PV power station business | | Fixed Assets | 632,775,476.41 | 445,996,805.90 | 41.88% | Acquisition of power stations in this period increased fixed assets within the consolidated scope | | Goodwill | 15,587,110.50 | 4,567,462.92 | 241.26% | Acquisition of power stations in this period increased goodwill within the consolidated scope | | Deferred Income Tax Assets | 9,313,037.33 | 6,558,762.87 | 41.99% | Recognized based on lease liabilities | | Short-Term Borrowings | 29,500,000.00 | 0.00 | New | New short-term borrowings in this period | | Employee Compensation Payable | 7,900,016.17 | 14,443,069.16 | -45.30% | Wages and bonuses paid in this period | | Other Payables | 317,172,817.26 | 210,418,860.17 | 50.73% | Acquisition of power stations in this period increased finance lease borrowings | | Long-Term Borrowings | 128,300,000.00 | 53,800,000.00 | 138.48% | New long-term borrowings in this period | | Lease Liabilities | 30,465,278.19 | 18,859,863.78 | 61.53% | Acquisition of power stations in this period increased lease liabilities within the consolidated scope | [Income Statement Changes and Reasons](index=3&type=section&id=Income%20Statement%20Changes%20and%20Reasons) The income statement shows significant declines in operating revenue and cost, a notable increase in administrative expenses, and substantial reductions in financial expenses and non-operating income/expenses, leading to operating profit and total profit turning from gains to losses Major Income Statement Changes | Item | Current Period Amount (RMB) | Prior Period Amount (RMB) | YoY Change | Reason for Change | | :--- | :--- | :--- | :--- | :--- | | Operating Revenue | 99,950,447.57 | 249,447,945.23 | -59.93% | Mainly due to decreased revenue from PV lighting and PV power station EPC | | Operating Cost | 72,889,854.65 | 200,965,563.91 | -63.73% | Operating cost decreased with operating revenue | | Taxes and Surcharges | 673,952.19 | 3,655,649.39 | -81.56% | Mainly due to reduced taxes for PV power stations | | Administrative Expenses | 28,870,052.59 | 15,788,821.46 | 82.85% | Mainly due to equity incentive expenses and wages/bonuses accrued in this period | | Financial Expenses | 640,402.78 | 6,265,842.36 | -89.78% | Mainly due to lower interest expenses and increased exchange gains | | Other Income | 1,950,878.44 | 929,028.39 | 109.99% | Primarily government grants received by subsidiaries and debt restructuring losses | | Non-Operating Income | 189,118.91 | 20,012,917.87 | -99.06% | Mainly performance compensation received in the same period last year | | Non-Operating Expenses | 4,653.85 | 8,508,975.72 | -99.95% | Mainly tax penalties accrued in the same period last year | [Cash Flow Statement Changes and Reasons](index=3&type=section&id=Cash%20Flow%20Statement%20Changes%20and%20Reasons) Net cash flow from operating activities turned negative, mainly due to reduced collections from EPC and lighting businesses and decreased intercompany receivables; investing cash outflows significantly increased, primarily for power station acquisitions; financing cash inflows rose, mainly from borrowings and restricted stock investments Major Cash Flow Statement Changes | Item | Current Period Amount (RMB) | Prior Period Amount (RMB) | YoY Change | Reason

股票代码：300317 股票简称：珈伟新能 珈伟新能源股份有限公司投资者关系活动记录表 编号：2023-001 投资者关系活动类 别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（请文字说明其他活动内容） 参与单位名称及人 员姓名 线上参与珈伟新能 2022 年度网上业绩说明会的投资者 时间 2023 年 04 月 07 日（星期五）下午 15:00-17:00 地点 "珈伟新能投资者关系"微信小程序 上市公司接待人员 姓名 副董事长、总裁、财务总监：李雳先生 独立董事：黄惠红女士 董事会秘书：宋天玺先生 投资者关系活动主 要内容介绍 1、请问公司 2022 年净利润扭亏为盈的主要原因是什么？ 答：您好！感谢您的关注。公司 2021 年计提了大额信用减 值损失和资产减值损失，且 2022 年收到政府补助和业绩补 偿收入。 2、请问国资定增都快一年了审批到哪个进度了？ 答：定增工作目前推进较为顺利，我们将按照规则及时披露 进展。 3、请问子公司完成电站收购这对公司的经营有哪些影响？ 答：一方面可以增加公司自持电站资产规模，保障公司发电 收入，增厚公司业绩； ...

证券代码：300317 证券简称：珈伟新能 公告编号：2023-044 关于召开 2022 年度网上业绩说明会的公告 珈伟新能源股份有限公司 敬请广大投资者积极参与。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特此公告。 珈伟新能源股份有限公司（以下简称"公司"）已于2023年3月21日在巨潮 资讯网（http://www.cninfo.com.cn/）上披露了《珈伟新能2022年年度报告》。 为便于广大投资者进一步了解公司2022年年度经营情况，公司定于2023年4 月7日（星期五）下午15:00至17:00时在"珈伟新能投资者关系"小程序举行2022 年度网上业绩说明会。本次网上业绩说明会将采用网络远程的方式举行，投资者 可登陆"珈伟新能投资者关系"小程序参与互动交流。为广泛听取投资者的意见 和建议，提前向投资者征集问题，提问通道自发出公告之日起开放。 参与方式一：在微信小程序中搜索"珈伟新能投资者关系"； 参与方式二：微信扫一扫以下二维码： 投资者依据提示，授权登入"珈伟新能投资者关系"小程序，即可参与交 流。 出席本次网上说明会的人员有：副董事长 ...

Financial Performance - The company's operating revenue for 2022 was ¥505,292,531.53, a decrease of 12.82% compared to ¥579,596,607.39 in 2021[20] - The net profit attributable to shareholders in 2022 was ¥91,351,129.10, a significant increase of 143.55% from a loss of ¥209,752,912.86 in 2021[20] - The net cash flow from operating activities increased by 67.29% to ¥531,446,562.97 in 2022, compared to ¥317,680,879.03 in 2021[20] - Basic earnings per share for 2022 were ¥0.1108, up 143.54% from a loss of ¥0.2545 in 2021[20] - The total assets at the end of 2022 were ¥2,336,255,297.01, a decrease of 19.56% from ¥2,904,354,698.81 at the end of 2021[20] - The net assets attributable to shareholders increased by 5.13% to ¥1,826,071,870.66 at the end of 2022, compared to ¥1,736,979,506.37 at the end of 2021[20] - The weighted average return on net assets for 2022 was 5.12%, an increase of 16.51% from -11.39% in 2021[20] Revenue Breakdown - Revenue from the photovoltaic lighting segment was ¥384.77 million, accounting for 76.15% of total revenue, down 12.07% from ¥437.56 million in 2021[43] - The photovoltaic power station EPC and operation maintenance segment saw a significant increase in revenue to ¥86.95 million, up 179.66% from ¥31.09 million in 2021[43] - Revenue from photovoltaic power generation dropped to ¥32.39 million, a decline of 70.13% from ¥108.45 million in the previous year[43] - The company reported a total sales volume of 17,355,118 units in the photovoltaic lighting segment, a decrease of 12.99% from 19,947,011 units in 2021[46] - The overseas market contributed ¥352.77 million, representing 69.82% of total revenue, with a decrease of 9.05% compared to ¥387.90 million in 2021[43] - The domestic market revenue was ¥152.52 million, accounting for 30.18% of total revenue, down 20.44% from ¥191.70 million in 2021[43] Market and Industry Trends - The global LED lighting market is projected to reach approximately $67.96 billion in 2022, with China being the largest manufacturing country[30] - The photovoltaic industry in China saw a significant increase in new installations, with a growth rate of 59.3% in 2022, totaling approximately 87.41 GW[32] - The company focuses on clean energy applications, particularly in photovoltaic consumer products and industrial applications, aiming to become a leading provider of comprehensive renewable energy solutions in China[33] Research and Development - The company holds 147 patents, including 131 domestic patents and 16 foreign patents, showcasing its strong R&D capabilities[37] - The company's research and development (R&D) expenses in 2022 amounted to ¥11,957,314.17, representing 2.37% of total operating revenue, compared to 2.30% in 2021[55] - The number of R&D personnel increased by 21.74% from 46 in 2021 to 56 in 2022, with the proportion of R&D personnel rising to 9.27%[54] - The company plans to increase its investment in R&D for solar energy lighting to meet the growing demand from domestic and international customers[77] Strategic Initiatives - The company is actively involved in the solar power sector, focusing on photovoltaic projects[68] - The company is expanding its EPC (Engineering, Procurement, and Construction) services for renewable energy projects, including wind and solar power[80] - The company is planning to enter the independent energy storage market, participating in peak shaving and frequency regulation services[80] - The company is exploring market expansion opportunities in the renewable energy sector[73] Governance and Compliance - The company emphasizes compliance with laws and regulations to protect shareholder rights, ensuring accurate and timely information disclosure[136] - The company has established an internal control system covering all functional departments and subsidiaries, ensuring effective operation without significant omissions[129] - The company has complied with all governance requirements as per relevant laws and regulations, with no major issues identified[132] - The company maintained a high level of information disclosure, ensuring transparency and timely communication with investors through various channels[91] Shareholder and Capital Structure - The new controlling shareholder is expected to strengthen the company's long-term financing and business development capabilities[40] - The capital increase from Fuyang Quanf is expected to inject over 1.1 billion RMB into the company, significantly improving cash flow[81] - The company’s total share capital stands at 824,283,865 shares, with 93.31% being unrestricted shares[180] - The largest shareholder,振发能源集团有限公司, holds 157,002,443 shares, representing 19.05% of the total shares[186] Challenges and Risks - The company is facing challenges in the photovoltaic sector, including increased costs for energy storage and restrictions on land use for solar projects[33] - The company faces risks from intensified competition in the photovoltaic lighting industry, currency fluctuations, and raw material price volatility, with strategies in place to mitigate these risks[83][84] Future Outlook - The company anticipates substantial breakthroughs in its photovoltaic power generation and EPC business in 2023, which are expected to become major revenue sources[29] - The company has indicated a positive outlook for the upcoming fiscal year, projecting continued growth in user data and market share[98] - The company has set a revenue guidance of 1.8 billion RMB for the next fiscal year, projecting a growth rate of 20%[103]

Group 1: Company Overview and Strategy - The company plans to construct 300-500 MW of photovoltaic power stations in the coming year, focusing on steady growth rather than aggressive targets [3] - The acquisition of Huayuan Company will enhance the company's EPC construction capabilities, leveraging years of experience in the photovoltaic industry [3][4] - The company aims to develop a first-class management team in the photovoltaic sector, building on existing teams and recruiting experienced personnel from the industry [5] Group 2: Market Expansion and Partnerships - The company has over ten years of channel development experience in North America and maintains strong relationships with major home improvement retailers [4] - Future collaborations with Zhenfa Energy are anticipated, focusing on complementary strengths in technology and market expansion [4] - The company is exploring opportunities in overseas photovoltaic power station markets, leveraging its understanding of international markets [4] Group 3: Financial and Operational Insights - Financing capability is crucial for companies in the photovoltaic sector due to the significant capital required; the company plans to utilize various financing methods to support growth [6] - The company is confident in its ability to manage newly acquired businesses and aims to align with international standards in management [5] - The company is actively developing graphene technology for thermal and energy storage applications, collaborating with Tsinghua University on research projects [5][6] Group 4: LED Business Development - The company has over ten years of operational experience in the North American LED market and has successfully expanded into Europe through acquisitions [7] - The acquisition of a well-known domestic brand, Pinsun Lighting, is expected to complement the company's existing capabilities and enhance its market position [7] - The company is focusing on R&D for competitive smart lighting products aimed at the U.S. market [8]

编号：2015-001 证券代码：300317 证券简称：珈伟股份 深圳珈伟光伏照明股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 齐鲁证券 曾朵红 沈成 | | | 人员姓名 | 国海证券 李恩国 傅鸿浩 | | | | 长江证券 张垚 | | | | 摩根斯坦利华鑫 袁斌 王增财 | | | | 中炬资产 张泽京 | | | 时间 | 2015 年 11 月 26 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 | 公司总裁 李雳 | | | 员姓名 | 总裁特助 陈琼阁 | | | ...

深圳珈伟光伏照明股份有限公司投资者关系活动记录表 编号：2017-001 | --- | --- | --- | |----------------|---------------------------------|---------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □分析师会议 | | 类别 | □ 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 | 招商证券股份有限公司 | 彭琪 | | 人员姓名 | 中山证券有限责任公司 秦宇斌 | | | | 华安未来资产 秦鲲 | | | | 华泰证券研究所 | 黄斌 | | | 华泰证券资产管理 王海山 | | | | 上海实领投资管理有限公司 张贤虎 | | | | 上海深积资产管理公司 张志杰 | | | | 基恒投资管理有限公司 黄自力 | | | 时间 | 2017 年 6 月 2 日下午 | 3：3 ...

证券代码： 300317 证券简称：珈伟新能 编号：2019-001 珈伟新能源股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |----------------|------------------------------------|---------------------------------|------------------------------------------------------| | | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | | □ 新闻发布会 | □ 路演活动 | | | | □ 现场参观 | | | | | □ | 其他 （请文字说明其他活动内容） | | | 参与单位名称及 | 国信证券 | | | | 人员姓名 | | | | | 时间 | 2019 年 7 月 23 日 | | | | 地点 | 中国储能大厦 33 | 楼公司会议室 | | | 上市公司接待人 | 刘雪芬、郭仙掌 | | | | 员姓名 | | | | | 投 ...

证券代码： 300317 证券简称：珈伟新能 编号：2019-002 珈伟新能源股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 德邦证券 刘雨波 | | | 人员姓名 | | | | 时间 | 2019 年 9 月 17 日 | | | 地点 | 中国储能大厦 33 | 楼公司会议室 | | 上市公司接待人 | 郭仙掌 | | | 员姓名 | | | | 投资者关系活动 | 1. | 今年以来公司签署了多项战略合作协议，目前进展情况如 | | 主要内容介绍 | | 何？公司锂电池板块后续如何拓展 ...

证券代码： 300317 证券简称：珈伟新能 编号：2021-001 参与单位名称及 参与珈伟新能 2020 年度网上业绩说明会的投资者 珈伟新能源股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|----------------|----------------------------| | | | | | 投资者关系活动 | □ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | √ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------------| | | | | | 人员姓名 | | | | 时间 | 2021 年 5 月 13 日 | 15:00-17:00 | | 地点 | "约调研"线上进行 ...