券商研究方面，银河证券指出科创新能源指数聚焦智能出行与绿色能源的双重驱动，其成分股涵盖新能 源车产业链、光伏、风电等细分领域，反映了能源结构转型的核心方向。数字产业创新研究中心在分析 山西省能源行业时提到，该地区以煤炭为基础的同时正加速布局新能源技术，如氢能储能示范项目，这 与科创新能源指数中部分成分股的技术路径存在区域协同性。 关联产品： 消息面上，1)经济增长目标强化，新型基建投资及产业升级方向明确，涉及新能源等新兴产业集群； 2)11月锂电预排产显示电池环节环比小幅增长，亿纬锂能等电池龙头排产稳定，材料环节受产能限制环 比下滑；3)福莱特Q3光伏玻璃出货量提升，库存显著下降，海外销售占比超30%，成本端原材料价格下 降；4)横店东磁预计光伏行业26年修复，美国市场硅片、电池片存缺口，公司正商讨产能投放方案。 关联个股： 截至10月29日09:38，创业板新能源ETF鹏华(159261.SZ)上涨2.00%，其关联指数创新能源(399266.SZ)上 涨1.88%；主要成分股中，阳光电源上涨6.11%，亿纬锂能上涨2.85%，汇川技术上1.01%，先导智能上 涨1.83%，欣旺达上涨2.50%。 创业板新 ...

董秘回答(捷佳伟创SZ300724)： 您好，目前公司在手订单仍以TOPcon电池技术路线为主，今年行业的产线升级改造、海外市场的加速 扩产以及公司加大布局新技术路线，都将为公司订单带来积极影响，公司在其他光伏电池技术路线上也 在获得新订单。谢谢！查看更多董秘问答>> 投资者提问： 董秘你好，请问公司的利润只反映前一两年订单的转化情况，请问今年以来公司的新增订单情况怎样？ 公司订单是否由之前主要的topcon设备路线，逐步转化为或以钙钛矿路线为主要的其它路线的订单？ 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

业绩简评 2025 年 10 月 27 日，公司发布 2025 年三季报业绩。2025 前三季 度公司实现营业收入 131.06 亿元，同比+6.17%；实现归母净利润 26.88 亿元，同比+32.9%；其中三季度实现营业收入 47.34 亿元， 同比-17.26%，实现归母净利润 8.58 亿元，同比+7.7%，业绩符合 预期。 经营分析 在手订单持续验收，经营性现金流及减值规模均有显著改善：三 季度公司实现毛利率 28.06%，同比+4.68PCT，实现净利润 18.13%， 同比+4.21PCT，主要由于高盈利的清洗设备和真空设备在收入结 构中的比重提升所致；2025 年前三季度公司累计计提减值 3.67 亿 元，同比下降 74.32%，单 Q3 公司经营性现金流-0.30 亿元，环比 显著改善，经过近两年时间的市场化落后产能出清，行业集中度提 升，伴随着行业"反内卷"扎实推进，光伏各环节供需关系持续改 善，产业链价格不断修复，公司下游客户盈利能力逐步改善，回款 能力同步优化，随着在手订单持续验收转化，全年业绩有望实现稳 健增长。 自研钙钛矿工艺技术持续成熟，设备出货频传捷报：钙钛矿设备 出货方面，公 ...

智通财经APP讯，捷佳伟创(300724.SZ)发布2025年三季度报告，该公司前三季度营业收入为131.06亿 元，同比增长6.17%。归属于上市公司股东的净利润为26.88亿元，同比增长32.90%。归属于上市公司股 东的扣除非经常性损益的净利润为24.63亿元，同比增长26.68%。基本每股收益为7.73元。 ...

Group 1: Kingsoft Office - Kingsoft Office reported a revenue of 1.521 billion yuan in Q3 2025, a year-on-year increase of 25.33% [1][2] - The net profit attributable to shareholders for Q3 2025 was 431 million yuan, reflecting a growth of 35.42% year-on-year [1][2] - For the first three quarters of 2025, the total revenue reached 4.178 billion yuan, up 15.21% year-on-year, while net profit was 1.178 billion yuan, an increase of 13.32% [1][2] Group 2: Ying Shi Innovation - Ying Shi Innovation achieved a revenue of 2.940 billion yuan in Q3 2025, marking a significant growth of 92.64% year-on-year [4] - The net profit attributable to shareholders for Q3 2025 was 272 million yuan, a decrease of 15.90% compared to the previous year [4][5] - For the first three quarters, the company reported a total revenue of 6.611 billion yuan, up 67.18%, while net profit was 792 million yuan, down 5.95% year-on-year [4][5] Group 3: Aier Eye Hospital - Aier Eye Hospital reported a revenue of 5.977 billion yuan in Q3 2025, a year-on-year increase of 3.83% [6][7] - The net profit attributable to shareholders for Q3 2025 was 1.064 billion yuan, reflecting a decline of 24.12% year-on-year [6][7] - For the first three quarters, the total revenue reached 17.484 billion yuan, up 7.25%, while net profit was 3.115 billion yuan, down 9.76% [6][7] Group 4: Hengrui Medicine - Hengrui Medicine reported a revenue of 7.427 billion yuan in Q3 2025, a year-on-year increase of 12.72% [8][10] - The net profit attributable to shareholders for Q3 2025 was 1.301 billion yuan, reflecting a growth of 9.53% year-on-year [8][10] - For the first three quarters, the total revenue reached 23.188 billion yuan, up 14.85%, while net profit was 5.751 billion yuan, an increase of 24.50% [8][10] Group 5: Victory Technology - Victory Technology achieved a revenue of 5.086 billion yuan in Q3 2025, marking a year-on-year increase of 78.95% [11][12] - The net profit attributable to shareholders for Q3 2025 was 1.102 billion yuan, reflecting a substantial growth of 260.52% year-on-year [11][12] - For the first three quarters, the company reported a total revenue of 14.117 billion yuan, up 83.40%, while net profit was 3.245 billion yuan, an increase of 324.38% [11][12] Group 6: Southern Airlines - Southern Airlines reported a revenue of 51.374 billion yuan in Q3 2025, a year-on-year increase of 3.01% [13][14] - The net profit attributable to shareholders for Q3 2025 was 3.840 billion yuan, reflecting a growth of 20.26% year-on-year [13][14] - For the first three quarters, the total revenue reached 137.665 billion yuan, up 2.23%, while net profit was 23.070 billion yuan, an increase of 17.40% [13][14] Group 7: Ningbo Bank - Ningbo Bank reported a revenue of 17.816 billion yuan in Q3 2025, a year-on-year increase of 9.19% [16][17] - The net profit attributable to shareholders for Q3 2025 was 7.673 billion yuan, reflecting a growth of 8.71% year-on-year [16][17] - For the first three quarters, the total revenue reached 54.976 billion yuan, up 8.32%, while net profit was 22.445 billion yuan, an increase of 8.39% [16][17] Group 8: Guizhou Moutai - Guizhou Moutai announced the resignation of Chairman Zhang Deqin due to work adjustments, with a new chairman to be elected soon [19] Group 9: Baosteel - Baosteel reported a revenue of 167.51 billion yuan in Q3 2025, a year-on-year increase of 14.29% [20][21] - The net profit attributable to shareholders for Q3 2025 was 812.45 million yuan, reflecting a return to profitability [20][21] - For the first three quarters, the total revenue reached 480.8 billion yuan, down 3.58%, while net profit was 2.33 billion yuan [20][21] Group 10: China Aluminum - China Aluminum reported a revenue of 601.24 billion yuan in Q3 2025, a year-on-year decrease of 4.66% [22][23] - The net profit attributable to shareholders for Q3 2025 was 38.01 billion yuan, reflecting a significant increase of 90.31% year-on-year [22][23] - For the first three quarters, the total revenue reached 1,765.16 billion yuan, up 1.57%, while net profit was 108.72 billion yuan, an increase of 20.65% [22][23] Group 11: Northern Rare Earth - Northern Rare Earth reported a revenue of 114.25 billion yuan in Q3 2025, a year-on-year increase of 33.32% [25][26] - The net profit attributable to shareholders for Q3 2025 was 610 million yuan, reflecting a growth of 69.48% year-on-year [25][26] - For the first three quarters, the total revenue reached 302.92 billion yuan, up 40.50%, while net profit was 1.541 billion yuan, an increase of 280.27% [25][26] Group 12: Hengli Petrochemical - Hengli Petrochemical reported a revenue of 534.96 billion yuan in Q3 2025, a year-on-year decrease of 17.98% [27] - The net profit attributable to shareholders for Q3 2025 was 19.72 billion yuan, reflecting a significant increase of 81.47% year-on-year [27] - For the first three quarters, the total revenue reached 1,573.84 billion yuan, down 11.46%, while net profit was 50.23 billion yuan, a slight decrease of 1.61% [27] Group 13: High Energy Environment - High Energy Environment is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and competitiveness [28] Group 14: Guangyun Technology - Guangyun Technology plans to acquire a 36.4652% stake in Chengdu Lingxuan Precision Machinery Co., Ltd. for 240 million yuan, gaining control over the company [29] Group 15: Zhongxin Metal - Zhongxin Metal reported a revenue of 39.807 billion yuan in Q3 2025, a year-on-year increase of 29.21% [32] - The net profit attributable to shareholders for Q3 2025 was 877 million yuan, reflecting a growth of 43.74% year-on-year [32] - For the first three quarters, the total revenue reached 1,034.64 billion yuan, up 8.84%, while net profit was 2.326 billion yuan, an increase of 35.47% [32]

每经AI快讯，捷佳伟创（SZ 300724，收盘价：94.34元）10月27日晚间发布公告称，截至披露日，公司 及控股子公司已审批的对外担保总额为54.4亿元（含本次），占公司2024年经审计净资产的49.07%，其 中，对合并报表外单位提供的担保金额为4.4亿元，占公司2024年经审计净资产的3.97%。 2024年1至12月份，捷佳伟创的营业收入构成为：太阳能电池生产设备占比100.0%。 截至发稿，捷佳伟创市值为329亿元。 每经头条（nbdtoutiao）——拉1人入伙返1500元，投10万元成亿万富翁？这家公司大肆宣传将房产海外 代币化，有交了钱的人称是"牙签撬动地球" （记者 曾健辉） ...

（编辑 任世碧） 证券日报网讯 10月27日晚间，捷佳伟创发布2025年第三季度报告称，2025年前三季度公司实现营业收 入13，105，654，897.80元，同比增长6.17%；归属于上市公司股东的净利润为88，240，606.87元，同 比增长32.90%。 ...

格隆汇10月27日丨捷佳伟创(300724.SZ)公布三季度报告，前三季营业收入131亿元，同比增长6.17%， 归属于上市公司股东的净利润26.88亿元，同比增长32.9%，归属于上市公司股东的扣除非经常性损益的 净利润24.63亿元，同比增长26.68%。 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-077 深圳市捷佳伟创新能源装备股份有限公司 关于变更公司注册资本并修订《公司章程》及修订、制定 公司部分治理制度的公告 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。 深圳市捷佳伟创新能源装备股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开第五届董事会第十七次会议，审议通过了《关于变更公司注册资 本并修订<公司章程>的议案》《关于修订、制定公司部分治理制度的议案》，现将 有关事项公告如下： | 19 | 内幕信息知情人管理制度 | 修订 | 否 | | --- | --- | --- | --- | | 20 | 信息披露管理制度 | 修订 | 否 | | 21 | 投资者关系管理制度 | 修订 | 否 | | 22 | 年报信息披露重大差错责任追究制度 | 修订 | 否 | | 23 | 对外提供财务资助管理制度 | 修订 | 否 | | 24 | 外汇衍生品交易业务管理制度 | 修订 | 否 | | 25 | 董事和高级管理人员所持本公司股份 | 修订 | 否 | | ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-076 深圳市捷佳伟创新能源装备股份有限公司 关于为全资子公司提供担保的公告 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。 注册地址：马来西亚 注册资本：310 万马来西亚令吉 主营业务：半导体、液晶及光伏发电设备等电子设备的研发、制造、销售及 进出口等 一、担保情况概述 深圳市捷佳伟创新能源装备股份有限公司（以下简称"公司"）于2025年4 月 23日召开第五届董事会第十三次会议，于2025年5月14日召开2024年年度股东大 会，审议通过了《关于2025年度公司及子公司向银行申请综合授信额度及对外担 保额度预计的议案》，同意公司对全资子公司SC NEW ENERGY MALAYSIA SDN.BHD.（以下简称"SC马来西亚"）及二级全资子公司S.C NEW ENERGY TECHNOLOGY PTE. LTD.综合授信融资业务提供总额不超过人民币10亿元的担 保，担保方式为连带责任保证担保。 为满足SC马来西亚日常经营和业务发展的实际需要，提高公司融资决策效 率，公司预计为SC马来西亚提供 ...