风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 10月29日，捷佳伟创涨5.03%，截至发稿，报99.13元/股，成交20.01亿元，换手率7.17%，总市值345.26 亿元。捷佳伟创股价已经连续3天上涨，区间累计涨幅4.61%。 中金华证清洁能源指数发起A（016915）基金经理为刘重晋。 资料显示，深圳市捷佳伟创新能源装备股份有限公司位于广东省深圳市坪山区龙田街道竹坑社区金牛东 路62号一层至六层，成立日期2007年6月18日，上市日期2018年8月10日，公司主营业务涉及晶体硅太阳 能电池设备研发、生产和销售。主营业务收入构成为：工艺设备83.34%，自动化配套设备12.05%，配 件4.62%。 截至发稿，刘重晋累计任职时间8年91天，现任基金资产总规模26.61亿元，任职期间最佳基金回报 32.35%， 任职期间最差基金回报-34.9%。 数据显示，中金基金旗下1只基金重仓捷佳伟创。中金华证清洁能源指数发起A（016915）三季度增持 2 ...

政策层面持续释放积极信号。中金公司认为，会议进一步明确推进碳达峰碳中和目标，加快建设新型能 源体系，叠加河南等地推出储能收益兜底政策，地方性支持举措多点开花，有望带动国内储能需求高 增，进而拉动光伏配套装机需求稳步释放。 消息面上，A股光伏板块涨幅扩大，阿特斯触及20cm涨停，通润装备此前封板，隆基绿能、弘元绿能涨 超9%，晶科能源、通威股份跟涨。 光伏ETF基金紧密跟踪中证光伏产业指数，中证光伏产业指数从主营业务涉及光伏产业链上、中、下游 的上市公司证券中，选取不超过50只最具代表性的上市公司证券作为指数样本，以反映光伏产业上市公 司证券的整体表现。 数据显示，截至2025年9月30日，中证光伏产业指数(931151)前十大权重股分别为阳光电源(300274)、隆 基绿能(601012)、特变电工(600089)、TCL科技(000100)、通威股份(600438)、正泰电器(601877)、晶盛 机电(300316)、德业股份(605117)、TCL中环(002129)、捷佳伟创(300724)，前十大权重股合计占比 58.02%。 截至2025年10月29日 13:34，中证光伏产业指数(931151) ...

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%。 ...