证券代码：300724 证券简称：捷佳伟创 公告编号：2026-001 深圳市捷佳伟创新能源装备股份有限公司 关于公司银行基本账户部分资金被冻结及诉讼事项的 进展公告 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 5 月 30 日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于公司银行基本账 户部分资金被冻结及诉讼事项的公告》（公告编号：2025-043），因与深圳市瑞泰 精密机械有限公司（以下简称"瑞泰机械"）及华东光能科技（徐州）有限公司 （以下简称"徐州光能"）买卖合同纠纷，公司银行基本账户内部分资金被冻结， 被冻结资金 312,432,533.69 元。 近日，公司通过查询银行账户获悉，公司银行基本账户资金新增被冻结的情 形，现将有关情况公告如下： | 被冻结账户名 | 开户银行 | 被冻结银行账户 | 账户性质 | 截至公告日累 计被冻结资金 | | --- | --- | --- | --- | --- | | 称 | | | | （元） | | ...

Core Viewpoint - The stock price of Jiejia Weichuang has experienced fluctuations, with a recent decline of 2.00% and a total market capitalization of 33.899 billion yuan as of January 7. The company has shown mixed performance in its stock price over different time frames, indicating potential volatility in investor sentiment [1][2]. Financial Performance - For the period from January to September 2025, Jiejia Weichuang reported a revenue of 13.106 billion yuan, representing a year-on-year growth of 6.17%. The net profit attributable to shareholders was 2.688 billion yuan, reflecting a significant increase of 32.90% compared to the previous year [2]. - Since its A-share listing, the company has distributed a total of 1.143 billion yuan in dividends, with 903 million yuan distributed over the last three years [3]. Stock Market Activity - As of January 7, the stock price was 97.33 yuan per share, with a trading volume of 1.066 billion yuan and a turnover rate of 3.77%. The net outflow of main funds was 99.712 million yuan, with significant selling pressure observed [1]. - The stock has seen a year-to-date increase of 1.81%, a decline of 3.38% over the last five trading days, a rise of 5.61% over the last 20 days, and a slight decrease of 0.07% over the last 60 days [2]. Shareholder Structure - As of September 30, 2025, the number of shareholders stood at 80,800, a slight decrease of 0.06% from the previous period. The average number of circulating shares per person increased by 0.06% to 3,562 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 8.3907 million shares, while E Fund's ChiNext ETF and Southern CSI 500 ETF were also notable shareholders, with the latter being a new entrant [3].

Core Insights - The report by Dongwu Securities highlights the significant role of solar wings in satellite power systems, which account for approximately 20-30% of the total manufacturing cost of satellites, with solar wings representing over 60% of the value [1][2] - The global satellite launch volume is projected to increase dramatically, from 237 satellites in 2016 to over 4,300 by 2025, reflecting a compound annual growth rate (CAGR) of 34% [2] - The demand for solar wings is expected to rise due to the increasing power requirements of satellites, with SpaceX's Starlink V3 satellites showing a more than tenfold increase in solar wing area compared to earlier versions [1][2] Industry Trends - The advancement of reusable rocket technology has significantly reduced launch costs, breaking down economic barriers to space access [2] - The global deployment of low Earth orbit (LEO) satellites is entering a rapid growth phase, with over 100,000 satellites registered globally, driven by countries seeking to secure strategic orbital and frequency resources [3] - The increasing demand for AI computing power is pushing computational resources into space, leveraging the advantages of solar energy and thermal conditions in near-Earth orbit [3] Technological Developments - Gallium arsenide (GaAs) is the dominant technology in the industry, offering high efficiency and radiation resistance, but its high cost (20-40 million per square meter) may limit large-scale satellite constellations [3] - Alternatives such as perovskite solar cells show promise due to their lightweight, high energy-to-weight ratio, and lower costs, potentially becoming a superior solution for space power [3] Investment Opportunities - The report suggests that the development of commercial space and LEO satellites will accelerate the growth of space photovoltaic power, with ground-based efficient perovskite and silicon tandem technologies being critical [4] - Recommended companies include Junda Co., Ltd. (002865) for its collaboration in satellite perovskite, and Mingyang Smart Energy (601615) for its focus on perovskite and GaAs technologies [4] - Other companies to watch include Dongfang Risheng (300118), GCL-Poly Energy (and others in the HJT/perovskite battery sector), as well as core equipment manufacturers like Maiwei Co., Ltd. (300751) and Jiejia Weichuang (300724) [4]

Core Viewpoint - Elon Musk has proposed a plan to deploy 100GW of solar AI satellites annually, driven by low Earth orbit (LEO) satellites and space computing, which will boost the demand for space photovoltaics [1][2] Group 1: Market Demand and Trends - The global market is entering a "dense launch-networking" phase, with a rapid expansion of LEO constellations, directly increasing the demand for solar wings, battery cells, deployable array structures, energy storage, and power management systems [2] - Space photovoltaics can directly utilize solar energy, offering long generation times and high stability and availability of energy acquisition [1] Group 2: Technological Developments - Currently, the main technology in space photovoltaics is gallium arsenide, but P-type HJT and perovskite tandem cells are expected to become incremental technology routes [3] - Short-term, silicon-based P-type HJT has production and delivery experience, leveraging low-temperature symmetrical processes and ultra-thin silicon wafers for lightweight potential, and is advancing in radiation resistance solutions [3] - Long-term, perovskite tandem cells possess high efficiency and flexible film advantages, with potential for radiation and environmental adaptability, and could become a mainstream technology if breakthroughs in packaging lifespan and large-area consistency are achieved [3] Group 3: Industry Collaborations - The commercialization of the space photovoltaic industry is accelerating, with companies actively exploring the space economy sector; for instance, JunDa Co. signed a strategic cooperation agreement with Shangyi Optoelectronics to invest in perovskite battery technology applications in space energy [4] Group 4: Investment Opportunities - Recommended stocks benefiting from this trend include Maiwei Co. (300751.SZ), Jiejia Weichuang (300724.SZ), Jing Shan Light Machine (000821.SZ), and Laplace (688726.SH), with additional beneficiaries being Dier Laser (300776.SZ) [5]

Group 1: Strategy Observation - The report highlights that prices of cyclical resources are rising, driven by supply constraints and strong downstream demand in sectors like basic chemicals, new energy materials, and industrial metals [3] - The AI industry trend continues, with domestic electronic industry demand significantly boosted, leading to an increase in storage prices and sustained high growth in PCB exports [3][4] - Service consumption shows marginal improvement, with tourism in Hainan experiencing a price index increase due to travel demand, and pig prices stabilizing and rising towards the year-end [3] Group 2: Industry Tracking - Electronics - Mini LED technology is entering a rapid development phase, with increasing penetration in mid-to-high-end TV markets and expanding into lower-end markets and automotive applications [17] - The report anticipates that by 2025, Mini LED TV shipments in China will reach 9.23 million units, a year-on-year increase of 122%, with a penetration rate exceeding 25% [20] Group 3: Industry Monthly Report - Aviation - The Chinese aviation industry is expected to turn profitable in 2026, driven by a recovery in public and business demand, with significant growth in passenger traffic projected for 2025 [21][30] - The report suggests that the upcoming New Year holiday will see strong travel demand, with expectations for improved pricing and passenger volume [33] Group 4: Industry Deep Dive - Cultural Communication - The report emphasizes the ongoing progress of native large model companies in Hong Kong, highlighting the potential investment opportunities arising from the commercialization of AI technology [35] - Companies involved in AI algorithms and applications are recommended, including Meitu and Zhejiang Shuju, as they are well-positioned to benefit from the AI trend [35][36] Group 5: Industry Tracking - Automotive - The report notes the continuation of the "old-for-new" policy for automobiles in 2026, which includes subsidies for scrapping and replacing vehicles, aimed at boosting consumption [46][48] - The policy supports consumers who scrap their vehicles and purchase new energy or low-emission vehicles, with specific subsidy percentages outlined [49]

Core Viewpoint - Jiejia Weichuang (300724) is actively exploring new application areas for perovskite batteries due to their excellent optoelectronic properties and material advantages [1] Group 1: Company Developments - The company has participated in bidding for perovskite projects from various leading and startup companies in the new energy sector, both domestically and internationally [1] - Jiejia Weichuang has established collaborations with multiple clients across different fields, providing core or complete line equipment for perovskite projects [1]

Group 1 - The company, Jiejia Weichuang, announced that it will hold the sixth temporary shareholders' meeting on December 29, 2025 [2] - The agenda includes the proposal to elect non-independent directors for the fifth board of directors [2]

证券日报网讯12月29日，捷佳伟创（300724）发布公告称，公司于2025年12月29日召开职工代表大会， 经与会职工代表审议，同意选举刘峰先生为公司第五届董事会职工代表董事，任期自本次职工代表大会 选举通过之日起至第五届董事会任期届满之日止。 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-089 深圳市捷佳伟创新能源装备股份有限公司 关于选举第五届董事会职工代表董事的公告 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。 根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共 和国证券法》《上市公司章程指引》等法律法规、规范性文件的最新规定，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11月12日召 开2025年第五次临时股东大会，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》，公司将不再设置监事会及监事，董事会成员人数由7名调整至 9名，新增职工代表董事1名、非独立董事1名。 公司于2025年12月29日召开职工代表大会，经与会职工代表审议，同意选举 刘峰先生为公司第五届董事会职工代表董事（简历详见附件），任期自本次职工 代表大会选举通过之日起至第五届董事会任期届满之日止。 刘峰先生符合《公司法》《公司章程》规定的关于董事任职的资格和条件。 本次选举完成后，公司董事会中兼任公司高级管理人员职务以及由职工代表担任 的董事人数未超过公 ...

北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 昆明 南昌 北京市康达律师事务所 关于深圳市捷佳伟创新能源装备股份有限公司 2025 年第六次临时股东会的法律意见书 康达股会字[2025]第 0559 号 致：深圳市捷佳伟创新能源装备股份有限公司 北京市康达律师事务所（以下简称"本所"）接受深圳市捷佳伟创新能源装 备股份有限公司（以下简称"公司"）的委托，指派本所律师参加公司 2025 年 第六次临时股东会（以下简称"本次会议"）。 北京市朝阳区建外大街丁 12 号英皇集团中心 8 层 8/F, Emperor Group Centre, No.12D, Jianwai Avenue, Chaoyang District, Beijing, 100022, P.R.China 电话/Tel: 010-50867666 传真/Fax: 010-56916450 网址/Website: www.kangdalawyers.com 2．本所及本所律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法 ...