Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected investment return exceeding 15% compared to the CSI 300 index [1][9]. Core Insights - The company has demonstrated continuous high-speed growth, with a significant increase in revenue and net profit for the first three quarters of 2024. Revenue reached 12.344 billion yuan, up 92.72% year-on-year, while net profit was 2.023 billion yuan, up 65.45% year-on-year [2][5]. - The company is actively expanding its platform and has a strong order backlog despite industry adjustments. It is positioned as a leader in photovoltaic equipment, with ongoing developments in TOPCon, HJT, and perovskite technologies [5][4]. Financial Performance Summary - **Revenue Growth**: The company’s revenue is projected to grow from 6,005.04 million yuan in 2022 to 15,031.03 million yuan in 2024, representing a growth rate of 72.11% [1][7]. - **Net Profit**: The net profit is expected to increase from 1,046.87 million yuan in 2022 to 2,624.39 million yuan in 2024, with a corresponding growth rate of 64.00% [1][7]. - **Earnings Per Share (EPS)**: EPS is forecasted to rise from 3.01 yuan in 2022 to 7.54 yuan in 2024 [1][7]. - **Profitability Ratios**: The gross margin for Q3 2024 was reported at 23.38%, a decrease of 7.05 percentage points year-on-year, while the net margin was 13.92%, down 6.57 percentage points year-on-year [3][5]. Market Position and Strategy - The company holds a leading position in wet process equipment, widely used in photovoltaic cell technology and semiconductor fields. It is also expanding its offerings in vacuum equipment and has made significant advancements in perovskite technology [4][5]. - The company has successfully launched its first GW-level perovskite magnetron sputtering coating equipment, indicating progress in its technological capabilities [5][4]. Cash Flow and Cost Management - Operating cash flow for Q3 2024 was reported at 1.705 billion yuan, reflecting a year-on-year increase of 52.70% and a quarter-on-quarter increase of 419.88%, showcasing strong cash flow management [3][5]. - The company has maintained effective cost control, with a period expense ratio of 6.31%, slightly down from the previous year [3][5].

关于回购公司股份的进展公告 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 2024 年 8 月 21 日召开第五届董事会第六次会议和第五届监事会第六次会议，于 2024 年 9 月 10 日召开 2024 年第二次临时股东大会，审议通过了《关于回购公司股份方案 的议案》，同意公司使用自有资金以集中竞价交易方式回购公司部分股份，用于 注销并减少注册资本。本次回购的资金总额不低于人民币 3,000 万元（含），且不 超过人民币 6,000 万元（含），回购股份的价格不超过 65 元/股（含），回购股份 的实施期限为自公司股东大会审议通过回购股份方案之日起 12 个月内。具体内 容详见公司在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于回购公司股 份方案的公告》等相关公告。 证券代码：300724 证券简称：捷佳伟创 公告编号：2024-087 深圳市捷佳伟创新能源装备股份有限公司 （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项 发生之日或者在决策过程中，至 ...

Investment Rating - The report maintains a "Buy" rating for the company [7][9]. Core Insights - The company reported steady progress in acceptance and performance that exceeds the previously forecasted range, with a strong business platform across various sectors including TOPCon, HJT, perovskite, semiconductor equipment, and composite busbars [4][6]. - For the first three quarters of 2024, the company achieved revenue of 12.344 billion, a year-on-year increase of 92.72%, and a net profit attributable to shareholders of 2.023 billion, up 65.45% year-on-year [4][6]. - The third quarter of 2024 saw revenue of 5.722 billion, a significant year-on-year increase of 146.41%, and a net profit of 797 million, reflecting a 69.10% increase year-on-year [4][6]. Financial Performance Summary - The company reported a gross margin of 27.80% for the first three quarters of 2024, a slight decrease of 0.09 percentage points year-on-year, while the net profit margin was 16.39%, down 2.77 percentage points year-on-year [5][6]. - In Q3 2024, the gross margin was 23.38%, down 7.05 percentage points year-on-year, and the net profit margin was 13.92%, down 6.57 percentage points year-on-year [5][6]. - The operating cash flow for Q3 2024 was 1.705 billion, indicating continuous improvement [4][6]. Business Development - The company continues to maintain a high market share in TOPCon, benefiting from new technology introductions and market expansion [6]. - HJT equipment has secured mass production orders from leading clients, with significant advancements in deposition technology [6]. - The perovskite segment shows positive order trends, with large-scale coating equipment and large-size flash evaporators being delivered to downstream customers [6]. - In the semiconductor sector, the company is expanding into furnace tube equipment and has won orders for silicon carbide wet processing equipment [6]. - In the lithium battery equipment sector, the company successfully delivered vacuum winding aluminum foil coating equipment [6]. Future Profitability Projections - The company is expected to achieve net profits of 2.765 billion and 3.488 billion for 2024 and 2025, respectively, corresponding to price-to-earnings ratios of 9x and 7x [7].

Investment Rating - The report maintains an "Accumulate" rating for the company [1] Core Views - The company achieved a revenue of 12.344 billion yuan in the first three quarters of 2024, representing a year-on-year increase of 92.7%. The net profit attributable to shareholders was 2.023 billion yuan, up 65.5% year-on-year, slightly exceeding the performance forecast [2] - The company's gross margin for the first three quarters of 2024 was 27.8%, a decrease of 0.1 percentage points year-on-year. The net profit margin was 16.39%, down 2.8 percentage points year-on-year [3] - The company has achieved full coverage of TOPCon, HJT, perovskite, and perovskite tandem routes in photovoltaic equipment, maintaining a leading market share in TOPCon technology [4] - The company is expanding into the semiconductor and lithium battery sectors, gradually improving its specialized equipment platform layout [4] Summary by Sections Financial Performance - Total revenue for 2022 was 6.005 billion yuan, increasing to 8.733 billion yuan in 2023, with projections of 14.144 billion yuan in 2024 and 18.257 billion yuan in 2025, reflecting a year-on-year growth of 45.43% in 2023 and 61.96% in 2024 [1][11] - The net profit attributable to shareholders was 1.047 billion yuan in 2022, rising to 1.634 billion yuan in 2023, with forecasts of 2.618 billion yuan in 2024 and 3.531 billion yuan in 2025, indicating a growth rate of 56.04% in 2023 and 60.28% in 2024 [1][11] Profitability Metrics - The latest diluted EPS is projected to be 7.52 yuan in 2024 and 10.14 yuan in 2025, with current price-to-earnings ratios of 6 and 4.5 respectively [1][11] - The company's operating cash flow for the first three quarters of 2024 was 1.9 billion yuan, a decrease of 41.2% year-on-year [3][12] Market Position and Strategy - The company has successfully delivered large-scale coating equipment and large-size flash evaporation furnaces to downstream customers, enhancing its product offerings in the photovoltaic sector [4] - The company has secured orders for wet etching and cleaning equipment for silicon carbide devices, indicating its capability to replace imported equipment [4]

Investment Rating - The report maintains a "Buy" rating for the company [1][2]. Core Views - The company reported a significant increase in revenue and net profit for the first three quarters of 2024, with revenue reaching 12.344 billion RMB, up 92.72% year-on-year, and net profit at 2.023 billion RMB, up 65.45% year-on-year [1]. - The company is actively pursuing global expansion, having successfully exported products to over ten countries and regions, with higher profit margins in overseas markets compared to domestic ones [1]. - Technological advancements in perovskite technology and the expansion of platform-based business are key growth drivers, with the company achieving over 18% efficiency in perovskite solar cells [1]. Summary by Sections Performance Overview - For Q3 2024, the company achieved revenue of 5.722 billion RMB, a year-on-year increase of 146.41%, and a net profit of 797 million RMB, up 69.10% year-on-year [1]. - The gross margin for the first three quarters was 27.8%, a slight decrease of 0.09 percentage points year-on-year, while the net margin was 16.39%, down 2.77 percentage points year-on-year [1]. Operational Analysis - The company reported a significant improvement in cash flow, with Q3 operating cash flow reaching 1.705 billion RMB, a year-on-year increase of 52.70% and a quarter-on-quarter increase of 419.88% [1]. - The company has participated in exhibitions in multiple countries, enhancing its international market presence [1]. Technological Developments - The company has made breakthroughs in perovskite technology, with its pilot production line achieving over 18% efficiency in 300mm x 300mm perovskite cells [1]. - The company has also developed new equipment for lithium battery production, addressing industry supply gaps [1]. Profit Forecast and Valuation - The company is expected to achieve net profits of 2.858 billion RMB in 2024, 3.349 billion RMB in 2025, and 1.805 billion RMB in 2026, with corresponding EPS of 8.21, 9.62, and 5.19 RMB [1]. - The current stock price corresponds to P/E ratios of 9, 8, and 15 for the years 2024, 2025, and 2026, respectively [1].

财联社财经通讯社打开APP18:33:27【捷佳伟创：第三季度净利润7.97亿元 同比增长69.10%】财联社10 月28日电，捷佳伟创发布2024年第三季度报告，公司前三季度实现营业收入123.44亿元，同比增长 92.72%；实现归属于上市公司股东的净利润20.23亿元，同比增长65.45%；基本每股收益5.81元。 其中，第三季度实现营业收入57.22亿元，同比增长146.41%；实现归属于上市公司股东的净利润7.97亿 元，同比增长69.10%。 捷佳伟创-3.07%A股公告速递查看公告原文财联社声明：文章内容仅供参考，不构成投资建议。 投资者据此操作，风险自担。 2024-10-28 18:33:2722476 阅读商务合作发送 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2024-086 单位：元 | 项目 | 2024 | 年前三季度累计计提额 | | --- | --- | --- | | 信用减值损失-坏账准备及担保风险 | | 98,713,325.28 | | 资产减值损失-存货跌价及合同资产减值准备 | | 444,355,212.20 | | 合计 | | 543,068,537.48 | 2、核销、处置资产的基本情况 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。 一、本次计提信用减值准备、资产减值准备及核销、处置资产情况概述 深圳市捷佳伟创新能源装备股份有限公司 1、计提信用减值准备、资产减值准备的基本情况 关于 2024 年前三季度计提信用减值准备、资产减值准备 及核销、处置资产的公告 根据《企业会计准则》及公司会计政策的相关规定，公司本着谨慎性原则， 对公司及子公司 2024 年前三季度各类资产进行了充分的评估与分析，认为其中 部分资产存在一定的减值迹象，公司对可能发生减值损失的相关资产计提了信用 减值准备、资产减值准备，具体如下： 根据《企业会计准则 ...

深圳市捷佳伟创新能源装备股份有限公司 舆情管理制度 第一章 总 则 第一条 为提高深圳市捷佳伟创新能源装备股份有限公司（以下简称"公司"） 应对各类舆情的能力，建立快速反应和应急处置机制，及时、妥善处理各类舆情 对公司股价、商业信誉及正常生产经营活动造成的影响，切实保护投资者合法权 益，根据相关法律法规和规范性文件及《公司章程》的规定，结合公司实际情况， 制定本制度。 第二条 本制度所称舆情包括： （一）报刊、电视、网络等媒体对公司进行的负面报道； （二）社会上存在的已经或将给公司造成较大影响的传言或信息； （三）可能或者已经影响社会公众投资者投资取向，造成股价异常波动的信 息； （四）其他涉及公司信息披露且可能对公司股票及其衍生品交易价格产生较 大影响的事件信息。 第三条 舆情信息的分类： （一）重大舆情：指传播范围较广，严重影响公司公众形象或正常经营活动， 使公司已经或可能遭受损失，已经或可能造成公司股票及其衍生品种交易价格变 动的负面舆情。 （二）一般舆情：指除重大舆情之外的其他舆情。 第二章 舆情管理的组织体系及其工作职责 第五条 公司成立应对舆情处理工作领导小组（以下简称"舆情工作组"），由 公司董 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2024-083 深圳市捷佳伟创新能源装备股份有限公司 第五届监事会第七次会议决议公告 本公司及监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。 一、监事会会议召开情况 深圳市捷佳伟创新能源装备股份有限公司（以下简称"公司"）第五届监事 会第七次会议于 2024 年 10 月 23 日以电子邮件的形式发出会议通知，以现场与 通讯相结合的方式于 2024 年 10 月 28 日召开。会议应出席监事 3 人，实际出席 监事 3 人。会议由公司监事会主席刘峰主持，符合《中华人民共和国公司法》和 公司章程的有关规定。 经审核，监事会认为：董事会编制和审议的公司《2024 年第三季度报告》的 程序符合法律、行政法规及中国证监会的规定，报告内容真实、准确、完整地反 映了公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 《2024 年第三季度报告》详见巨潮资讯网（www.cninfo.com.cn）。 表决结果：同意 3 票、反对 0 票、弃权 0 票。 特此公告。 深圳市捷佳伟创新能源装备股份有限公司监事会 2024 ...

深圳市捷佳伟创新能源装备股份有限公司 第五届董事会第七次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 深圳市捷佳伟创新能源装备股份有限公司（以下简称"公司"）第五届董事 会第七次会议于 2024 年 10 月 23 日以电子邮件的形式发出会议通知，以现场与 通讯相结合的方式于 2024 年 10 月 28 日召开。会议应出席董事 7 人，实际出席 董事 7 人。会议由公司董事长左国军主持，符合《中华人民共和国公司法》和公 司章程的有关规定。 二、董事会会议审议情况 1、审议通过《关于公司 2024 年第三季度报告的议案》； 证券代码：300724 证券简称：捷佳伟创 公告编号：2024-082 本议案已经公司董事会审计委员会审议通过。 表决结果：同意 7 票、反对 0 票、弃权 0 票。 2、审议通过《关于制定<舆情管理制度>的议案》； 具体内容请详见巨潮资讯网（www.cninfo.com.cn）上披露的《舆情管理制度》。 表决结果：同意 7 票、反对 0 票、弃权 0 票。 特此公告。 深圳市捷佳伟创新能源装备股份有 ...