捷佳伟创在互动平台表示，目前公司的半导体清洗设备不断获得新订单、碳化硅高温热处理工艺设备也 已发货给行业头部客户，并且公司在持续研发其他半导体及泛半导体相关设备。 ...

9月5日，在发布控股股东、实际控制人及其一致行动人减持计划结束公告次日，光伏设备供应商捷佳伟 创又发布了关于特定股东、高级管理人员减持股份的预披露公告，披露自然人股东李时俊、两名副总经 理金晶磊、谭湘萍分别计划减持不超过300万股、5600股和5000股。南都湾财社记者也就减持相关问题 向捷佳伟创发去采访函，截至发稿时未获回应。 前述预披露公告显示，李时俊减持的股票来源为公司首次公开发行前已发行的股份以及限制性股票激励 计划获授的股份，减持时间为自公告披露之日起3个交易日之后的3个月内，即2025年9月11日至2025年 12月10日，拟减持股份数量不超过300万股，占公司总股本比例0.8649%。金晶磊、谭湘萍减持股票来 源则为限制性股票激励计划获授的股份，分别计划减持5600股和5000股，三人拟减持方式均为集中竞 价。 在公告发布的前一天，捷佳伟创股价刚创下近两年来新高，9月4日开盘不久一度触达118.93元高点，此 后迅速转跌，收盘跌超10%。9月5日收盘价106.70元，以当日收盘价计算，三位股东及高管拟减持股票 市值分别为约3.2亿元、60万元、53万元。 公开信息显示，李时俊是捷佳伟创的联合创始 ...

鉴于公司2022年员工持股计划存续期将于2026年3月10日届满，根据中国证 监会《关于上市公司实施员工持股计划试点的指导意见》及《深圳证券交易所上 市公司自律监管指引第2号——创业板上市公司规范运作》的相关规定，现将本 员工持股计划存续期届满前六个月的相关情况公告如下： 一、本员工持股计划的持股情况 证券代码：300724 证券简称：捷佳伟创 公告编号：2025-064 2022年4月30日，公司在巨潮资讯网（www.cninfo.com.cn）披露《关于2022 年员工持股计划完成股票购买的公告》（公告编号：2022-052），截至2022年4 月29日收盘，公司2022年员工持股计划已通过集中竞价交易方式累计买入公司股 票1,513,200股，占公司总股本的0.43%，成交金额为人民币87,211,913.67元，成 交均价为57.63元/股。 深圳市捷佳伟创新能源装备股份有限公司 关于 2022 年员工持股计划存续期即将届满的提示性公告 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2022年 ...

9月9日，捷佳伟创盘中下跌2.01%，截至10:52，报97.11元/股，成交12.93亿元，换手率4.58%，总市值 337.66亿元。 资金流向方面，主力资金净流出1.67亿元，特大单买入1.18亿元，占比9.11%，卖出2.08亿元，占比 16.11%；大单买入3.24亿元，占比25.03%，卖出4.00亿元，占比30.95%。 捷佳伟创所属申万行业为：电力设备-光伏设备-光伏加工设备。所属概念板块包括：价值成长、高派 息、TOPCon电池、BC电池、锂电池等。 截至8月8日，捷佳伟创股东户数7.55万，较上期增加17.82%；人均流通股3802股，较上期减少15.12%。 2025年1月-6月，捷佳伟创实现营业收入83.72亿元，同比增长26.41%；归母净利润18.30亿元，同比增长 49.26%。 分红方面，捷佳伟创A股上市后累计派现11.43亿元。近三年，累计派现9.03亿元。 机构持仓方面，截止2025年6月30日，捷佳伟创十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股839.46万股，为新进股东。易方达创业板ETF（159915）位居第八大流通股东，持股 653.43万股，相 ...

Investment Rating - The report maintains an "Overweight" rating for the company [1][5]. Core Views - The company reported a strong performance in the first half of 2025, with a year-on-year revenue growth of 49% and a net profit increase of 49.26% [3][8]. - The company's diverse technology portfolio in photovoltaic equipment supports its profitability, while its semiconductor business is expected to contribute to long-term growth [3][8]. Summary by Sections Financial Performance - In the first half of 2025, the company achieved a revenue of RMB 8.37 billion, a 26.41% increase year-on-year, and a net profit of RMB 1.83 billion, reflecting a 49.26% growth [8][9]. - The company’s EBITDA for 2025 is projected at RMB 2.55 billion, with a net profit forecast of RMB 2.41 billion [7][10]. Earnings Forecast - The earnings per share (EPS) estimates for 2025-2027 have been adjusted to RMB 6.92, RMB 4.57, and RMB 5.11 respectively, with corresponding price-to-earnings ratios of 14.6, 22.1, and 19.8 [5][11]. Market Position - The company is noted for its comprehensive technology solutions in the photovoltaic sector, being the only supplier capable of providing a full range of solutions across multiple technology routes [8][9]. - The semiconductor segment is highlighted for its advancements, particularly in wet processing equipment for wafer manufacturing, which is expected to enhance the company's market position [8][9].

2025.09.07 本文字数：2277，阅读时长大约4分钟 作者 |第一财经 魏中原 封图 |AI生成 光伏电池设备商捷佳伟创（300724.SZ）股价连创阶段新高之际，股东与高管接连不断抛出减持计划。 另外，捷佳伟创两名副总经理金晶磊、谭湘萍此次计划分别减持不超过5600股、5000股，分别拟套现 59.75万元、53.35万元。 按照最新收盘价106.7元测算，李时俊拟套现金额约3.2亿元。李时俊此次减持的股份是捷佳伟创IPO前 发行的股份及限制性股票激励计划获授的股份。根据捷佳伟创此前公告，2019年11月29日，公司以授予 价格16.23元/股，授予李时俊4.25万股，这部分股票目前收益率高达5.57倍。 记者梳理数据显示，李时俊是捷佳伟创的联合创始人，2018年8月捷佳伟创上市以来，李时俊一直位列 前十大股东，其最初持股达1367.71万股，占总股本的4.27%。2021年11月，李时俊第一次减持捷佳伟 创，此后陆续减持了好几次，较大比例的一次减持是在2022年8月10月，李时俊一口气减持308.84万 股，套现金额4.84亿元。 迄今为止，李时俊累计减持公司股票464.99万股，合计套现约6.6 ...

Core Viewpoint - The article discusses the recent stock performance and shareholder behavior of Jiejia Weichuang (300724.SZ), a leading photovoltaic cell equipment manufacturer, highlighting the contrast between rising stock prices and ongoing shareholder sell-offs [3][4]. Group 1: Shareholder Actions - Multiple shareholders, including major stakeholder Li Shijun, have announced plans to reduce their holdings, with Li planning to cash out approximately 320 million yuan, bringing his total cash-out since 2021 to over 600 million yuan [3][6][7]. - Li Shijun's cumulative reduction amounts to 464.99 million shares, totaling around 668 million yuan, with potential total cash-out nearing 1 billion yuan if the latest plan is fully executed [7]. - Other shareholders have also participated in selling, with a total of over 230 million yuan cashed out in recent months [7]. Group 2: Company Performance - Jiejia Weichuang's stock price has increased by over 70% year-to-date, with a notable 37% rise in the last two weeks, reflecting strong market interest amid a stabilizing photovoltaic industry [5][8]. - The company reported a revenue of 8.372 billion yuan for the first half of 2025, a year-on-year increase of 26.4%, and a net profit of 1.83 billion yuan, up 49.26%, marking the best performance since its IPO [8][9]. - In Q2 2025, the company achieved a revenue of 4.273 billion yuan, with a year-on-year growth of 5.66%, and a net profit of 1.122 billion yuan, reflecting significant growth compared to previous quarters [8][9]. Group 3: Industry Context - The photovoltaic industry is experiencing a phase of adjustment, with production growth rates for battery cells and modules remaining below 15% in the first half of 2025, while exports have shown signs of recovery [8][9]. - The global forecast for new photovoltaic installations has been revised upward, indicating a growing demand primarily from emerging markets, despite anticipated slowdowns in growth rates [9][10]. - The industry faces challenges such as capacity clearing and intensified competition among new battery technologies, necessitating ongoing investment in research and development to maintain a competitive edge [10].

Core Viewpoint - The recent stock price surge of Jiejia Weichuang contrasts sharply with the ongoing share reduction plans by major shareholders, particularly Li Shijun, who plans to cash out approximately 320 million yuan, bringing his total cash-out to nearly 1 billion yuan over four years [1][2][4]. Company Summary - Jiejia Weichuang's stock price reached a new high, with a year-to-date increase exceeding 70%, and a 37% rise in the last two weeks [2]. - Li Shijun, a co-founder and significant shareholder, has been reducing his stake since November 2021, with cumulative cash-outs totaling approximately 668 million yuan [3][4]. - The company reported a revenue of 8.372 billion yuan for the first half of the year, a year-on-year increase of 26.4%, and a net profit of 1.83 billion yuan, up 49.26% [6]. - The company is a leading supplier of TOPCon solar cell technology and has diversified into semiconductor and lithium battery equipment [5][6]. Industry Summary - The photovoltaic industry is experiencing a structural demand driven by new technologies, particularly N-type products, with global solar installation forecasts for 2025 revised upward to 570-630 GW [7]. - The industry faces challenges such as capacity clearing and the impact on supply-demand dynamics, with recent price increases reflecting effective production control measures [7]. - Jiejia Weichuang plans to increase R&D investment to maintain its technological edge and expand into overseas markets to mitigate risks associated with reliance on a single market [7].

Core Viewpoint - The article discusses the growing trend of perovskite line construction services in the photovoltaic industry, highlighting the increasing demand and the challenges associated with building perovskite production lines [2][4][12]. Group 1: Market Demand for Perovskite Line Construction - More than five perovskite line construction projects have been disclosed this year, with the number continuing to rise [1][3]. - Companies are eager to establish production lines or research lines to seize market opportunities, especially as having a production line is often a prerequisite for obtaining investment [10][11]. - The demand for perovskite line construction services varies significantly based on production capacity and technology paths, with service fees ranging from millions to tens of millions [10] Group 2: Challenges in Perovskite Production Line Construction - Building a perovskite production line is significantly more complex than constructing a silicon photovoltaic line due to the reliance on diverse chemical formulations for materials [6][8]. - The lack of standardized processes in perovskite production complicates the construction of production lines, as different companies adopt various methods [6][8]. - Material costs remain high in the overall cost structure of perovskite components, and the development cycle for material suppliers is lengthy, making cost reduction challenging [8][10]. Group 3: Industry Dynamics and Trends - The perovskite construction service market is primarily driven by traditional enterprises looking to transition, industrial capital, and startups, as well as academic institutions seeking to support research [2][10]. - Major state-owned energy groups have begun procuring perovskite technology services to establish experimental bases, indicating a shift towards perovskite as a key technology in the photovoltaic sector [2][4]. - The construction of a gigawatt-level perovskite production line is estimated to cost between 800 million to 1 billion yuan [4][11]. Group 4: Historical Context and Future Outlook - The construction model of outsourcing production lines has previously led to rapid capacity expansion in the photovoltaic industry, but it also resulted in financial difficulties for some companies due to overcapacity and debt [12]. - Current practices in perovskite line construction often require prepayment models to mitigate risks associated with payment defaults seen in previous industry cycles [12]. - The industry is witnessing a shift towards attracting more participants and capital into the perovskite sector, aiming to lower entry barriers [12].

Core Viewpoint - The company Jiejia Weichuang (300724.SZ) announced a plan for significant share reductions by specific shareholders, including co-founder Li Shijun, which may impact investor sentiment despite not affecting control or governance structure [2][3][4]. Shareholder Reduction Plans - Li Shijun plans to reduce his holdings by up to 3 million shares, representing 0.8649% of the total share capital, during the period from September 11, 2025, to December 10, 2025 [2][3]. - Executives Jin Jinglei and Tan Xiangping plan to reduce their holdings by up to 5,600 shares and 5,000 shares, respectively, during the period from September 29, 2025, to December 28, 2025 [2][3][6]. - The total planned reduction amounts to 301,060 shares, with all reductions being executed through centralized bidding due to personal financial needs [2][6]. Background of Li Shijun - Li Shijun is a co-founder of Jiejia Weichuang and has held various significant positions within the company, including General Manager until February 2022 [3][4]. - His planned share reduction includes shares acquired before the company's IPO and those from a restricted stock incentive plan [4]. Recent Stock Performance - Jiejia Weichuang's stock has seen a substantial increase, with a cumulative rise of 93.44% from August 1 to September 5, 2025, nearly doubling in value [6]. - The stock closed at 106.7 yuan, with a market capitalization of 37.101 billion yuan [2][5]. Financial Performance - For the first half of 2025, the company reported revenue of 8.372 billion yuan, a year-on-year increase of 26.41%, and a net profit of 1.83 billion yuan, up 49.26% year-on-year [7]. - The company has expanded its product offerings in photovoltaic equipment and is enhancing its platform layout in semiconductor and lithium battery sectors [7].