关于控股股东、实际控制人及其一致行动人 持股比例变动触及 1%整数倍的公告 证券代码：300724 证券简称：捷佳伟创 公告编号：2025-046 深圳市捷佳伟创新能源装备股份有限公司 | 1.基本情况 | | | --- | --- | | 信息披露义务人一 | 余仲 | | 住所 | 深圳市坪山区龙田街道竹坑社区金牛东路**号 | | 信息披露义务人二 | 左国军 | | 住所 | 深圳市坪山区龙田街道竹坑社区金牛东路**号 | | 信息披露义务人三 | 梁美珍 | | 住所 | 深圳市坪山区龙田街道竹坑社区金牛东路**号 | | 信息披露义务人四 | 蒋泽宇 | | 住所 | 深圳市坪山区龙田街道竹坑社区金牛东路**号 | | 信息披露义务人五 | 常州恒创汇业投资合伙企业（有限合伙） | | 住所 | 常州市新北区锦绣路 号文化广场**号楼 2 | | 信息披露义务人六 | 厦门市弘兴远业投资合伙企业（有限合伙） | | 住所 | 厦门市思明区镇海路**号 | | 信息披露义务人七 | 常州鼎佳汇业投资合伙企业（有限合伙） | | 住所 | 常州市新北区锦绣路 2 号文化广场**号楼 | | 权益变动 ...

Core Viewpoint - The BC battery sector has seen a collective surge of over 4% as of July 8, with several stocks, including Tongwei Co., Ltd. and Junda Co., Ltd., reaching their daily limit up [1] Industry Summary - BC batteries, or back-contact batteries, integrate both positive and negative metal contacts on the back, allowing for a design that absorbs more sunlight and offers higher efficiency, particularly suitable for distributed photovoltaic and commercial rooftop applications [1] - By April 2025, the mass production efficiency of BC batteries is expected to exceed 27%, with a theoretical efficiency limit of 29.1% [1] - Recent discussions in the photovoltaic industry have focused on "anti-involution," with the Ministry of Industry and Information Technology emphasizing the need for lawful and orderly competition, which is expected to enhance market expectations for the healthy development of the photovoltaic industry [1] - The BC battery technology is positioned as a high-efficiency, high-value photovoltaic technology, offering better performance compared to traditional P-type and TOPCon batteries, and is anticipated to play a significant role in the industry's transformation and upgrade [1] Company Summary - Longi Green Energy (601012) has a BC production capacity of 30GW HPBC (High-efficiency Passivated Back Contact) battery project, which is already in mass production [2] - Junda Co., Ltd. has established an experimental line for BC products based on N-type technology, moving towards pilot testing and mass production of N-type products [2] - Tongwei Co., Ltd. has a comprehensive layout in various technology routes, including TOPCon, HJT, BC batteries, and perovskite/silicon tandem batteries, with ongoing breakthroughs in N-type batteries [2] - Dongcai Technology (601208) focuses on technological innovation and explores differentiated photovoltaic product development strategies, with products already applied to BC batteries [2] - Jiejia Weichuang (300724) is developing XBC battery testing and sorting equipment to address issues related to the positioning accuracy of battery grid lines on the back [3] - Foster (603806) is the largest supplier of packaging materials for Longi and Aiko's BC batteries [4] - Aiko Co., Ltd. (600732) has launched a new generation of N-type back-contact ABC battery technology components and photovoltaic energy solutions [4] - TCL Zhonghuan (002129) is enhancing its product lineup by transforming TOPCon standard component production lines and establishing a 2GW BC component production line [4]

Group 1 - The ChiNext 50 Index (399673) has shown a strong increase of 2.35% as of July 8, 2025, with notable gains in constituent stocks such as Sungrow Power (300274) up 9.58%, Tianfu Communication (300394) up 9.14%, and Jinlang Technology (300763) up 8.85% [1] - The ChiNext 50 ETF (159681) rose by 2.13%, with a latest price of 0.96 yuan, reflecting the overall positive market sentiment [1] - The "anti-involution" trend has positively impacted the photovoltaic sector, with Guangfa Securities indicating that the market is currently in a wait-and-see phase regarding the form and intensity of this trend [1] Group 2 - The ChiNext 50 ETF closely tracks the ChiNext 50 Index, which consists of the 50 stocks with the highest average daily trading volume in the ChiNext market, representing well-known, large-cap, and liquid companies [2] - As of June 30, 2025, the top ten weighted stocks in the ChiNext 50 Index include CATL (300750), Dongfang Wealth (300059), and Mindray Medical (300760), with these ten stocks accounting for 64.62% of the index [2]

Investment Rating - The industry investment rating is maintained as "Buy" [2] Core Views - The June PMI for the machinery industry has rebounded to 49.7%, indicating a recovery in general equipment and engineering machinery sectors [4][6] - Despite a decline in domestic engineering machinery operations, exports are experiencing rapid growth, with a year-on-year increase of 8.8% in May [5][6] - The overall demand for machinery equipment is expected to improve in the second half of the year due to easing US-China trade tensions and supportive fiscal and monetary policies [6] Summary by Sections Industry Performance - Over the past 12 months, the machinery industry has shown a relative return of 19.5% and an absolute return of 35.6% [3] General Equipment - The production index and new orders index have increased to 51.0% and 50.2%, respectively, indicating expansion [4] - The overall manufacturing sector is showing resilience, with a continuous recovery in PMI for May and June [4] Engineering Machinery - The average working hours for major engineering machinery products in June were 77.2 hours, down 9.1% year-on-year [5] - The average operating rate for engineering machinery was 56.9%, a decline of 7.55 percentage points year-on-year [5] Investment Recommendations - The report suggests focusing on the engineering machinery sector, which is expected to benefit from domestic demand recovery and strong export growth [6] - Specific companies to watch include Anhui Heli, Hangcha Group, Sany Heavy Industry, XCMG, Zoomlion, and Hengli Hydraulic [6] Key Company Forecasts - The report includes earnings forecasts and ratings for key companies, with several companies rated as "Buy" [20]

深圳市捷佳伟创新能源装备股份有限公司 关于全资子公司完成工商变更登记的公告 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"）全资子公 司常州捷佳创精密机械有限公司（以下简称"常州捷佳创"）因业务发展需要 对经营范围进行了变更。近日，常州捷佳创已完成了相关的工商变更登记手续， 并取得了常州高新技术产业开发区（新北区）政务服务管理办公室核发的《营 业执照》。本次工商变更登记后，常州捷佳创基本登记信息如下： 1、统一社会信用代码：913204116701441776 5、法定代表人：左国军 6、注册资本：50058.56 万元整 7、成立日期：2008 年 1 月 2 日 证券代码：300724 证券简称：捷佳伟创 公告编号：2025-045 8、经营范围：太阳能电池生产设备、半导体生产设备、环保清洗设备、自 动化生产设备的制造，销售，技术开发，技术咨询，技术服务及技术转让；机 械设备安装、调试、维修、改造、租赁；太阳能光伏产品及配件的销售；道路 货运经营（限《道路运输许可证》核定范围经营）；自有厂房租赁；自营 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-044 深圳市捷佳伟创新能源装备股份有限公司 关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 本次变更完成后，公司的工商登记信息如下： 1、统一社会信用代码：91440300662677723N 2、名称：深圳市捷佳伟创新能源装备股份有限公司 3、类型：其他股份有限公司（上市） 4、住所：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 5、法定代表人：左国军 6、注册资本：34,771.3586 万元 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 9 月 10 日召开了 2024 年第二次临时股东大会，于 2025 年 1 月 15 日召开了 2025 年第二次临时股东大会，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》，具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）上披露的《关 于变更公司注册资本并修订<公司章程>的公告》（公告编号：2024-068、2024-101）。 近日，公司已完成了相关 ...

Core Viewpoint - Shenzhen Jiejia Weichuang New Energy Equipment Co., Ltd. announced that part of its funds in the bank's basic account has been frozen, amounting to 31.243 million yuan [2][4]. Financial Impact - The frozen funds represent 2.82% of the company's latest audited net assets and 5.03% of its cash balance, indicating a relatively minor impact on the company's overall financial health [5]. - The company stated that the freezing only affects part of the funds in that account, and other bank accounts remain liquid, ensuring normal operations and cash flow [5]. Legal Disputes - The freezing of funds is related to two sales contract disputes: one with Shenzhen Ruitai Precision Machinery Co., Ltd. involving 2.4325 million yuan, and another with East China Optical Technology (Xuzhou) Co., Ltd. involving 310 million yuan [4]. - The disputes trace back to contracts signed in May and June 2023, totaling 588 million yuan, where disagreements arose regarding payment for delivered equipment and maintenance fees [5]. Performance Metrics - In 2024, the company reported revenue of 18.887 billion yuan, a year-on-year increase of 116.26%, and a net profit attributable to shareholders of 2.764 billion yuan, up 69.18% [6][7]. - For the first quarter of 2025, the company achieved total revenue of 4.099 billion yuan, reflecting a year-on-year growth of 58.95%, with a net profit of 708 million yuan, an increase of 22.42% [7].

每经记者｜黄鑫磊 每经编辑｜张益铭 5月30日，捷佳伟创（SZ300724，股价51.66元，市值179.63亿元）公告称，通过查询银行账户获悉，公 司银行基本账户内部分资金被冻结，被冻结资金达3.12亿元。 捷佳伟创称，经了解，本次公司银行基本账户部分资金被冻结的原因为涉及2起买卖合同纠纷，分别是 公司与深圳市瑞泰精密机械有限公司（以下简称"瑞泰机械"），以及公司及子公司常州捷佳创精密机械 有限公司、常州捷佳创智能装备有限公司与华东光能科技（徐州）有限公司（以下简称"徐州光能"）。 称不会对资金周转造成重大影响 公告披露，由于捷佳伟创与瑞泰机械存在买卖合同纠纷，瑞泰机械申请冻结公司银行账户部分资金 243.25万元。 天眼查显示，瑞泰机械成立于2005年，注册资本为200万元。 捷佳伟创表示，公司尚未收到瑞泰机械起诉公司一案的正式的法律文书，且本次公司资金被冻结所涉案 件均尚未开庭审理，未产生具体法律效力的判决或裁定，其对公司本期利润或期后利润的影响存在不确 定性。 值得注意的是，本次捷佳伟创银行基本账户被冻结资金金额为3.12亿元，占最近一期经审计净资产的 2.82%，截至3月31日，公司货币资金余额62 ...

捷佳伟创：公司银行基本账户部分资金被冻结 金十数据5月30日讯，捷佳伟创公告，公司银行基本账户内部分资金被冻结，涉及金额312,432,533.69 元。冻结原因包括与深圳市瑞泰精密机械有限公司的买卖合同纠纷以及与华东光能科技（徐州）有限公 司及其股东无锡华东光能科技有限公司的诉讼。公司已对徐州光能及其股东提起诉讼，索赔金额超过2 亿元。目前案件尚未开庭审理，对公司本期利润或期后利润的影响存在不确定性。 ...

深圳市捷佳伟创新能源装备股份有限公司 证券代码：300724 证券简称：捷佳伟创 公告编号：2025-043 1、2023 年 5 月，公司及下属子公司常州捷佳创精密机械有限公司（以下简 称"常州捷佳创"）、常州捷佳创智能装备有限公司（以下简称"捷佳创智能"） 一、公司本次账户及资金被冻结的基本情况 被冻结账户名 称 开户银行 被冻结银行账户 账户性质 被冻结资金 （元） 深圳市捷佳伟 创新能源装备 股份有限公司 中信银行股份有 限公司深圳盐田 支行 7440*********** 1735 基本账户 312,432,533.69 分别与徐州光能签订了《购销合同书》（合同编号：Q2305092166、2305C2062、 2305ZN0064），约定公司、常州捷佳创、捷佳创智能分别向徐州光能销售全自动 硅片上料机、单晶槽式制绒设备、激光掺硼设备等设备产品，合同金额分别为 37,352.67 万元、9,927.33 万元、8,863.15 万元 ，三份《购销合同书》总金额为 56,143.15 万元。后公司又于 2023 年 6 月与徐州光能签订了《合同变更协议》， 约定徐州光能向公司增补采购晶硅淀积炉等设备， ...