2024年中国光伏新增装机增速大幅下降，不少企业营收下滑，而捷佳伟创业绩水涨船高。去年全年，公 司营收188.87亿元，同比增长116.26%；归母净利润27.64亿元，同比增长69.18%。 今年一季度，公司业绩继续攀高，但对股价影响甚微。财报公布后，公司股价仅在4月24日涨了 5.79%，之后又连跌三天。 【捷佳伟创股东套现、股价疲软与财务风险并存】光伏行业低谷，股市低迷，捷佳伟创股东忙着套现离 场。5月12日和16日，公司连发两条控股股东、实际控制人及其一致行动人减持股份的预披露公告，减 持股份分别占总股本的0.72%和2.28%。 两份公告披露的最高减持数量为10405000股。以5月23日53.24元的收盘价计算，减持金额约5.5亿。 捷佳伟创2018年上市，主要从事太阳能光伏电池设备业务。上市以来，实控人多次减持套现，截至目 前，控股股东、实际控制人及其一致行动人持股比例已降至上市初期的一半。 公司业绩持续走高，六年内增长超10倍，但股价"跌跌不休"。与2021年9月巅峰期209.22元/股的最高价 相比，已跌去约74.5%，市值蒸发540亿左右。 业绩新高，股价却跌，除股东减持外，还与公司潜藏的 ...

上市公司目前进入分红实施季。证券时报·数据宝统计，以股权登记日为基准，今日90家公司分配方案 将要实施。 股价表现方面，股权登记日为今日的90只个股中，近5日涨幅最大的是郑中设计，累计涨幅为22.78%， 其余涨幅居前的有绿联科技、西部黄金等。（数据宝） 注：统计范围不含纯B股公司。本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 即将实施分红的公司一览 | 证券代码 | 证券简称 | 每10股派现（元） | 每10股送转（股） | 最新收盘价（元） | 近5日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 002811 | 郑中设计 | 2.000 | - | 13.80 | 22.78 | | 301606 | 绿联科技 | 6.000 | - | 49.43 | 20.18 | | 601069 | 西部黄金 | 0.500 | - | 19.35 | 18.57 | | 301263 | 泰恩康 | 2.000 | - | 26.64 | 14.33 | | 300756 | 金马游乐 | 0.500 | - | 25 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-042 深圳市捷佳伟创新能源装备股份有限公司 2024 年年度权益分派实施公告 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。 特别提示： 1、深圳市捷佳伟创新能源装备股份有限公司（以下简称"公司"）回购专用 证券账户中的股份 840,100 股不参与本次权益分派。公司 2024 年年度权益分派 方案为：以公司现有总股本 347,713,586 股，剔除已回购股份 840,100 股后的 346,873,486 股为基数，向全体股东每 10 股派发现金红利 12 元（含税），实际共 派发现金红利 416,248,183.20 元（含税）。 2、本次权益分派实施后计算除权除息价格时，按公司总股本（含回购股份） 折算每 10 股现金分红金额（含税）=现金分红总额÷公司总股本×10 =416,248,183.20 元/347,713,586 股×10 股=11.971007 元（保留六位小数，最后一 位直接截取，不四舍五入）。公司本次权益分派实施后的除权除息参考价＝除权 除息日前一交易日收盘价-1.19 ...

Core Viewpoint - Despite the "counter-trend" growth in performance, the actual controller of Jiejia Weichuang (300724.SZ), a leading photovoltaic equipment manufacturer, suddenly announced a share reduction plan [2][4]. Company Summary - Jiejia Weichuang plans to reduce shares by a total of 1,040,500 shares, accounting for 3% of the company's total share capital, from June 4 to September 9, 2025 [3]. - The company reported a revenue of 4.099 billion yuan in Q1 2025, a year-on-year increase of 58.95%, and a net profit of 708 million yuan, up 22.42% year-on-year [5]. - As of May 19, 2025, Jiejia Weichuang's stock price was 54.39 yuan per share, with a total market value of 18.9 billion yuan [3]. Industry Summary - The photovoltaic industry is experiencing a downturn, with major companies reporting net profit declines in Q1 2025 [4]. - The industry typically operates on a payment model that includes prepayments, delivery payments, acceptance payments, and warranty payments, with a long acceptance cycle [5]. - Jiejia Weichuang's accounts receivable at the end of 2024 amounted to 4.729 billion yuan, representing 25.04% of its revenue, leading to a credit impairment loss of 660 million yuan [6].

Investment Rating - The report maintains a "Buy" rating for the company [10] Core Views - The company reported strong revenue and performance growth for 2024 and Q1 2025, primarily benefiting from the acceptance of existing orders, demonstrating strong operational resilience [2][6] - Despite pressure on profitability due to impairment provisions, the company's cost control capabilities continue to improve [2][8] - The company is solidifying its market competitiveness across multiple technology routes, including TOPCon, HJT, and perovskite, and has achieved significant order breakthroughs in the semiconductor equipment sector [2][8] Summary by Sections Financial Performance - In 2024, the company achieved revenue of 18.887 billion, a year-on-year increase of 116.26%; net profit attributable to shareholders was 2.764 billion, up 69.18%; and net profit excluding non-recurring items was 2.566 billion, up 68.23% [6] - For Q1 2025, revenue reached 4.099 billion, a year-on-year increase of 58.95%; net profit attributable to shareholders was 708 million, up 22.42%; and net profit excluding non-recurring items was 637 million, up 15.49% [6] Business Development - The company continues to enhance its long-term competitive capabilities through platform-based business layouts [8] - In the TOPCon technology route, the company maintains a leading market share amid industry upgrades and new capacity demands [8] - The HJT technology route has seen the company's trial production line achieve an average conversion efficiency of 25.6% [8] - The perovskite technology route has successfully delivered large-scale coating equipment and initiated trial production [8] - In the semiconductor equipment sector, the company has secured orders for silicon carbide wet processing equipment, marking comprehensive coverage of the etching and cleaning processes for silicon carbide devices [8] Profitability and Cost Control - The company's gross profit margin for 2024 was 26.46%, a decrease of 2.49 percentage points year-on-year, while the expense ratio improved to 4.73%, down 3.18 percentage points [8] - The net profit margin for 2024 was 14.65%, down 4.12 percentage points year-on-year, impacted by significant impairment losses [8] - The company’s ability to control expenses remains strong, with a continued focus on maintaining good levels of cost management [8]

Core Viewpoint - The company, Jiejia Weichuang, announced a share reduction plan by its major shareholders, which may impact the stock price and investor sentiment in the short term [1][2]. Share Reduction Plans - Major shareholder and general manager Yu Zhong plans to reduce his holdings by up to 1,734,000 shares, representing 0.50% of the total share capital, within a three-month window starting from June 10, 2025 [1]. - Another major shareholder, Liang Meizhen, through her associate Jiang Zeyu, plans to reduce holdings by up to 968,000 shares (0.28%) via centralized bidding and up to 5,203,000 shares (1.50%) through block trading during the same period [2]. Company Background - Jiejia Weichuang was listed on the Shenzhen Stock Exchange on August 10, 2018, and primarily engages in the research, production, and sales of solar photovoltaic cell equipment [3]. - The company has raised a total of 3.633 billion yuan through two fundraising events since its IPO, with the latest fundraising amounting to 2.4999999 billion yuan in April 2021 [3][4]. Fund Utilization - The funds raised are allocated for various projects, including the construction of solar cell manufacturing production lines, smart manufacturing workshops for crystalline silicon solar cells, and the establishment of a research and testing center [3].

Investment Rating - The report maintains an "Outperform" rating for the electric equipment and new energy industry [1]. Core Insights - The reduction of tariffs between China and the US is expected to benefit new energy exports, with optimistic growth in photovoltaic demand from the US and emerging economies [1]. - The report emphasizes the importance of cost reduction and efficiency improvement in photovoltaic manufacturing, focusing on the optimization of leading companies in silicon materials and battery cells [1]. - The wind power sector is anticipated to see steady progress in domestic and overseas demand, with a positive outlook for profitability recovery in the complete machine and component segments by 2025 [1]. - The government’s push for smart connected new energy vehicles is expected to sustain high sales growth throughout the year, driving demand for batteries and materials [1]. - The report highlights the ongoing industrialization of solid-state batteries, with mass production expected by 2027, benefiting companies involved in batteries, materials, and equipment [1]. - Continuous promotion of hydrogen energy development is noted, with recommendations to focus on companies with cost and technological advantages in electrolyzer production and hydrogen infrastructure [1]. Summary by Sections Industry Performance - The electric equipment and new energy sector rose by 1.39% this week, outperforming the Shanghai Composite Index, which increased by 0.76% [10]. - The photovoltaic sector saw a significant increase of 2.96%, while the wind power sector experienced a decline of 0.58% [13]. Key Industry Information - In April 2025, China's new energy vehicle sales reached 1.226 million units, a year-on-year increase of 44.2%, accounting for 47.3% of total new car sales [24]. - The battery alliance reported a total of 54.1 GWh of power batteries installed in April, with a month-on-month decrease of 4.3% [24]. - The US-China trade talks resulted in a significant reduction in bilateral tariffs, which is expected to positively impact exports in photovoltaic, lithium battery, and energy storage sectors [24]. Company Developments - CATL has set the final price for its H-share issuance at HKD 263 per share, with plans for listing on May 20, 2025 [27]. - Canadian Solar has adjusted its 2025 component shipment target to 25-30 GW, down from the previous estimate of 30-35 GW [27]. - Several companies, including Sanyuan Electric and Igor, are engaging in stock repurchase plans and other strategic financial maneuvers [27].

捷佳伟创（300724）公告，控股股东、实际控制人之一、董事、总经理余仲计划自公告披露之日起15个 交易日后的3个月内，以大宗交易方式减持公司股份不超过173.4万股，占公司总股本比例0.50%。 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-041 预披露公告 公司控股股东、实际控制人余仲先生及梁美珍女士的一致行动人蒋泽宇 先生保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 持有本公司股份 29,336,432 股（占公司总股本比例 8.46%，总股本按照公 司当前总股本剔除回购专用账户后的股份数量计算，下同）的公司控股股东、 实际控制人之一、董事、总经理余仲先生计划自本公告披露之日起 15 个交易日 之后的 3 个月内（即 2025 年 6 月 10 日至 2025 年 9 月 9 日，窗口期不减持）以 大宗交易方式减持公司股份不超过 1,734,000 股（占公司总股本比例 0.50%）。 持有本公司股份 14,225,326 股（占公司总股本比例 4.10%）的公司控股股 东、实际控制人之一、董事梁美珍女士的一致行动人蒋泽宇先生计划自本公告 披露之日起 15 个交易日之后的 3 个月内（即 2025 年 6 月 10 日至 2025 年 9 月 9 日，窗口期不 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-040 深圳市捷佳伟创新能源装备股份有限公司 2024 年年度股东大会决议公告 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。 特别提示： 1、本次股东大会没有出现否决议案的情形； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、会议召开时间： （1）现场会议时间：2025 年 5 月 14 日（星期三）下午 14:30 （2）网络投票时间：2025 年 5 月 14 日 其中通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 5 月 14 日上午 9:15—9:25，9:30—11:30 和 13:00—15:00；通过深圳证券交易所互 联网投票系统投票的具体时间为：2025 年 5 月 14 日上午 9:15—下午 15:00 期间 的任意时间。 2、会议召开地点：深圳市坪山区龙田街道竹坑社区金牛东路 62 号，公司会 议室 3、会议召开方式：现场投票与网络投票相结合的方式 二、会议出席情况 1、出席本次股东大会的股东及股东代理人共 402 人，代表的 ...