Core Viewpoint - The company JieJiaWeiChuang (300724) announced plans for share reductions by major shareholders and senior management, indicating potential changes in ownership structure and market sentiment [1] Shareholder Reduction Plans - Shareholder Li Shijun intends to reduce holdings by up to 3 million shares, representing 0.86% of the company's total share capital, within three months after three trading days [1] - Senior management member Jin Jinglei plans to reduce holdings by up to 5,600 shares within three months after fifteen trading days [1] - Another senior management member, Tan Xiangping, plans to reduce holdings by up to 5,000 shares within three months after fifteen trading days [1]

持有本公司股份22,600股（占公司总股本比例0.0065%）的高级管理人员金晶磊女士计划自本公告披露 之日起15个交易日之后的3个月内（即2025年9月29日至2025年12月28日，窗口期不减持）以集中竞价方 式减持公司股份不超过5,600股（占公司总股本比例0.0016%）；持有本公司股份20,180股（占公司总股 本比例0.0058%）的高级管理人员谭湘萍女士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9月29日至2025年12月28日，窗口期不减持）以集中竞价方式减持公司股份不超过5,000股（占公 司总股本比例0.0014%）。 格隆汇9月5日丨捷佳伟创(300724.SZ)公布，公司股东李时俊先生计划自本公告披露之日起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）以集中竞价方式减持公司股份不超过300万股（占 公司总股本比例0.8649%）。 ...

捷佳伟创（300724）(300724.SZ)发布公告，公司于近日收到公司股东李时俊先生、高级管理人员金晶 磊女士、谭湘萍女士出具的《关于股份减持计划的告知函》，以上股东拟合计减持不超过0.87%公司股 份。 ...

智通财经APP讯，捷佳伟创(300724.SZ)发布公告，公司于近日收到公司股东李时俊先生、高级管理人员 金晶磊女士、谭湘萍女士出具的《关于股份减持计划的告知函》，以上股东拟合计减持不超过0.87%公 司股份。 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-063 深圳市捷佳伟创新能源装备股份有限公司 关于特定股东、高级管理人员减持股份的预披露公告 股东李时俊先生、高级管理人员金晶磊女士、谭湘萍女士保证向本公司提 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： 持本公司股份 9,069,702 股（占公司总股本比例 2.6147%，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）的公司股东李时俊先生 计划自本公告披露之日起 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）以集中竞价方式减持公司股份不超过 3,000,000 股（占公司 总股本比例 0.8649%）。 持有本公司股份 22,600 股（占公司总股本比例 0.0065%）的高级管理人员金 晶磊女士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 9 月 29 日至 2025 年 12 月 28 日，窗口期不减持）以集中竞价方式减持公司股份 ...

Market Performance - The BC battery concept index rose by 5.50%, ranking 6th among concept sectors, with 42 stocks increasing in value [1] - Leading the gains, XianDao Intelligent reached a 20% limit up, while other notable performers included XinQi Micro, HaiMuXing, and MingGuan New Materials, which rose by 13.85%, 13.29%, and 9.90% respectively [1] Sector Comparison - The solid-state battery sector saw a 6.90% increase, while the sodium-ion battery sector rose by 6.72% [1] - Other sectors with notable performance included PET copper foil at 5.88%, perovskite batteries at 5.67%, and two-wheeled vehicles at 5.52% [1] Capital Flow - The BC battery sector experienced a net inflow of 3.7 billion yuan, with 31 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [1] - XianDao Intelligent led the net inflow with 1.968 billion yuan, followed by Longi Green Energy, Tongwei Co., and Jiejia Weichuang with net inflows of 408 million yuan, 356 million yuan, and 167 million yuan respectively [1] Top Stocks by Capital Inflow - XianDao Intelligent had a net inflow rate of 12.22%, with a daily increase of 20.01% and a turnover rate of 19.94% [2] - Other top stocks included Longi Green Energy with a net inflow rate of 6.72% and a daily increase of 4.02%, and Tongwei Co. with a net inflow rate of 6.97% and a daily increase of 6.18% [2][3]

Group 1 - Xiwanda's consumer battery prices increased by 10-15% in Q3, with strong orders in energy storage and potential recovery in Q4 due to international client demand [1] - By August 2025, the production of lithium iron phosphate cathode materials is expected to increase by 51.9% year-on-year, driven by rising lithium carbonate prices leading to increased downstream purchasing, with capacity utilization reaching 69.8% [1] - Jiayuan Technology is actively expanding in the energy storage sector, with over 60% of its high-end copper foil being below 6μm, and is advancing the mass production of 4.5μm ultra-thin copper foil [1] Group 2 - As of September 5, the ChiNext New Energy ETF (159261.SZ) rose by 10.02%, with its related index, the New Energy Index (399266.SZ), increasing by 7.65% [1] - Major component stocks saw significant gains, including Sunshine Power up 11.79%, Xianlead Intelligent up 20.01%, Yiwei Lithium Energy up 9.72%, CATL up 4.84%, and Xiwanda up 12.96% [1] - According to research from Cinda Securities, the increase in AI application policies is expected to boost Nvidia's capital expenditure forecast, positively impacting the AI energy and data center supply chain [1] - Zhongyuan Securities analyzed that the concentration in the lithium battery industry continues to rise, with lithium iron phosphate installation accounting for 81.21% from January to July 2025, indicating a strong correlation between industry technology routes and policy guidance [1]

Group 1 - The New Energy sector is experiencing a strong upward trend, with the ChiNext New Energy Index rising by 4.36% as of September 5, 2025, and key stocks such as XianDao Intelligent and Dao's Technology showing significant gains of 17.22% and 8.47% respectively [1] - Global power battery installations reached 504.4 GWh in the first half of 2025, marking a year-on-year increase of 37.3%, with Chinese companies accounting for 68.79% of the top 10 [1] - China's total production of power batteries and other batteries reached 831.1 GWh from January to July 2025, reflecting a year-on-year growth of 57.5% [1] Group 2 - Zhongyuan Securities indicates that the performance of the lithium battery sector is expected to recover, driven by ongoing demand for power and energy storage batteries [2] - The demand for consumer lithium batteries is anticipated to continue growing due to increased smartphone shipments [2] - The top ten weighted stocks in the ChiNext New Energy Index account for 64.15% of the index, with leading companies including CATL and Sungrow Power [2]

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the **new energy equipment industry**, specifically focusing on **lithium battery and photovoltaic (PV) equipment** sectors. The industry is currently experiencing a phase of **capacity surplus and order pressure** following large-scale expansions in 2022 and 2023 [1][2]. Core Insights and Arguments - **Stock Price Performance**: Recent stock prices for lithium battery and PV equipment companies have surged by approximately **60%-70%**, exceeding market expectations due to previously low price levels and favorable shareholding structures [1][2][3]. - **Mid-Year Performance**: Companies like **Jiejia Weichuang**, **Hangkai Technology**, and **Xian Dao Intelligent** reported significant growth in Q2 performance, with cash flow improvements indicating strong downstream expansion intentions. For instance, Xian Dao's net cash flow reached **1.5 billion** and Hangkai's was **500 million**, both setting new quarterly records [1][6]. - **Order Growth**: In the first half of the year, new orders for lithium battery equipment companies like Xian Dao and Hangkai reached **12.4 billion** and **2.7-2.9 billion**, respectively, showing significant year-on-year growth. Domestic orders have increased, with solid-state battery technology emerging as a new growth point [1][5][6]. - **PV Equipment Companies**: Companies such as Jiejia Weichuang, Dier Laser, and Laplace continue to see revenue and profit growth, but face risks due to a rapid decline in previous orders. They are exploring new growth avenues by expanding into semiconductor or humanoid robot sectors [1][5][15]. Additional Important Content - **Technological Advancements**: The development of new technologies, particularly solid-state batteries, is accelerating and providing new growth opportunities for the lithium battery equipment sector. Hangkai has made extensive investments in solid-state battery formation and capacity equipment, which is expected to increase equipment value [1][7][8]. - **Market Dynamics**: The PV equipment market is experiencing significant differentiation, with battery equipment companies performing well while silicon and component segments are declining. This is attributed to a surge in demand leading to high cash flow and operational rates for downstream customers [9][11]. - **Future Outlook**: The lithium battery sector is expected to continue its growth trajectory, with solid-state battery equipment playing a crucial role in enhancing overall industry valuation. Conversely, the PV sector may face challenges, with some companies potentially reaching the peak of their profit growth cycle [12][14][17]. - **Investment Recommendations**: Investors are advised to focus on lithium battery equipment due to its robust fundamentals and optimistic outlook. For PV equipment, caution is recommended, with an emphasis on companies that are diversifying their business or showing new growth potential [13][16][17]. This summary encapsulates the key points discussed in the conference call, providing insights into the current state and future outlook of the new energy equipment industry.

Group 1 - The company Jiejia Weichuang (SZ 300724) announced that its general manager, Yu Zhong, plans to reduce his shareholding by up to 1.8 million shares (0.52% of total share capital) through centralized bidding from June 4, 2025, to September 3, 2025, and by approximately 1.73 million shares (0.5% of total share capital) through block trading from June 10, 2025, to September 9, 2025 [1] - The company's controlling shareholder and actual controller's concerted action partners plan to reduce their holdings by up to 700,000 shares (0.2% of total share capital) through centralized bidding during the same period [1] - For the year 2024, Jiejia Weichuang's revenue composition is entirely from solar cell production equipment, accounting for 100.0% [1] Group 2 - As of the report, Jiejia Weichuang has a market capitalization of 35.1 billion yuan [2]