Core Insights - The photovoltaic sector is experiencing a significant upward trend, with the CSI Photovoltaic Leading 30 Index rising by 2.48% as of August 1, 2025, and notable individual stocks like Jiejia Weichuang and Aotwei showing substantial gains [1] - The CSI Photovoltaic Leading 30 Index is currently at a historically low valuation, with a price-to-book ratio (PB) of 1.89, indicating strong value for investors [1][2] - Recent data shows an increase in polysilicon prices, which is expected to positively impact downstream pricing and overall market recovery [2][3] Market Performance - The CSI Photovoltaic Leading 30 Index's top ten weighted stocks account for 68.68% of the index, highlighting the concentration of market influence among these companies [2] - The leading photovoltaic ETF has shown impressive performance metrics, including a maximum monthly return of 25.24% since inception and a three-month annualized excess return of 10.10% [1] Industry Trends - The photovoltaic industry is currently facing significant supply-demand imbalances and profitability pressures, but recent political support may lead to recovery, particularly in pricing and capacity [3] - The ongoing consolidation in the polysilicon sector is expected to yield positive outcomes, with preliminary agreements anticipated by the end of July [3] Product Overview - The Photovoltaic 30 ETF closely tracks the CSI Photovoltaic Leading 30 Index, which comprises 30 large-scale, profitable companies in the photovoltaic power generation sector, reflecting the overall performance of leading listed companies in this industry [4]

Group 1 - The main focus of the article is on the net inflow and outflow of capital in various sectors, highlighting significant movements in the market on a specific day [1] - The power equipment sector saw the highest net inflow of 15.22 billion, followed by the new energy industry with 9.62 billion and the automotive sector with 6.19 billion [2] - The computer sector experienced the largest net outflow of 34.09 billion, with the electronics and non-ferrous metals sectors also seeing significant outflows of 31.71 billion and 19.37 billion respectively [3] Group 2 - Individual stocks with the highest net inflow included Jiejia Weichuang with 5.25 billion, Hikvision with 4.45 billion, and Beiqi Blue Valley with 4.10 billion [4] - New Yisheng had the largest net outflow at 5.77 billion, followed by Northern Rare Earth with 5.58 billion and Yingweike with 5.57 billion [5]

Core Viewpoint - The photovoltaic sector in the A-share market is experiencing a strong upward trend, driven by continuous capital inflow and a "anti-involution" logic, with the leading photovoltaic ETF (516290) seeing significant gains and attracting over 36 million yuan in investments over five consecutive days [1][2][5]. Group 1: Market Performance - The leading photovoltaic ETF (516290) surged over 2% as of 10:17 AM, reflecting strong market interest [1]. - Key component stocks of the ETF saw substantial increases, with Jiejia Weichuang hitting the daily limit up (20%), and other major players like Yangguang Electric and Longi Green Energy also posting gains of over 2% [2][3]. Group 2: Industry Developments - A leading polysilicon producer in China is discussing the establishment of a 50 billion yuan fund aimed at acquiring and shutting down about one-third of its production capacity, targeting at least 1 million tons of low-quality polysilicon [5]. - The price of domestic polysilicon has risen significantly, with a cumulative increase of approximately 36.92% in July due to market expectations of supply-side reforms [6]. Group 3: Industry Outlook - The photovoltaic industry is currently in a bottoming process, with signs of overcapacity and declining profit margins, but the urgency for "anti-involution" policies is increasing [7][9]. - The current round of "anti-involution" measures is characterized by a more mature and pragmatic approach compared to previous efforts, with clearer policy goals and stronger consensus among enterprises [9][10]. - The focus of the current measures includes mergers and acquisitions in the silicon material sector, aimed at improving supply and demand dynamics within the industry [9][11]. - Price control measures are being implemented across four key segments: silicon materials, silicon wafers, batteries, and modules, with a higher price floor established compared to previous rounds [10][11].

捷佳伟创股价出现异动，截至今日9时31分，股价大涨17.06%，成交804.88万股，成交金额5.06亿元， 换手率为2.80%，公司发布的最新业绩预告显示，预计上半年实现净利润17.00亿元—19.60亿元，净利 润同比增长38.65%—59.85%。 资金面上看，捷佳伟创近5日主力资金总体呈净流出状态，累计净流出1.29亿元，其中，上一交易日主 力资金全天净流出7359.51万元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（7月31日）两融余额11.04亿元，其中，融资余额为10.96亿元，近5日融 资余额合计增加3058.74万元，增幅为2.87%。（数据宝） ...

每经AI快讯，8月1日，光伏设备板块走强，捷佳伟创20%涨停，海优新材、迈为股份、晶盛机电、奥特 维、拉普拉斯跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - The photovoltaic sector is experiencing a strong performance, with significant growth in the financial forecasts of companies like Jiejia Weichuang, reflecting a broader trend in the renewable energy market [1]. Group 1: Company Performance - Jiejia Weichuang has released its half-year performance forecast for 2025, expecting a net profit attributable to shareholders between 1.7 billion and 1.96 billion yuan, representing a year-on-year growth of 38.65% to 59.85% compared to the previous year's profit of approximately 1.23 billion yuan [1]. - The company's net profit after excluding non-recurring gains and losses is projected to be between 1.55 billion and 1.81 billion yuan, indicating a growth of 31.37% to 53.41% from the previous year's profit of about 1.18 billion yuan [1]. Group 2: Industry Insights - CITIC Securities highlights that the "anti-involution" movement has reached a national strategic level in China, with the photovoltaic industry being a key battleground due to its issues of homogenized low-price competition and temporary overcapacity [1]. - The New Energy ETF Fund (516850) and its linked funds focus on the new energy sector, particularly in batteries, photovoltaics, and electricity, allowing investors to capture opportunities in the renewable energy market effectively [2].

Key Points - The article highlights significant announcements from various companies, including investment projects, performance data, and share buybacks [1][2] Company Announcements - Anzheng Fashion's controlling company, Lishang Information, has not engaged in the production of maternal and infant products [1] - New Aluminum Era plans to invest in a project to produce 800,000 sets of lightweight, high-strength auto parts annually [1] - Wanlima is expected to win a procurement project from China Southern Airlines [1] - Guangzhou Port anticipates a cargo throughput of 50.233 million tons in July, reflecting a year-on-year increase of 3.1% [1] - Shenma Co. intends to acquire a 10.27% minority stake in Nylon Chemical [1] - Fuanna plans to repurchase shares worth between 55.85 million to 104 million yuan [1] - Zhengdan Co. reported a 120.35% year-on-year increase in net profit for the first half of the year and plans to distribute 3 yuan per 10 shares [1] - Jieya Co. and Heyuan Gas's major shareholders plan to reduce their stakes by up to 4.95% and 2%, respectively [1][2] - Changhua Chemical aims to raise no more than 230 million yuan through a simplified procedure for a carbon dioxide polyether project [1] - Aoshikang plans to issue convertible bonds to raise no more than 1 billion yuan for a high-end printed circuit board project [1] Performance Data - Zhengdan Co. expects a significant increase in net profit for the first half of the year, with a proposed dividend distribution [2] - Jiejia Weichuang anticipates a net profit increase of 38.65% to 59.85% for the half-year [2] - Sinopec forecasts a 39.5% to 43.7% decline in net profit for the first half of the year [2]

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

特此公告。 证券代码：300724 证券简称：捷佳伟创 公告编号：2025-051 深圳市捷佳伟创新能源装备股份有限公司 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、 本期业绩预计情况 项 目 本报告期 上年同期 归属于上市公司 盈利：170,000.00 万元–196,000.00 万元 盈利： 股东的净利润 比上年同期增长：38.65%–59.85% 122,613.87 万元 扣除非经常性损 盈利：154,938.25 万元–180,938.25 万元 盈利： 益后的净利润 比上年同期增长：31.37%–53.41% 117,941.88 万元 注：表中"万元"均指人民币。 二、与会计师事务所沟通情况 本次业绩预告为公司初步测算结果，未经会计师事务所审计。 三、业绩变动原因说明 公司在手订单在报告期内持续验收转化为收入所致。 深圳市捷佳伟创新能源装备股份有限公司董事会 四、其他相关说明 本次业绩预告是公司财务部门初步测算的结果，未经审计机构审计，具体财 务数据将在公司 2025 年半年度报告中详细披露。敬请广大投资者谨慎决策，注 意投资风险。 ...

证券日报网讯 7月31日晚间，捷佳伟创发布2025年半年度业绩预告称，公司预计2025年半年度归属于上 市公司股东的净利润为170，000.00万元–196，000.00万元，比上年同期增长38.65%–59.85%。 （文章来源：证券日报） ...