[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a year-over-year increase in 2025 H1 performance, with net profit attributable to shareholders expected to grow **38.65% to 59.85%** 2025 Semi-Annual Performance Forecast (Compared to Prior Period) | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders (CNY billion)** | Profit: 1.70 – 1.96 | Profit: 1.23 | | Year-over-Year Growth | 38.65% – 59.85% | - | | **Net Profit Excluding Non-Recurring Gains/Losses (CNY billion)** | Profit: 1.55 – 1.81 | Profit: 1.18 | | Year-over-Year Growth | 31.37% – 53.41% | - | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company's performance forecast is a preliminary internal estimate, not yet audited by an accounting firm - This performance forecast is a preliminary company estimate, unaudited by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) Significant performance growth is primarily driven by the continuous and successful revenue recognition of existing orders - The primary driver of performance growth is the continuous acceptance and revenue recognition of existing orders during the reporting period[5](index=5&type=chunk) [Other Relevant Information](index=1&type=section&id=IV.%20Other%20Relevant%20Information) The company reiterates that this unaudited performance forecast is preliminary, advising investors to consider investment risks, with final data in the 2025 semi-annual report - The company reminds investors that this performance forecast is a preliminary estimate, unaudited, and final data will be based on the 2025 semi-annual report, requiring cautious decision-making and attention to investment risks[6](index=6&type=chunk)[7](index=7&type=chunk)

Core Viewpoint - The demand for vacuum coating machines in China is expected to reach 111,000 units and a market size of 52.24 billion yuan by 2024, driven by the smartphone, semiconductor, and photovoltaic industries, with a significant shift towards environmentally friendly technologies [1][9]. Overview - Vacuum coating is a surface treatment technology that operates in a high vacuum environment to deposit thin films on various substrates using physical or chemical methods [2][3]. Business Model - The vacuum coating machine industry operates on a "make-to-order" basis, where companies produce equipment based on specific customer requirements, providing comprehensive technical support and solutions [5]. Industry Chain - The upstream of the vacuum coating machine industry includes companies that develop and supply coating materials and components, while the downstream applications span various sectors, including electronics, semiconductors, and renewable energy [7]. Current Development - The increasing demand for high-performance coatings in smartphones and the semiconductor industry's shift to smaller processes are driving the need for advanced vacuum coating equipment [9]. Competitive Landscape - The high-end vacuum coating equipment market is dominated by multinational companies like Applied Materials, ULVAC, and Leybold, while domestic companies primarily focus on the mid-to-low-end market, indicating significant potential for domestic substitution [11]. Representative Domestic Companies - Guangdong Huicheng Vacuum Technology Co., Ltd. reported a total revenue of 520 million yuan in 2024, with significant contributions from consumer electronics and industrial applications [13]. - Zhongshan Kaixuan Vacuum Technology Co., Ltd. achieved a revenue of 228.81 million yuan in 2024, with 96.09% coming from vacuum equipment sales [15]. Future Trends - The vacuum coating machine industry is expected to enhance coating processes and equipment structures to meet the demands of high-end sectors, focusing on energy efficiency and environmentally friendly practices [18].

Summary of Key Points Group 1: Market Overview - On July 24, a total of 84 stocks in the A-share market experienced block trading, with a total transaction value of 1.794 billion yuan [1] - The top three stocks by transaction value were Hotgen Biotech (1.33 billion yuan), SAIC Motor (1.05 billion yuan), and China National Machinery Industry Corporation (1.03 billion yuan) [1] Group 2: Price Transactions - Among the stocks traded, 11 stocks were transacted at par value, 2 stocks at a premium, and 71 stocks at a discount [1] - Minsheng Bank and Skyworth Digital had the highest premium rates at 0.39% and 0.09% respectively [1] - Guangxin Technology, Bio Valley, and Ruisheng Intelligent had the highest discount rates at 30.66%, 26.5%, and 22.25% respectively [1] Group 3: Institutional Buying - The top institutional buying amounts were led by Hotgen Biotech (1.33 billion yuan), XCMG Machinery (1.01 billion yuan), and Shennong Development (88.275 million yuan) [2] - Other notable institutional purchases included Jiejia Weichuang (67.7057 million yuan) and SAIC Motor (52.29 million yuan) [2] Group 4: Institutional Selling - The leading institutional selling amounts were from Hailiang Co., Ltd. (24.817 million yuan), Anning Co., Ltd. (13.2458 million yuan), and Northern Copper Industry (4.8536 million yuan) [3] - Other significant sales included Dongrui Co., Ltd. (4.375 million yuan) and Shengtong Co., Ltd. (4 million yuan) [3]

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-047 深圳市捷佳伟创新能源装备股份有限公司 第五届董事会第十四次会议决议公告 经审慎分析和认真研究，同意公司根据业务发展规划及募投项目实际实施情 况，对"超高效太阳能电池装备产业化项目—二合一透明导电膜设备（PAR）产 业化项目"和"第三代半导体装备研发项目"的内部投资结构进行调整。 具体内容请详见巨潮资讯网（www.cninfo.com.cn）上披露的《关于调整部分 募投项目内部投资结构的公告》。 保荐机构中信建投证券股份有限公司出具了核查意见。 表决结果：同意 7 票、反对 0 票、弃权 0 票。 2、审议通过《关于开展应收款项保理业务暨相关担保的议案》； 公司及子公司开展应收款项保理业务符合公司及子公司日常经营需要，为子 公司开展应收款项保理业务提供担保是在综合考虑公司及各子公司业务发展需 要而作出的，符合公司实际经营情况和整体发展战略。被担保人均为公司全资子 公司（含二级全资子公司），担保风险可控，担保事宜符合公司和全体股东的利 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、董事会 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-048 第五届监事会第十一次会议决议公告 表决结果：同意 3 票、反对 0 票、弃权 0 票。 本公司及监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、监事会会议召开情况 深圳市捷佳伟创新能源装备股份有限公司（以下简称"公司"）第五届监事 会第十一次会议于 2025 年 7 月 18 日以电子邮件的形式发出会议通知，以通讯的 方式于 2025 年 7 月 23 日召开。会议应出席监事 3 人，实际出席监事 3 人。会议 由公司监事会主席刘峰主持，符合《中华人民共和国公司法》和公司章程的有关 规定。 二、监事会会议审议情况 1、审议通过《关于调整部分募投项目内部投资结构的议案》； 监事会认为：公司本次调整募集资金投资项目内部投资结构事项，不涉及募 集资金投资用途和投资规模的调整，不存在损害公司及股东利益的情况，相关审 议表决程序合法、合规。监事会同意公司本次调整募集资金投资项目内部投资结 构的事项。 深圳市捷佳伟创新能源装备股份有限公司 具体内容请详见巨潮资讯网（www.cninfo.com.cn）上披 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-050 深圳市捷佳伟创新能源装备股份有限公司 关于开展应收款项保理业务暨相关担保的公告 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。 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 2025 年 7 月 23 日召开第五届董事会第十四次会议，审议通过了《关于开展应收款项保 理业务暨相关担保的议案》，同意公司及子公司与银行、非银行金融机构、商 业保理公司等具备相关业务资格的机构开展合作，就日常经营活动中产生的部 分应收款项开展有追索权/无追索权保理业务，保理金额总计不超过人民币 13 亿元或者其他等值货币，在该额度范围内可循环使用，保理业务申请期限自本 次董事会决议通过之日起 12 个月，具体每笔保理业务期限以单项保理合同约定 期限为准，如单笔交易的存续期超过授权期限，则授权期限自动顺延至单笔交 易终止时止。在额度范围内提请董事会授权公司管理层行使具体操作的决策权 并签署相关合同文件，包括但不限于选择合格的保理业务相关机构、确定公司 和子公司可以开展的应收款项保理业务具体额度等。 此 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-049 深圳市捷佳伟创新能源装备股份有限公司 关于调整部分募投项目内部投资结构的公告 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。 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 2025 年 7 月 23 日召开第五届董事会第十四次会议及第五届监事会第十一次会议，审议 通过了《关于调整部分募投项目内部投资结构的议案》，现将调整的相关情况公 告如下： 一、募集资金的基本情况 经中国证券监督管理委员会出具的《关于同意深圳市捷佳伟创新能源装备股 份有限公司向特定对象发行股票注册的批复》（证监许可〔2021〕674 号）同意， 公司于 2021 年 4 月向特定对象发行人民币普通股股票 26,480,245 股，发行价格 为 94.41 元/股，募集资金总额为人民币 249,999.99 万元，扣除相关发行费用人民 币 1,879.95 万元（不含税）后，实际募集资金净额为人民币 248,120.04 万元。上 述募集资金已于 2021 年 4 月 8 日全部到位，容诚会计师事务所（特殊 ...

中信建投证券股份有限公司 关于深圳市捷佳伟创新能源装备股份有限公司 关于调整部分募投项目内部投资结构的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作 为深圳市捷佳伟创新能源装备股份有限公司（以下简称"捷佳伟创"或"公司"） 向特定对象发行股票的保荐人，根据《深圳证券交易所创业板股票上市规则（2025 年修订）》（以下简称《创业板股票上市规则》）、《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（2025年修订）》（以下简称 《规范运作指引》）、《上市公司募集资金监管规则》等相关法律、法规和规范 性文件的要求，对捷佳伟创调整部分募投项目内部投资结构事项进行了审慎核查， 具体情况如下： 一、募集资金基本情况 （一）募集资金到位情况 经中国证券监督管理委员会出具的《关于同意深圳市捷佳伟创新能源装备股 份有限公司向特定对象发行股票注册的批复》（证监许可〔2021〕674 号）同意， 捷佳伟创于 2021 年 4 月向特定对象发行人民币普通股股票 26,480,245 股，发行 价格为 94.41 元/股，募集资金总额为人民币 249,999.99 万元，扣除相关发行 ...

Group 1 - Shenzhen Jiejiawei Innovation Energy Equipment Co., Ltd. has applied for a patent for a "bifacial selective passivated contact structure solar cell and its preparation method" [1] - The patent application was published under CN120344020A with a filing date of April 2025 [1] - The preparation method involves forming a PN junction on the front side of the silicon wafer through high-temperature boron diffusion and creating a boron-doped P-type polysilicon layer and a phosphorus-doped N-type polysilicon layer on the front and back grid line areas respectively [1] Group 2 - Shenzhen Jiejiawei Innovation Energy Equipment Co., Ltd. was established in 2007 and is primarily engaged in specialized equipment manufacturing [2] - The company has a registered capital of 347.71 million RMB and has invested in 16 enterprises [2] - The company has participated in 87 bidding projects and holds 495 patent information records along with 11 trademark records [2]

Investment Rating - Industry investment rating is "Overweight" [1] Core Viewpoints - The report highlights a new round of market momentum driven by advancements in robotics, particularly in humanoid robots, with a projected global demand of approximately 2 million units by 2030 [4][19] - Key recommended stocks include Xinjie Electric, Beite Technology, Hanwei Technology, Zhaowei Electromechanical, Hengli Hydraulic, and Nuwei Co., among others [2][4] - The report emphasizes the importance of tracking the humanoid robot sector, which is entering a critical growth phase [3][4] Summary by Sections Humanoid Robots - The humanoid robot industry is expected to see significant growth, with major projects and partnerships emerging, such as the procurement project by China Mobile for humanoid biped robots worth 124 million [9][19] - Companies like Tesla and Figure are ramping up production, with Figure planning to increase its humanoid robot output by three times in the upcoming months [10][19] Photovoltaic Equipment - The report notes an accelerated penetration of N-type technology, enhancing the competitive edge of leading companies in the sector [20] - It suggests focusing on companies that are innovating in cost-reduction technologies and expanding production capacity [20] Energy Storage - The energy storage sector is poised for growth due to favorable policies and increasing demand from both generation and user sides [20] - Key players in this space include companies involved in lithium battery systems and integrated storage solutions [20] Semiconductor Equipment - The semiconductor equipment market is projected to reach 140 billion by 2030, with a growing share from domestic manufacturers [4][20] Automation - The automation market is expected to grow significantly, with a market size of approximately 40 billion, projected to reach 55.7 billion by 2026 [4][20] Hydrogen Energy - The report highlights the potential of green hydrogen in achieving carbon neutrality, with a focus on companies that have integrated hydrogen production capabilities [21] Engineering Machinery - The report suggests monitoring leading companies in the engineering machinery sector, emphasizing those with product, scale, and cost advantages [4][20]