Core Viewpoint - The announcement details the changes in shareholding proportions of Shenzhen Jiejia Weichuang New Energy Equipment Co., Ltd. due to stock repurchase and subsequent share reductions by major shareholders, which resulted in a passive increase in their ownership percentages [1][2][3]. Summary by Relevant Sections Shareholding Changes - The total share capital of the company decreased from 348,233,546 shares to 347,713,586 shares due to the repurchase and cancellation of restricted stocks and shares bought back through centralized bidding [1][2]. - Major shareholders, including Yu Zhong and Liang Meizhen, along with their associates, collectively reduced their holdings by 2,910,600 shares, which is 0.8371% of the total share capital [1][2]. Shareholder Reduction Details - Yu Zhong reduced his holdings by 1,422,600 shares, while Jiang Zeyu reduced his holdings by 1,449,200 shares through centralized bidding and block trading [1][3]. - The combined holdings of the major shareholders after the reduction amounted to 93,800,151 shares, representing 26.9763% of the total share capital [3]. Compliance and Disclosure - The share reduction was consistent with previously disclosed intentions and plans, and it will not lead to a change in control of the company or affect its ongoing operations [2][4]. - The company has ensured that all information provided is accurate and complete, with no misleading statements or significant omissions [1].

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].

Investment Rating - The report maintains an "Increase" rating for the electric power equipment industry [1] Core Insights - The humanoid robot sector is expected to see significant growth, with a projected market size exceeding 15 trillion yuan and a production milestone of over 1 million units anticipated in 2025, driven by Tesla's leadership [9][10] - The electric vehicle market is experiencing a price war among manufacturers, with a projected annual sales growth of 30% [11] - The energy storage sector is poised for robust growth, particularly in emerging markets, with a compound annual growth rate (CAGR) of 20-40% expected from 2025 to 2028 [11] Industry Trends - The electric power equipment sector has shown varied performance, with nuclear power increasing by 3.8% and electric equipment declining by 2.44% in the recent week [5] - The humanoid robot industry is witnessing rapid advancements, including significant funding and product launches from various companies [5] - The energy storage market in the U.S. is projected to double its installation capacity in 2025, with significant contributions from large-scale projects [11][15] Company Highlights - Companies like CATL, BYD, and LONGi Green Energy are highlighted as key players with strong growth potential in their respective sectors [8] - Tesla's humanoid robot production is expected to ramp up significantly, with thousands of units planned for release by the end of the year [9] - The report emphasizes the importance of supply chain leaders in the humanoid robot sector, recommending companies involved in core components such as actuators and sensors [10] Investment Strategy - The report suggests a bullish outlook on the humanoid robot sector, recommending investments in leading suppliers and technology companies [9] - For the electric vehicle market, it highlights the importance of maintaining competitive pricing and anticipates continued sales growth [11] - In the energy storage sector, the report recommends focusing on companies that are well-positioned to benefit from emerging market demands and technological advancements [11]

Core Viewpoint - The company, Jiejia Weichuang, announced that part of its bank account funds amounting to 312 million yuan have been frozen due to two contract disputes with Shenzhen Ruitai Precision Machinery Co., Ltd. and East China Optical Technology (Xuzhou) Co., Ltd. [1][2] Group 1 - The frozen funds of 312 million yuan account for 2.82% of the company's latest audited net assets and 5.03% of its cash balance of 6.217 billion yuan as of March 31 [2] - The company stated that the freezing of funds will not significantly impact its cash flow or daily operations, as the remaining funds in the account and other bank accounts are sufficient [2] - The disputes with East China Optical involve a total litigation amount of 208 million yuan, with the lawsuits currently pending [3] Group 2 - The company has initiated four lawsuits against East China Optical and its subsidiaries, while East China Optical has also filed a lawsuit against the company for issues related to equipment delivery and compliance with technical agreements, totaling 588 million yuan [3][4] - The court has frozen an additional 310 million yuan of the company's funds based on a request from East China Optical [4]