Group 1 - The core viewpoint of the report highlights the high value of equipment in the early stage of perovskite industrialization, with the value of a single GW equipment exceeding 1 billion yuan and the price of a 100MW complete line equipment ranging from 300 million to 400 million yuan [1][3] - The Ministry of Industry and Information Technology has issued a notice to accelerate the construction of pilot test platforms, focusing on advanced photovoltaic technologies such as perovskite solar cells and stacked solar cells [2] - The industrialization of GW lines is progressing, with companies like BOE and Jidong Energy set to produce GW lines in late 2024 to early 2025, and GCL-Poly's first perovskite module achieving breakthroughs in efficiency, stability, and manufacturing costs [2][3] Group 2 - Equipment manufacturers are expected to benefit first in the 0-1 stage of industrialization, with significant value in perovskite equipment, including customized production scale design and advanced technologies such as core vacuum technology and inkjet printing [3] - Companies like Jiejia Weichuang have recently won bids for perovskite battery production lines, providing a range of equipment including glass cleaning machines and various deposition systems [3] - Investment recommendations include leading semiconductor equipment manufacturers and suggest attention to other companies in the sector [3]

Investment Rating - The report maintains an "Accumulate" rating for the photovoltaic equipment industry [1] Core Insights - The Ministry of Industry and Information Technology has issued a notice to accelerate the construction of perovskite pilot platforms, which will benefit equipment manufacturers [4] - The gradual implementation of GW lines and accelerated industrialization progress are noted, with major companies like BOE and Jinko Solar starting production [4] - The initial stage of perovskite industrialization presents high equipment value, with single GW equipment valued over 1 billion and 100MW complete line equipment priced between 300-400 million [4] - Investment recommendations include leading semiconductor equipment manufacturers and specific companies such as Jiejia Weichuang and others [4] Summary by Sections - **Policy Development**: The Ministry of Industry and Information Technology has focused on advanced photovoltaic technologies, including perovskite solar cells [4] - **Industrial Progress**: Companies like BOE and Jinko Solar have begun production of GW lines, marking significant advancements in efficiency and cost [4] - **Equipment Value**: The report highlights the high value of equipment in the early stages of perovskite industrialization, with significant investment opportunities for equipment manufacturers [4] - **Investment Suggestions**: Recommendations include specific companies in the semiconductor equipment sector, indicating a positive outlook for these firms [4]

（编辑 楚丽君） 证券日报网讯 11月12日晚间，捷佳伟创发布公告称，公司不再设置监事会及监事，由公司董事会审计 委员会行使《公司法》规定的监事会的职权，公司监事会相关的制度相应废止，第五届监事会主席刘峰 先生、监事黄玮先生、柯国英先生所担任的监事职务自然免除，三位监事原定任期届满之日为2026年11 月9日，本次监事职务免除后，刘峰先生、柯国英先生仍在公司任职。 ...

北京市朝阳区建外大街丁 12 号英皇集团中心 8、9、11 层 8/9/11/F, Emperor Group Centre, No.12D, Jianwai Avenue, Chaoyang District, Beijing, 100022, P.R.China 电话/Tel.:010-50867666 传真/Fax:010-56916450 网址/Website:www.kangdalawyers.com 北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 北京市康达律师事务所 关于深圳市捷佳伟创新能源装备股份有限公司 2025 年第五次临时股东大会的法律意见书 康达股会字[2025]第 0470 号 致：深圳市捷佳伟创新能源装备股份有限公司 北京市康达律师事务所（以下简称"本所"）接受深圳市捷佳伟创新能源装 备股份有限公司（以下简称"公司"）的委托，指派本所律师参加公司 2025 年 第五次临时股东大会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-079 深圳市捷佳伟创新能源装备股份有限公司 一、会议召开情况 1、会议召开时间： （1）现场会议时间：2025 年 11 月 12 日 14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 11 月 12 日 9:15—9:25，9:30—11:30，13:00—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 11 月 12 日 9:15 至 15:00 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：现场表决与网络投票相结合 2025 年第五次临时股东大会决议公告 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。 4、股权登记日：2025 年 11 月 5 日 5、会议召集人：公司董事会 6、会议主持人：董事长左国军先生 7、本次会议的召集和召开符合《中华 ...

截至本公告日，刘峰先生、黄玮先生不持有公司股份，柯国英先生通过常州 恒创汇业投资合伙企业（有限合伙）间接持有公司股份26,679股。离任后三人将 继续严格遵守《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》《深圳证券交易所上市公司自律监管指引第10号——股份变动管理》 等相关法律法规、规范性文件的规定，并继续履行其已作出的各项承诺。 关于公司监事离任的公告 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"）于2025年10 月27日召开第五届董事会第十七次会议、于2025年11月12日召开2025年第五次临 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》。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司章程 指引》等法律法规、规范性文件的最新规定，公司结合实际情况及需求，对《公 司章程》的部分条款进行修订。公司不再设置监事会及监事，由公司董事会审计 委员会行使《公司法》规定的监事会的职权，公司监事会相关的制度相应废止， 第五届监事会主席刘峰先生 ...

Group 1 - The BC battery concept sector experienced a decline of 2.84%, ranking among the top losers in the concept sector, with notable declines from companies like Longi Green Energy and Aters, while a few companies like GCL-Poly, JinkoSolar, and Zhonglai Co. saw increases of 5.74%, 5.53%, and 4.36% respectively [1][2] - The BC battery concept sector faced a net outflow of 5.205 billion yuan, with 35 stocks experiencing net outflows, and 11 stocks seeing outflows exceeding 100 million yuan, led by Longi Green Energy with a net outflow of 1.887 billion yuan [2][3] - The top gainers in terms of net inflow included JinkoSolar, Dongcai Technology, and Dier Laser, with net inflows of 319 million yuan, 4.405 million yuan, and 3.189 million yuan respectively [2][3] Group 2 - The concept sectors with the highest gains included cell immunotherapy at 2.20%, while the BC battery sector was among the largest decliners at -2.84% [2] - Longi Green Energy had a significant drop of 7.35% in stock price, with a turnover rate of 6.89% and a net outflow of 1.887 billion yuan [2][3] - Other companies with notable declines included Tongwei Co. at -6.06%, GCL-Poly at +5.74%, and Trina Solar at -6.43% [2][3]

Core Viewpoint - The A-share market has seen a rise in several photovoltaic stocks, driven by recent advancements in solar cell technology [1] Group 1: Stock Performance - Several photovoltaic stocks, including Tuori New Energy, Zhongli Group, and Guosheng Technology, reached their daily limit increase [1] - Zhonglai Co. saw an increase of over 8%, while Jinjing Technology rose over 6%, and GCL-Poly Energy increased by more than 5% [1] - Other companies like Aoke Shares and Jiejia Weichuang experienced gains of over 4% [1] Group 2: Technological Advancements - A research team led by researcher You Jingbi from the Chinese Academy of Sciences has developed a perovskite solar cell prototype with a conversion efficiency of 27.2% [1] - The related findings were recently published in the international academic journal "Science" [1]

Core Insights - The perovskite solar cell sector has seen significant stock price increases, with companies like Zhonglai Co. rising by 20% and several others experiencing gains of over 10% due to advancements in perovskite solar technology [1][2]. Industry Developments - A research team from the Chinese Academy of Sciences has developed a perovskite solar cell prototype with a conversion efficiency of 27.2%, marking a critical step towards industrialization [2]. - The first GW-level perovskite photovoltaic module production line has commenced operations in Wuxi, Jiangsu, capable of producing approximately 1.8 million perovskite solar modules annually [2]. Market Trends - The perovskite solar cell technology is recognized as a potential next-generation photovoltaic technology due to its high theoretical conversion efficiency and low material costs [3]. - The industry is experiencing a shift towards supply chain autonomy and technological advancements, with significant milestones being achieved in production capabilities [4]. Investment Opportunities - Analysts suggest focusing on companies benefiting from supply-side reforms and technological upgrades, including Longi Green Energy, JA Solar, and JinkoSolar [4]. - The ongoing development of perovskite technology is expected to create long-term growth opportunities for firms like Maiwei Co. and Aisxu Co. [4].

Group 1 - The green energy ETF (562010) continues its upward trend, with a nearly 2% increase during trading, marking a four-day consecutive rise and reaching the highest point since February 2023 [1] - Key stocks driving the ETF's performance include Tianhua New Energy, which rose over 7%, and other companies like Enjie, Jiejia Weichuang, and Tianqi Lithium, all showing significant gains [1] Group 2 - The white paper "China's Action on Carbon Peak and Carbon Neutrality" was released on November 8, emphasizing the acceleration of a new energy system and the importance of the 14th Five-Year Plan period (2026-2030) as a critical phase for achieving carbon peak goals [3] - Dongwu Securities forecasts a 40-50% growth in energy storage demand next year due to the gradual introduction of compensation electricity prices and tight supply, alongside unexpected demand from the U.S. Inflation Reduction Act [3] - The upcoming 2025 8th China International Photovoltaic and Energy Storage Industry Conference will take place in Chengdu from November 17-20, highlighting the industry's focus on green energy [3] Group 3 - The green energy ETF passively tracks a green energy index, with the top three sectors being batteries, photovoltaic equipment, and electricity, collectively accounting for over 75% of the index's weight as of the end of October [4] - The top ten weighted stocks in the index include leading companies such as CATL, Sungrow Power, and BYD, indicating a strong concentration in the green energy sector [4]