行业周报 | 电力设备 锂电材料价格持续上涨，储能系统价格传导顺利 电新行业周报 20251020-20251026 核心结论 锂电材料价格持续上涨。根据鑫椤锂电数据，截至 10 月 24 日，国产六氟磷酸 锂报价均价为 9.5 万元/吨，环比+20.25%；出口六氟磷酸锂报价均价为 10.4 万 元/吨，环比+20.93%。电动车板块推荐珠海冠宇、尚太科技、欣旺达、豪鹏科 技，建议关注紫建电子、万润新能、华盛锂电、天际股份、贝特瑞、科达制造。 PCB 板块建议关注德福科技、铜冠铜箔。固态电池板块推荐当升科技、三祥新 材，建议关注博苑股份、锡装股份、先导智能、厦钨新能、纳科诺尔。 9 月储能系统中标加权均价环比提升，价格传导顺利。2025 年 9 月，锂电储能 系统（不含工商业储能柜）中标加权均价 0.4771 元/Wh，环比+4.33%。储能系 统价格出现上行。储能行业推荐：亿纬锂能、阳光电源、欣旺达、宁德时代、 德业股份、华宝新能，建议关注海博思创、中创新航、西典新能、同飞股份。 OpenAI 推出 AI 浏览器 Atlas，阿里推出夸克对话助手。OpenAI 正式发布 AI 原生浏览器 ChatGPT ...

Core Viewpoint - The news highlights the performance of the CSI 500 Quality Growth Index and its ETF, emphasizing the importance of technological self-reliance and innovation in the context of China's economic strategy and the ongoing global technological competition [1][2]. Group 1: Index Performance - As of October 24, 2025, the CSI 500 Quality Growth Index rose by 0.51%, with notable increases in constituent stocks such as Shengyi Electronics (19.99%) and Deep Technology (6.33%) [1]. - The CSI 500 Quality Growth ETF experienced a 0.60% increase, with a significant growth in scale of 10.88 million yuan over the past month and an increase of 20 million shares [1]. Group 2: Strategic Context - The emphasis on accelerating high-level technological self-reliance is seen as a response to the ongoing global technological competition and the need for China to enhance its innovation capabilities [2]. - The development of a domestic computing power system is identified as a crucial measure for China to address technological blockades and ensure industrial security, particularly in the semiconductor industry [2]. Group 3: Index Composition - As of September 30, 2025, the top ten weighted stocks in the CSI 500 Quality Growth Index accounted for 22.61% of the index, with companies like Huagong Technology and Kaiying Network among the leaders [3]. - The index is designed to provide diverse investment options by selecting 100 companies with strong profitability, sustainable earnings, and robust cash flow from the broader CSI 500 Index [2].

数据显示，广发基金旗下1只基金重仓捷佳伟创。广发中证光伏龙头30ETF（560980）二季度减持8900 股，持有股数9.03万股，占基金净值比例为3.08%，位居第九大重仓股。根据测算，今日浮盈赚取约 41.18万元。 10月24日，捷佳伟创涨5.05%，截至发稿，报94.78元/股，成交6.88亿元，换手率2.57%，总市值330.11 亿元。 资料显示，深圳市捷佳伟创新能源装备股份有限公司位于广东省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，成立日期2007年6月18日，上市日期2018年8月10日，公司主营业务涉及晶体硅太阳 能电池设备研发、生产和销售。主营业务收入构成为：工艺设备83.34%，自动化配套设备12.05%，配 件4.62%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 广发中证光伏龙头30ETF（560980）成立日期2022年11月16日，最新规模1.59亿。今年以来收益 32.29%，同类排名1364/42 ...

10月22日，捷佳伟创盘中下跌2.02%，截至13:00，报90.19元/股，成交4.88亿元，换手率1.86%，总市值 314.12亿元。 责任编辑：小浪快报 资料显示，深圳市捷佳伟创新能源装备股份有限公司位于广东省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，成立日期2007年6月18日，上市日期2018年8月10日，公司主营业务涉及晶体硅太阳 能电池设备研发、生产和销售。主营业务收入构成为：工艺设备83.34%，自动化配套设备12.05%，配 件4.62%。 捷佳伟创所属申万行业为：电力设备-光伏设备-光伏加工设备。所属概念板块包括：低市盈率、钙钛矿 电池、BC电池、HJT电池、融资融券等。 截至9月30日，捷佳伟创股东户数8.68万，较上期增加5.81%；人均流通股3308股，较上期减少5.49%。 2025年1月-6月，捷佳伟创实现营业收入83.72亿元，同比增长26.41%；归母净利润18.30亿元，同比增长 49.26%。 分红方面，捷佳伟创A股上市后累计派现11.43亿元。近三年，累计派现9.03亿元。 机构持仓方面，截止2025年6月30日，捷佳伟创十大流通股东中，香港中央结算有限 ...

Core Viewpoint - Jiejia Weichuang's stock price has shown significant volatility, with a year-to-date increase of 48.97% but a recent decline over the past five and twenty trading days [1][2]. Company Overview - Shenzhen Jiejia Weichuang New Energy Equipment Co., Ltd. specializes in the research, production, and sales of crystalline silicon solar cell equipment, with its main business revenue composition being 83.34% from process equipment, 12.05% from automation supporting equipment, and 4.62% from components [1]. Financial Performance - For the first half of 2025, Jiejia Weichuang achieved an operating income of 8.372 billion yuan, representing a year-on-year growth of 26.41%, and a net profit attributable to shareholders of 1.830 billion yuan, up 49.26% year-on-year [2]. Shareholder Information - As of September 30, the number of shareholders for Jiejia Weichuang increased to 86,800, a rise of 5.81% from the previous period, with an average of 3,308 circulating shares per person, down 5.49% [2]. Dividend Distribution - Since its A-share listing, Jiejia Weichuang has distributed a total of 1.143 billion yuan in dividends, with 903 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder with 8.3946 million shares, while E Fund's ChiNext ETF is the eighth-largest with 6.5343 million shares, having decreased its holdings by 164,700 shares [3].

Core Insights - The photovoltaic industry is experiencing a decline, with the China Securities Photovoltaic Industry Index down 4.33% as of October 17, 2025, and significant drops in major stocks such as Sungrow Power (down 8.10%) and LONGi Green Energy (down 7.84%) [1][2] - The industry may enter a "de-involution" phase, with key events such as the Fourth Plenary Session of the 20th Central Committee scheduled for October 20-23, which is expected to discuss the "14th Five-Year Plan" and potential policy implications [1] - The upcoming third-quarter earnings reports for listed companies are anticipated to show significant improvements, particularly in the silicon material segment, following price increases since July [1] Industry Overview - The photovoltaic sector is currently characterized by low valuations, which may present investment opportunities in a volatile market environment [2] - The China Securities Photovoltaic Industry Index includes a maximum of 50 representative companies from the photovoltaic industry chain, reflecting the overall performance of listed companies in this sector [2] - As of September 30, 2025, the top ten weighted stocks in the index accounted for 58.02% of the total index, with major players including Sungrow Power, LONGi Green Energy, and TBEA [2]

Core Viewpoint - Jiejia Weichuang's stock price has experienced a decline of 11.29% over the past three days, closing at 91.58 yuan per share on October 15, with a market capitalization of 31.844 billion yuan [1] Group 1: Company Overview - Jiejia Weichuang, established on June 18, 2007, and listed on August 10, 2018, is located in Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of crystalline silicon solar cell equipment [1] - The main revenue composition of Jiejia Weichuang includes process equipment (83.34%), automation supporting equipment (12.05%), and components (4.62%) [1] Group 2: Shareholder Information - E Fund's Chuangye ETF (159915) is among the top ten circulating shareholders of Jiejia Weichuang, having reduced its holdings by 164,700 shares in the second quarter, now holding 6.5343 million shares, which accounts for 2.28% of the circulating shares [2] - The estimated floating loss for E Fund's Chuangye ETF today is approximately 32.0835 million yuan, with a total floating loss of 80.2414 million yuan during the three-day decline [2] Group 3: Fund Manager Performance - The fund managers of E Fund's Chuangye ETF are Cheng Xi and Liu Shurong, with Cheng having a tenure of 9 years and 164 days and a total fund size of 195.312 billion yuan, achieving a best return of 131.04% during his tenure [3] - Liu Shurong has a tenure of 8 years and 92 days, managing a fund size of 112.299 billion yuan, with a best return of 194.12% during his tenure [3]

Core Points - The company, Jiejia Weichuang, announced the results of the second vesting period of its 2023 restricted stock incentive plan, revealing that 344 individuals are eligible for the incentive [1] - A total of 578,420 shares will be vested, which accounts for 0.1663% of the company's total share capital prior to this vesting [1] - The shares are sourced from the company's directed issuance of A-share common stock to the incentive recipients, with the listing and circulation date set for October 16, 2025 [1]

证券代码：300724 证券简称：捷佳伟创 公告编号：2025-072 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。 特别提示： 1、本次归属股票上市流通日：2025年10月16日 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9 月19日召开第五届董事会第十六次会议及第五届监事会第十三次会议，审议通 过了《关于公司2023年限制性股票激励计划第二个归属期归属条件成就的议 案》。近日，公司已在中国证券登记结算有限责任公司深圳分公司办理完成 2023年限制性股票激励计划（以下简称"激励计划"或"本激励计划"）第二 个归属期限制性股票的归属登记工作，现就相关事项公告如下： 一、股权激励计划实施情况概要 （一）股权激励计划简介 公司于2023年4月26日召开第四届董事会第十五次会议和第四届监事会第十 三次会议，于2023年5月23日召开2022年年度股东大会，审议通过了《<深圳市 捷佳伟创新能源装备股份有限公司2023年限制性股票激励计划（草案）>及其摘 要的议案》等议案，公司2023年限制性股票激励计划的主要内容如下： 2、本次归属股票数量 ...

Core Viewpoint - The company, Jiejia Weichuang, is actively engaged in the development of perovskite solar cell technology while maintaining its focus on TOPCon technology, indicating a commitment to innovation and meeting customer demands in the photovoltaic sector [2]. Company Developments - Jiejia Weichuang has successfully delivered perovskite solar cell production line equipment to customers, showcasing its capability in providing comprehensive solutions in this emerging technology [2]. - The company is continuously innovating and breaking through in the perovskite equipment field, aligning with technological advancements and customer needs [2]. Industry Trends - The photovoltaic industry is witnessing ongoing developments in various technologies, including TOPCon, XBC, and perovskite, highlighting a dynamic and evolving market landscape [2].