Investment Rating - The report maintains a "Buy" rating for the company [1][2]. Core Views - The company reported a significant increase in revenue and net profit for the first three quarters of 2024, with revenue reaching 12.344 billion RMB, up 92.72% year-on-year, and net profit at 2.023 billion RMB, up 65.45% year-on-year [1]. - The company is actively pursuing global expansion, having successfully exported products to over ten countries and regions, with higher profit margins in overseas markets compared to domestic ones [1]. - Technological advancements in perovskite technology and the expansion of platform-based business are key growth drivers, with the company achieving over 18% efficiency in perovskite solar cells [1]. Summary by Sections Performance Overview - For Q3 2024, the company achieved revenue of 5.722 billion RMB, a year-on-year increase of 146.41%, and a net profit of 797 million RMB, up 69.10% year-on-year [1]. - The gross margin for the first three quarters was 27.8%, a slight decrease of 0.09 percentage points year-on-year, while the net margin was 16.39%, down 2.77 percentage points year-on-year [1]. Operational Analysis - The company reported a significant improvement in cash flow, with Q3 operating cash flow reaching 1.705 billion RMB, a year-on-year increase of 52.70% and a quarter-on-quarter increase of 419.88% [1]. - The company has participated in exhibitions in multiple countries, enhancing its international market presence [1]. Technological Developments - The company has made breakthroughs in perovskite technology, with its pilot production line achieving over 18% efficiency in 300mm x 300mm perovskite cells [1]. - The company has also developed new equipment for lithium battery production, addressing industry supply gaps [1]. Profit Forecast and Valuation - The company is expected to achieve net profits of 2.858 billion RMB in 2024, 3.349 billion RMB in 2025, and 1.805 billion RMB in 2026, with corresponding EPS of 8.21, 9.62, and 5.19 RMB [1]. - The current stock price corresponds to P/E ratios of 9, 8, and 15 for the years 2024, 2025, and 2026, respectively [1].

财联社财经通讯社打开APP18:33:27【捷佳伟创：第三季度净利润7.97亿元 同比增长69.10%】财联社10 月28日电，捷佳伟创发布2024年第三季度报告，公司前三季度实现营业收入123.44亿元，同比增长 92.72%；实现归属于上市公司股东的净利润20.23亿元，同比增长65.45%；基本每股收益5.81元。 其中，第三季度实现营业收入57.22亿元，同比增长146.41%；实现归属于上市公司股东的净利润7.97亿 元，同比增长69.10%。 捷佳伟创-3.07%A股公告速递查看公告原文财联社声明：文章内容仅供参考，不构成投资建议。 投资者据此操作，风险自担。 2024-10-28 18:33:2722476 阅读商务合作发送 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2024-086 单位：元 | 项目 | 2024 | 年前三季度累计计提额 | | --- | --- | --- | | 信用减值损失-坏账准备及担保风险 | | 98,713,325.28 | | 资产减值损失-存货跌价及合同资产减值准备 | | 444,355,212.20 | | 合计 | | 543,068,537.48 | 2、核销、处置资产的基本情况 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、本次计提信用减值准备、资产减值准备及核销、处置资产情况概述 深圳市捷佳伟创新能源装备股份有限公司 1、计提信用减值准备、资产减值准备的基本情况 关于 2024 年前三季度计提信用减值准备、资产减值准备 及核销、处置资产的公告 根据《企业会计准则》及公司会计政策的相关规定，公司本着谨慎性原则， 对公司及子公司 2024 年前三季度各类资产进行了充分的评估与分析，认为其中 部分资产存在一定的减值迹象，公司对可能发生减值损失的相关资产计提了信用 减值准备、资产减值准备，具体如下： 根据《企业会计准则 ...

深圳市捷佳伟创新能源装备股份有限公司 舆情管理制度 第一章 总 则 第一条 为提高深圳市捷佳伟创新能源装备股份有限公司（以下简称"公司"） 应对各类舆情的能力，建立快速反应和应急处置机制，及时、妥善处理各类舆情 对公司股价、商业信誉及正常生产经营活动造成的影响，切实保护投资者合法权 益，根据相关法律法规和规范性文件及《公司章程》的规定，结合公司实际情况， 制定本制度。 第二条 本制度所称舆情包括： （一）报刊、电视、网络等媒体对公司进行的负面报道； （二）社会上存在的已经或将给公司造成较大影响的传言或信息； （三）可能或者已经影响社会公众投资者投资取向，造成股价异常波动的信 息； （四）其他涉及公司信息披露且可能对公司股票及其衍生品交易价格产生较 大影响的事件信息。 第三条 舆情信息的分类： （一）重大舆情：指传播范围较广，严重影响公司公众形象或正常经营活动， 使公司已经或可能遭受损失，已经或可能造成公司股票及其衍生品种交易价格变 动的负面舆情。 （二）一般舆情：指除重大舆情之外的其他舆情。 第二章 舆情管理的组织体系及其工作职责 第五条 公司成立应对舆情处理工作领导小组（以下简称"舆情工作组"），由 公司董 ...

证券代码：300724 证券简称：捷佳伟创 公告编号：2024-083 深圳市捷佳伟创新能源装备股份有限公司 第五届监事会第七次会议决议公告 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 会第七次会议于 2024 年 10 月 23 日以电子邮件的形式发出会议通知，以现场与 通讯相结合的方式于 2024 年 10 月 28 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。 经审核，监事会认为：董事会编制和审议的公司《2024 年第三季度报告》的 程序符合法律、行政法规及中国证监会的规定，报告内容真实、准确、完整地反 映了公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 《2024 年第三季度报告》详见巨潮资讯网（www.cninfo.com.cn）。 表决结果：同意 3 票、反对 0 票、弃权 0 票。 特此公告。 深圳市捷佳伟创新能源装备股份有限公司监事会 2024 ...

深圳市捷佳伟创新能源装备股份有限公司 第五届董事会第七次会议决议公告 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"）第五届董事 会第七次会议于 2024 年 10 月 23 日以电子邮件的形式发出会议通知，以现场与 通讯相结合的方式于 2024 年 10 月 28 日召开。会议应出席董事 7 人，实际出席 董事 7 人。会议由公司董事长左国军主持，符合《中华人民共和国公司法》和公 司章程的有关规定。 二、董事会会议审议情况 1、审议通过《关于公司 2024 年第三季度报告的议案》； 证券代码：300724 证券简称：捷佳伟创 公告编号：2024-082 本议案已经公司董事会审计委员会审议通过。 表决结果：同意 7 票、反对 0 票、弃权 0 票。 2、审议通过《关于制定<舆情管理制度>的议案》； 具体内容请详见巨潮资讯网（www.cninfo.com.cn）上披露的《舆情管理制度》。 表决结果：同意 7 票、反对 0 票、弃权 0 票。 特此公告。 深圳市捷佳伟创新能源装备股份有 ...

Financial Performance - The company's revenue for Q3 2024 reached ¥5,721,566,430.14, representing a 146.41% increase year-over-year[2] - Net profit attributable to shareholders was ¥796,631,070.35, up 69.10% compared to the same period last year[2] - The net profit after deducting non-recurring gains and losses was ¥765,140,155.65, reflecting a 73.18% increase year-over-year[2] - Total operating revenue for Q3 2024 reached CNY 12,344,026,663.78, a significant increase of 92.5% compared to CNY 6,405,199,986.54 in the same period last year[15] - Net profit for Q3 2024 was CNY 2,023,570,414.40, representing a 64.8% increase from CNY 1,227,483,739.21 in Q3 2023[16] - Total comprehensive income reached CNY 2,023,887,019.87, a significant increase from CNY 1,227,046,709.21 in the previous year, representing a growth of approximately 64.8%[17] - Basic and diluted earnings per share increased to CNY 5.81, up from CNY 3.51, reflecting a growth of 65.3% year-over-year[17] Assets and Liabilities - The total assets at the end of the reporting period were ¥37,382,733,085.56, a decrease of 4.47% from the end of the previous year[2] - The company's total assets decreased to CNY 37,382,733,085.56 from CNY 39,133,644,853.94, reflecting a decline of approximately 4.5%[14] - The company's cash and cash equivalents decreased to RMB 2,651,982,321.46 from RMB 5,230,222,142.49, indicating a decline of approximately 49.3%[12] - The total current assets decreased from RMB 36,875,863,363.20 to RMB 35,093,730,371.18, a reduction of about 4.8%[12] - The company's inventory decreased significantly from RMB 21,282,119,984.13 to RMB 18,076,378,055.93, representing a decline of approximately 15.3%[12] - The accounts receivable increased from RMB 2,918,121,514.47 to RMB 3,656,936,716.39, an increase of about 25.3%[12] - The company's long-term equity investments increased from RMB 79,790,626.52 to RMB 88,630,346.27, reflecting a growth of approximately 6.6%[12] - The company’s total liabilities decreased from RMB 36,875,863,363.20 to RMB 35,093,730,371.18, indicating a reduction of approximately 4.8%[12] - Total liabilities decreased to CNY 27,014,468,253.92 from CNY 30,382,154,758.57, a reduction of about 11.7%[14] - The total non-current liabilities decreased to CNY 252,729,906.21 from CNY 369,738,488.19, a decline of approximately 31.6%[14] Shareholder Information - Shareholders' equity attributable to the parent company increased to ¥10,366,323,289.09, marking an 18.62% rise compared to the end of last year[2] - The equity attributable to shareholders of the parent company increased to CNY 10,366,323,289.09, up from CNY 8,739,363,257.17, marking a growth of 18.6%[14] - The total number of ordinary shareholders at the end of the reporting period was 54,866[6] Cash Flow - The net cash flow from operating activities for the year-to-date was ¥1,900,357,200.66, down 41.22% compared to the same period last year[2] - Cash flow from operating activities generated a net amount of CNY 1,900,357,200.66, down 41.2% from CNY 3,232,856,690.37 in the previous year[18] - The company reported a decrease in cash received from sales of goods and services to CNY 6,778,917,596.29, down 29.5% from CNY 9,565,093,279.62[18] - The company’s cash flow from operating activities was impacted by a decrease in cash received from tax refunds, which fell to CNY 338,723,819.86 from CNY 468,535,512.17, a decline of 27.7%[18] - Cash inflow from investment activities totaled CNY 13,637,810,712.11, compared to CNY 6,255,627,962.84 in the prior year, indicating an increase of 118.1%[19] - Net cash flow from investment activities was negative CNY 3,849,908,515.36, worsening from negative CNY 1,449,983,308.51 year-over-year[19] - Cash and cash equivalents at the end of the period decreased to CNY 2,419,482,816.48 from CNY 5,533,408,318.60, a decline of 56.3%[19] - Total cash outflow from financing activities was CNY 539,109,381.08, compared to CNY 470,884,381.78 in the previous year, reflecting an increase of 14.5%[19] Expenses - Operating costs for the same period were CNY 9,750,848,994.45, up 89.5% from CNY 5,138,487,504.82 year-over-year[15] - Research and development expenses for Q3 2024 were CNY 422,574,544.47, compared to CNY 378,010,225.07 in the previous year, indicating a rise of 11.8%[15] - The company reported a financial expense of CNY -63,051,225.25, an improvement from CNY -139,683,266.75 in the same quarter last year[15] - The company achieved a gross profit margin of approximately 21.3% for Q3 2024, compared to 22.5% in Q3 2023[15] Share Repurchase - The company approved a share repurchase plan with a total fund of no less than RMB 30 million and no more than RMB 60 million, with a maximum repurchase price of RMB 65 per share[10] - As of September 30, 2024, the company repurchased 58,100 shares at an average price of approximately RMB 43.06 per share, totaling RMB 2,498,649.00[10] - The company plans to repurchase and cancel 3,300 restricted stocks at a price of RMB 58.42 per share due to the departure of four incentive targets[11] Non-Recurring Gains - The company reported non-recurring gains totaling ¥31,490,914.70 for the current period[3]

财联社财经通讯社打开APP09:50:13【光伏概念股展开反弹 捷佳伟创涨超10%】财联社10月18日电，捷 佳伟创涨超10%，沐邦高科逼近涨停，中信博涨超5%，奥特维、赛伍技术、德业股份、金刚光伏、福 斯特、迈为股份等跟涨。 消息面上，中国光伏行业协会10月14日举行座谈会，各位企业家及代表就"强化行业自律，防止'内卷 式'恶性竞争，强化市场优胜劣汰机制，畅通落后低效产能退出渠道"及行业健康可持续发展达成共识。 A股盘面直播光伏财联社声明：文章内容仅供参考，不构成投资建议。 投资者据此操作，风险自担。 2024-10-18 09:50:13139100 阅读商务合作发送 ...

Financial Performance Expectations - The company expects a net profit attributable to shareholders for the first three quarters of 2024 to be between 189,504.57 million RMB and 211,511.55 million RMB, representing a year-on-year growth of 55.00% to 73.00%[4] - For Q3 2024, the expected net profit attributable to shareholders is projected to be between 66,890.70 million RMB and 88,897.68 million RMB, with a year-on-year growth of 41.99% to 88.71%[5] - The net profit after deducting non-recurring gains and losses for the first three quarters of 2024 is expected to be between 182,604.57 million RMB and 204,611.55 million RMB, indicating a growth of 61.65% to 81.13% compared to the same period last year[4] - The expected net profit after deducting non-recurring gains and losses for Q3 2024 is projected to be between 64,662.69 million RMB and 86,669.67 million RMB, with a year-on-year growth of 46.36% to 96.17%[5] Revenue Drivers - The increase in revenue is attributed to the continuous conversion of orders on hand into revenue during the reporting period[6] Financial Reporting and Risks - The financial data provided in the earnings forecast has not been audited by a registered accounting firm[6] - The specific financial data will be detailed in the company's Q3 2024 report, and investors are advised to make cautious decisions and be aware of investment risks[6]

证券代码：300724 证券简称：捷佳伟创 公告编号：2024-080 深圳市捷佳伟创新能源装备股份有限公司 公司回购股份的时间、回购股份的数量、回购股份的价格及集中竞价交易的 委托时段符合《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》第十 七条、十八条的相关规定，具体如下： 1、公司未在下列期间回购公司股份： （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项 发生之日或者在决策过程中，至依法披露之日内； （2）中国证监会及深圳证券交易所规定的其他情形。 关于回购公司股份的进展公告 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 2024 年 8 月 21 日召开第五届董事会第六次会议和第五届监事会第六次会议，于 2024 年 9 月 10 日召开 2024 年第二次临时股东大会，审议通过了《关于回购公司股份方案 的议案》，同意公司使用自有资金以集中竞价交易方式回购公司部分股份，用于 注销并减少注册资本。本次回购的资金总额不低于人民币 3,000 万元（含），且不 超过人 ...