本期关键词：坐收渔利！光伏设备、玻璃大王延续高增长

Group 1: Solar Equipment Industry - The report highlights that the solar equipment sector remains vibrant, with companies like Jiejia Weichuang showing significant profit growth despite a price war in the industry [2][9]. - Jiejia Weichuang's revenue has tripled and profits have doubled since its listing, with a market capitalization increase of tenfold, indicating strong market performance [3][4]. - As of September 2023, Jiejia Weichuang had an order backlog of 42.661 billion, which is over five times its total revenue for the year, showcasing robust demand [6][9]. - Other leading solar equipment companies also reported profit growth in the first half of 2024, with Jiejia Weichuang potentially becoming the new industry leader [8][9]. Group 2: Glass Industry - Fuyao Glass, a major player in the automotive glass market, reported a revenue of 28.314 billion, a 19% year-on-year increase, nearing last year's total profit [19][22]. - The company's automotive glass business accounts for over 90% of its revenue, making it highly correlated with the automotive industry's performance [22][24]. - Fuyao Glass benefits from the rise of electric vehicles, with new glass products significantly increasing in value, such as panoramic roof glass, which can be six times more expensive than traditional options [25][26]. - The company has maintained a strong cash flow, with a cash collection ratio consistently around 1, and has distributed 28.6 billion in dividends over its 31 years of listing [32][33].