截至2025年8月21日收盘，捷佳伟创股价报75.99元，较前一交易日下跌1.43%，成交额达15.47亿元。当 日股价波动区间为75.30元至78.97元，振幅达4.76%。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 据公开信息显示，深圳"新三样"产品出口保持快速增长态势，2025年前7个月光伏产品等出口达621.8亿 元，同比增长21.5%。捷佳伟创近年来海外业务持续拓展，2020年至2024年境外营收从5.66亿元增长至 17.40亿元。 资金流向方面，8月21日主力资金净流出8753.90万元，近五日累计净流出1.23亿元。 捷佳伟创主营业务为太阳能光伏电池设备的研发、生产和销售，属于光伏设备行业。公司总部位于深 圳，是国内领先的光伏设备供应商之一。 ...

Core Viewpoint - The company, Jiejia Weichuang, continues to experience robust growth in its operating performance, with significant increases in net profit and revenue driven by strong order conversion and technological advancements in the photovoltaic equipment sector [1][4][9]. Financial Performance - For the first half of 2025, the company expects a net profit attributable to shareholders of 1.7 billion to 1.96 billion yuan, representing a year-on-year growth of 38.65% to 59.85% [1][4]. - In Q1 2025, the company reported a net profit of approximately 700 million yuan, a year-on-year increase of about 22% [1][5]. - The company achieved a record net profit of around 1 billion yuan in Q2 2025, marking a new high for a single quarter [6][9]. Order and Revenue Insights - As of the end of Q1 2025, the company had contract liabilities amounting to 12.12 billion yuan, indicating a strong backlog of orders [1][7]. - The company’s revenue for the first half of 2024 was 6.622 billion yuan, reflecting a year-on-year growth of 62.19% [4]. Research and Development - The company has significantly increased its R&D investment, with 649 million yuan allocated in 2024, a year-on-year increase of 38.94% [3][12]. - As of the end of 2024, the company held 799 patents, showcasing its commitment to innovation and technological advancement [10][12]. Market Position and Strategy - Jiejia Weichuang focuses on the photovoltaic equipment sector, avoiding direct involvement in raw materials and solar power plants, which positions it favorably amid industry adjustments [10][11]. - The company has developed a competitive edge through its proprietary technologies and has established a strong presence in various advanced solar cell technologies [11][12].

Core Viewpoint - The company, Jiejia Weichuang, announced a share reduction plan by its major shareholders, which may impact the stock price and investor sentiment in the short term [1][2]. Share Reduction Plans - Major shareholder and general manager Yu Zhong plans to reduce his holdings by up to 1,734,000 shares, representing 0.50% of the total share capital, within a three-month window starting from June 10, 2025 [1]. - Another major shareholder, Liang Meizhen, through her associate Jiang Zeyu, plans to reduce holdings by up to 968,000 shares (0.28%) via centralized bidding and up to 5,203,000 shares (1.50%) through block trading during the same period [2]. Company Background - Jiejia Weichuang was listed on the Shenzhen Stock Exchange on August 10, 2018, and primarily engages in the research, production, and sales of solar photovoltaic cell equipment [3]. - The company has raised a total of 3.633 billion yuan through two fundraising events since its IPO, with the latest fundraising amounting to 2.4999999 billion yuan in April 2021 [3][4]. Fund Utilization - The funds raised are allocated for various projects, including the construction of solar cell manufacturing production lines, smart manufacturing workshops for crystalline silicon solar cells, and the establishment of a research and testing center [3].

Group 1 - The controlling shareholder and actual controller of Jiejia Weichuang, Yu Zhong, plans to reduce his shareholding by up to 1,800,000 shares, representing 0.52% of the total share capital, within three months starting from June 4, 2025 [1] - The concerted action parties, including Changzhou Hengchuang Huiye Investment Partnership, Xiamen Hongxing Yuanye Investment Partnership, and Changzhou Dingjia Huiye Investment Partnership, plan to collectively reduce their holdings by up to 700,000 shares, accounting for 0.20% of the total share capital, during the same period [1] - As of the announcement date, Yu Zhong holds 29,336,432 shares, representing 8.46% of the total share capital, while the concerted action parties hold a combined total of 1,758,129 shares, representing 0.51% of the total share capital [2][3] Group 2 - Jiejia Weichuang has raised a total of 3.633 billion yuan through two fundraising events since its listing, including its initial public offering [4] - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on August 10, 2018, primarily engaged in the research, development, production, and sales of solar photovoltaic cell equipment [4] - The company issued 80 million shares at a price of 14.16 yuan per share, with total fundraising amounting to 1.133 billion yuan, netting 1.048 billion yuan after deducting issuance costs [4]