证券代码：688516 证券简称：奥特维 公告编号：2026-014 转债代码：118042 转债简称：奥维转债 无锡奥特维科技股份有限公司 关于为子公司提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 重要内容提示： 担保对象及基本情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司为合并子 公司提供担保总额（万元） | 186,335.49 | | 为合并子公司提供担保总额占上 市公司最近一期经审计净资产的 | 45.15% | | 比例（%） | | | 特别风险提示（如有请勾选） | □对外担保总额超过最近一期经审计净资产 | | | 100% | | | □担保金额超过上市公司最近一期经审计净 | | | 资产 50% | | | □对合并报表外单位担保金额达到或超过最 | | | 近一期经审计净资产 30%的情况下 | | | ☑对资产负债率超过 70%的单位提供担保 | | 其他风险提示（如有） | 无 | 一、担保情况概述 （一） 担保 ...

Core Viewpoint - The "space photovoltaic" concept has gained significant attention in the secondary market, largely influenced by Tesla CEO Elon Musk's endorsements, with the relevant index rising 19.83% in the past month, outperforming the CSI 300 index by 18.65% [1] Market Performance - The space photovoltaic concept index has seen a notable increase, with specific stocks like JunDa Co., Ltd. rising by 84.62%, Mingyang Smart Energy by 60.22%, and Jiejia Weichuang by 44.04% over the past 20 days [1] - Several photovoltaic companies have experienced stock price surges, triggering trading anomalies, such as Dongfang Risheng and Laplace, which saw price deviations exceeding 30% [3] Technology and Feasibility - Space photovoltaic energy involves utilizing solar photovoltaic technology in outer space to generate and supply energy, with the potential for direct power transmission to Earth [3] - The advantages of space photovoltaic systems include abundant sunlight and reduced atmospheric interference, making them a viable option for satellite power supply [3] Industry Challenges - Despite the market enthusiasm, the space photovoltaic industry faces significant uncertainties regarding technological maturity, long-term reliability, and economic viability for large-scale commercialization [4][5] - Current applications are still in the exploratory phase, with many companies not yet supplying products to commercial space satellite firms [5] Technological Development - Various technological routes are being explored, with gallium arsenide being the mainstream material, but its high cost poses challenges for large-scale deployment [5][6] - The cost of space photovoltaic energy is currently estimated at $2-3 per kilowatt-hour, significantly higher than ground-based photovoltaic costs of $0.03-0.05 per kilowatt-hour, indicating a need for cost reduction and efficiency improvements [6] Future Outlook - Companies like Trina Solar and HaiMuxing express optimism about the future of space photovoltaic technology, citing collaborations with leading aerospace institutions and advancements in reusable rocket technology [6][7] - The commercial viability of space photovoltaic systems is projected to develop over the next 10 to 15 years, contingent on decreasing launch costs and breakthroughs in battery technology [7]

南财智讯1月30日电，奥特维公告，公司为全资子公司无锡奥特维供应链管理有限公司与宁波银行股份 有限公司无锡分行签署人民币5000.00万元担保合同，期限为2026年1月13日至2027年1月31日；同时为 中国银行股份有限公司无锡分行开立保函人民币11.41万元，期限为2025年12月31日至2027年12月22 日，合计担保金额5011.41万元，担保方式为连带责任保证。本次担保在公司2025年第一次临时股东大 会批准的25.5亿元子公司授信担保额度范围内，截至本公告日，公司对该公司实际担保余额为21625.62 万元。 ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment and new energy industry [2] Core Insights - As of January 30, 2026, the installed capacity of new energy storage in China reached 136 million kilowatts, marking an 84% increase compared to the end of 2024 and over 40 times growth compared to the end of the 13th Five-Year Plan [2][40] - The report highlights significant growth in the photovoltaic and wind power sectors, with new installations expected to reach 315.1 GW and 119.3 GW respectively in 2025, representing year-on-year increases of 13.7% and 50.4% [42] - The report emphasizes the increasing flexibility of new energy storage systems, which play a crucial role in enhancing the stability and safety of the power system [42] Market Review - The power equipment sector experienced a decline of 0.47% over the past two weeks, underperforming the CSI 300 index by 0.53 percentage points, ranking 19th among 31 sectors [11] - In January 2026, the power equipment sector saw a monthly increase of 4.56%, outperforming the CSI 300 index by 1.88 percentage points [11] - The wind power equipment sector rose by 1.77%, while the photovoltaic equipment sector increased by 4.24% during the same period [18] Valuation and Industry Data - As of January 29, 2026, the price-to-earnings (PE) ratio for the power equipment sector was 34.76 times, with sub-sectors such as electric motors and other power equipment showing PE ratios of 59.88 and 59.64 respectively [24] - The report provides detailed valuation metrics for various sub-sectors, indicating significant variations in their market performance [25] Company Announcements - The report notes that several companies, including Gree and Enjie, are expected to turn profitable in 2025, with projected net profits ranging from 34 million to 164 million yuan [41][44] - The report highlights the importance of technological advancements and market strategies for companies in the power equipment sector to maintain competitive advantages [43]

证券代码：688516 证券简称：奥特维 公告编号：2026-013 转债代码：118042 转债简称：奥维转债 无锡奥特维科技股份有限公司 关于 2022 年限制性股票激励计划预留授予部分 第三个归属期归属结果暨股份上市公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ●本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 108,393股（预留授予部分第三个归属期）。 本次股票上市流通总数为108,393股。 ● 本次股票上市流通日期为2026 年 2 月 5 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司有关业务规则的规定，无锡奥特维科技股份有限公司（以下简 称"公司"）于近日收到中国证券登记结算有限责任公司上海分公司出具的《证 券变更登记证明》，公司已完成 2022 年限制性股票激励计划（以下简称"本激励 计划"）预留授予部分第三个归属期的股份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 1、2022 年 ...

格隆汇1月29日｜有投资者在互动平台向奥特维提问：近期机构和市场传出公司是马斯克spaceX太空光 伏HIT设备的直接供应商，请问是否属实？目前来自于spaceX的收入和订单是多少？ 奥特维回复称，目 前"太空光伏"尚处初期探索和研发阶段，产业化进程仍面临较大不确定性。公司高度关注太空光伏产品 所需的制造设备的同时也在积极探索更多太空光伏设备。 ...

Investment Rating - The report maintains an "Overweight" rating for the commercial aerospace industry, indicating a positive outlook for the sector in the coming months [1]. Core Insights - The commercial aerospace industry is expected to undergo a significant transformation by 2026, driven by advancements in launch capabilities and the successful deployment of domestic rockets, which will remove previous constraints on industry growth [8][9]. - The competition in commercial aerospace is fundamentally a "land grab" for space sovereignty and resource allocation, emphasizing the need for increased launch frequency to secure China's position in low Earth orbit [10]. - The report highlights the strategic importance of commercial aerospace in national defense and resource acquisition, particularly in the context of lunar resources like Helium-3, which could reshape global energy dynamics [12]. - Key catalysts for the industry include domestic policy support and capital market developments, with significant IPOs expected from leading aerospace companies in 2026 [13][15]. Summary by Sections 1. Why has the domestic commercial aerospace industry reached a qualitative change? - The industry has transitioned from a limited payload capacity to a robust launch capability, marked by the successful launch of the Zhuque-3 rocket, which signifies a shift from speculative themes to a narrative driven by operational capacity [8]. 2. How to understand the importance of commercial aerospace? - The scarcity of low Earth orbit resources has made the commercial aerospace race a critical national strategy, with the need to enhance launch frequency to secure space assets and maintain competitive advantages [10][11]. 3. What subsequent catalysts are worth paying attention to in commercial aerospace? 3.1. Domestic: Accelerated release of policy and capital dividends - The report anticipates significant policy support and capital market activity, with major aerospace companies expected to enter the IPO market in 2026, reflecting the strategic importance of the sector [13]. 3.2. International: Clear policy framework and tight planning timeline - The U.S. has shifted from a public to a private ownership model for space resources, establishing a legal framework that encourages commercial investment in space resource development [15][16]. 4. Investment Recommendations 4.1. SpaceX Concept - Companies that could potentially enter the SpaceX supply chain are highlighted, indicating a strong future in commercial aerospace [17]. 4.2. Rocket Sector: "Many Stars, Few Rockets" Expected to Breakthrough - The report suggests that advancements in large-capacity reusable rocket technology will lead to significant changes and valuation adjustments in the sector [19]. 4.3. Satellite Sector: Certainty in Implementation - The urgency to secure low Earth orbit resources is driving domestic satellite constellations from planning to large-scale deployment [20]. 4.4. Space Computing and Space Photovoltaics: Next-Generation Core Tracks - The report identifies space computing and space photovoltaics as critical future sectors, emphasizing their role in supporting lunar economies and global intelligence ecosystems [22].

Core Viewpoint - The photovoltaic equipment sector experienced a decline of 2.77% on January 28, with Optec leading the drop, while the Shanghai Composite Index rose by 0.27% and the Shenzhen Component Index increased by 0.09% [1]. Group 1: Market Performance - The closing price of Optec was 17.16, reflecting a decrease of 10.81% with a trading volume of 147,700 shares and a transaction value of 261 million [2]. - The sector saw a net outflow of 5.216 billion from major funds, while retail investors contributed a net inflow of 3.687 billion [2]. Group 2: Individual Stock Performance - Shuangliang Energy closed at 68.8, with a rise of 9.08% and a trading volume of 2.8015 million shares, resulting in a transaction value of 2.491 billion [1]. - The stock of Jianqiang Technology closed at 18.01, up by 3.09%, with a trading volume of 1.1109 million shares and a transaction value of 1.997 billion [1]. - The stock of Jicheng Technology saw a decline of 5.97%, closing at 128.57, with a trading volume of 351,200 shares and a transaction value of 4.570 billion [2].

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 27, 2026 [1][5] - China Gold (600916.SH) leads with a daily increase of 9.96% and a year-to-date increase of 36.81%, with a dividend yield of 3.45% [1][5] - Aotewei (688516.SH) shows a remarkable year-to-date increase of 120.95%, with a daily increase of 9.81% and a dividend yield of 2.31% [1][5] Group 2 - The index's historical price-to-earnings ratio is reported at 4.76%, with an expected price-to-earnings ratio of 11.07 [2] - The dividend yield for the index over the past 12 months is noted as 1.34 times, indicating a strong return for investors [2] - The article mentions the formation of a MACD golden cross signal, suggesting positive momentum for the stocks listed [4][8]

Group 1 - The top ten stocks with net financing purchases on January 27 include Mingyang Smart Energy (571 million), Zijin Mining (340 million), SMIC (228 million), China Railway (219 million), Cambricon (209 million), Yuguang Gold Lead (182 million), Chipone (162 million), Chipright (158 million), Industrial Fulian (152 million), and Aotwei (134 million) [1]