格隆汇11月13日｜阿特斯太阳能美股盘前大涨近13%。消息面上，公司2025年Q3收入15亿美元，超出 市场预期；Q4预计总收入在13亿至15亿美元。 ...

阿特斯太阳能美股盘前大涨近13%。 ...

Core Insights - The article highlights the significant collaboration between Haibo Sichuang and CATL, which signed a three-year agreement for a minimum of 200GWh of battery cell procurement, indicating strong confidence in the future growth of energy storage [2] - Additionally, Canadian company Canadian Solar (Artes) secured a major overseas contract for a storage project, reflecting robust demand both domestically and internationally [2] Group 1: Industry Developments - Recent domestic energy storage policies have been favorable, with the National Energy Administration officially including new energy storage in the capacity pricing mechanism for the first time [3] - If the capacity pricing policy is promoted nationwide, it is expected to enhance the economic viability of energy storage across more provinces, thereby stimulating growth in the sector [3] - In Inner Mongolia, the independent energy storage discharge compensation is set at 0.28 yuan/kWh for 2026, which could significantly boost local energy storage demand [3] Group 2: Company Activities - Haibo Sichuang's agreement with CATL spans from January 1, 2026, to December 31, 2028, with a total procurement volume of no less than 200GWh, ensuring supply according to company demand [2] - Previously, Haibo Sichuang also signed a strategic procurement agreement with Yiwei Lithium Energy for 50GWh of battery cells for the period from 2025 to 2027 [2] - Canadian Solar's subsidiary has signed a contract to provide a complete energy storage solution for the "Tianwang No. 2" project in Ontario, Canada, which has a scale of 411MW/1,858MWh, marking it as one of the largest energy storage projects in the province [2]

Core Insights - The Chinese energy storage industry is experiencing a "dual-drive" trend, with rapid overseas expansion and deepening industry collaboration to strengthen supply chain coordination for global competitiveness [2] Group 1: Major Collaborations and Projects - Envision Energy has secured a contract with Statera Energy to provide a battery storage system for the 680MW/1360MWh Carrington Storage Project in the UK, which has received £235 million (approximately 2.195 billion RMB) in financing and is expected to be operational by the end of 2026 [3] - Haibos Technology has signed a ten-year strategic cooperation agreement with CATL, committing to purchase no less than 200GWh of battery cells and system products from CATL between 2026 and 2028 [5] - Kehua Data has successfully connected a 20MW REFLEX™ microgrid project in Pakistan to the grid, addressing local power supply instability [6] - Sungrow has shipped multiple hundred-megawatt energy storage products to Eastern Europe, reflecting its commitment to expanding in this emerging market [7] - JA Solar and Chuangneng New Energy have entered a strategic cooperation agreement to jointly develop and supply core energy storage products for overseas markets [8] - LONGi Green Energy has signed an order for 100 iCon commercial energy storage units with European client ES Integrations BV, aiming to optimize energy structure in Belgium [9][10] - Faraday Future has signed a strategic cooperation agreement with a well-known energy developer in Latin America to jointly develop a 1890MW/7560MWh energy storage project [11] - China Energy Engineering Corporation has signed an EPC contract for a solar and storage project in the Philippines, which includes 1.2GWh of storage capacity [12] - Canadian company Canadian Solar has signed a contract to provide a complete energy storage solution for the "Sky 2" project in Ontario, with a scale of 411MW/1.858MWh [13] Group 2: Market Trends and Growth - The global commercial energy storage shipment has increased by 74% year-on-year, with a notable 192% growth in shipments from LONGi Green Energy [10] - The Eastern European energy storage market is rapidly growing, supported by favorable policies and a strong photovoltaic market foundation [7] - The energy storage industry is witnessing significant overseas orders, with over 20GWh of contracts signed in September alone [20]

CSIQ2025年第三季度实现组件出货量5.1吉瓦。2025年第三季度收入15亿美元(折合人民币约106.8亿 元)，毛利率为17.2%。 智通财经APP讯，阿特斯(688472.SH)发布公告，公司控股股东CSIQ2025年第四季度预计总收入在13亿 至15亿美元(折合人民币约92.4亿至106.7亿元)之间，毛利率预计在14%至16%之间。CSIQ2025年四季度 预计组件出货量在4.6至4.8吉瓦之间，预计储能系统出货量在2.1至2.3吉瓦时之间。预计2026年全年，组 件出货量在25至30吉瓦之间，储能系统出货量在14至17吉瓦时之间。 截至2025年10月31日，CSIQ旗下阿特斯储能科技(e-STORAGE)已签署合同的在手订单(包括签约长期服 务协议)金额31亿美元(折合人民币约220.4亿元)。 ...

证券代码：688472 证券简称：阿特斯 公告编号：2025-056 阿特斯阳光电力集团股份有限公司 关于自愿披露公司控股股东 2025 年第三季度业绩 以及 2025 年第四季度、2026 年度经营展望的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： Canadian Solar Inc.,（阿特斯集团，股票代码：CSIQ，以下简称"CSIQ"） 为阿特斯阳光电力集团股份有限公司（以下简称"公司"）的控股股东，系 一家于美国 NASDAQ 证券交易所上市的公司。CSIQ 于北京时间 2025 年 11 月 13 日在美国披露了 2025 年第三季度业绩以及 2025 年第四季度、2026 年度 经营展望等信息。截至 2025 年三季度末，CSIQ 直接持有公司 62.24%的股权。 本公告中 CSIQ 2025 年第三季度业绩以及 2025 年第四季度、2026 年度经营 展望预测数据系 CSIQ 按照美国会计准则编制，因使用的会计准则不同、外 汇转换等原因，将与公司最终定期报告中的数据存在一定差异 ...

智通财经APP讯，阿特斯(688472.SH)发布公告，公司控股股东CSIQ2025年第四季度预计总收入在13亿 至15亿美元(折合人民币约92.4亿至106.7亿元)之间，毛利率预计在14%至16%之间。CSIQ2025年四季度 预计组件出货量在4.6至4.8吉瓦之间，预计储能系统出货量在2.1至2.3吉瓦时之间。预计2026年全年，组 件出货量在25至30吉瓦之间，储能系统出货量在14至17吉瓦时之间。 截至2025年10月31日，CSIQ旗下阿特斯储能科技(e-STORAGE)已签署合同的在手订单(包括签约长期服 务协议)金额31亿美元(折合人民币约220.4亿元)。 CSIQ2025年第三季度实现组件出货量5.1吉瓦。2025年第三季度收入15亿美元(折合人民币约106.8亿 元)，毛利率为17.2%。 ...

人民财讯11月13日电，阿特斯(688472)11月13日公告，公司控股股东阿特斯集团(股票代码CSIQ，简 称"CSIQ")2025年第四季度预计总收入在13亿至15亿美元(折合人民币约92.4亿至106.7亿元)之间，毛利 率预计在14%至16%之间。 CSIQ2025年四季度预计组件出货量在4.6至4.8吉瓦之间，预计储能系统出货量在2.1至2.3吉瓦时之间。 预计2026年全年，组件出货量在25至30吉瓦之间，储能系统出货量在14至17吉瓦时之间。 ...

Core Viewpoint - The company, CSIQ, expects significant revenue growth and component shipment increases in the coming years, indicating a positive outlook for its operations and market demand [1] Financial Projections - CSIQ anticipates total revenue for Q4 2025 to be between $1.3 billion and $1.5 billion, equivalent to approximately RMB 9.24 billion to RMB 10.67 billion [1] - The expected gross margin for the same period is projected to be between 14% and 16% [1] Shipment Expectations - The company forecasts component shipments to range from 4.6 to 4.8 gigawatts (GW) and energy storage system shipments to be between 2.1 to 2.3 gigawatt-hours (GWh) for Q4 2025 [1] - For the entire year of 2026, CSIQ projects component shipments to be between 25 to 30 GW and energy storage system shipments to be between 14 to 17 GWh [1] Order Backlog - As of October 31, 2025, CSIQ's subsidiary, Arctech Energy Storage (e-STORAGE), has signed contracts with a backlog amounting to $3.1 billion, which is approximately RMB 22.04 billion [1]

Core Insights - The controlling shareholder CSIQ reported its Q3 2025 performance and future business outlook on November 13, 2023 [1] - CSIQ directly holds 62.24% of the company's shares as of the end of Q3 2025 [1] Financial Performance - In Q3 2025, CSIQ generated revenue of $1.5 billion (approximately 10.68 billion yuan) with a gross margin of 17.2% [1] - The revenue from the company accounted for over 90% of CSIQ's total revenue in Q3 [1] Future Projections - CSIQ expects total revenue for Q4 2025 to be between $1.3 billion and $1.5 billion (approximately 9.24 billion to 10.67 billion yuan), with a gross margin of 14% to 16% [1] - Projected component shipments for Q4 2025 are between 4.6 and 4.8 gigawatts, while energy storage system shipments are expected to be between 2.1 and 2.3 gigawatt-hours [1] - For 2026, CSIQ anticipates component shipments of 25 to 30 gigawatts and energy storage system shipments of 14 to 17 gigawatt-hours [1] Order Backlog - As of October 31, 2023, CSIQ has an order backlog valued at $3.1 billion (approximately 22.04 billion yuan) [1]