登录新浪财经APP 搜索【信披】查看更多考评等级 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》等有关法律、法规的 规定，招商证券股份有限公司（以下简称"保荐机构"）作为浙江艾罗网络能源技术股份有限公司（以下 简称"艾罗能源"、"公司"）持续督导工作的保荐机构，负责艾罗能源上市后的持续督导工作，并出具本 持续督导半年度跟踪报告。 一、重大风险的结论性意见 公司2025年上半年实现营业收入180,670.49万元，同比增长14.09%；归属于上市公司股东的净利润 14,178.36万元，同比增长37.65%；归属于上市公司股东的扣除非经常性损益的净利润10,491.01万元， 同比增长59.53%。2025年上半年，公司始终以技术创新驱动产品创新，持续保持高比例研发投入，不 断巩固并提高核心竞争力。2025年上半年，公司研发投入合计31,891.80万元，较上年同期增长 34.08%，研发费用占营业收入比例为17.65%。公司的主营业务、核心竞争力未发生重大不利变化，与 行业变化趋势一致，所处行业亦不存在持续衰退或者技术替代等情形，持续经营能力不存在重大风险。 二、持续督导工作情况 ■ ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688717 证券简称：艾罗能源 公告编号：2025-043 浙江艾罗网络能源技术股份有限公司 关于召开2025年半年度业绩说明会的公告 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： 会议召开时间：2025年09月30日（星期二）10:00-11:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于2025年09月23日（星期二）至09月29日（星期一）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱ir@solaxpower.com进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 浙江艾罗网络能源技术股份有限公司（以下简称"公司"）已于2025年8月29日发布公司2025年半年度报 告，为便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况，公司计划于2025年09 月30日（星期二）1 ...

根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市 规则》等有关法律、法规的规定，招商证券股份有限公司（以下简称"保荐机构"） 作为浙江艾罗网络能源技术股份有限公司（以下简称"艾罗能源"、"公司"）持 续督导工作的保荐机构，负责艾罗能源上市后的持续督导工作，并出具本持续督 导半年度跟踪报告。 招商证券股份有限公司 关于浙江艾罗网络能源技术股份有限公司 2025 年半年度持续督导跟踪报告 一、重大风险的结论性意见 公司 2025 年上半年实现营业收入 180,670.49 万元，同比增长 14.09%；归属 于上市公司股东的净利润 14,178.36 万元，同比增长 37.65%；归属于上市公司股 东的扣除非经常性损益的净利润 10,491.01 万元，同比增长 59.53%。2025 年上半 年，公司始终以技术创新驱动产品创新，持续保持高比例研发投入，不断巩固并 提高核心竞争力。2025 年上半年，公司研发投入合计 31,891.80 万元，较上年同 期增长 34.08%，研发费用占营业收入比例为 17.65%。公司的主营业务、核心竞 争力未发生重大不利变化，与行业变化趋势一致，所处行业亦不存 ...

证券代码：688717 证券简称：艾罗能源 公告编号：2025-043 浙江艾罗网络能源技术股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 投资者可于 2025 年 09 月 23 日（星期二）至 09 月 29 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@solaxpower.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 浙江艾罗网络能源技术股份有限公司（以下简称"公司"）已于 2025 年 8 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 09 月 30 日（星期二） 10:00-11:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 三、参加人员 董事长、总经理：李新富先生 董事会秘书：盛建富先生 财务总监：闫强先生 一、说明会类型 本次投资者说明会以 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Views - The company reported a significant improvement in gross margin in Q2, with expectations for greater profit elasticity in Q3. The H1 2025 revenue reached 1.807 billion yuan, a year-on-year increase of 14.09%, and the net profit attributable to the parent company was 142 million yuan, up 37.65% year-on-year [2][4]. Financial Performance - In H1 2025, the company achieved revenue of 1.807 billion yuan, with a net profit of 142 million yuan. In Q2 2025, revenue was 1.008 billion yuan, reflecting a year-on-year growth of 12.09% and a quarter-on-quarter increase of 26.21%. The net profit for Q2 was 96 million yuan, up 38.8% year-on-year and 108.58% quarter-on-quarter [2][4][9]. - The gross margin for Q2 was 36.5%, an increase of 6.5 percentage points from the previous quarter, indicating a notable improvement [9]. - The company’s expenses for Q2 were 269 million yuan, with a period expense ratio of 26.9%, which increased by 0.9 percentage points quarter-on-quarter [9]. Product Revenue Breakdown - The revenue from household storage (including battery packs) was 1.09 billion yuan with a gross margin of 35%. The revenue from industrial storage (including battery packs) was 250 million yuan with a gross margin of 37%. The revenue from grid-connected inverters was 370 million yuan with a gross margin of 22%, and accessory revenue was 90 million yuan with a gross margin of 51% [9]. Future Outlook - The company is expected to show significant profit elasticity in Q3 due to market expansion in Australia and further development in Asia, Africa, and Latin America. The company anticipates achieving new highs in performance over the next two years, with potential upward revisions in revenue and profit for the year [9]. - The company forecasts net profits of 450 million yuan and 670 million yuan for 2025 and 2026, respectively, corresponding to price-to-earnings ratios of 30 and 20 times [9].

责任编辑：小浪快报 9月11日，艾罗能源涨1.34%，成交额4.34亿元。两融数据显示，当日艾罗能源获融资买入额7965.18万 元，融资偿还7440.56万元，融资净买入524.62万元。截至9月11日，艾罗能源融资融券余额合计3.73亿 元。 截至6月30日，艾罗能源股东户数7771.00，较上期减少10.26%；人均流通股12409股，较上期增加 58.91%。2025年1月-6月，艾罗能源实现营业收入18.07亿元，同比增长14.09%；归母净利润1.42亿元， 同比增长37.65%。 分红方面，艾罗能源A股上市后累计派现1.50亿元。 融资方面，艾罗能源当日融资买入7965.18万元。当前融资余额3.73亿元，占流通市值的5.02%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，艾罗能源9月11日融券偿还700.00股，融券卖出400.00股，按当日收盘价计算，卖出金额3.06 万元；融券余量7900.00股，融券余额60.36万元，超过近一年90%分位水平，处于高位。 资料显示，浙江艾罗网络能源技术股份有限公司位于浙江省杭州市桐庐县城南街道石珠路278号，成立 日期2012年3月2日， ...

Company Overview - Airo Energy, established on March 2, 2012, is located in Tonglu County, Hangzhou, Zhejiang Province, and is set to be listed on January 3, 2024 [1] - The company primarily provides photovoltaic energy storage inverters, storage batteries, and grid-connected inverters to overseas customers, focusing on distributed photovoltaic storage and grid-connected fields [1] Financial Performance - For the first half of 2025, Airo Energy achieved a revenue of 1.807 billion yuan, representing a year-on-year growth of 14.09% [2] - The net profit attributable to the parent company was 142 million yuan, showing a year-on-year increase of 37.65% [2] - The company has distributed a total of 150 million yuan in dividends since its A-share listing [3] Stock Performance - As of September 11, Airo Energy's stock price increased by 2.00% to 76.90 yuan per share, with a total market capitalization of 12.304 billion yuan [1] - Year-to-date, the stock price has risen by 64.63%, with a 0.13% decline over the last five trading days, a 17.21% increase over the last 20 days, and a 44.36% increase over the last 60 days [1] - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on September 5 [1] Shareholder Information - As of June 30, Airo Energy had 7,771 shareholders, a decrease of 10.26% from the previous period, while the average number of circulating shares per person increased by 58.91% to 12,409 shares [2] Industry Context - Airo Energy operates within the power equipment sector, specifically in photovoltaic equipment and inverters, and is associated with concepts such as inverters, energy storage, lithium batteries, solar energy, and photovoltaic glass [2]

证券之星消息，9月9日光伏设备板块较上一交易日下跌2.83%，艾罗能源领跌。当日上证指数报收于 3807.29，下跌0.51%。深证成指报收于12510.6，下跌1.23%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300827 | 上能电气 | 36.97 | 3.38% | 105.06万 | | 38.19亿 | | 300093 | *ST金刚 | 14.12 | 1.44% | 4.20万 | | 5881.50万 | | 835368 | 连城数控 | 32.76 | 1.42% | 10.52万 | | 3.51亿 | | 688472 | 阿特斯 | 13.02 | 1.24% | 121.56万 | | 16.11亿 | | 300716 | ST泉为 | 12.30 | 1.23% | 7.93万 | | 9669.58万 | | 835985 | 海泰新能 | 10.29 | 0.88% | 9.50万 | | 9770. ...

艾罗能源(688717.SH)发布公告，截至2025年9月8日，公司控股股东、实际控制人、董事长、总经理李 新富通过集中竞价交易方式，累计增持公司股份17.17万股，占公司总股本的0.1073%，累计增持金额约 为999.87万元(不含交易费用)。本次增持计划尚未实施完毕，李新富将继续按照相关增持计划，在增持 计划实施期间内增持公司股份。 ...

Core Viewpoint - Aier Energy (688717.SH) announced that its controlling shareholder, actual controller, chairman, and general manager, Li Xinf, has cumulatively increased his shareholding by 171,700 shares, accounting for 0.1073% of the company's total share capital, with a total investment of approximately 9.9987 million yuan (excluding transaction fees) as of September 8, 2025 [1] Summary by Relevant Sections - Shareholding Increase - Li Xinf has increased his shareholding by 171,700 shares [1] - This increase represents 0.1073% of the total share capital of Aier Energy [1] - The total amount invested in this shareholding increase is approximately 9.9987 million yuan [1] - Ongoing Shareholding Plan - The shareholding increase plan has not yet been fully implemented [1] - Li Xinf will continue to increase his shareholding according to the relevant plan during the implementation period [1]