艾罗能源受 5 月 1 日起电力补贴政策调整影响，刺激消费者提前下单， 厂家积极向海外仓库和子公司发货，同时出口退税政策调整也促使客户 提前备货，预计第一季度发货量达 1,500 台，接近去年全年发货量。 2025 年艾罗能源在澳大利亚市场实现 4 亿多元销售收入，主要集中在 下半年，欧洲市场占比约 62%，同时关注日本、东南亚及其他亚非拉市 场，公司正在对 25 年数据进行地区和产品细分。 艾罗能源的大储项目研发始于两三年前，2025 年推出产品，主要针对 微网项目和小型用户侧项目，聚焦欧洲等地小型项目，与资金方及 EPC 方合作，已具备成熟的大储解决方案。 艾罗能源的大储能系统定义为 5 兆瓦及以上，主要应用于工商业领域， 销售对象为资金方和 EPC 公司，市场以欧洲为主，并向亚非拉地区渗透， 公司在全球设有销售和技术支持团队。 乌克兰市场对艾罗能源户用储能产品需求不大，2025 年 11 月收到一个 来自东欧的小订单，总计约 1 万台户用储能设备，占比小，公司更看好 亚非拉地区低压户用储能产品的发展机会。 Q&A 艾罗能源 20260123 摘要 请介绍一下艾罗能源在 2026 年的排产和市场进展情况。 ...

（编辑 丛可心） 证券日报网讯 1月25日，艾罗能源发布公告称，2026年1月24日，艾罗能源与RaystechGroupPtyLtd在杭 州签署《2026年销售合作协议》，约定对方作为澳大利亚户用储能总代理，全年采购容量不低于 1GWh，协议有效期至2026年12月31日，不涉及具体金额，后续以实际订单为准。 ...

Core Viewpoint - Airo Energy has signed a sales cooperation agreement with Raystech Group Pty Ltd for the Australian market, committing to a minimum shipment of 1 GWh of products in 2026 [1] Group 1: Agreement Details - The agreement is effective from January 1, 2026, to December 31, 2026 [1] - Raystech Group Pty Ltd will serve as the exclusive distributor for Airo Energy's household energy storage products in Australia [1] Group 2: Strategic Implications - The collaboration is expected to leverage local resources to enhance market penetration and product recognition in Australia [1] - This partnership aligns with Airo Energy's long-term development strategy and is in the interest of all shareholders [1] Group 3: Financial Impact - The agreement is a framework agreement and does not specify financial amounts, making the impact on 2026 operational performance and future growth uncertain [1] - The actual effects will depend on subsequent contracts or orders that may be signed and implemented [1]

浙江艾罗网络能源技术股份有限公司 关于签订 2026 年销售合作协议的公告 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： 履约的重大风险及不确定性：本次签订的《2026年销售合作协议》系双 方为加强战略合作而订立的框架性协议，仅作为双方合作意愿和基本原则的框 架性、意向性的初步约定，不涉及具体金额，后续业务合作的具体实施内容和 进度将以另行签订的实际业务合同或订单为准。本协议的执行情况尚存在不确 定性。协议履行过程中，若受行业政策调整、市场环境变化等不可预见因素或 不可抗力影响，可能导致协议无法如期履行或履行效果未达预期。浙江艾罗网 络能源技术股份有限公司（以下简称"公司"或"艾罗能源"）将根据协议履 行情况及后续合作进展，按照《上海证券交易所科创板股票上市规则》等相关 法律法规、规范性文件的规定，及时履行信息披露义务，敬请投资者注意投资 风险。 对上市公司当年业绩的影响：本协议属于框架性协议，不涉及具体金额， 对公司 2026 年度经营业绩及未来业绩增长的影响尚不确定，需视双方后续具体 合作合同或订单的 ...

艾罗能源公告，公司与 Raystech Group Pty Ltd 签署销售合作协议，有效期为 2026年 1月 1日至 2026年 12月 31日。根据协议，Raystech Group Pty Ltd 将作为艾罗能源在澳大利亚市场的户用储能总代理，并 承诺 2026年度合作产品累计出货/采购按产品容量合计口径不低于 1GWh。此次合作有助于艾罗能源拓 展澳大利亚市场，提升产品知名度，符合公司长期发展战略。 ...

Group 1 - The company currently does not have any overseas production bases established [1] - The company will continue to monitor changes in the international trade environment [1] - The company aims to flexibly and reasonably allocate capacity construction to ensure stable operations [1]

格隆汇1月14日丨艾罗能源(688717.SH)在投资者互动平台表示，公司目前在海外尚未建设生产基地，未 来公司将持续关注国际贸易环境变化，灵活合理地配置产能建设，保障公司的稳健经营。 ...

Group 1 - Airo Energy's stock price increased by 5.27% to 72.48 CNY per share, with a trading volume of 191 million CNY and a turnover rate of 2.72%, resulting in a total market capitalization of 11.597 billion CNY [1] - The stock has risen for three consecutive days, with a cumulative increase of 11.77% during this period [1] - Airo Energy, established on March 2, 2012, specializes in providing photovoltaic energy storage inverters, storage batteries, and grid-connected inverters primarily for overseas customers, with a revenue composition of 60.42% from household energy storage systems, 20.74% from grid-connected inverters, 13.63% from commercial energy storage systems, and 5.21% from accessories and others [1] Group 2 - The fund "Jiaoyin Huixuan Ruixin One-Year Holding Period Mixed (FOF) A" (015326) holds 65,500 shares of Airo Energy, accounting for 1.34% of the fund's net value, making it the sixth-largest holding [2] - The fund has generated a floating profit of approximately 237,600 CNY today and 474,600 CNY during the three-day increase [2] - The fund was established on July 27, 2022, with a current size of 286 million CNY, yielding 2.16% year-to-date and 25.94% over the past year, ranking 331 out of 487 and 195 out of 346 in its category, respectively [2] Group 3 - The fund manager of "Jiaoyin Huixuan Ruixin One-Year Holding Period Mixed (FOF) A" is Liu Di, who has been in the position for 1 year and 70 days [3] - The total asset size of the fund is 3.459 billion CNY, with the best return during Liu Di's tenure being 17.56% and the worst being 0.13% [3]

Group 1 - Airo Energy's stock increased by 5.09%, reaching 66.89 CNY per share, with a trading volume of 81.69 million CNY and a turnover rate of 1.25%, resulting in a total market capitalization of 10.70 billion CNY [1] - Airo Energy, established on March 2, 2012, and listed on January 3, 2024, is based in Tonglu County, Hangzhou, Zhejiang Province, and primarily provides photovoltaic energy storage inverters, storage batteries, and grid-connected inverters to overseas customers [1] - The company's main business revenue composition includes: 60.42% from household energy storage systems and products, 20.74% from grid-connected inverters, 13.63% from commercial energy storage systems, and 5.21% from accessories and others [1] Group 2 - Xinhua Fund has a significant holding in Airo Energy, with the Xinhua Steady Return Flexible Allocation Mixed Fund (001004) holding 21,100 shares, accounting for 2.9% of the fund's net value, making it the seventh-largest holding [2] - The Xinhua Steady Return Flexible Allocation Mixed Fund was established on May 29, 2015, with a latest scale of 62.34 million CNY, achieving a year-to-date return of 1.08% and a one-year return of 27.82% [2] - The fund manager, Yu Jiaying, has been in the position for 1 year and 229 days, with the fund's total assets amounting to 62.34 million CNY, and the best return during her tenure being 29.11% [2]

Group 1 - A total of 7 listed companies will have their restricted shares unlocked on January 5, with a total market value of approximately 6.669 billion yuan [1] - The specific details of the restricted share unlocks include various types such as equity incentive restricted circulation and additional A-share placements [1] Group 2 - The companies involved in the unlock include Tongyong Co. (601500) with 6.315 million shares, Jianshe Industrial (002265) with 630 million shares, and others like Fuanna (002327) with 2.88 million shares [1] - The total number of shares unlocked for each company varies, with notable figures such as Jianshe Industrial having the highest number of shares unlocked [1]