每经AI快讯，艾罗能源（SH 688717，收盘价：64.32元）12月24日晚间发布公告称，公司限售股份120 万股将于2026年1月5日解禁并上市流通，占公司总股本比例为0.75%。 2024年1至12月份，艾罗能源的营业收入构成为：光伏行业占比99.86%，其他业务占比0.14%。 截至发稿，艾罗能源市值为103亿元。 每经头条（nbdtoutiao）——微信聊天遭老板监视，杀毒软件"失明"，员工隐私被系统性采集！软件商 公开售卖"监控神器"，称已服务多家企业 （记者 王晓波） ...

证券代码：688717 证券简称：艾罗能源 公告编号：2025-054 浙江艾罗网络能源技术股份有限公司 关于更换审计质量控制复核人员的公告 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。 浙江艾罗网络能源技术股份有限公司（以下简称"公司"）于2025年4月27 日召开了第二届董事会第十一次会议，并于2025年5月19日召开了2024年年度股 东大会，审议通过了《关于续聘2025年度审计机构的议案》，同意容诚会计师 事务所（特殊普通合伙）（以下简称"容诚会计师事务所"）担任公司2025年 度财务和内部控制审计机构。具体内容详见公司于2025年4月29日在上海证券交 易所网站（www.sse.com.cn）披露的《关于续聘2025年度审计机构的公告》 （公告编号：2025-020）。 近日，公司收到容诚会计师事务所出具的《关于变更浙江艾罗网络能源技 术股份有限公司质量控制复核人的说明函》，现将相关变更情况公告如下： 一、本次审计质量控制复核人员变更情况 容诚会计师事务所作为公司2025年年度财务报表和内部控制的审计机构， 原 ...

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 首次公开发行战略配售限售股上市流通的核查意见 招商证券股份有限公司（以下简称"招商证券"或"保荐机构"或"保荐人"） 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"）首 次公开发行股票并在科创板上市持续督导阶段的保荐人，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》等有关规定，对艾罗 能源首次公开发行战略配售限售股上市流通的事项进行了核查，核查情况及核查 意见如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2023 年 5 月 16 日印发的《关于同意浙江艾 罗网络能源技术股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕 1094 号）的决定，公司获准向社会公开发行人民币普通股 A 股 40,000,000 股， 并于 2024 年 1 月 3 日在上海证券交易所科创板上市。公司首次公开发行股票前 总股本为 12,000 万股，首次公开发行股票后总股本为 16,000 万股，其中有限售 条件流通股 14,144.0591 万股，占公司总股本的 88.4004%，无限售 ...

Group 1 - The core viewpoint of the article is that Airo Energy has entered the Ukrainian market and is monitoring the local and international situation to adjust its market strategy accordingly [1][2]. Group 2 - Airo Energy has confirmed its presence in the Ukrainian market and is open to participating in reconstruction efforts once the local situation stabilizes [1].

招商证券股份有限公司 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 年度持续督导工作现场检查报告 上海证券交易所： 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》、《上海证券交易所上市公司自律监管指引第 11 号——持续督导》、《上海 证券交易所科创板上市公司自律监管指引第 1 号——规范运作》、《上市公司募集 资金监管规则》等有关法律法规和规范性文件的规定，招商证券股份有限公司（以 下简称"招商证券"、"保荐机构"）作为正在履行浙江艾罗网络能源技术股份有 限公司（以下简称"艾罗能源"、"上市公司"、"公司"）持续督导工作的保荐机 构，对公司 2025 年 1 月 1 日至本次现场检查期间（以下简称"本持续督导期"） 的规范运行情况进行了现场检查，就现场检查的有关情况报告如下： 一、本次现场检查的基本情况 （一）保荐机构 （二）保荐代表人 刘奇、张钰源 （三）现场检查时间 2025 年 12 月 9 日——2025 年 12 月 11 日 （四）现场检查人员 刘奇、贺军伟、宋晓晖 （五）现场检查内容 公司治理和内部控制情况、信息披露情况、公司的独立性以及与 ...

Group 1 - The core viewpoint is that after 2H25, China's provinces will successively implement capacity pricing policies, leading to excellent economic viability for independent energy storage under the "peak-valley arbitrage + capacity pricing + ancillary services" revenue model, with high demand expected to continue in the short term [1] - The European market is experiencing positive storage demand due to energy shortages and a lack of grid flexibility resources, with a shift in focus from household storage to large-scale and industrial storage [1] - The Australian electricity market is maturing, with large-scale storage projects accelerating, while household storage is being reinforced by high subsidies, ensuring medium to long-term demand [1] Group 2 - The AIDC (Automated Industrial Data Center) demand in the U.S. is expected to grow significantly, with projections indicating that by 2030, AIDC storage demand could reach 100-200 GWh, driven by the need for enhanced flexibility and interconnectivity [2] - The green methanol sector is seeing increased demand from the shipping industry, which is catalyzing the construction of numerous wind-solar-storage hydrogen-methanol integrated projects in China, thereby boosting storage demand [2] Group 3 - The strong demand for energy storage is leading to a tight supply of storage cells, with major companies experiencing full order books and production schedules extending into Q1 2026; however, relief is expected post-Q2 2026 as production capacity is released [3] - Major companies are building competitive barriers through overseas factories and technology licensing in response to local policy trends in Europe and the U.S., allowing them to benefit from high growth in overseas markets [3] Group 4 - Recommended companies for front-of-the-meter storage include CATL (300750.SZ, 03750), EVE Energy (300014.SZ), and Haibo Technology (688411.SH), while for behind-the-meter storage, recommended companies include Deye Technology (605117.SH), Airo Energy (688717.SH), and Pylon Technologies (688063.SH) [4]

Core Viewpoint - Airo Energy is actively expanding its market presence in Australia through localized marketing and high-performance products, leveraging local policy opportunities [2] Group 1: Company Strategy - The company has established a wholly-owned subsidiary in Australia to enhance its market reach [2] - Airo Energy focuses on modular stacked design for its battery-related products, allowing for easy installation [2] - The company plans to strengthen its local service team and increase product awareness while consolidating its residential storage base [2] Group 2: Market Opportunities - Airo Energy aims to explore new scenarios in commercial and industrial energy storage in Australia [2]

Core Viewpoint - The company is actively responding to the increased demand for home energy storage in Australia due to new policies, focusing on local marketing and high-performance products to seize market opportunities [1] Group 1: Company Strategy - The company has a wholly-owned subsidiary in Australia, which allows for localized marketing efforts [1] - The company plans to enhance its local service team and increase product awareness to strengthen its position in the home energy storage market [1] - The company is exploring new scenarios for commercial and industrial energy storage in Australia [1] Group 2: Product Features - The company's battery products feature a modular stacking design, facilitating easy and convenient installation [1] - The company aims to simplify installation and debugging processes, potentially creating a user-friendly installation experience [1]

Market Overview - The Shanghai Composite Index is at 3885.56 points, slightly down by 0.10%, with a total trading volume of 896.24 billion yuan [1] - As of now, 150 A-shares have surpassed the half-year line, indicating a positive market trend [1] Stocks with Significant Deviation - Notable stocks with high deviation rates include: - Aerospace Information (600271) with a deviation rate of 8.95% and a price increase of 10.00% [1] - Great Wall Electric (600192) with a deviation rate of 8.62% and a price increase of 10.02% [1] - Tiankang Biological (002100) with a deviation rate of 6.61% and a price increase of 7.35% [1] Stocks Just Above the Half-Year Line - Stocks with smaller deviation rates that have just crossed the half-year line include: - Xusheng Group (300743) with a deviation rate of 4.74% and a price increase of 7.98% [1] - Zhenxin Technology (688600) with a deviation rate of 3.68% and a price increase of 10.09% [1] - Xingye Technology (002674) with a deviation rate of 3.61% and a price increase of 10.01% [1] Additional Stocks with Positive Movement - Other stocks showing positive movement include: - Dajia Weikang (301126) with a price increase of 6.55% and a deviation rate of 3.37% [1] - Beiken Energy (002828) with a price increase of 5.04% and a deviation rate of 3.20% [1] - Huide Technology (603192) with a price increase of 3.96% and a deviation rate of 2.94% [1]

证券代码：688717 证券简称：艾罗能源 公告编号：2025-052 浙江艾罗网络能源技术股份有限公司 2025年前三季度权益分派实施公告 本公司董事会及全体董事保证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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/12/8 | 2025/12/9 | 2025/12/9 | 一、 通过分配方案的股东会届次和日期 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 是否涉及差异化分红送转：否 每股分配比例 每股现金红利0.9375元（含税） 相关日期 3. 分配方案： 本次利润分配以方案实施前的公司总股本160,000,000股为基数，每股派发现 金红利0.9375元（含税），共计派发现金红利150,000,000元。 三、 相关日期 本次利润分配方案经公司2025 年 5 月 19 日的2024年年度股东会授权董事 ...