Group 1 - The core viewpoint of the article is that GCL-Poly Energy (002015.SZ) reported a significant increase in both revenue and net profit for the first half of 2025, indicating strong financial performance [1] - The company achieved operating revenue of 5.422 billion yuan, representing a year-on-year growth of 15.29% [1] - The net profit attributable to shareholders of the listed company was 519 million yuan, reflecting a year-on-year increase of 26.42% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 464 million yuan, showing a substantial year-on-year growth of 67.91% [1] - The basic earnings per share were reported at 0.3284 yuan [1]

Core Insights - GCL-Poly Energy achieved double growth in revenue and profit in the first half of 2025, with operating income reaching 5.422 billion yuan, a year-on-year increase of 15.29%, and net profit attributable to shareholders of 519 million yuan, up 26.42% [1] - The company is aligning with the national "dual carbon" strategy, focusing on the development of distributed photovoltaic projects and expanding energy trading services, which significantly boosted energy service revenue and profit [1][2] Financial Performance - The company's net profit excluding non-recurring items was 464 million yuan, reflecting a substantial year-on-year growth of 67.91% [1] - As of June 30, 2025, the total installed capacity of the company was 6,479.19 MW, with renewable energy accounting for 60.7% of the total generation capacity [1] Energy Services - Energy service revenue reached 1.079 billion yuan, representing 19.90% of total revenue and a remarkable year-on-year growth of 378.81% [2] - The virtual power plant business had an adjustable load capacity of approximately 690 MW, with platform-managed user capacity exceeding 20 GW, and the adjustable load capacity in Jiangsu province accounted for about 30% of the auxiliary service market [2]

Core Insights - Company reported a significant increase in both revenue and profit for the first half of 2025, with total revenue reaching 5.422 billion and net profit at 519 million, marking year-on-year growth of 15.29% and 26.42% respectively [1] - The company has developed an AI-powered energy application model that utilizes various data sources to enhance virtual power plant operations [1] - The company continues to expand its distributed photovoltaic projects and energy trading services, resulting in substantial growth in energy service revenue and profit [1] Financial Performance - Total revenue for the first half of 2025 was 5.422 billion, a 15.29% increase year-on-year [1] - Net profit attributable to shareholders was 519 million, reflecting a year-on-year growth of 26.42% [1] - Non-recurring net profit reached 464 million, with a remarkable year-on-year increase of 67.91% [1] Energy Services and Innovations - Energy services revenue amounted to 1.079 billion, accounting for 19.90% of total revenue, with a staggering year-on-year growth of 378.81% [2] - The company has established a new partnership with Ant Group to focus on AI technology applications in smart operation of power stations and virtual power plant coordination [2] - The company’s virtual power plant business has a controllable load capacity of approximately 690 MW, managing over 20 GW of user scale [2] Renewable Energy Capacity - As of June 30, 2025, the total installed capacity of the company was 6,479.19 MW, with renewable energy accounting for 60.7% of total generation capacity [1] - The company managed a total electricity sales volume of approximately 156 billion kWh during the reporting period [1] - Green electricity trading reached 35.5 million kWh, with a total corresponding green certificate volume of 1.089 billion kWh [1]

Core Viewpoint - GCL-Poly Energy (002015.SZ) reported a strong performance in the first half of 2025, with significant growth in both revenue and net profit [1] Financial Performance - The company achieved operating revenue of 5.422 billion yuan, representing a year-on-year increase of 15.29% [1] - Net profit attributable to shareholders reached 519 million yuan, up 26.42% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 464 million yuan, reflecting a substantial year-on-year growth of 67.91% [1] - Basic earnings per share stood at 0.3284 yuan [1]

Core Insights - The company reported a revenue of 5.422 billion yuan for the first half of 2025, representing a year-on-year increase of 15.29%, and a net profit of 519 million yuan, up 26.42% year-on-year [1] - The company is actively developing distributed photovoltaic projects and expanding into virtual power plants, electricity sales, green electricity, and green certificate trading, significantly boosting energy service revenue and profit [1] - The company is accelerating its business transformation to adapt to the market-oriented development of the electricity sector, with a total installed capacity of 6,479.19 MW as of June 30, 2025, of which renewable energy accounts for 60.7% [1] Energy Services Performance - The energy services segment achieved a revenue of 1.079 billion yuan in the first half of the year, accounting for 19.90% of total revenue, with a staggering year-on-year increase of 378.81% [2] - The company has expanded its virtual power plant business from Jiangsu to regions including Shanghai, Zhejiang, Sichuan, and Shenzhen, with an adjustable load capacity of approximately 690 MW and a platform management user scale exceeding 20 GW as of June 30, 2025 [2] - The company is leveraging artificial intelligence innovations in its virtual power plant operations and has disclosed its AI energy application model for the first time in its semi-annual report [2]

Core Insights - The company reported a significant increase in both revenue and profit for the first half of 2025, with total revenue reaching 5.422 billion yuan, a year-on-year growth of 15.29%, and net profit attributable to shareholders at 519 million yuan, up 26.42% [1] Revenue and Profit Growth - The company's energy services have become the main driver of performance growth, with substantial increases in revenue and profit from distributed photovoltaic projects, virtual power plants, electricity sales, green electricity, and green certificate trading [2][3] - The energy services segment achieved revenue of 1.079 billion yuan, accounting for 19.90% of total revenue, marking a staggering year-on-year increase of 378.81% [3] Energy Asset Management - The company has a total installed capacity of 6,479.19 MW as of June 30, 2025, with renewable energy accounting for 60.7% of this capacity, reflecting a strong commitment to green energy development [2] - The company continues to optimize its asset structure and enhance the proportion of renewable energy installations [2] Virtual Power Plant Development - The company has been involved in virtual power plant construction for over ten years and has expanded its operations from Jiangsu to other regions such as Shanghai, Zhejiang, Sichuan, and Shenzhen, with an adjustable load capacity of approximately 690 MW [4] - The company has established a complete architecture for its virtual power plant, integrating advanced technologies such as artificial intelligence, edge computing, and blockchain to enhance operational efficiency [4][5] Strategic Positioning - The company is focusing on the integration of AI in its virtual power plant and electricity trading operations, reinforcing its position as a leading operator in this sector [5] - The establishment of the Virtual Power Plant Professional Committee by the China Energy Research Society, with the company's president elected as the deputy chairman, highlights its recognized leadership and influence in the new energy system field [5]

第 2 页 2025年1-6月非经营性资金占用及其他关联资金往来情况汇总表(续) | 编制单位:协鑫能源科技股份有限公司 | | | | | | | | | | 单位:万元 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经济社 | 资金 指用力名称 | 占用方与上市公司 | 上市公司核算 | 初占用资金余 | 2025年1-6月期 2025年1-6月占 2025年1-6月占 用累计发生金 | | 2025年1-6月偿 2025年1-6月期 还累计发生金 末占用资金余 | | 占用形成原因 | 占用性质 | | 资金占用 | | 的关联关系 | 的会计科目 | 2017 | 麵(不含利 | 用资金的利息 | 狗 | 第 | | | | 控股股东、实际1 利人及 | 协鑫集团有限公司及其关联方 | 实际控制人直接控制的其 他附属企业 | 其他应收款 | 1,132.17 | | | 1,132.17 | | 资金占用期间利息 | 非经营性占用 | | 其附属企业 | | | | | | | | | | | | 32 ...

证券代码：002015 证券简称：协鑫能科 公告编号：2025-077 协鑫能源科技股份有限公司 关于召开 2025 年半年度网上业绩说明会的公告 重要内容提示： 协鑫能源科技股份有限公司（以下简称"公司"）于2025年8月29日在巨潮 资讯网（http://www.cninfo.com.cn）披露了2025年半年度报告，为了让广大投资 者进一步了解公司的经营业绩、公司发展等情况，加强公司与投资者的交流沟通， 公司定于2025年9月2日（周二）下午15:00-16:30在全景网召开2025年半年度网上 业绩说明会。 一、会议类型 本次业绩说明会以网络方式召开，公司将围绕2025年半年度的经营成果、公 司发展情况等与投资者进行交流互动，在信息披露允许的范围内就投资者普遍关 注的问题进行回答。 二、会议召开时间、网址、方式 会议召开时间：2025年9月2日（周二）下午15:00-16:30 会议召开网址：全景网"投资者关系互动平台"（http://ir.p5w.net） 会议召开方式：网络平台在线交流 会议召开时间：2025年9月2日（周二）下午15:00-16:30 会议召开网址：全景网"投资者关系互动平台"（ ...

证券代码：002015 证券简称：协鑫能科 公告编号：2025-078 协鑫能源科技股份有限公司 关于控股股东一致行动人名称变更的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 协鑫能源科技股份有限公司（以下简称"公司"）于近日收到控股股东一致 行动人协鑫创展控股有限公司通知。经上海市崇明区市场监督管理局核准，其名 称由"协鑫创展控股有限公司"变更为"上海协鑫创展企业管理有限公司"，该 事项已完成工商变更登记手续，并取得新换发的《营业执照》。涉及控股股东一 致行动人名称变更的其他事项，公司将相应进行办理。 上述事项未涉及控股股东及其一致行动人的股权变动，对公司经营活动不构 成影响，公司控股股东及实际控制人亦未发生变化。 特此公告。 协鑫能源科技股份有限公司董事会 2025 年 8 月 29 日 ...

证券代码：002015 证券简称：协鑫能科 公告编号：2025-076 一、募集资金基本情况 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会出具的《关于核准协鑫能源科技股份有限公司非 公开发行股票的批复》（证监许可[2021]3732 号），核准公司非公开发行不超过 405,738,393 股新股。公司以每股人民币 13.90 元的价格向 14 名特定投资者非公 开发行人民币普通股（A 股）270,863,302 股。公司本次非公开发行募集资金总 额为人民币 3,764,999,897.80 元，扣除与发行有关的费用人民币 44,295,181.96 元 （不含税），实际募集资金净额为人民币 3,720,704,715.84 元，前述募集资金已 于 2022 年 2 月 21 日到账。 大华会计师事务所（特殊普通合伙）于 2022 年 2 月 22 日对前述募集资金到 位情况进行了审验，并出具了《协鑫能源科技股份有限公司非公开发行人民币普 通股（A 股）实收股本的验资报告》（大华验字[2022]000091 号）。 协鑫能源科技股份有限公司 2025 年半年度募集资金存放、管理与使用情况的专项 ...