Core Viewpoint - The performance forecasts for 2025 from eight listed companies in the energy storage sector show a clear divergence, with four companies expecting losses while four anticipate profits or significant profit growth. Despite overall performance pressure, advancements in energy storage business are highlighted as a common positive aspect among these companies [2][4]. Group 1: Companies Expecting Losses - Trina Solar expects a net loss of 6.5 billion to 7.5 billion yuan, an increase from a loss of 3.443 billion yuan in the same period last year, primarily due to rising costs of key raw materials [5][6]. - Longi Green Energy forecasts a net loss of 6 billion to 6.5 billion yuan, a decrease from a loss of 8.592 billion yuan last year, citing a challenging operating environment in the photovoltaic industry [9]. - JinkoSolar anticipates a net loss of 5.9 billion to 6.9 billion yuan, shifting from a profit of 98.9276 million yuan last year, due to intensified price fluctuations and trade protection policies [10]. - JA Solar predicts a net loss of 4.5 billion to 4.8 billion yuan, slightly widening from a loss of 4.656 billion yuan last year, impacted by increased competition and declining sales prices [12]. Group 2: Companies Expecting Profits - Kstar Science expects a net profit of 600 million to 660 million yuan, a year-on-year increase of 52.21% to 67.43%, driven by a recovery in the European energy storage market [14]. - Penghui Energy forecasts a net profit of 170 million to 230 million yuan, recovering from a loss of 252 million yuan last year, attributed to increased sales orders and revenue growth [16]. - Hekang New Energy anticipates a net profit of 50 million to 75 million yuan, a significant increase of 385.62% to 628.43% compared to last year, focusing on green energy solutions and expanding its household energy storage business [18]. - Tongfei Co. expects a net profit of 240 million to 268 million yuan, a growth of 56.43% to 74.68% year-on-year, with significant contributions from its energy storage temperature control business [19][20].

Core Viewpoint - The "Penghui Energy & Sichuan Zhongfu 107.12MW/428.48MWh Green Hydropower Aluminum User-side Energy Storage Project" has been officially put into operation, marking it as the largest user-side energy storage project in China [1] Group 1: Project Details - The project will supply all generated electricity directly to Zhongfu Industrial for green aluminum production [1] - It operates under a "two charge, two discharge" model combined with peak and valley electricity pricing mechanisms, optimizing energy consumption and cost [1] Group 2: Environmental Impact - The project is expected to save nearly 20,000 tons of standard coal annually [1] - It will reduce carbon dioxide emissions by approximately 52,000 tons, equivalent to the annual CO2 absorption of about 2.8 million trees [1]

Core Viewpoint - The project by Penghui Energy represents the largest user-side energy storage project in China, aimed at supporting green aluminum production through renewable energy sources [1] Group 1: Project Overview - The Sichuan Zhongfu 107.12MW/428.48MWh green hydropower aluminum user-side energy storage project has been officially put into operation [1] - The project will supply all its generated electricity directly to Zhongfu Industrial for green aluminum production [1] Group 2: Operational Mechanism - The project utilizes a "two charge, two discharge" operational model along with a peak-valley electricity pricing mechanism to optimize energy consumption and costs [1] Group 3: Environmental Impact - Annually, the project is expected to save nearly 20,000 tons of standard coal and reduce carbon dioxide emissions by approximately 52,000 tons [1] - The reduction in carbon emissions is equivalent to the amount absorbed by about 2.8 million trees in one year [1]

经济观察网2026年1月21日，鹏辉能源（300438）发布2025年度业绩预告，预计2025年净利润1.7亿元至 2.3亿元。扣除非经常性损益后的净利润8000万元至1.1亿元。 ...

（文章来源：证券日报） 证券日报网讯 1月21日，鹏辉能源发布2025年度业绩预告称，公司预计2025年度归属于上市公司股东的 净利润为17，000万元–23，000万元。 ...

对于业绩变动的原因，鹏辉能源表示，报告期内，公司业绩变动的主要原因是行业向好，公司产品产销 两旺，销售订单增加，营业收入增长。 北京商报讯（记者 王蔓蕾）1月21日晚间，鹏辉能源（300438）披露公告称，公司预计2025年实现归属 净利润1.7亿—2.3亿元，同比扭亏。 ...

Core Viewpoint - Penghui Energy (300438.SZ) expects to achieve a net profit attributable to shareholders of 170 million to 230 million yuan for the fiscal year 2025, marking a turnaround from losses to profits [1] Group 1: Financial Performance - The company forecasts a net profit of 80 million to 110 million yuan after excluding non-recurring gains and losses [1] - The primary reason for the performance change is the favorable industry conditions, leading to increased product sales and a rise in sales orders [1]

Group 1 - The company Penghui Energy (300438.SZ) forecasts a net profit attributable to shareholders of 170 million to 230 million yuan for the year 2025, marking a turnaround from losses to profits [1] - The net profit after deducting non-recurring gains and losses is expected to be between 80 million and 110 million yuan [1] - The main reasons for the performance change include an improving industry environment, strong product sales, and an increase in sales orders leading to revenue growth [1]

（记者 王瀚黎） 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ 每经AI快讯，鹏辉能源1月21日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润1.7亿元 ~2.3亿元，同比扭亏为盈。报告期内，公司业绩变动的主要原因是行业向好，公司产品产销两旺，销售 订单增加，营业收入增长。 ...

Group 1 - The company, Penghui Energy, forecasts a net profit attributable to shareholders of 170 million to 230 million yuan for the year 2025, compared to a loss of 252.4557 million yuan in the same period last year [1] - The main reasons for the performance change include an improving industry environment, strong product sales, and an increase in sales orders leading to revenue growth [1]