艾罗能源(688717) - 2024 Q4 - 年度业绩预告

Topic 1: Financial Performance and Profit Decline - Net profit attributable to parent company owners is expected to be between 1,850.00 million yuan and 2,200.00 million yuan, a decrease of 7,946.17 million yuan to 8,796.17 million yuan year-on-year, representing a decline of 79.34% to 82.62%[3] - Adjusted net profit attributable to parent company owners (excluding non-recurring gains and losses) is projected to be between 1,260.00 million yuan and 1,510.00 million yuan, a decrease of 8,892.95 million yuan to 9,142.95 million yuan year-on-year, representing a decline of 85.48% to 87.89%[3] - Total profit in the previous year was 12,071.02 million yuan, with net profit attributable to parent company owners at 10,646.17 million yuan and adjusted net profit at 10,402.95 million yuan[5] - Earnings per share (EPS) in the previous year was 8.87 yuan per share[6] Topic 2: Market and Revenue Challenges - The slowdown in the European market, a key region for residential energy storage, due to stabilized electricity prices and inventory digestion, has led to a year-on-year decrease in revenue[7] Topic 3: Operational and Expense Factors Impacting Profit - Increased R&D investment to support new product development, technological innovation, and product iteration has contributed to the decline in net profit[7] - Higher financial expenses due to foreign exchange losses from overseas operations have impacted net profit[7] - Increased sales and administrative expenses from hiring top talent to expand new markets and improve management levels have further reduced net profit[7]