爱旭股份拟7.5亿元加码风电项目 产能扩张首季营收增超6成

Group 1 - Company Aishuo Co., Ltd. officially enters the renewable energy generation sector with a total investment of approximately 750 million yuan to construct a 112.5MW wind power project in Shandong Province, expected to be completed and connected to the grid by 2027 [1] - The project is projected to generate an annual revenue of approximately 118 million yuan based on an estimated annual power generation of about 300 million kilowatt-hours and a benchmark on-grid price of 0.3949 yuan per kilowatt-hour for onshore wind power in Shandong [1] - Aishuo's production capacity expansion focuses on N-type ABC battery modules, with a production efficiency of 24.6% and potential to exceed 25% with advanced technologies [1] Group 2 - By the first quarter of 2025, Aishuo has established three major production bases for ABC battery modules, with a total capacity of 35GW planned by the end of 2025 and a long-term target exceeding 100GW [2] - Despite the photovoltaic industry being at a cyclical low, Aishuo achieved a revenue of 4.136 billion yuan in the first quarter of 2025, a year-on-year increase of 64.53%, while the net profit attributable to shareholders was a loss of 300 million yuan [2] - The company expects significant reduction in losses in 2025 and a potential net profit of 1.68 billion yuan in 2026, with ABC module gross profit accounting for 71% [2] Group 3 - To support its capacity expansion, Aishuo is advancing capital operations, including a planned fundraising of 6 billion yuan for the construction of the Jinan base and TOPCon capacity upgrades, currently under review by the Shanghai Stock Exchange [3] - In May 2025, the company provided a guarantee of 2 billion yuan for its subsidiary to ensure stable supply chain operations for raw material and equipment procurement [3]