爱旭股份半年度业绩预告：二季度盈利，ABC组件产销两旺

Group 1 - The core viewpoint of the news is that Aishuo Co., Ltd. (爱旭股份) has shown a positive trend in its financial performance, achieving a turnaround in profitability in the second quarter of 2025 after a challenging first quarter [1][2] - For the first half of 2025, the company expects a net profit attributable to shareholders of between -170 million to -280 million yuan, with a significant improvement in the second quarter where net profit is projected to be between 20 million to 130 million yuan [1] - The increase in overall gross margin and the strong sales of ABC components, particularly in overseas markets, are key factors contributing to the company's performance growth compared to the same period last year [1][2] Group 2 - The industry is undergoing regulatory changes aimed at addressing overcapacity and chaotic competition, with the Ministry of Industry and Information Technology and industry associations advocating for improved product quality and the orderly exit of outdated production capacity [2] - Aishuo Co., Ltd. is actively implementing a "anti-involution" strategy by not engaging in price wars and focusing on enhancing product performance, which has allowed it to achieve profitability during the industry's downturn [2] - The company has received recognition as a top photovoltaic brand in five major European markets, indicating its growing influence and reputation in the global solar energy market [2] Group 3 - Aishuo Co., Ltd. is innovating in technology and business models, with its N-type ABC products demonstrating differentiated advantages, including a mass production efficiency of over 25% for the third-generation full-screen ABC components [3] - The company has signed a 1GW full-screen component agreement with multiple channel partners at the Intersolar exhibition in Munich, reflecting its commitment to expanding its market presence [3] - Aishuo Co., Ltd. is recognized as a leader in N-type BC technology, focusing on creating a sustainable ABC ecosystem through technological and business model innovations, which serves as a high-quality example for the industry [3]