Yueda Inv.(SH:600805) Zheng Quan Ri Bao Wang·2025-08-15 13:45Core Viewpoint - Jiangsu Yueda Investment Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, driven primarily by advancements in solar and energy storage projects [1][2]. Financial Performance - The company achieved an operating income of 1.358 billion yuan and a net profit attributable to shareholders of 14.0247 million yuan, marking a year-on-year increase of 27.62% [1]. Solar Projects - Yueda Investment has made substantial progress in its solar projects, particularly the 150MW and 70MW fish-solar complementary projects in Xiangshui, Yancheng, with the main engineering of the 150MW project completed and successfully connected to the grid in August 2025 [2]. - The Huafeng 378MW fish-solar complementary project, launched at the end of 2024, has generated revenue of 63.06 million yuan and a net profit of 17.23 million yuan from January to June 2025, achieving an annualized capital return rate exceeding 10% [2]. - This project is expected to produce an average annual power generation of 400 million kWh, contributing to both stable electricity sales and significant environmental benefits, including a reduction of 36,650 tons of CO2 emissions and saving 133,400 tons of standard coal annually [2]. Distributed Solar Projects - The company has initiated new distributed solar projects, including the Yueda Smart Center (0.1MW) and the Dianfen project (0.94MW), aiming for operational status by the end of 2025 [3]. - These projects are expected to enhance overall profitability and support the achievement of annual operational goals [3]. Energy Storage Developments - Yueda Investment has rapidly established a 100MW/200MWh shared energy storage power station in Dongtai, which was completed in just 81 days and began operations on June 24, 2025, setting a record in the domestic sector [3]. - The project is projected to generate an average annual revenue of 32 million yuan over its 25-year operational period [3]. - As of June 2025, the company has accumulated a new energy storage capacity of 260MW/520MWh, positioning itself as a key player in the regional energy storage network [3]. Future Initiatives - The company is actively pursuing the development of commercial microgrid projects and has signed strategic cooperation agreements for the construction of a national-level zero-carbon park in collaboration with the Yancheng Economic Development Zone [3].