派能科技上半年营收11.49亿元 产品销量达1328MWh

Core Insights - Shanghai Pylon Energy Technology Co., Ltd. reported a solid performance in the first half of 2025, with product sales reaching 1,328 MWh and revenue of 1.149 billion yuan, alongside a net profit of 13.91 million yuan [2] - The company achieved a significant quarter-on-quarter sales increase of 131.17% in Q2 2025, with sales volume reaching 927 MWh [2] - Continuous investment in R&D, amounting to 159 million yuan (13.88% of total revenue), has been pivotal for the company's growth [2] Market Performance - In the international market, the company is experiencing structural improvement in overseas performance, attributed to the nearing end of the European destocking cycle and effective marketing investments [3] - Strategic partnerships with core customers and exploration of new business models are being pursued to unlock storage value [3] - The company’s home storage products and battery cells have received certifications in Japan, while its industrial storage systems have passed multiple certifications, leading to large-scale sales [3] Domestic Market Strategy - The company is advancing its market penetration through dual-track project development and product sales, covering various application scenarios including grid-side, industrial parks, off-grid storage, 5G base stations, and charging stations [3] - New liquid cooling storage products have been scaled in regions such as the Yangtze River Delta, Pearl River Delta, and Central China, marking breakthroughs in grid-side liquid cooling containers [3] - The company has successfully delivered lightweight power and sodium battery products in bulk, accelerating the replacement of lead-acid batteries [3]