储能业务驱动 广州智光电气上半年营收增逾三成明显减亏

Company Performance - In the first half of 2025, the company reported revenue of approximately 1.643 billion yuan, representing a year-on-year increase of 31.71% [2][3] - The net profit attributable to shareholders was approximately -55.15 million yuan, a reduction in losses by about 35.08 million yuan compared to the same period last year [2][3] - The net cash flow from operating activities was 186.20 million yuan, a significant increase of 310.74% compared to the previous year [3] Business Segments - The growth in revenue was primarily driven by the energy storage business, which generated approximately 1.177 billion yuan, making it the largest revenue segment for the company [4][6] - The company’s independent energy storage station in Qingyuan reported revenue of 117.25 million yuan and a net profit of 7.41 million yuan during the reporting period [4] - The company has multiple production bases, and once fully operational, the total production capacity for large-scale energy storage systems is expected to reach 12 GWh [6] Industry Trends - The new energy storage industry has been experiencing rapid development, with a projected 5%-6% growth in national electricity consumption in 2025 [5] - The total installed capacity of new energy storage in the country has seen significant growth, enhancing the stability and safety of the power grid [5] - The Ministry of Industry and Information Technology has initiated a high-quality development action plan for the new energy storage manufacturing industry, which is expected to accelerate the development of high-pressure cascade storage technology [6]