协鑫能科2025年上半年归母净利达5.19亿元 能源服务营收大增

Core Insights - The company reported a significant increase in both revenue and profit for the first half of 2025, with total revenue reaching 5.422 billion yuan, a year-on-year growth of 15.29%, and net profit attributable to shareholders at 519 million yuan, up 26.42% [1] Revenue and Profit Growth - The company's energy services have become the main driver of performance growth, with substantial increases in revenue and profit from distributed photovoltaic projects, virtual power plants, electricity sales, green electricity, and green certificate trading [2][3] - The energy services segment achieved revenue of 1.079 billion yuan, accounting for 19.90% of total revenue, marking a staggering year-on-year increase of 378.81% [3] Energy Asset Management - The company has a total installed capacity of 6,479.19 MW as of June 30, 2025, with renewable energy accounting for 60.7% of this capacity, reflecting a strong commitment to green energy development [2] - The company continues to optimize its asset structure and enhance the proportion of renewable energy installations [2] Virtual Power Plant Development - The company has been involved in virtual power plant construction for over ten years and has expanded its operations from Jiangsu to other regions such as Shanghai, Zhejiang, Sichuan, and Shenzhen, with an adjustable load capacity of approximately 690 MW [4] - The company has established a complete architecture for its virtual power plant, integrating advanced technologies such as artificial intelligence, edge computing, and blockchain to enhance operational efficiency [4][5] Strategic Positioning - The company is focusing on the integration of AI in its virtual power plant and electricity trading operations, reinforcing its position as a leading operator in this sector [5] - The establishment of the Virtual Power Plant Professional Committee by the China Energy Research Society, with the company's president elected as the deputy chairman, highlights its recognized leadership and influence in the new energy system field [5]