能源服务收入激增 协鑫能科上半年实现净利润5.19亿元

Core Insights - The company reported a revenue of 5.422 billion yuan for the first half of 2025, representing a year-on-year increase of 15.29%, and a net profit of 519 million yuan, up 26.42% year-on-year [1] - The company is actively developing distributed photovoltaic projects and expanding into virtual power plants, electricity sales, green electricity, and green certificate trading, significantly boosting energy service revenue and profit [1] - The company is accelerating its business transformation to adapt to the market-oriented development of the electricity sector, with a total installed capacity of 6,479.19 MW as of June 30, 2025, of which renewable energy accounts for 60.7% [1] Energy Services Performance - The energy services segment achieved a revenue of 1.079 billion yuan in the first half of the year, accounting for 19.90% of total revenue, with a staggering year-on-year increase of 378.81% [2] - The company has expanded its virtual power plant business from Jiangsu to regions including Shanghai, Zhejiang, Sichuan, and Shenzhen, with an adjustable load capacity of approximately 690 MW and a platform management user scale exceeding 20 GW as of June 30, 2025 [2] - The company is leveraging artificial intelligence innovations in its virtual power plant operations and has disclosed its AI energy application model for the first time in its semi-annual report [2]