Core Viewpoint - The company, 双杰电气, is experiencing increased attention from institutional investors, particularly regarding its progress in the renewable energy sector, which has become a key growth driver for the company [1][2]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 2.376 billion yuan, a year-on-year increase of 41.95%, and a net profit attributable to shareholders of 104 million yuan, up 20.11% [1]. - Revenue from the renewable energy intelligent equipment and construction development business reached 1.402 billion yuan, reflecting a growth of approximately 77.2%, with renewable energy revenue surpassing the revenue from power transmission and distribution for the first time [1]. Business Development - The company is actively expanding its business in wind power, photovoltaics, energy storage, charging stations, heavy-duty vehicle battery swapping, microgrids, and energy digitalization [1]. - The company is involved in the investment, construction, and operation of wind and solar power projects, continuously upgrading its supporting equipment products [1]. Strategic Initiatives - The company has a sufficient backlog of orders in its renewable energy business and is committed to providing comprehensive energy solutions, which will drive sales of related intelligent equipment [2]. - The company has conducted extensive strategic planning based on market trends and has initiated power trading to enhance efficiency and profitability [2]. Cost Management - The company has reduced procurement and production costs through digitalization and refined management practices [3]. - The company has implemented an online management platform for comprehensive energy management, significantly reducing operational costs and improving efficiency [3].
双杰电气:新能源板块已成为未来发展主要驱动力