“技术创新+全球化”双轮驱动 上能电气前三季度营收增长16.15%

Core Viewpoint - The company, Sungrow Power Supply Co., Ltd., reported a revenue of 3.565 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 16.15%, and a net profit of 311 million yuan, up 2.99% year-on-year, reflecting strong market demand in the low-carbon transition and energy structure adjustment [1][2] Group 1: Company Performance - For the first three quarters of 2025, the company achieved a revenue of 35.65 billion yuan, representing a 16.15% increase year-on-year [1] - The net profit attributable to shareholders was 3.11 billion yuan, showing a year-on-year growth of 2.99% [1] - The company has established a strong presence in overseas markets, signing significant supply agreements, including a 500MW storage product framework supply agreement in Turkey and a 150MW/300MWh storage project in Egypt [1][2] Group 2: Industry Trends - The global energy storage and photovoltaic industry is experiencing high demand, with inverter exports from China reaching 48.5 billion yuan in the first three quarters of 2025, an increase of 8% year-on-year [1] - The global energy storage market is expected to grow significantly, driven by supportive policies and increasing renewable energy installations, particularly in Europe and emerging markets in Asia, Africa, and Latin America [2] - The company is positioned to benefit from the dual strategy of "technological innovation + globalization," aiming to create long-term stable value for investors through the execution of benchmark projects [2]