Linyang Energy(SH:601222) Xin Lang Cai Jing·2025-10-30 21:06Core Viewpoint - Linyang Energy reported a revenue of 3.674 billion yuan and a net profit of 359 million yuan for the first three quarters of 2025, emphasizing its commitment to global high-quality development in the smart, energy storage, and renewable energy sectors despite short-term transformation pressures [1][1][1] Group 1: Smart Energy - Linyang Energy has maintained a stable market share in the domestic smart meter sector, leveraging core market stability, product innovation, and deepened research cooperation [1][1] - The company signed a supply contract worth 383 million yuan for smart meters with Langiel in Australia, enhancing its global cooperation network [1][1] Group 2: Renewable Energy - Linyang's subsidiary, Linyang Zhiwei, has focused on the third-party operation and maintenance market, achieving a total operational capacity of over 25 GW, a growth of approximately 40% since the beginning of the year, placing it in the top tier of the industry [1][1] - The company made significant progress in overseas renewable energy, with the commencement of a MW-level solar power station in Elmas, Sardinia, Italy, and the acquisition of two MW-level photovoltaic projects on the island [1][1] Group 3: Energy Storage - The energy storage business follows a "domestic deepening + overseas breakthrough" strategy, establishing a comprehensive layout covering various products in key regions such as Europe, the Middle East, and Asia-Pacific [1][1] - Linyang focuses on high-quality energy storage orders and controls low-margin projects to mitigate operational risks, while also accelerating technological innovation and intellectual property development [1][1] Group 4: Future Outlook - Despite short-term performance fluctuations, Linyang Energy's long-term development logic remains intact, with steady progress in global layout across its three core business areas, multiple breakthroughs in overseas markets, and continuous technological empowerment [1][1][1]