Core Viewpoint - Hop Holdings (霍普股份) has signed a significant energy storage system procurement contract worth 500 million yuan with Nanjing Sijiang New Energy Technology Co., Ltd, which is expected to positively impact the company's future operating performance [1][2] Group 1: Contract Details - The contract signed by Hop Holdings' subsidiary, Shanghai Hop Intelligent New Energy Development Co., Ltd, stipulates a delivery period from April 1 to April 30, 2026 [1] - The contract price is 500 million yuan, including tax [1] Group 2: Business Segments - Hop Holdings operates in two main business segments: architectural design and green energy [1] - The architectural design segment offers comprehensive professional services from consulting and planning to engineering implementation [1] - The green energy segment focuses on distributed renewable energy development, operation management, and resource aggregation, providing customized zero-carbon factory and park solutions [1] Group 3: Recent Performance and Growth - The green energy segment has seen significant growth, with revenue reaching 20.8039 million yuan in the first half of 2025, a year-on-year increase of 256.89%, and its share of total revenue rising from 11.91% to 40.69% [1] - The gross margin for this segment was 56.79%, up by 1 percentage point year-on-year [1] Group 4: Recent Contracts and Future Plans - In 2023, Hop Holdings secured multiple large-scale energy storage contracts, including a 449 million yuan project and a 159 million yuan project [2] - For the first three quarters of 2023, the company reported revenue of 78.0132 million yuan, a year-on-year decrease of 1.54%, and a net loss of 31.4815 million yuan, although the loss margin has narrowed [2] - The company plans to enhance its architectural design business while increasing investments in the green energy sector, focusing on developing distributed renewable energy aggregation platforms and exploring innovative business models for virtual power plants [2]
全资子公司签订5亿元储能系统采购合同 霍普股份加码建筑绿能业务板块