每经AI快讯，阿特斯(688472)1月30日发布业绩预告，预计2025年净利润在9亿元到11亿元之间，同比减 少51%到60%。2025年，光伏行业整体供需失衡状态仍未缓解，行业继续在底部徘徊，产业链各环节开 工率整体下行，叠加国际贸易保护政策以及硅料、银浆等成本大幅上涨，使得光伏行业内企业盈利能力 进一步承压。 ...

证券代码：688472 证券简称：阿特斯 公告编号：2026-003 阿特斯阳光电力集团股份有限公司 关于为控股子公司提供授信担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | | | 嘉兴阿特斯阳光能源科技有限公 | | | --- | --- | --- | --- | --- | | | 被担保人名称 | 司、Canadian Limited | Solar 等 5 | International 家子公司 | | | 本次担保金额 | 133,480 | 万元 | | | 担保对象 | 实际为其提供的担保余额 | 1,192,103 万元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 一、担保情况概述 （一）担保的基本情况 2025 年 12 月 31 日至 2026 年 1 月 30 日，因阿特斯阳光电力集团股份有限公 司 ...

证券代码：688472 证券简称：阿特斯 公告编号：2026-002 阿特斯阳光电力集团股份有限公司 2025 年年度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 （2）预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益的净利 润为人民币 90,000.00 万元到 110,000.00 万元，与 2024 年同期（法定披露数据） 相比，将减少 132,646.82 万元到 112,646.82 万元，同比减少 60%到 51%。 （三）公司本期业绩预告未经注册会计师审计。 二、2024 年同期业绩情况和财务状况 （一）利润总额：257,973.45 万元。归属于母公司所有者的净利润： 224,735.02 万元。归属于母公司所有者的扣除非经常性损益的净利润： 222,646.82 万元。 （二）每股收益：0.61 元。 三、本期业绩变化的主要原因 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 （1）经财务部门初步测 ...

南财智讯1月30日电，阿特斯发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为9亿元 —11亿元，同比预减51%—60%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为 9亿元—11亿元，同比预减51%—60%。本期业绩变化的主要原因：2025年，光伏行业整体供需失衡状 态仍未缓解，行业继续在底部徘徊，产业链各环节开工率整体下行，叠加国际贸易保护政策以及硅料、 银浆等成本大幅上涨，使得光伏行业内企业盈利能力进一步承压。在光伏行业竞争加剧及外部环境不确 定性增加的背景下，公司积极响应和落实国家"反内卷"的号召，在销售策略上坚持"利润第一性"原则， 主动优化出货结构与节奏，聚焦高价值区域和长期战略客户，稳步提升在重点市场的份额占比。公司前 期大量的储能项目储备和在手合同订单进入收获期，储能业务在市场端的全球化品牌和渠道、一体化解 决方案能力和长期服务能力，为公司健康的盈利水平提供了有力支撑。公司将通过供应链全球化、客户 需求导向、重视碳足迹和ESG等方面，承担起更多的社会责任，通过全球跨文化的经营能力，为客户及 全球创造价值、分享利益，在逆全球化中坚持全球化；在技术差异化进程中，加 ...

阿特斯1月30日公告，经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润为人民 币90,000.00万元到110,000.00万元，与2024年同期（法定披露数据）相比，将减少134,735.02万元到 114,735.02万元，同比减少60%到51%。预计2025年年度实现归属于母公司所有者的扣除非经常性损益 的净利润为人民币90,000.00万元到110,000.00万元，与2024年同期（法定披露数据）相比，将减少 132,646.82万元到112,646.82万元，同比减少60%到51%。公司本期业绩预告未经注册会计师审计。 ...

阿特斯公告，预计2025年年度实现归属于母公司所有者的净利润为人民币9亿元到11亿元，与2024年同 期相比，将减少13.47亿元到11.47亿元，同比减少60%到51%。预计2025年年度实现归属于母公司所有 者的扣除非经常性损益的净利润为人民币9亿元到11亿元，与2024年同期相比，将减少13.26亿元到11.26 亿元，同比减少60%到51%。 ...

Core Viewpoint - There are rumors regarding Huawei's digital energy business being sold, potentially to CATL and local state-owned enterprises, but no official confirmation has been provided [1][3][4] Group 1: Huawei's Digital Energy Business - Huawei's digital energy business is considered a key growth area, with projected revenue of 68.68 billion yuan in 2024, reflecting a 24.4% year-on-year increase [3] - The business has shown resilience against sanctions, maintaining a leading position in the global market for smart photovoltaic inverters for ten consecutive years [4] - Huawei has made significant investments in digital energy projects, including a 4 billion yuan investment in a headquarters for digital energy technology [4] Group 2: CATL's Strategic Needs - The rumors of CATL acquiring Huawei's digital energy business stem from its need to address competitive pressures in the energy storage industry and to fill gaps in its business model [7][9] - CATL holds a dominant position in the battery and energy cell market, with a 25% market share, but lacks a strong presence in the energy system integration sector [7] - The trend of "integrated solar and storage" is becoming crucial, and CATL risks falling behind if it does not enhance its system integration capabilities [8][9] Group 3: Market Dynamics - The energy storage market is experiencing rapid growth, with global energy storage cell shipments reaching 410.45 GWh in the first three quarters of 2025, a 98.5% increase [7] - Companies like Trina Solar and JinkoSolar are rapidly expanding their energy storage businesses, posing a challenge to current market leaders [8] - Huawei's digital energy business could provide CATL with the necessary technology and market access to enhance its competitive position in the integrated energy solutions market [9]

截至9月30日，阿特斯股东户数4.88万，较上期增加1.55%；人均流通股28536股，较上期减少1.53%。 2025年1月-9月，阿特斯实现营业收入312.70亿元，同比减少8.51%；归母净利润9.89亿元，同比减少 49.41%。 分红方面，阿特斯A股上市后累计派现7.72亿元。 机构持仓方面，截止2025年9月30日，阿特斯十大流通股东中，易方达上证科创板50ETF（588080）位 居第二大流通股东，持股5331.63万股，相比上期减少813.31万股。华夏上证科创板50成份ETF （588000）位居第三大流通股东，持股5196.13万股，相比上期减少2917.42万股。香港中央结算有限公 司位居第四大流通股东，持股4539.79万股，相比上期增加448.41万股。华泰柏瑞沪深300ETF （510300）位居第五大流通股东，持股2494.74万股，相比上期减少145.17万股。广发高端制造股票A （004997）位居第六大流通股东，持股2063.17万股，为新进股东。易方达沪深300ETF（510310）位居 第八大流通股东，持股1815.84万股，相比上期减少58.90万股。光伏ETF（51 ...

Core Viewpoint - The photovoltaic energy storage industry is experiencing rapid growth, with significant advancements in technology and market potential, projected to become a core sector in the new energy revolution over the next decade [1][2]. Industry Definition and Classification - Photovoltaic energy storage systems combine solar power generation with storage technology, enhancing energy efficiency and grid stability [2]. - The main components include photovoltaic arrays, storage devices, inverters, and control systems [2]. Current Development Status - The supply of core hardware for photovoltaic energy storage systems is now capable of large-scale production, with a compound annual growth rate of 51.25% in industry output value from 2020 to 2024 [2][3]. - By the end of 2024, the cumulative installed capacity of photovoltaic energy storage projects in China is expected to reach 15.55 GW/36.60 GWh, with new installations of 7.31 GW/18.42 GWh [3]. Market Size and Fluctuations - The market size for photovoltaic energy storage in China is projected to grow from 22.30 billion yuan in 2020 to 115.68 billion yuan in 2024, indicating significant volatility influenced by installation numbers and system price changes [4]. Industry Chain - The upstream of the photovoltaic energy storage industry includes key materials like polysilicon and silicon wafers, while the midstream consists of system integrators responsible for design and assembly [4][6]. Policy Environment - Various policies have been introduced to promote the development of new energy storage technologies, including support for virtual power plants and smart microgrids [6]. Competitive Landscape - As of the end of 2025, there are 10,357 manufacturing enterprises in the photovoltaic energy storage sector in China, with 1,813 new companies added in 2025 [8]. - Major players in the industry include Trina Solar, Canadian Solar, and JinkoSolar, with a trend towards vertical integration in production [8]. Development Trends - The integration of photovoltaic and storage technologies is leading to optimized energy utilization and system stability [9]. - Accelerated technological advancements are evident, with breakthroughs in high-efficiency batteries and new storage technologies like sodium-ion and flow batteries [9]. - The market mechanisms are maturing, allowing energy storage to participate as an independent market entity [10]. - The industry is witnessing increased concentration, with leading companies expanding their market share through mergers and acquisitions [11]. - Chinese companies are actively expanding into international markets, enhancing their global influence in the photovoltaic energy storage sector [12].

Core Viewpoint - The A-share space photovoltaic concept stocks are gaining market attention due to Elon Musk's ambitious plan for "100 GW space photovoltaics" by early 2026 and the exposure of 200,000 low-orbit satellite applications in China, raising demand expectations from "billion-level" to "trillion-level" [1] Industry Overview - The space photovoltaic industry traces back to the mid-20th century space race and is now moving towards industrialization with the rise of commercial aerospace [1] - The global space photovoltaic industry is still in its introduction phase, with emerging technology paths and market structures [1] Technology Pathways - The technology landscape shows a "three generations coexist" trend: - Short-term: GaAs batteries dominate (approximately 1000 RMB/W), suitable for high-value communication satellites - Mid-term: P-type HJT heterojunction batteries are penetrating the low-orbit satellite market due to lower costs and lightweight advantages - Long-term: Focus on perovskite tandem batteries, with theoretical efficiency exceeding 45% and costs only 1/10 of GaAs, though stability and radiation resistance need verification [1] Market Potential - The satellite launch volume is expected to surge, with an estimated 50,000 launches annually by 2040, leading to a projected space photovoltaic battery market size of 328.8 billion RMB by 2035, over 30 times current levels [2] Company Insights - **Lens Technology**: The company has matured its UTG flexible glass manufacturing process and is in deep technical validation with clients for space photovoltaic applications, aiming to become a new growth driver [2] - **JinkoSolar**: The company sees potential in perovskite and TOPCon/perovskite tandem batteries for space applications, with a record battery conversion efficiency of 34.76% [4] - **GCL-Poly**: The company has significant technical reserves in HJT technology and has delivered over 10 GW of ultra-low carbon HJT products, which are suitable for space applications due to their lightweight and radiation resistance [5] - **Trina Solar**: The company has a long-term layout in crystalline silicon batteries, perovskite tandem batteries, and III-V GaAs multi-junction batteries, achieving leading R&D results [10] - **Canadian Solar**: The company has solid production capabilities in HJT and perovskite tandem technologies and is tracking opportunities in the commercial aerospace market [11] Research and Development - Companies are actively exploring R&D plans for space photovoltaic applications, with some already conducting tests on flexible glass for space solar cells [8] - The industry is focusing on developing high-conductivity silver pastes and lightweight, flexible, and tandem battery structures to meet aerospace demands [6]