关于公司 2025 年度"提质增效重回报"专项行动方案的 半年度评估报告 阿特斯阳光电力集团股份有限公司(以下简称"公司"或"阿特斯")是全球 领先的光伏组件和大型储能系统产品制造商之一。公司始终秉承"卓尔不同"的 经营理念和"成就客户、创新思变、百折不挠、追求卓越"的价值观，致力于实 现"让太阳能走进千家万户，给子孙后代更美好的地球"的企业愿景。基于对未 来发展的坚定信心，及对投资者高度负责的精神，公司制定了《阿特斯阳光电力 集团股份有限公司 2025 年度"提质增效重回报"专项行动方案》 （以下简称"行 动方案"），努力实现经营业绩持续稳定的增长，为客户、股东、员工及其他社会 各方创造价值，积极回报利益相关方。 一、公司半年度经营情况 报告期内，面对全球光伏行业深度调整与国际贸易环境复杂化的双重挑战， 阿特斯凭借战略定力与光储双业务布局，在动态平衡中巩固核心竞争力。通过精 准的市场策略调整与第二主业储能业务的规模化突破，持续巩固行业领先地位。 （含户用储能），核心业务规模稳居全球前列。报告期内实现营业收入 210.52 亿元，归属于上市公司股东的扣除非经常性损益的净利润 8.36 亿元，公司 2025 年 ...

Core Viewpoint - The company, Wanliyang, has shown steady performance improvement in the first half of the year, driven by cost reduction, efficiency enhancement, and increased investment income [1] Financial Performance - In the first half of the year, Wanliyang achieved operating revenue of 2.812 billion yuan, a year-on-year increase of 2.69% [1] - The net profit attributable to shareholders was 277 million yuan, reflecting a significant year-on-year growth of 50.24% [1] - In Q2, the company reported revenue of 1.488 billion yuan, a decline of 2.16% year-on-year, while the net profit attributable to shareholders reached 169 million yuan, up 80.29% year-on-year [1] Business Operations - Wanliyang's main business segments include automotive parts and new energy storage [2] - The automotive parts segment generated revenue of 2.52 billion yuan, a year-on-year increase of 5.34%, while the energy storage and electricity trading business achieved revenue of 127 million yuan, up 96.27% year-on-year [2] - The company has established a comprehensive production capacity of 1.1 million commercial vehicle gearboxes, 1.3 million passenger vehicle gearboxes, and 350,000 pure electric vehicle reducers annually [2] Investment Activities - Wanliyang reduced its holdings in Zhejiang University Network New (Zhejiang University Network New) by 53 million shares, resulting in an investment income of 119 million yuan, which contributed to the net profit [1] - As of the reporting period, the company retained 2 million shares of Zhejiang University Network New [1] New Projects and Developments - The company has initiated the construction of two independent energy storage projects in Yiwu and Foshan, expected to be operational in the second half of the year, which will further expand its business scale [2] - Wanliyang Energy completed transactions of 84 million kilowatt-hours of cross-regional electricity and traded 2.866 million green certificates, marking a 93% year-on-year increase [3] - The establishment of Zhejiang Wanliyang Robotics Technology Co., Ltd. aims to develop precision transmission products for robotics, with initial product platform planning already completed [3]

2024年1至12月份，派能科技的营业收入构成为：储能行业占比97.65%，其他行业占比1.37%，其他业 务占比0.99%。 每经AI快讯，派能科技（SH 688063，收盘价：46.25元）8月21日晚间发布公告称，2025年上半年，公 司合并报表口径计提信用减值损失和资产减值损失合计人民币约4505万元，对公司合并报表利润总额影 响数为人民币约4505万元。本次计提资产减值损失和信用减值损失数据未经会计师事务所审计，最终以 会计师事务所年度审计确认的金额为准。 每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 （记者 曾健辉） 截至发稿，派能科技市值为113亿元。 ...

证券日报网讯中瑞股份（301587）8月21日在互动平台回答投资者提问时表示，公司产品终端可应用于 新能源汽车、电动工具、消费电子、智能家居、储能等领域，经营情况请参见公司相关定期报告。公司 将继续努力经营，持续挖掘下游客户的市场潜力，争取以良好的业绩回报投资者。 ...

Core Insights - AI is revolutionizing the global energy system by optimizing energy storage management, reducing operational costs, and enhancing market competitiveness [1] - The integration of AI in energy storage has transitioned from solving single issues to a multidimensional, full-chain intelligent transformation [1] Industry Developments - Shell has improved seismic data processing efficiency by 90% using machine learning, while Norway's national oil company has reduced drilling costs by 20% through digital twin technology [3] - The intelligent operation robots at Jiangsu Rudong offshore wind farm have shortened fault localization time by 90% [3] - AI is not only optimizing traditional energy extraction processes but also creating new value in the renewable energy sector [3] Company Overview - Guoxia Technology has rapidly emerged as a key player in the global energy storage industry with its "AI + Energy Storage" innovative model [3] - The company focuses on a full-stack technology system for energy storage ecosystem products, integrating AI deeply into scheduling decisions, operational optimization, and risk prevention [3][4] Research and Development - Guoxia Technology has established a research center in Wuxi, Jiangsu, focusing on IoT and AI optimization platforms, battery development, and energy management systems [4] - The company collaborates with universities and research institutions, taking on key R&D tasks in energy system thermal management and strategy optimization [4] Product and Service Platforms - Guoxia Technology has developed a dual-platform service system centered around Safe ESS and HANCHU iESS for intelligent management and global operations of energy storage systems [6] - The Safe ESS platform integrates edge computing, cloud collaboration, and AI algorithms for efficient data processing and supports functions like fault prediction and remote control [6] - The HANCHU iESS platform utilizes IoT technology and AI-driven algorithms for lifecycle visualization and intelligent operation management [6] Financial Performance - Guoxia Technology's revenue is projected to soar from 142 million RMB in 2022 to 1.026 billion RMB in 2024, with a compound annual growth rate of 168.9% [6] - The gross profit is expected to increase from 35.6 million RMB to 155 million RMB during the same period, reflecting a compound growth rate of 108.6% [6] - The company is positioned as the eighth largest supplier of multi-purpose energy storage systems globally and the tenth largest in household energy storage systems by 2024 [6] Future Outlook - Guoxia Technology will continue to focus on "AI + Energy Storage," enhancing capabilities in intelligent scheduling, energy optimization, and battery lifecycle management [7]

（文章来源：证券日报） 证券日报网讯宏英智能8月21日在互动平台回答投资者提问时表示，公司的液冷储能相关产品已实现批 量应用，在数据中心应用场景下采用全浸没式液冷储能技术。公司液冷储能相关产品及系统具有高安全 性，高转换效率，长寿命等显著优点，液冷储能和液冷服务器是液冷技术应用于不同产品，公司暂未应 用于液冷服务器中，公司将持续在数据中心等高要求的场景推广全浸没式液冷产品。 ...

格隆汇8月21日丨派能科技(688063.SH)公布半年度报告，报告期内，公司实现营业收入114,934.17万 元，同比增加33.75%，实现归属于上市公司股东的净利润为1,391.17万元，同比减少30.01%。2025年上 半年的产品销售量为1,328MWh，同比增长132.57%，二季度产品销售量927MWh，同比增长188.84%， 环比增长131.17%。凭借国际家储传统市场稳步回暖、新兴市场发货量持续攀升，叠加工商业储能发货 规模持续突破以及共享换电电池、钠电启停电源等轻型动力业务销售量快速增长，公司主要产品销售动 能保持强劲，销售量同比、环比均保持增长，营业收入稳步提升。报告期内，公司围绕战略发展目标， 在全球市场拓展、技术创新突破、产能运营升级、人才团队建设及品牌价值深化等核心维度协同发力， 实现了整体业务的稳健进阶与综合实力的全面提升。 ...

Core Viewpoint - Wanliyang (002434) reported a revenue of 2.69% growth year-on-year for the first half of 2025, with a significant increase in net profit by 50.24% and a remarkable cash flow growth of 220.35% [1] Group 1: Financial Performance - The company achieved an operating income of 2.812 billion yuan, a year-on-year increase of 2.69% [1] - The net profit attributable to shareholders reached 277 million yuan, reflecting a year-on-year growth of 50.24% [1] - The net cash flow from operating activities was 290 million yuan, showing a substantial increase of 220.35% year-on-year [1] - Basic earnings per share stood at 0.21 yuan [1] Group 2: Business Segments - The automotive transmission and components business generated 2.52 billion yuan in revenue, up 5.34% year-on-year [1] - The energy storage and electricity trading business reported revenue of 127 million yuan, marking a significant growth of 96.27% [1] - Wanliyang is the first domestic company to cover both commercial and passenger vehicle markets, with production capabilities for manual and automatic transmissions [1] Group 3: New Energy Initiatives - The company is focusing on the development of EV reducers and various electric drive systems to adapt to the rapid growth of the new energy vehicle market [2] - Revenue from pure electric vehicle EV reducers increased by 117% year-on-year, driven by advanced gear processing technology and integrated design [2] - Wanliyang is expanding its market presence in non-road transmission and drive systems to enhance its sustainable development capabilities [2] Group 4: Robotics Development - Wanliyang established Zhejiang Wanliyang Robotics Technology Co., Ltd. to focus on the R&D and industrialization of precision transmission products for robotics [3] - The company has initiated the development of six products for two customers, utilizing automotive industry standards for design [3] - The industrialization of production capabilities is underway, incorporating automotive-grade standards in various aspects such as production environment and quality control [3]

Core Viewpoint - Shanghai Pylontech Energy Technology Co., Ltd. has developed a comprehensive action plan for 2025 aimed at enhancing quality, efficiency, and returns, reflecting confidence in the industry outlook and long-term investment value [1] Group 1: Business Performance - The company achieved operating revenue of 1,149.34 million yuan, a year-on-year increase of 33.75%, with product sales volume reaching 1,328 MWh, up 132.57% year-on-year [3] - The second quarter saw a significant sales volume increase of 188.84%, indicating a recovery trend in sales momentum [3] - Key drivers for growth include the recovery of overseas inventory cycles, the release of demand in emerging markets, and the company's precise market development strategies [3] Group 2: Technological Innovation - The company has a strong focus on R&D, with a 2025 first-half expenditure of 159.48 million yuan, accounting for 13.88% of operating revenue [6] - The product range covers various storage applications, including home storage, commercial storage, and lightweight power systems, demonstrating adaptability to different market needs [6][13] - The company has made significant technological breakthroughs, including the launch of new energy storage systems and solutions tailored for various complex environments [7][13] Group 3: Operational Upgrades - The company has implemented lean management principles and digital transformation to enhance capacity utilization and optimize supply chain efficiency [4] - Talent acquisition and development strategies have been put in place, including a multi-level training system and diverse incentive mechanisms to build a high-quality talent pool [4] Group 4: Governance and Compliance - The company emphasizes the importance of a sound corporate governance structure and effective internal control systems, aligning with relevant laws and regulations [8][9] - It has established a value management system to enhance investment value and protect the rights of investors and stakeholders [16] Group 5: Investor Relations - The company maintains a strong commitment to investor communication, conducting performance briefings and engaging with institutional and individual investors to enhance market understanding [17][19] - A cash dividend of 4.50 yuan per share was declared, totaling approximately 107.71 million yuan, reflecting a high payout ratio of 262.03% of the net profit attributable to shareholders [16]

Core Viewpoint - The company reported a revenue of 1.149 billion yuan for the first half of 2025, reflecting a year-on-year growth of 33.75%. However, the net profit decreased to 13.9117 million yuan, representing a decline of 30.01% compared to the previous year [1]. Financial Performance - Revenue for the first half of 2025 reached 1.149 billion yuan, marking a 33.75% increase year-on-year [1]. - Net profit for the same period was 13.9117 million yuan, which is a 30.01% decrease year-on-year [1].