Core Insights - 东方日升 has been recognized as a Tier 1 global energy storage system manufacturer by BloombergNEF, highlighting its product performance and global delivery capabilities [1] - The company has successfully completed a 2MW/10MWh energy storage project in Japan, which is expected to generate stable revenue through peak-valley arbitrage and auxiliary services [1] - A significant order for 100 units of iCon commercial energy storage systems has been signed with ES Integrations BV, indicating strong international collaboration [2] - The global energy storage market is projected to grow from $668.7 billion in 2024 to $5.12 trillion by 2034, with a CAGR of 21.7% from 2025 to 2034 [2] - 东方日升 is expanding its international market presence with a comprehensive range of energy storage solutions, aiming to become a benchmark supplier in the global market [3] Company Developments - The company has launched an integrated solution for residential applications, featuring a 475Wp bifacial TOPCon solar module, Velta 8kW hybrid inverter, and Hifz 5kWh stackable battery pack [4] - For commercial applications, 东方日升 offers a diverse product mix, including the伏曦 Pro module and Risen Stack1 integrated storage system, designed to meet various customer needs [4] - In large-scale solar storage scenarios, the company’s products, such as the伏曦 Pro module and eTron 5MWh liquid-cooled storage system, are designed to enhance efficiency and reliability [5] Market Positioning - The company is leveraging its global production bases and marketing service centers to strengthen its core competitiveness in the energy storage sector [6] - By focusing on technological innovation and product iteration, 东方日升 aims to address market pain points and enhance its offerings [3] - The company is committed to providing a full lifecycle value chain in renewable energy services, covering green power generation, energy conversion, storage, and intelligent operation [3]

在全球积极应对气候变化、加速向清洁能源转型的大背景下，新能源产业已成为推动经济可持续发展的 关键力量。东方日升能在众多企业中脱颖而出，离不开与卓越成就。 自2023年成立全球光伏研究院以来，东方日升持续致力于可落地的、可量产的创新技术。凭借敏锐洞察 与不懈探索，伏曦Pro组件迎来重大突破——量产平均功率正式突破740Wp，刷新行业量产效率纪录， 电池转化效率经权威认证（福建计量院）达26.61%，其凝聚了研究院在高效光伏电池组件技术上的深 厚积累与创新智慧，集成光转膜、钢网印刷、高迁移靶材等多项前沿技术，在降低成本的同时显著增强 了产品的市场竞争力，是研究院科技创新成果的有力见证。 2025年，东方日升进一步完善产品生态版图，正式进军逆变器领域，并推出"昇家、昇企、昇能"三大场 景光储一体化解决方案。其中，工商业场景方案凭借实战成果获行业认可——在第四届EESA储能展 上，公司凭借icon 100kW/215kWh 工商业液冷储能一体机在浙江一鸣食品工厂的成功应用，斩获"2025 年度最佳工商业储能解决方案"奖项。经测算，该项目10年可为工厂增收近1000万元，同时以稳定的电 力供应为生产线筑牢运行保障。 中 ...

4月22日，东方日升（证券代码：300118）发布2024年年报。报告显示，2024年公司实现营业收入 202.39亿元，年末总资产430.94亿元；受光伏市场阶段性供需错配导致产业链产品价格下降影响，公司 营收及毛利水平有所下滑。面对行业挑战，公司持续推进"新能源、新材料"两新发展战略，在光伏制 造、电站投建、新材料、LED照明、储能等业务领域协同发力，同时通过新增产能布局与工艺优化提升 核心竞争力。 目前，"浙江宁海 5GW N 型超低碳高效异质结电池片与 10GW 高效太阳能组件项目"、"江 苏金坛 4GW 高效太阳能电池片和 6GW 高效太阳能组件项目"等项目有序推进中。 异质结技术突破与专利壁垒构建 凭借0BB电池技术、210超薄硅片技术等行业首创量产技术，东方日升已实现G12半片、90μm异质结电 池片量产（纯银用量＜5mg/W）；金坛二期4GW异质结产线12天实现首线出货、两个月满产，电池日 平均效率26.17%、良率99.69%；南滨基地异质结电池效率达26.23%，碎片率低于0.29%。通过无主栅技 术与光转膜应用，实现730Wp高功率组件量产出货，并获TÜV南德、TÜV莱茵等多项权威认证。 ...