艾罗能源(688717) - 艾罗能源投资者关系活动记录表（2024年10月26日）

Group 1: Financial Overview - In the first half of 2024, the company achieved operating revenue of 158,361.66 million yuan, a decrease of 53.41% year-on-year, but a quarter-on-quarter increase of 31.43% in Q2 [2] - The net profit attributable to shareholders was 10,300.67 million yuan, down 89.44% year-on-year, yet increased by 103.31% from Q1 to Q2 [2] - The overall gross profit margin was 38.26%, a decline of 1.34 percentage points compared to the previous period [2] Group 2: Market Expansion - The company has successfully expanded its market presence in emerging regions such as Pakistan, Ukraine, and India, while consolidating its existing markets in Germany, Czech Republic, and Italy [2] - Collaborations with international companies like Panasonic and Sharp in the US and Japan have been fruitful, leading to successful product sales [3] Group 3: Product Sales and Development - In the first half of 2024, the company sold approximately 330 MWh of energy storage batteries, generating sales revenue of 631 million yuan [3] - The sales volume of energy storage inverters was about 62,000 units, with a revenue of 496 million yuan, while grid-connected inverters sold approximately 170,200 units, generating 319 million yuan [4] - The company launched several new products in the first half of 2024, including the AELIO and TRENE series commercial energy storage products, low-voltage single-phase inverters, and micro-inverters [3]