艾罗能源(688717) - 艾罗能源投资者关系活动记录表（2024年12月4日）

Group 1: Financial Performance - In Q3 2024, the company achieved operating revenue of ¥823.31 million, a year-on-year increase of 35.39% [3] - Net profit attributable to shareholders was ¥57.47 million, up 33.96% year-on-year [3] - Net profit excluding non-recurring gains and losses reached ¥63.16 million, reflecting a 51.74% year-on-year growth [3] - For the first nine months of 2024, operating revenue totaled ¥2.407 billion, a decrease of 39.93% year-on-year [3] - Net profit attributable to shareholders for the same period was ¥160 million, down 84.24% year-on-year [3] - The company's gross margin for the first three quarters was 37.26% [3] Group 2: Research and Development - R&D investment for the first three quarters of 2024 amounted to ¥384 million, an increase of 88.88% year-on-year [3] - The company is focusing on product innovation and technology iteration [3] Group 3: Market and Product Development - The gross margin for Q3 2024 was approximately 35.4%, a decrease of 1.5 percentage points quarter-on-quarter due to changes in customer and product structure [4] - The company is actively participating in the formulation of industry standards and promoting integrated solar storage products in the domestic market [4][5] - The company has signed an investment agreement for a large storage project, which is progressing as planned [4] Group 4: Future Outlook - The company plans to enhance its overseas marketing network and deepen global strategic deployment [6] - Domestic revenue accounted for 0.57% of the main business in 2023, with future reports expected to provide more details on the domestic and international revenue ratio [6]