Shanghai Nenghui Technology (SZ:301046)2025-09-19 09:38Group 1: Business Performance - The synergy effect between photovoltaic and energy storage businesses is expected to significantly improve from 2024 to 2025, effectively addressing challenges in the photovoltaic industry and driving business growth [2][3] - In the first half of 2025, revenue from photovoltaic power station system integration accounted for 96.43%, with household distributed business exceeding 50%, becoming the main growth engine [2][3] - The company achieved an operating income of 867 million yuan in the first half of 2025, a year-on-year increase of 44.45%, with a net profit attributable to shareholders of nearly 30 million yuan, maintaining steady growth [3] Group 2: Market Expansion and Projects - The energy storage system integration has successfully expanded overseas (Europe, Middle East), with significant breakthroughs expected in the second half of the year, projecting revenue in the tens of millions [3][4] - The company has signed a strategic cooperation agreement with Ant Financial for energy + AI projects, focusing on market-based electricity trading and trusted asset blockchain implementation, with significant revenue expected in Q4 [3] - The company has established a sales channel for overseas markets, successfully registered a subsidiary in the Netherlands, and achieved full coverage of mainstream certifications for energy storage products [4]