The energy storage business has achieved doubled growth, and the 2026 interim report of Ates has been released.
Core Data Overview: In the first half of 2026, the operating revenue was 12.784 billion yuan, and the net profit attributable to the parent company was 300 million yuan.
Photovoltaic Energy Storage Collaboration - Large scale Energy Storage System: Shipped 6.1 GWh in the first half of 2026, a year-on-year increase of 103.3%; Energy storage system revenue accounts for 44%; Global cumulative shipments exceed 25 GWh; Ranked first in installed capacity of large-scale energy storage systems overseas for three consecutive years; Profit has turned positive for two consecutive quarters. Optical storage components: 8.9 GW will be shipped in the first half of 2026, accounting for approximately 90% of component shipments; Global cumulative shipments exceed 190 GW.
储能业务实现翻倍增长,阿特斯2026年半年报发布。
核心数据概览:2026 年上半年营业收入127.84亿元,归母净利3.00亿元。
光储协同——大型储能系统:2026上半年出货6.1 GWh,同比增长103.3%;储能系统收入占比44%;全球累计出货超25 GWh;海外大型储能系统装机连续三年排名第一;连续两个季度盈利转正。光储组件:2026上半年出货8.9 GW,组件出货占比约90%;全球累计出货超190 GW。
Technological leadership: accumulated over 5400 patent applications and 2195 authorized patents; Won innovation honors such as National Energy Technology Progress Award, National Energy Science and Technology Award, and Green Manufacturing Award.
Feedback to shareholders: Cash dividend of 355 million yuan for the year 2025, with a cash dividend of 0.9679 yuan per share; The cumulative repurchase amount in 2026 is 400-600 million yuan, with 212 million yuan already repurchased.
Global recognition: BNEF Tier 1 supplier of photovoltaic modules/energy storage solutions; EcoVADIS Top Performer Best Practices for Sustainable Developers; Wood Mackenzie ranks first among global photovoltaic manufacturers; S&P Global Energy Tier 1 suppliers.
技术领先:累计申请专利超5,400项,获得授权专利2,195项;荣获国家能源技术进步、国家能源科技奖、绿色制造大奖等创新荣誉。
回馈股东:2025年度现金分红3.55亿元,每股派发现金红利0.9679元;2026年累计回购金额4–6亿元,已回购2.12亿元。
全球认可:BNEF Tier 1光伏组件/储能解决方案一级供应商;EcoVADIS Top Performer最佳实践可持续发展商;Wood Mackenzie全球光伏制造商排名第一;S&P Global Energy Tier 1一级供应商。
(Using AI translation)
(使用AI翻译)