阿特斯(688472.SH):CSIQ2025年第二季度預計總收入在19億至21億美元
格隆匯5月15日丨阿特斯(688472.SH)公佈,CSIQ2025年第二季度預計總收入在19億至21億美元(摺合人民幣約136.4億至150.8億元)之間,毛利率預計在23%至25%之間,全年預計總收入在61億至71億美元(摺合人民幣約438.0億至509.8億元)之間。CSIQ2025年二季度預計組件出貨量在7.5至8.0吉瓦之間,全年預計在25至30吉瓦之間(考慮目前光伏產品市場價格因素,公司在價與量之間做了平衡與取捨)。CSIQ2025年二季度預計儲能系統出貨量在2.4至2.6吉瓦時之間,全年預計在7.0至9.0吉瓦時之間。
截至2025年3月31日,CSIQ旗下阿特斯儲能科技(e-STORAGE)擁有約91吉瓦時的儲能系統訂單儲備,包括簽約長期服務協議在內,已簽署合同的在手訂單金額32億美元(摺合人民幣約229.8億元),已交付訂單未納入統計。2025年3月,SolBank儲能系統的製造產能已擴大至20吉瓦時;預計到2025年底,其製造產能規模將進一步擴大至30吉瓦時。2025年3月,儲能電芯製造產能已擴大至3吉瓦時。(上述爲預計產能,產能計劃可能會根據市場情況和資本分配計劃進行更改。)2025年第一季度實現組件出貨量6.9吉瓦。2025年第一季度收入12億美元(摺合人民幣約86.2億元),毛利率爲11.7%。
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