阳光电源股份有限公司股价飙升，此前该公司表示收入下降，但电池储能需求将大幅增长。
Shares in Sungrow Power Supply Co. soared after the company said income dropped but that battery storage demand was set to soar.
这家中国主要可再生能源设备制造商的股票在深圳早盘交易中一度上涨9.5%。阳光电源表示，预计全年储能产品出货量将达到最初预期，且2027年可能近乎翻倍。
The stock of the major Chinese renewable energy equipment maker jumped as much as 9.5% in early trading in Shenzen. Sungrow said it expects full-year shipments of energy storage products to meet its initial forecasts and that they could almost double in 2027.
“保守估计，全球储能市场装机量明年预计将增长30%以上，”该公司周五在一次电话会议上表示，据会议记录显示。“根据当前订单，我们预计增长将更高，储能出货量可能较今年近乎翻倍。”阳光电源的利润在截至9月的三个月内同比下降了三分之二以上，原因是国内同行竞争加剧，锂等原材料成本上升，挤压了利润率。该公司正寻求海外市场增长，但其太阳能逆变器和电池面临日益增加的进口壁垒。
“Conservatively estimated, global energy storage market installations are expected to grow by over 30% next year,” the company said on a call Friday, according to a transcript. “Based on current orders, we anticipate even higher growth, with energy storage shipments potentially nearly doubling compared to this year.”Sungrow’s profit fell more than two-thirds in the three months through September from a year earlier, as intensifying competition from domestic peers and rising costs of raw materials such as lithium squeezed margins. It is looking to overseas markets for growth, but is increasingly facing import barriers for its solar inverters and batteries.
阳光电源表示，预计第四季度储能出货量将超过20吉瓦时，全年将超过60吉瓦时。该公司还表示，计划明年开始在波兰工厂投产，该工厂年产能将为20吉瓦时太阳能逆变器和12.5吉瓦时储能系统，据会议记录显示。
Sungrow said it expected energy storage shipments to exceed 20 gigawatt-hours in the fourth quarter, and be more than 60 gigawatt-hours for the full year. The company also said it plans to begin operations at its Polish factory next year, which will have an annual capacity of 20 gigawatt-hours for solar inverters and 12.5 gigawatt-hours for energy storage systems, according to the transcript.