Since 2025, Artus (688472. SH) has continued to strengthen its performance in the capital market through its differentiation strategy of "light storage synergy". As of November 3rd, the company's stock price has surged by 12.19% in a single day, with a cumulative increase of over 40% in the past four trading days, and a transaction amount of 13.07 billion yuan, fully demonstrating the high recognition of market funds for the development prospects of its energy storage business.

From the perspective of business performance, from January to September 2025, the shipment volume of large-scale energy storage products from Ates reached 5.8 GWh, a year-on-year increase of 32%. Quarterly data shows that the company's energy storage business is showing an accelerated growth trend: shipments in the first quarter were 0.9 GWh, with a month on month increase of over 140% to 2.2 GWh in the second quarter, and further climbing to 2.7 GWh in the third quarter, a year-on-year increase of 50% and a month on month increase of 22.73%, far exceeding the company's previous expectations of the 2.1-2.3 GWh range.

More noteworthy is that the energy storage business has demonstrated excellent profitability. In the first half of 2025, the gross profit margin of this business reached 31.42%, an increase of 0.58 percentage points from the end of 2024. Although the energy storage business only accounts for about 20% of the company's total revenue, it contributes 52.84% of the gross profit and has become the core driving force for the company's profit growth. This advantage is even more evident in comparison with peers: while the photovoltaic "leader" Longi Green Energy still suffered losses in the first three quarters, Artus maintained profitability with the strong performance of its energy storage business.

In terms of order reserves, the company's energy storage business has sufficient momentum for development. As of the first half of 2025, Artus Energy Storage Technology has signed contracts with a total order amount of up to 3 billion US dollars (including long-term service contracts). Recently, the company has received consecutive important projects, including the Canada 420 MW/2122 MWh energy storage project signed on October 1st, which is currently one of the largest energy storage facilities under development in Ontario, and the Texas 66 MWh energy storage order obtained on October 31st. Keywords: Energy Storage Latest News, Energy Storage New Energy News

Industry analysis indicates that the current energy storage industry is showing a strong supply-demand situation, with domestic and international demand resonating. According to China's "Special Action Plan for Large scale Construction of New Energy Storage (2025-2027)", by 2027, the national installed capacity of new energy storage will reach over 180 million kilowatts, providing vast development space for energy storage enterprises. At the same time, since the end of June 2025, the national level has intensively introduced industry regulation policies to promote the photovoltaic industry to shift from low price disorderly competition to healthy and sustainable development. These factors will create a more favorable development environment for leading enterprises such as Artus. Editor/Yang Beihua