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储能业务实现翻倍增长,阿特斯2026年半年报发布

01|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 02|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%** - 2026 上半年储能系统收入占比:**44%** - 全球累计出货:超 **25 GWh** - 全球储能项目持续扩大: - 美国 GTMorph 可融资性评级 - 美国 RETA 可融资性评级 - 北京、亚洲、澳洲、欧美核心市场持续成长 - 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** - 碲化镉、整体光储光融合 - 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** 03|技术领先 - 累计申请专利:超 **5,400 项** - 获得授权专利:**2,195 项** **创新荣誉** - 国家能源技术进步 - 国家能源科技奖 - 绿色制造大奖 - "十四五"  04|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**  05|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:光伏组件/储能解决方案一级供应商