海外家用储能市场放缓，“储能第一股”上半年净利暴跌97%

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界面新闻记者 |庄键主攻家用储能市场的派能科技(688063.SH)上半年营收和利润均大幅下滑。8月23日，派能科技披露半年报称，今年上半年实现营收8.5亿元，同比下滑66%；净利润1987万元，同比下滑97%。派能科技主营分布式家用储能系统，于2020年登陆科创板，被称为“储能第一股”。派能科技称，受到宏观环境变化，部分国家和地区补贴政策持续退坡，海外下游企业持续去库存，家庭储能市场需求较上年...

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MWh，相较于去年同期下滑近六成。其产品主要向欧洲、南非、东南亚等海外市场销售，今年上半年，境外收入贡献公司营收的95%左右。派能科技称，随着海外下游企业库存水平逐步改善，2024年以来，公司储能产品销售量和营业收入均实现逐季环比提升，经营趋势逐渐向好。在家庭储能市场，部分欧洲国家受到库存压力和部分地区政策变动等因素影响，当地市场需求增速明显放缓。但由于电力供应不稳定和电价高企等原因，东南亚等新兴市场需求仍具增长潜力。去年四季度，派能科技营收2.5亿元，亏损1.3亿元。今年一季度营收增至3.86亿元，净利润为400万元，环比扭亏。在4月底发布的投资者纪要中，派能科技称，去年和今年一季度业绩同比降幅较大，但是从环比数据而言，经营情况在逐步改善。其同时预计称，根据订单以及与客户沟通情况，二季度应比一季度的情况有所好转。今年二季度，派能科技营收进一步提升至4.7亿元，净利润达到1588万元。按照应用场景，储能可大致分为大储(发电侧、电网侧)、中储(工商业)和小储(户储、便携储)。相较于主打小储产品的派能科技，宁德时代(300750.SZ)、亿纬锂能(300014.SZ)等主攻大储和中储市场的上市公司，仍然在上半年获得业绩增长。其中，宁德时代上半年储能电池板块营收增长3%，达到288亿元。亿纬锂能储能电池板块营收增长9.9%，达到77.7亿元，其上半年的储能电池出货量为20.95 GWh，同比增长133%。派能科技还在半年报中披露，因董事长韦在胜被留置，无法正常履职，董事会推举董事翟卫东代为履行董事长、法定代表人的相关职责。今年5月，派能科技公告称，于近日收到控股股东中兴新通讯有限公司(下称中兴新通讯)通知，永清县监察委员会签发通知书称，中兴新通讯董事长韦在胜被立案调查并留置。中兴新通讯持有派能科技24.61%的股权，同时持有中兴通讯(000063.SZ)20.09%的股权。韦在胜现年61岁，自2017年9月起担任中兴新通讯董事长。他同时担任派能科技董事长一职，任职时间自2019年10月至今。派能科技称，韦在胜被立案调查并留置不会对其日常生产经营产生重大影响，但未披露其涉案的具体事由。代理派能科技董事长职务的翟卫东现年56岁，2015年起就职于中兴新通讯，担任董事、总经理，2019年至今担任派能科技董事。截至8月23日，派能科技报36.2元，市值88.82亿元，较2022年三季度的市值高点下降近九成。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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