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2. The company's views on the growth of energy storage market? The shipment and regional distribution of the company's future energy storage products? At present, the company's (signed) overseas orders exceed 10GWh, which are expected to be delivered mainly in 2025-2026. In the future, the company will continue to increase the signing of overseas market orders to support the expansion of energy storage business scale and the improvement of profit quality.
3. What are the reasons why the company's energy storage business continues to improve this year? Specifically, it is mainly due to the following aspects:
1. The increase in the customer conversion rate of optical storage integration and the increase in the number of landing orders from major overseas new energy customers.
2. Actively focus on the delivery of orders in overseas high-margin markets, including the United States, Europe, Central and East Africa and other regions, where the demand for energy storage products is strong and the price affordability is strong, effectively improving the overall gross profit margin. The company's orders in these markets have increased significantly, especially the landing of a number of large-scale projects, which has contributed significantly to profits.
3. Continuously promote cost reduction and efficiency enhancement on the product side, reduce unit cost through technology iteration and supply chain optimization, and ensure product performance and delivery quality. The synergy of the supply chain also helps us achieve better cost control in raw material procurement, manufacturing and logistics.
Looking forward to the future, the company has further clarified the strategic direction of taking the overseas high-margin market as the core in the third quarter, continued to expand the order scale of the dominant regions, and focused on promoting the landing of more large-scale single projects. At the same time, we will continue to deepen product innovation and cost control, continuously improve profitability through scale effect and supply chain integration, and strive to achieve sustained and stable profitability of energy storage business.
Generally speaking, the company not only relies on the improvement of the conversion rate of large customers and projects, but also optimizes the order structure, and builds a more resilient profit base at the product and operation level.
4. In the energy storage system , what is the proportion of self-developed and self-made key components (batteries, etc.)? At present, what is the self-supply ratio of the company's energy storage batteries? As an energy storage system integrator with self-developed battery core capability, we can provide customers with a complete set of solutions with more adaptability and high performance, improve delivery capacity and project execution efficiency, and better develop overseas markets. At present, the company's battery production line is in full production. At present
, Tianhe Energy Storage has a strong ability to develop, produce and deliver the whole stack from the battery core to the DC cabin to the AC side system. In addition, Tianhe Energy Storage has established a perfect service network worldwide, providing a full range of services from project consultation, design, installation to operation and maintenance.
5. Are there any relevant customers in the field of AIDC among the company's customers? At present, the Sanjiangyuan Green Power Intelligent Computing Integration Demonstration Microgrid Project jointly built by Trina Solar and China Unicom has entered the stage of comprehensive construction, and has successfully built a zero-carbon park demonstration project with deep synergy of "wind and solar storage and charging + computing load" in China.
AIDC customers are the company's key customer groups, which have higher requirements for the service capabilities of energy storage product suppliers, which are very in line with the company's current development route of energy storage. The company maintains close communication with relevant customers and closely promotes related work.
6. Mode and development of the Company's distributed operation and maintenance business? The company uses the digital platform for continuous monitoring of the background, the front desk service team and the development channel share, and the profitability of the operation and maintenance business is strong. As the company's asset sales scale continues to grow, the operation and maintenance business will grow exponentially.
By the end of September 2025, the scale of Tianhe Fujia Operation and Maintenance Power Station has exceeded 16GW. With the continuous improvement of the scale of the company's operation and maintenance power plants, its profits are expected to continue to grow, contributing to the company's long-term stable performance growth.
7. With regard to the results of the anti-dumping duty investigation in India, Tianhe is one of the few companies with zero tax rate. What is the impact of the low tax rate in the Indian market on the company's future operating performance?
India 2025 Projected < a href = "https://www.databm." As such, the results are of significant value to the Company's future operations, particularly in terms of competitiveness and business expansion in the Indian market. The company expects to improve sales and profits in the Indian market.
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