Recently, four listed energy storage companies, such as Ganfeng Lithium Industry and Yiwei Lithium Energy, have issued performance forecasts/reports for the third quarter of 2026.
Ganfeng Lithium: Net profit in the first three quarters increased by. 5%
19540. On the evening of October 15, Ganfeng Lithium released its third quarter report for 2026. In the first three quarters ,
the Company achieved an operating income of RMB 36.159 billion, a year-on-year increase of 147.24%; the net profit attributable to parent company was RMB 5.012 billion, a year-on-year increase of 19540 of.5% ; Non-net profit of 4.636 billion yuan, an increase of 592.14% over the same period. In the third quarter of 2026, the Company realized revenue of RMB 13.062 billion, a year-on-year increase of 109.03%; net profit attributable to parent company of RMB 755 million, a year-on-year increase of 35.62%; net profit after deduction of non-profits of RMB 788 million, a year-on-year increase of 2803.44%.
For revenue changes, Ganfeng Lithium Industry said that it was mainly due to the rising price of lithium series products and the increase in sales of lithium battery series products in the current period.
According to the disclosure of Ganfeng Lithium Industry at the semi-annual performance presentation in 2026, the company's lithium battery business remained close to full production in the first half of the year.
According to the market situation, the company will continue to promote the capacity expansion and product iteration of energy storage batteries. Among them, the capacity of power storage battery core in Xinyu area has reached 40 GWh/year, and the capacity of energy storage PACK system has reached 18 GWh/year. The production capacity of new energy storage battery in Nanchang area is 10GWh/year. The self-developed 588 Ah large battery production line of Nanchang Ganfeng Lithium Power has started commissioning and trial production, and it is planned to officially start capacity climbing in the third quarter of 2026; the 648 Ah large battery production line is accelerating.
Yiwei Lithium Energy: The net profit deducted from non-profits in the first three quarters is expected to increase by more than 100%
. On October 15, Yiwei Lithium Energy issued a performance forecast for the first three quarters of 2026. During the reporting period, the company's net profit is expected to be 5.068 billion yuan to 5.350 billion yuan. The net profit after deduction of non-profits is expected to be RMB3.875 billion to RMB4.262 billion, representing an increase of 100% to 120% as compared with RMB1.937 billion in the same period of last year.
For performance changes, Yiwei Lithium Energy said that on the one hand, the company insists on product iteration, service upgrading and process optimization, grasps market growth opportunities, and drives the company's business to continue to grow, with revenue growth of about 60% year on year; On the other hand, the company adheres to the guidance of technology foresight, the formation of diversified business matrix and global manufacturing network, the continuous release of new production capacity, the continuous delivery of new products, and the consolidation of scale growth base and profitability.
Deye Co., Ltd.: The net profit in the first three quarters is expected to increase by about 80%
. On the evening of October 14, Deye Co., Ltd. issued a performance pre-increase announcement for the first three quarters of 2026. It is expected to achieve a net profit of 4.22 billion yuan to 4.32 billion yuan during the reporting period. Year-on-year growth of 79.81% -84.07%; net profit after deduction of non-profits is expected to be 3.95 billion yuan to 4.06 billion yuan, a year-on-year growth of 73.33% -78.16%.
For performance growth, Deye said that many countries continue to strengthen energy security strategies and introduce energy storage support policies to drive overseas energy storage market demand to maintain growth. In this context, the company took the lead in exploring and implementing multiple energy storage application scenarios, continuously iteratively optimizing household energy storage and industrial and commercial energy storage products, and achieved a significant increase in sales revenue of household energy storage and industrial and commercial energy storage products over the same period last year, which led to a year-on-year increase in business income.
According to industry media reports, at the 2027 Global Supplier Conference held on October 10, Deye's cumulative global sales of inverters and energy storage battery packs have reached more than 9 million units. In terms of production capacity, Deye is expected to achieve more than 30% growth in shipments and production capacity next year. Among them, the inverter capacity in 2027 is planned to be 680 thousand units per month, and the energy storage battery pack capacity is planned to be 600 thousand units per month.
Haopeng Technology: The net profit for the first three quarters is expected to increase by more than 32%
. On the evening of October 12, Haopeng Technology issued a performance forecast for the first three quarters of 2026. It is expected to achieve revenue of 5.153 billion yuan to 5.271 billion yuan during the reporting period, an increase of 17.34% to 20.02% over the same period last year; Net profit of 233 million yuan to 241 million yuan, an increase of 32.96% to 37.62% over the same period.
In the third quarter of 2026, the company is expected to achieve revenue of 1.969 billion yuan to 2.087 billion yuan, an increase of 20.89% to 28.13%; net profit attributable to parent company of 110 million yuan to 118 million yuan, an increase of 40.17% to 50.57%.
In response, Haopeng Technologies said that in the first three quarters, the company continued to focus on core businesses such as consumer electronics batteries and energy storage, accelerated the expansion of new products, new customers and new application scenarios, and promoted the main business to maintain a good growth trend. In terms of energy storage business, benefiting from the continuous growth of energy storage market demand at home and abroad, the company actively promoted customer expansion, order delivery and capacity release, and the scale of energy storage business maintained a relatively rapid growth, which gradually became an important driving force for the company's performance growth.
浙公网安备33010802003254号