Digital New Energy DataBM. Com learned that on April 30, Atlas released a record of investor relations activities in April 2026.
In this exchange, Atlas said that the company has been profitable for two consecutive fiscal years and every quarter in the cold winter of the industry. In 2025, the Company will achieve a revenue of RMB 40.256 billion and a net profit attributable to parent company of RMB 1.016 billion; in the first quarter of 2026, the Company will achieve a revenue of RMB 7.129 billion and a net profit attributable to parent company of RMB 519 million . In terms of
cash flow, by the end of the first quarter of 2026, the balance of monetary funds was 10.73 billion yuan , and the asset-liability ratio was 62.5%.
Atlas also said that the energy storage business has become the company's core growth engine and profit pillar . Large-scale energy storage sales in 2025 were 7.8G Wh , an increase of about 20% over the same period ; Sales in the first quarter of 2026 reached 2.6G Wh , more than three times that of the same period last year. In terms of
revenue, according to Atlas, the proportion of large-scale energy storage revenue in total revenue has increased from 25% in 2025 to nearly 40% in the first quarter of 2026.
When investors asked whether the company's energy storage business had a significant year-on-year growth in shipments in the first quarter and whether the original annual shipment target would be updated, Atlas said that if conditions allowed it to exceed the original guidance target, it would actively strive for it.
In addition, the company's household energy storage has made good progress, and the sales market has expanded from Japan, the United States, Italy to Germany, the United Kingdom and other places . And plans to enter the Australian market . In addition, the company is also developing new products to enter the small industrial and commercial energy storage market.
Photovoltaic business shrinks actively and insists on giving priority to profit. Atlas said it shipped 24.3GW of modules in 2025 and 1.9GW in the first quarter of 2026 .
Atlas disclosed that the first phase of Indiana batteries in which the company participated is expected to start large-scale delivery this summer, and the second phase is expected to be put into full production next year.
It is reported that the total capacity of the heterojunction cell factory project is planned to be 6.3G W , which will be constructed in two phases. The capacity of Phase I is 2.1GW , and the capacity of Phase II is 4.2GW . After putting into operation, the plant will become the largest production base of crystalline silicon technology in the United States.
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