Cloud Leopard Energy Reports Strong Growth Driven by Green Power, AIDC, and Overseas Energy Storage

First-Half Revenue Shines with Significant Gross Margin Improvement

Cloud Leopard Energy reported consolidated revenue of NT$3.498 billion for the first half of this year, with operating gross profit of NT$570 million, a 67% year-on-year increase. Gross margin climbed to 16.3%, up 6.8 percentage points from the same period last year. At an investor briefing held on August 17, CEO Chao Shu-min stated that the group's operations performed strongly, with steady progress in green power, energy storage, and AI data center (AIDC) initiatives driving continuous improvement in profitability. He expects operational growth to persist into next year.

Chao noted that the group's revenue sources have become more diversified, with power sales accounting for approximately 40% of total revenue, making it the largest contributor. Energy storage engineering contributed around 20%. With new business segments gradually contributing and overseas market expansion, the operating gross margin structure is expected to further optimize.

Green Power Trading Hits Record High with 34.1 Billion kWh in Contracted Volume

Tianneng Green Energy, a subsidiary of Cloud Leopard Energy, supplied 305 million kWh of green power in the first half of this year, exceeding 70% of its full-year 2025 volume of 420 million kWh. This demonstrates the rapid growth of its green power trading business. To date, Tianneng Green Energy holds a total of 34.1 billion kWh in green power contracts. Through the acquisition of Taiwan Carbon Asset Power and by evaluating opportunities to merge with other power trading companies, the company is further solidifying its market position.

Tianneng Green Energy anticipates that green power trading will maintain high-speed growth over the next three years, continuing to expand its market share. The group stated that the green power business not only drives revenue growth but also provides customers with stable green energy solutions, aligning with global decarbonization trends.

AIDC Business Launches This Year with Revenue Expected to Double Next Year

Cloud Leopard Energy is actively capitalizing on opportunities in the AI data center market. Its subsidiary, Cloud Leopard Supercomputing, is advancing AIDC-related projects, covering turnkey data center construction, operations management, and computing power leasing services. The group integrates land development, energy generation, energy storage, and green power resources to offer enterprises one-stop energy and infrastructure solutions.

Vice President Tan Yu-hsuan stated that AIDC-related projects are expected to contribute to revenue this year. As construction and computing power leasing services roll out, revenue could multiply next year. He emphasized that the AIDC business will not only meet market demand for high-performance computing but also enhance the group's overall competitiveness.

Overseas Energy Storage Market Expands with Japan Accounting for 70% of Revenue

In the energy storage sector, TaiPower Energy continues to expand its overseas markets, with Japan emerging as the primary revenue source. In the first half of this year, Japan accounted for approximately 70% of its revenue. TaiPower Energy expects Japan's market to maintain double-digit growth in the second half, driven by high-voltage and ultra-high-voltage energy storage projects and equipment sales.

The Australian market began contributing revenue in July and is gradually expanding from small-scale energy storage systems to large-scale projects. The group noted that overseas revenue now accounts for nearly a quarter of total revenue. It plans to deepen its global market presence to further enhance competitiveness.

Solar Power and Low-Carbon Energy Projects Advance in Parallel

Cloud Leopard Energy has completed the acquisition of 187 MW of solar power assets, which will drive diverse revenue streams, including engineering, operations, maintenance, green power, and asset management. Additionally, the group is advancing solid oxide fuel cell (SOFC) and other low-carbon energy projects to enrich its energy solutions.

Chao Shu-min emphasized that with stable growth in existing energy businesses, contributions from new ventures, and overseas market expansion, the group's revenue sources will become more diversified, and its operating gross margin structure will continue to improve. He stated that the group will remain committed to its core businesses in green power, energy storage, and AIDC while actively expanding overseas to achieve sustainable growth.

Cloud Leopard Energy Reports Strong Growth with Green Power, AIDC, and Overseas Energy Storage as Key Drivers

First-Half Revenue Shines with Significant Gross Margin Improvement

Green Power Trading Hits Record High with 34.1 Billion kWh in Contracted Volume

AIDC Business Launches This Year with Revenue Expected to Double Next Year

Overseas Energy Storage Market Expands with Japan Accounting for 70% of Revenue

Solar Power and Low-Carbon Energy Projects Advance in Parallel

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