SES AI在2025年第三季度的表现标志着重大转变,收入较上一季度增长了一倍多。收购UZ Energy贡献了季度收入的45%,凸显了公司的战略扩张努力。SES AI正在3000亿美元的全球能源存储系统(ESS)市场中强势定位,同时在无人机和电动汽车电池领域开展新业务。
SES AI预计2026年将实现显著增长,预期收入将是2025年的两到三倍。该公司旨在扩展其Molecular Universe平台,并利用与Hyzen New Energy Materials的合资企业。公司预计UZ Energy的收入将增长至1500万至2000万美元,凸显其在ESS市场扩大运营的承诺。
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