立足能源全景！果下科技用AI重构储能价值链冲击IPO

Industry Overview - The energy storage industry is experiencing unprecedented explosive growth, with global installed capacity expected to increase by 83.6%, 130.0%, and 93.5% year-on-year from 2022 to 2024, and a compound annual growth rate of 33.1% projected from 2024 to 2030 [1] Company Profile - Guoxia Technology has successfully restructured the energy storage value chain through deep integration of AI technology, becoming the eighth largest energy storage company in China and transforming from a technology follower to an industry leader [1] - The company submitted its IPO application to the Hong Kong Stock Exchange in April 2025, marking its entry into the public market [1] Strategic Initiatives - Guoxia Technology is focused on an "AI + Energy Storage" strategy, developing a full-stack technology system for energy storage ecosystem products, enhancing capabilities from device-level control to system-level optimization [2] - The company collaborates with research institutions such as Jiangnan University and Shanghai Jiao Tong University to establish joint R&D mechanisms, creating a self-developed system that integrates software and hardware [2] Competitive Advantage - To address intense market competition, Guoxia Technology employs a differentiated competition strategy, establishing a robust technological moat with three core customer segments: large-scale energy storage systems, commercial energy storage systems, and residential energy storage systems [3] - The company has developed a dual-platform service system, "Safe ESS" and "Hanchu iESS," which supports independent deployment and adapts to local regulations and scenarios, ensuring data security and stable operation of energy systems [3] Research and Development - In 2023, 28% of the company's total sales were invested in energy storage technology R&D, resulting in over a hundred technical patents and recognition as a top EMS supplier and comprehensive energy service provider [4][5] - Guoxia Technology is recognized as a "High-tech Enterprise," "Specialized and Innovative Small and Medium-sized Enterprise," and "Unicorn-like Enterprise," indicating its growing R&D strength and industry influence [5] Business Model - The company is building a business model centered on "data-driven, intelligent scheduling, and ecological collaboration," offering smart energy storage system integration, digital energy operation services, and "Energy Storage as a Service (ESSaaS)" [5] - Guoxia Technology aims to transform from "product delivery" to "value closure," providing high-performance and high-safety energy storage systems along with full lifecycle services, including revenue optimization and remote operation [5] Future Outlook - Facing the challenges of the IPO, Guoxia Technology will continue to focus on "AI + Energy Storage," enhancing key capabilities and refining the "cloud-edge-end" collaborative architecture to create replicable, operable, and profitable smart energy storage solutions [5]