政策引领，果下科技推进“AI+储能”多场景落地

Core Viewpoint - The integration of AI technology with energy storage systems is set to revolutionize the energy sector, leading to enhanced efficiency and new market opportunities for companies like Guoxia Technology [1][4]. Group 1: Industry Developments - The Ministry of Industry and Information Technology, along with eight other departments, issued an action plan in February 2025 to promote high-quality development in the new energy storage manufacturing industry [1]. - The State-owned Assets Supervision and Administration Commission (SASAC) released a list of strategic high-value scenarios for AI in energy, indicating a shift towards "smart energy" and the "AI + storage" era [1]. - AI energy solutions are being developed to optimize energy production, transmission, distribution, and usage through data analysis, which can help predict storage demand and adjust market strategies [1]. Group 2: Company Overview - Guoxia Technology is a leading provider of renewable energy solutions driven by platform technology and AI, focusing on energy storage system solutions [2]. - The company has developed a comprehensive technology system for energy storage, emphasizing intelligent, platform-based, and flexible solutions [2]. - According to Frost & Sullivan, Guoxia Technology ranks as the eighth largest energy storage system supplier in China by new installed capacity and the tenth largest by household energy storage shipments in 2024 [2]. Group 3: Financial Performance - Guoxia Technology's revenue from 2022 to 2024 is projected to grow from 142 million RMB to 1.026 billion RMB, with a year-on-year increase of 226.75% in 2024 [2]. - The net profit for the same period is expected to rise from 24.27 million RMB to 49.12 million RMB, reflecting a 74.5% year-on-year growth in 2024 [2]. Group 4: Competitive Advantage - Guoxia Technology differentiates itself through technological innovation rather than scale, embedding AI deeply into its products and services [3]. - The company has developed IoT platforms specifically for the energy storage industry and is the first to create a seamless energy storage industrial model based on AI technology [3]. - The dual-platform service system, Safe ESS and HANCHU iESS, enables intelligent management and global operations of energy storage systems [3]. Group 5: Future Plans - The funds raised from the IPO will be primarily used to enhance R&D capabilities and build an overseas operational network to support international growth [4]. - Investments will include AI hardware and software procurement, third-party service support, recruitment of R&D personnel, and intellectual property protection [4]. - The evolution of "AI + storage" from a technical concept to quantifiable industrial value is expected to reshape the global energy market [4].