AI业务收入翻倍，特斯联冲刺港股IPO彰显增长潜力

Core Viewpoint - The continuous optimization of the policy environment in Hong Kong has opened up opportunities for technology companies, with Teslin seizing the moment to pursue an IPO in Hong Kong, supported by strong growth in its AI-driven business [1][3]. Group 1: Financial Performance - In 2024, Teslin achieved revenue of 1.843 billion yuan, a significant increase of 83.2% year-on-year [3]. - The compound annual growth rate (CAGR) from 2022 to 2024 reached 58%, significantly higher than the industry average, indicating efficient business expansion and operational excellence [3]. - The AI-driven digitalization business became the core growth driver, with revenue soaring from 624 million yuan in 2023 to 1.64 billion yuan in 2024, a growth rate of 162.9%, accounting for 89% of total revenue [3]. Group 2: Capital Market Recognition - In early 2025, Teslin successfully completed a D++ round of financing, raising 650 million yuan, with participation from several state-owned capital and well-known industry funds [3]. - The influx of these investors not only provided sufficient funding for Teslin's IPO ambitions but also reflected market confidence in its technological path and business model [3]. Group 3: Customer Base and Order Book - By 2024, Teslin's total customer count increased to 342, with approximately 75% coming from the digitalization business [3]. - The company reported a solid order backlog of 2.3 billion yuan by the end of 2024, laying a strong foundation for future revenue growth [3]. Group 4: Technological Advancements - Teslin focuses on "spatial intelligence" and continues to advance in three strategic directions: AIoT models, AIoT infrastructure, and AIoT intelligent agents [4]. - The launch of the upgraded OriginSYS Ultra AI building space control system provides efficient energy-saving solutions for emerging buildings, demonstrating a 15% reduction in daily energy consumption and a 20% increase in management efficiency in practical applications [4]. - The company has also iterated on its green computing body and released several optimized technology products, expanding its strategic layout from enterprise-level to consumer markets [4]. Group 5: Overall Growth Potential - The trajectory of Teslin's development, including revenue structure optimization, capital market favor, and continuous technological iteration, indicates significant growth potential for the technology company [5].