果下科技通过港交所聆讯 2024年国内大储收入占比已近八成

Core Viewpoint - Guoxia Technology, a Chinese renewable energy solutions provider, is shifting its focus from European residential energy storage systems to large-scale energy storage systems in China, reflecting a strategic response to market opportunities and policy developments [2][3]. Group 1: Market Strategy and Adaptation - The company has adapted its market strategy in response to favorable government policies supporting energy storage development in China, such as the "Energy Carbon Peak and Carbon Neutrality Standardization Enhancement Action Plan" and others [3]. - Guoxia Technology has initiated the production of large-scale energy storage systems and commercial energy storage systems in 2023, transitioning from outsourcing to in-house production [3][4]. Group 2: Capacity Expansion and Product Transformation - The total production capacity of Guoxia Technology is projected to increase significantly from 45.5 MWh in 2022 to 1,561.2 MWh by the end of 2024, driven by strategic expansions in large-scale and commercial energy storage systems [4]. - The company has implemented a modular and platform-based technology strategy to upgrade and migrate core technologies from residential energy storage systems to large-scale projects [4]. Group 3: Strategic Partnerships and Project Management - Guoxia Technology has established long-term partnerships with major industry players and is actively involved in project planning and bidding processes, enhancing its project management capabilities [5]. - The company focuses on large state-owned energy groups, which dominate the large-scale energy storage market and set industry standards, positioning itself as a potential supplier for these key players [5][6]. Group 4: Financial Performance - The revenue figures for Guoxia Technology show a significant increase from approximately 142 million RMB in 2022 to an estimated 1.03 billion RMB in 2024, with profits also rising during the same period [6][7]. - The company reported a profit of 49.12 million RMB for the fiscal year ending June 30, 2024, indicating a positive trend in financial performance [6][7].