SIASUN(SZ:300024) Zhi Tong Cai Jing·2025-12-08 04:44Core Insights - The core narrative of Guoxia Technology revolves around AI robot control, safety, and sustainable development, emphasizing its ambition to evolve from an "energy equipment provider" to a "physical intelligence safety architect" [2][3]. Company Overview - Guoxia Technology has launched its IPO in Hong Kong, focusing on "AI Internet energy storage and AI robot safety," addressing fundamental pain points in the intelligent era [1]. - The company aims to ensure that robots are both powerful and absolutely controllable, highlighting its unique position in the market [1]. Development Strategy - Guoxia Technology's strategy is structured in three progressive phases: 1. Inherent Safety Phase: Focuses on ensuring the absolute safety of its energy storage systems through AI predictive maintenance and risk isolation [3]. 2. System Control Phase: Plans to upgrade its energy management platform into a controllable distributed energy network operating system, allowing for physical-level constraints on connected smart devices [3]. 3. Proactive Protection Phase: Aims to develop dedicated AI chips and energy intelligent robot systems for edge intelligence monitoring and active safety intervention, ensuring robots remain safe and controllable [3]. Market Potential - The market for AI robot safety is driven by regulatory requirements, such as the EU's new machinery regulation (2023/1230), which mandates safety performance levels for new machinery starting in 2027 [4]. - There is a growing global consensus on safety, with significant efficiency improvements and accident rate reductions reported when advanced safety logic is integrated into collaborative robots [4]. - The current market landscape is fragmented, with Guoxia Technology uniquely positioned to offer comprehensive safety solutions from an energy systems perspective, filling a market gap [4]. Expert Endorsements - Leading AI scientists, including Elon Musk and Geoffrey Hinton, have expressed concerns about AI safety, with Guoxia's approach providing physical-level behavioral constraints and a commitment to human control [5]. Positioning and Vision - The IPO marks a significant transition for Guoxia Technology from a "cyclical project supplier" to a "trusted guardian of the intelligent era," envisioning a future where its platform coordinates a fleet of AI robots for various industrial applications [6]. - The company aims to enhance safety in high-risk environments and public spaces through advanced technologies that ensure robots operate safely and effectively [6]. Risk Mitigation and Competitive Advantage - Guoxia Technology's business model creates an asymmetric advantage, allowing it to benefit from the growth of the AI and robotics sectors while also serving as a defensive solution during downturns or crises [7]. - As one of the top eight energy storage suppliers globally, Guoxia's IPO represents a rare technology investment opportunity in the Hong Kong market, characterized by a unique narrative and clear strategic path [7].