Core Viewpoint - Guoxia Technology (02655) is a leading global energy storage supplier, focusing on AI internet energy storage, achieving significant revenue growth driven by unique technology and global strategy [1][2]. Financial Performance - The company's main business revenue has consistently increased over the past three years, with 2022 revenue at 142 million RMB, rising to 314 million RMB in 2023, a year-on-year growth of 121%. Revenue is projected to reach 1.026 billion RMB in 2024, with an expanded growth rate of 227%. In the first half of 2025, revenue reached 691 million RMB, a staggering 663% increase compared to 90.26 million RMB in the same period last year, exceeding the total revenue of 2023 by more than double. The compound annual growth rate (CAGR) of the main business revenue from 2022 to 2024 is 169%, significantly surpassing the industry average and ranking first among new Hong Kong stocks in terms of revenue CAGR over the past three years [1][2]. Business Drivers - The rapid growth in performance is attributed to the company's internal drivers and external environmental changes. As a renewable energy solution provider driven by platform technology and artificial intelligence, the company focuses on the research, production, and service of energy storage systems, covering diverse application scenarios. Its core competitiveness lies in integrating AI technology into the entire lifecycle management of energy storage. The company’s self-developed digital energy management platforms, such as Safe ESS and Hanchu iESS, enhance energy utilization efficiency, system stability, and customer experience, addressing traditional energy storage system pain points [2]. Market Outlook - The future growth prospects for Guoxia Technology are promising, driven by a surge in global AI computing power demand and the transition of energy structures. The global energy storage market is expected to maintain rapid growth, providing substantial market space for the company's existing business. The company plans to use raised funds to enhance R&D capabilities, expand production capacity, and build overseas operations and service networks, further solidifying its leading position in the AI internet energy storage sector [3]. Strategic Initiatives - Guoxia Technology is proactively entering the "AI Robot Safety" sector, becoming the first company globally to do so. The company aims to leverage its core technologies accumulated in the energy storage field, such as AI algorithms and real-time data processing, to develop intelligent safety protection systems for human-machine collaborative environments. This initiative is expected to provide revolutionary safety solutions for industries like manufacturing and logistics, potentially opening up a new market worth hundreds of billions [3].
港股新股“绩优生”果下科技 (02655):三年收入涨6倍 储能龙头拓新AI机器人安全赛道