新股消息 | 远信储能递表港交所 公司聚焦集成储能系统解决方案 五大客户贡献八成收入
Zhi Tong Cai Jing·2026-01-10 12:52

Company Overview - Shenzhen Yuanxin Energy Technology Co., Ltd. (Yuanxin Energy) was established in 2019 and is a leading global provider of integrated energy storage system (ESS) solutions, focusing on empowering high-quality energy storage assets worldwide and offering full lifecycle solutions for energy storage projects [2] - The company has a diverse range of applications for its integrated energy storage system solutions, covering large-scale and commercial energy storage applications [2] - As of the latest practical date, Yuanxin Energy has approximately 100 clients, providing energy storage system solutions and products with a total capacity exceeding 10 GWh [2] Financial Performance - The revenue for Yuanxin Energy for the years ending September 30, 2023, 2024, and 2025 is approximately RMB 435 million, RMB 1.144 billion, and RMB 881 million, respectively [4] - The net profit for the same periods is approximately RMB 40.74 million, RMB 96.27 million, and RMB 70.89 million [5] - The gross profit margins for these periods are 21.6%, 17.8%, and 18.3% respectively [6] Client Dependency - Yuanxin Energy relies heavily on its major clients and suppliers, with sales to the top five clients accounting for 53.6%, 81.6%, and 80.9% of total revenue for the years ending December 31, 2023, 2024, and the nine months ending September 30, 2025, respectively [3] - The sales to the largest single client represent 11.8%, 40.7%, and 30.8% of total revenue for the same periods [3] Industry Overview - The core of energy storage system solutions is the efficient storage of electrical energy, addressing the demand in the energy storage market [7] - The global energy storage system market size is projected to grow from RMB 15.5 billion in 2020 to RMB 202.4 billion in 2024, with a compound annual growth rate (CAGR) of 90.0%, and is expected to reach RMB 1.5305 trillion by 2030, with a CAGR of approximately 40.1% from 2024 [8] - China's energy storage system market is expected to grow from RMB 3.7 billion in 2020 to RMB 73.8 billion in 2024, with a CAGR of 110.6%, and is projected to further expand to RMB 657 billion by 2030, with a CAGR of 44.0% from 2024 to 2030 [8]