海博思创最新交流纪要

Core Viewpoint - The company is leveraging AI technology in energy storage applications, enhancing operational efficiency and predictive maintenance through a combination of AI models, domain knowledge, and real-time data [1][2]. Group 1: AI and Energy Storage - The company promotes a "Big Data + AI + Energy Storage" technology strategy, focusing on data collection, modeling, and system analysis to create a leading energy storage application platform [1]. - The AI dual-engine collaborative intelligent solution enhances local operational efficiency and safety, providing predictive maintenance, safety warnings, and smart operations [1][2]. Group 2: Business Transformation - The company is transitioning from a device manufacturer to a "R&D manufacturing + service" model, offering comprehensive lifecycle management services for energy storage projects [1][2]. - In energy storage asset operation, the company utilizes AI algorithms for predictive maintenance and proactive warnings, improving the overall value of energy storage systems [2]. Group 3: Market Strategy - The company adopts a dual focus on domestic and overseas markets, planning to increase investment in overseas markets to boost revenue [3]. - The company is exploring various application scenarios through a "Storage + X" strategy, integrating energy storage with sectors like charging stations, oil fields, and agriculture to create competitive advantages [2]. Group 4: Profitability and Cost Structure - The significant improvement in gross margin in Q3 is driven by the increase in high-margin independent energy storage projects and overseas revenue [4]. - The company anticipates that the decoupling of new energy investment and energy storage investment will enhance the market size for independent energy storage in the future [4]. Group 5: Strategic Partnerships - The long-term strategic partnership with CATL ensures a stable supply of core resources, which is expected to positively impact the company's cost structure [4].