以持续领先的产品与技术实力巩固了市场地位，以积极开放的生态合作提前布局未来增长 曲线。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 范式 集团于 8月21日 发布 了 2025年中期业绩报告。 财报显示 ， 范式今年上半年 总营收 26.26亿元， 同比 增长约 40.7%；经调整归母净亏损（非国 际财务报告准则计量）4370万元，较 2024年同期 缩窄约 71.2% 。 先知 AI平台业务收入大幅增长 「 AI Agent+世界模型」全面铺开 今年上半年， 集团核心业务 ——先知AI平台业务表现依然亮眼，受惠于企业对AI原生软件的强诉 求、先知AI平台的全面升级以及全新的AI生产力体系的顺势打造，集团成功发布多个行业Agent应用 方案、建设起生态合作伙伴体系，推动先知AI平台业务收入大幅增长 。 今年上半年， AI平台业务收入21.49亿元，同比增长约71.9%，占集团总收入约81.8%。 同时， 集团 今年上半年还在 深入推进「 AI Agent+世界模型」的落地及应用，充分捕捉企业客户 高 价 值 场 景 下 的 AI 转 型 需 ...

果下科技作为中国储能行业领先的基于平台技术及人工智能驱动的可再生能源解决方案及产品提供商之一，专注于研发并向我们的客户及/或终端用户提供 储能系统解决方案及产品。公司围绕"AI+储能"战略，打造了储能生态产品的全栈技术体系，形成了从设备级控制到系统级优化的完整能力闭环，持续推动 储能系统向智能化、平台化、柔性化方向演进。 根据Frost&Sullivan咨询报告显示，2024年按全球新增装机容量来计，果下科技位列全球第八大中国储能系统供应商，按全球户用储能出货量计，果下科技 位列中国第十大供应商。 据招股书披露，2022年至2024年，果下科技营业收入分别为1.42亿元、3.14亿元和10.26亿元人民币，2024年同比增幅高达226.75%。同期净利润分别为 2427.7万元、2814.8万元和4911.9万元，2024年净利润同比增长74.5%。 果下科技能够短时间内飞速成长，主要是与多数靠规模赛跑的竞争者不同，果下科技强调技术创新带来的竞争壁垒。果下科技自成立以来即将人工智能深度 嵌入产品和服务，据相关资料，果下科技是业内专门为储能行业开发物联网平台的方案提供商，也是首家基于AI技术开发无缝储能工业模型 ...

Group 1: Industry Insights - The global energy landscape is rapidly transitioning towards renewable energy, with energy storage systems becoming crucial for balancing grid loads by storing excess energy and releasing it during peak demand [1] - Traditional energy storage scheduling relies on preset rules, which limits efficiency and responsiveness in complex energy supply and demand scenarios [1] - The integration of AI in energy storage scheduling offers new pathways by enabling real-time data analysis, precise demand forecasting, and dynamic adjustment of charge and discharge cycles [1] Group 2: Company Overview - Guoxia Technology is a significant player in China's energy storage industry, leveraging its "AI + Energy Storage" strategy to reshape the sector and pursue an IPO in Hong Kong [3] - The company has developed a comprehensive technology ecosystem for energy storage, enhancing system intelligence through AI algorithms and achieving improvements in energy management optimization and battery lifecycle management [3] - Guoxia Technology's revenue surged from 142 million yuan in 2022 to 1.026 billion yuan in 2024, with a net profit growth of 74.5% year-on-year, driven by its expansion into overseas markets [5]

Group 1 - The core point of the article is the announcement of a joint venture agreement between Fourth Paradigm (6682.HK) and Beijing Haibo Sichuang Technology Co., Ltd. to establish a new company focused on AI technology services in the power trading sector [1] - The proposed name for the joint venture is Energy Crystal (Beijing) Technology Co., Ltd. (tentative name) [1] - Upon establishment, Fourth Paradigm will hold a 19% stake in the joint venture, and its financial performance will not be consolidated into the group's financial statements [1] Group 2 - The establishment of the joint venture signifies a new height in the integration of "AI + energy storage" technology, aiming for deep exploration and innovative breakthroughs in technology, application scenarios, and industrial ecology [1]

Core Viewpoint - The collaboration between Haibo Sichuang and Fan Shi Group aims to integrate AI technology with energy storage systems, marking a significant advancement in the "AI + Energy Storage" sector, which is expected to enhance technological innovation and application scenarios [2][4][10]. Group 1: Partnership Details - Haibo Sichuang and Fan Shi Group have established a joint venture to explore the integration of AI and energy storage technologies [2][4]. - The partnership will focus on areas such as power trading and asset management of energy storage stations, leveraging both companies' strengths in their respective fields [4][8]. - The collaboration is expected to create a synergistic effect, enhancing the capabilities of both companies in the energy sector [4][10]. Group 2: Strategic Importance - Energy storage is identified as a core application scenario for AI in the energy revolution, highlighting its strategic significance [8]. - Haibo Sichuang aims to transform into a comprehensive energy service provider by utilizing AI for intelligent operation and management throughout the entire lifecycle of energy storage systems [8][10]. - The partnership is positioned to provide innovative AI solutions for the energy sector, contributing to the industry's digital transformation and sustainable development [8][10]. Group 3: Leadership Insights - Dr. Zhang Jianhui, CEO of Haibo Sichuang, emphasized the importance of AI technology in driving energy transformation and the compatibility of both companies' visions [4][10]. - Dr. Dai Wenyuan, founder of Fan Shi Group, highlighted the dual-core approach of energy storage and AI as essential for overcoming challenges in the renewable energy sector [6][10]. - The collaboration is expected to significantly increase the value generated in the "AI + Energy" field, potentially exceeding current outputs by several times [6].

Group 1 - The core viewpoint of the collaboration between Paradigm Group and Haibo Technology is to establish a joint venture focusing on the "AI + Energy Storage" sector, marking a significant step in the deep application of AI in energy storage [1][2] - Paradigm Group will leverage its advanced AI capabilities, including AI Agent and world model capabilities, to enhance energy storage systems with unprecedented intelligence, optimizing charging and discharging strategies for maximum economic benefits [1][2] - The partnership aims to integrate Paradigm Group's AI insights with Haibo Technology's energy storage hardware, creating a closed-loop intelligent management system from perception to decision-making and execution [1][2] Group 2 - Haibo Technology will provide comprehensive support for the joint venture, utilizing its expertise in the entire lifecycle management of energy storage systems, which is crucial for the AI-driven energy revolution [2] - The collaboration is not merely a technical addition but a deep synergy aimed at addressing the core challenges that hinder large-scale development in energy storage [2] - The leaders of both companies believe that the integration of energy storage technology and AI algorithms will create a synergistic effect, achieving greater outcomes than the sum of their parts [2][3] Group 3 - Paradigm Group's founder emphasizes that while the new energy industry has vast potential, its natural volatility and system complexity pose significant challenges, which can be addressed through dual-core driving: energy storage as the physical foundation and AI as the digital decision-making hub [3] - The collaboration is viewed as a critical step towards the digitalization of the energy storage industry, with expectations that "AI + Energy Storage" will significantly accelerate the global energy transition process [3]

Core Viewpoint - The collaboration between Paradigm Group and Beijing Haibo Technology aims to address the core challenges restricting large-scale development of energy storage through deep synergy in the "AI + Energy Storage" sector [2][3][4]. Group 1: Partnership Overview - Paradigm Group and Haibo Technology have established a joint venture to integrate AI technology into energy storage systems, enhancing operational efficiency and economic returns [2][3]. - Paradigm Group will contribute its advanced AI capabilities, while Haibo Technology will provide expertise in energy storage system lifecycle management [3][4]. Group 2: Strategic Significance - The partnership is positioned as a strategic move in the context of global energy transformation, with AI technology being a key variable in driving energy reform [3][4]. - The collaboration is expected to create a synergistic effect, where the combination of energy storage and AI algorithms will exceed the sum of their individual contributions [3][4]. Group 3: Industry Challenges and Solutions - The energy sector faces challenges due to natural volatility and system complexity, which the partnership aims to overcome through dual-core driving: energy storage as the physical foundation and AI as the digital decision-making hub [4]. - The integration of AI into energy storage is seen as essential for optimizing the entire energy supply chain, from generation to consumption [4].

Core Insights - The collaboration between Paradigm Group and Haibos Technology marks a significant step in the deep application of AI in energy storage, aiming to create a smarter, more efficient, and safer energy system [1][12] - The partnership is not merely a technical addition but a deep synergy aimed at addressing core challenges in large-scale energy storage development [8][10] Company Collaboration - Paradigm Group and Haibos Technology have established a joint venture focused on the "AI + Energy Storage" sector, with both companies' leaders witnessing the signing of the cooperation agreement [3] - The collaboration is expected to leverage Paradigm's AI capabilities and Haibos's energy storage hardware to create a closed-loop intelligent management system [6][12] Technological Integration - Paradigm Group will inject its advanced AI technologies into the new company, providing energy storage systems with unprecedented intelligence through real-time market predictions and dynamic optimization of storage strategies [5][6] - Haibos Technology will support the joint venture with its expertise in energy storage system development, production, and lifecycle management, enhancing the overall capabilities of the partnership [7] Strategic Significance - The partnership is positioned as a key move towards the digitalization of the energy storage industry, addressing the challenges posed by natural volatility and system complexity in the renewable energy sector [10][12] - The integration of AI and energy storage is seen as a critical driver for the energy revolution, with the potential to significantly increase value creation in the industry [10][12]

Core Viewpoint - The collaboration between Paradigm Group and Haibos Innovation marks a significant step in the deep application of AI in the energy storage sector, aiming to create a smarter, more efficient, and safer energy system [1][12]. Group 1: Partnership Details - Paradigm Group and Haibos Innovation signed a cooperation agreement to establish a joint venture focused on the "AI + Energy Storage" field [1]. - The agreement was witnessed by key executives from both companies, including Paradigm Group's CFO Liu Nan and Haibos Innovation's CFO Gao Shuqing [3]. Group 2: Technological Integration - Paradigm Group will leverage its advanced AI capabilities to provide energy storage systems with unprecedented intelligence, optimizing charging and discharging strategies to maximize economic benefits [5]. - The collaboration aims to integrate AI insights from Paradigm Group with Haibos Innovation's energy storage hardware, creating a closed-loop intelligent management system [6]. Group 3: Strategic Importance - Energy storage is identified as a core application scenario for AI-driven energy revolution, with Haibos Innovation providing comprehensive capabilities across the entire lifecycle of energy storage systems [7]. - The partnership is expected to address key challenges hindering large-scale energy storage development, with both companies being leaders in their respective fields [8][10]. Group 4: Future Outlook - The combination of Paradigm Group's AI technology and Haibos Innovation's robust energy storage solutions is anticipated to unlock unprecedented potential in the "AI + Energy Storage" domain, driving global energy transition [12].

Major Events - China Mobile Hong Kong acquired 14.44% stake in Hong Kong Broadband for HKD 1.084 billion, bringing its total ownership close to 30% [1] - Senrada Medical-B received approval from the National Medical Products Administration for the AcoArt Canna® drug-coated balloon catheter [1] - Zhaoke Ophthalmology-B obtained a medical device registration certificate for the TONO-i, used for measuring intraocular pressure [1] - Zhongji Changshou Science plans to acquire 100% equity of the Comprehensive Cell Bank [1] - Fourth Paradigm intends to establish a joint venture with Haibo Si Chuang to deepen its focus on the "AI + Energy Storage" sector [1] - Chifeng Jilong Gold Mining's subsidiary received new mining rights and integrated mining rights to enhance gold production capacity and resource security [1] Financial Reports - CLP Holdings reported a mid-year profit attributable to shareholders of HKD 5.624 billion, a decrease of 5.49% year-on-year, with an interim dividend of HKD 0.63 per share [1] - Liaoning Port Group's half-year earnings report showed a net profit of CNY 956 million, an increase of 110.78% year-on-year [1] - Heyu-B reported a mid-year net profit of CNY 328 million, up 58.84% year-on-year [1] - Yuan Zheng Technology announced a mid-year net profit of CNY 195 million, an increase of 27.74% year-on-year [1] - Yimai Sunshine expects a mid-year net profit growth of approximately 1350% to 1550% year-on-year [1] - LeCang Logistics anticipates a mid-year profit increase of 759% to 993% [1] - Xindong Company expects a net profit of no less than CNY 790 million for the first half, an increase of about 215% year-on-year [1] - China Sanjiang Chemical expects a mid-year profit attributable to shareholders exceeding CNY 300 million, an increase of about 95% year-on-year [1] - Bioatlast-B reported a 50% increase in revenue for the first half, achieving sustained profitability [1] - China Resources Medical issued a profit warning, expecting a year-on-year decline of about 20% to 25% in mid-year profit attributable to shareholders [1] - Xiaobu Xiaobu issued a profit warning, expecting a mid-year net loss of approximately CNY 80 million to 100 million, a narrowing of about 63.2% to 70.5% year-on-year [1]