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帮主郑重:德赛西威的“AI电芯”能点燃股价吗?看清这三个信号!
Sou Hu Cai Jing· 2025-07-27 04:57
Core Insights - Desay Battery has launched the world's first active safety AI battery, capable of providing a 30-day risk warning for battery issues, shifting energy storage safety from reactive to proactive measures [1][3] - Despite the technological breakthrough, the stock price remains stagnant due to the early stage of mass production and the fact that profits have not yet been reflected in financial statements [3] Group 1: Technological Advancements - The AI battery incorporates internal sensors for real-time monitoring of temperature and pressure, allowing for a 30-day advance warning of potential risks, and can extend battery life by 15% while significantly reducing data center electricity costs by 79% [3] - A 1GWh order was signed by a Romanian client, indicating strong market interest in the new technology [3] Group 2: Market Dynamics - Institutional investors are engaging in large-scale transactions at discounted prices, with notable trades occurring at 7% and 9.74% below market price [3] - The annualized scale of overseas smart driving orders for Desay Westwell has reached 27 billion, with production facilities in Germany already operational and a Spanish facility set to deliver next year [3] Group 3: Financial Metrics - Desay Westwell's current P/E ratio is 26, significantly lower than the computer industry average of 48, with institutional target prices set at 138 yuan compared to the current price of 104 yuan [3] - Key financial indicators for Desay Westwell include a projected revenue growth rate of 20.26% for Q1 2025, a net profit growth rate of 51.32%, and a gross margin of 20.52% [4]