Core Viewpoint - The recent surge in the stock price of Guoxia Technology (02655) reflects strong investor confidence driven by impressive financial performance and strategic positioning in the AI internet energy storage and AI robot safety sectors [1][2][7] Financial Performance - Guoxia Technology's revenue has shown remarkable growth, with a compound annual growth rate (CAGR) of 169% from 2022 to 2024, significantly surpassing industry averages [2] - The company's revenue increased from 142 million RMB in 2022 to 3.14 billion RMB in 2023, marking a year-on-year growth of 121.7% [2] - For 2024, the revenue is projected to reach 10.26 billion RMB, with a year-on-year increase of 226.3% [2] - In the first half of 2025, the company achieved revenue of 6.91 billion RMB, a staggering 663% increase compared to the same period in 2024 [2] Strategic Positioning - Guoxia Technology operates under a dual-driven strategy of "AI internet energy storage + AI robot safety," positioning itself as a key player in the energy storage supply chain [3][4] - The company is recognized as the eighth largest energy storage supplier globally and a leader in AI internet-driven renewable energy solutions [3] - Its core products include large-scale, commercial, and residential energy storage systems, supported by a digital energy management platform [3] Market Potential - The AI robot safety sector is identified as a potential trillion-dollar market, driven by the increasing need for safety in industrial automation and AI applications [5] - Guoxia Technology's expertise in energy storage provides a unique advantage for entering the AI robot safety market, as both fields require high safety standards [4][6] Investor Sentiment - The stock price increase and market activity are bolstered by significant foreign institutional buying, particularly from Morgan Stanley, which has seen a tenfold increase in net purchases over the past five days [1][7] - This influx of foreign capital indicates a growing consensus among investors regarding the company's strong fundamentals and strategic outlook [7]

智通财经APP获悉，2026年1月15日，新年伊始，AI互联网储能+AI机器人安全第一股，果下科技 (02655)迎来爆发——股价收于52.30港元，单日涨幅达13.79%，市值突破270亿港元，创上市以来的历史 新高! 外资大行持续扫货，近五日净买入额环比暴涨超10倍！ 果下科技的故事远不止于财务数字。其真正的增长密码在于独特的"AI互联网储能+AI机器人安全"双轮 驱动战略。 作为全球第八大储能供应商，也是全球AI互联网驱动可再生能源解决方案提供商龙头，果下科技定位 于储能产业链中游，提供覆盖电源侧、电网侧及用户侧的一体化AI储能解决方案，核心产品包括大 型、工商业及户用储能系统。公司自主开发的Safe ESS和Hanchu iESS数字化能源管理全景云平台，实 现了对储能系统的智能调度、电池健康预测和风险预警。目前，公司产品已覆盖欧洲、非洲及中东等十 余个国家，构建起由10家核心分销商组成的国际化销售网络，并依托成熟供应链和全球化分销网络，成 功打入英国、德国、荷兰、南非等多个高门槛市场，稳居全球第一梯队。 果下科技的故事和野心，远不止于AI互联网储能，而是关乎全人类文明可持续，是一个关于AI机器人 控 ...