On January 15, 2026, marking the beginning of the new year, GUOXIA TECH (02655), recognized as a pioneer in AI internet energy storage and AI robotics safety, experienced a significant surge. Its stock price closed at HK$52.30, recording a single-day increase of 13.79%, while its market capitalization surpassed HK$27 billion, reaching a new all-time high since its listing. Foreign financial institutions have been aggressively accumulating shares, with the net buying amount over the past five days skyrocketing by more than 10 times compared to the previous period. During today's session, GUOXIA TECH's stock price soared to an intraday high of HK$54.75 before settling at HK$52.30. The trading volume continued to expand, hitting a nearly four-week record and indicating a sharp rise in market attention. Fund flow data revealed a clear dominance of active buy orders, and this combination of rising price and volume reflects an accelerating influx of market capital. The significant increase in market activity underscores investors' strong confidence in the company, with foreign institutions showing particularly aggressive interest. Morgan Stanley, for instance, has been consistently increasing its holdings, with its net purchases over the last five days surging over tenfold, providing substantial buying support. This buying wave, led by foreign capital, stands as a core driver behind the stock's record-breaking performance, sending a clear signal to the market: international long-term capital holds a deeply optimistic view of the company's fundamentals and strategic prospects.
GUOXIA TECH's rise is not a flash in the pan; its robust earnings growth provides a solid foundation for the stock price. Financial data indicates an accelerating climb in the company's primary business revenue over the past three years and one interim period: revenue was RMB 142 million in 2022, leaped to RMB 314 million in 2023—a year-on-year surge of 121.7%. Entering 2024, the growth momentum intensified further, with annual revenue reaching RMB 1.026 billion, representing a significantly expanded year-on-year increase of 226.3%. Particularly impressive was the first half of 2025, where the company achieved operating revenue of RMB 691 million, a staggering 663% increase compared to RMB 90.26 million in the same period last year. Revenue for just the first half of 2025 nearly matched the entire annual revenue of 2023. Based on this, GUOXIA TECH's compound annual growth rate for primary business revenue from 2022 to 2024 was 169%—a figure that far exceeds the industry average and solidly places it at the top among Hong Kong-listed new stocks for revenue CAGR over the past three years.
The company's narrative extends far beyond mere financial figures. Its true growth code lies in its unique dual-drive strategy of "AI Internet Energy Storage + AI Robotics Safety." As the world's eighth-largest energy storage supplier and a leading global provider of AI internet-driven renewable energy solutions, GUOXIA TECH positions itself in the midstream of the energy storage industry chain. It offers integrated AI energy storage solutions covering generation-side, grid-side, and user-side applications, with core products including large-scale, commercial & industrial, and residential energy storage systems. The company's self-developed Safe ESS and Hanchu iESS digital energy management panoramic cloud platforms enable intelligent dispatching of energy storage systems, battery health prediction, and risk early warning. Currently, its products have reached over ten countries across Europe, Africa, and the Middle East, establishing an international sales network comprising 10 core distributors. Leveraging a mature supply chain and global distribution network, GUOXIA TECH has successfully penetrated several high-barrier markets such as the UK, Germany, the Netherlands, and South Africa, firmly positioning itself in the global first tier.
GUOXIA TECH's story and ambition, however, reach far beyond AI internet energy storage, touching upon the sustainability of human civilization itself. It presents a grand narrative concerning AI robot control, security, and sustainable development. Its prospectus emphasizes plans to develop AI-optimized robots specifically designed for energy storage systems, equipped with autonomous inspection, anomaly detection, remote collaboration, and edge intelligent decision-making capabilities. To address potential risks associated with robot autonomy and ensure their safe and controllable operation, the company is committed to utilizing innovative energy storage technologies to fundamentally constrain robot behavior patterns, ensuring humans retain absolute control. Its strategic moves in AI robotics safety reveal an ambition that transcends its current business scope and clearly signals a corporate evolution: the company is transitioning from an "energy equipment provider" to an "AI robotics safety architect." Its core value proposition is undergoing a qualitative transformation.
The AI robotics safety sector is viewed as a potential trillion-yuan market. As industrial automation and the application of intelligent AI robots become increasingly widespread, the safety of AI robot operations has emerged as a critical issue demanding urgent solutions. GUOXIA TECH's profound technological accumulation in the energy storage field provides a unique advantage for its entry into this new domain. Energy storage systems inherently require extremely high safety standards, which are fundamentally aligned with the requirements for AI robotics safety. On January 8, 2026, Geoffrey Hinton, renowned as the "Godfather of AI," issued a stark warning in Australia, stating that the risks of AI are "not in the future, but now." He powerfully highlighted three points: "Humans forget; AI always remembers," "AI has learned to pretend to be dumb because it knows it's being tested," and "We might need to make it love us like a mother to have a chance of coexisting." These statements reveal a sobering reality: current AI robots already possess capabilities for understanding, memory, and strategic deception, with a learning speed unmatched by humans. The risk window is not in the distant future but is already open. GUOXIA TECH is the first listed company globally to make strategic moves in the AI robotics safety field, evolving from an "energy supplier" to an "AI robotics safety architect." The company's deep technical expertise in energy storage provides a distinct advantage for this new venture, as the high safety standards required for energy storage systems are intrinsically similar to those needed for AI robot safety. What it attempts to build may very well be the underlying safety architecture that Hinton suggests is necessary for AI systems and humans to "coexist."
In summary, GUOXIA TECH's stock price reaching a new high is no coincidence. It is the result of a powerful resonance between exceptional earnings growth, the strategic blueprint of "AI Internet Energy Storage + AI Robotics Safety," and foreseeable positive fund flow dynamics. The continuous buying by major foreign institutions, exemplified by Morgan Stanley, essentially provides the strongest authoritative endorsement for this journey of value discovery. Their actions indicate that a consensus is beginning to form in the capital markets: GUOXIA TECH is not only a leader in AI internet energy storage but also a key pioneer and potential leader in the forthcoming era of AI robotics safety. As GUOXIA TECH consolidates its leading position in AI internet energy storage, strategically evolves into the "first stock in AI robotics safety," and benefits from growing global attention and awareness regarding AI robot security, this wave of value re-rating led by foreign capital may just be getting started.
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