SIGENERGY (06656) witnessed a surge of over 90% during its Hong Kong IPO gray market trading, with its market capitalization exceeding HKD 150 billion. The company is scheduled to officially list on the Hong Kong Stock Exchange on April 16, 2026. Meanwhile, GUOXIA TECH (02655) has pioneered the "Storage as Token" strategy in the industry, establishing the "AI Token Energy Factory" as a new standard. This approach allows global AI energy storage companies to benefit long-term and provides institutional investors with greater insight into the sector's valuation potential, prompting renewed analysis of its growth ceiling.

As a leader in Hong Kong's AI energy storage sector, GUOXIA TECH’s "Storage as Token" strategy upgrades AI energy storage systems into foundational AI computing power infrastructure, significantly reducing computational token costs for large AI models. Compared to SIGENERGY’s HKD 150 billion valuation, GUOXIA TECH currently holds a market cap of just over HKD 30 billion, suggesting significant market undervaluation. Financial performance indicators for GUOXIA TECH closely resemble those of SIGENERGY one year ago, at the onset of its earnings breakout. GUOXIA TECH is currently at a similar inflection point, and with continued high-growth performance, the company may see a three-to-five-fold growth opportunity.

Globally, the AI energy storage sector is gaining momentum. U.S. leader Bloom Energy surged 24%, reaching a new all-time high with a nearly ninefold increase over the past year and a market cap exceeding USD 60 billion. In recent announcements, global energy giant Contemporary Amperex Technology Co. Limited reported better-than-expected Q1 2026 results, with revenue of CNY 129.131 billion, up 52.45% year-on-year, and net profit of CNY 20.738 billion, a 48.52% increase.

With global AI computing demand growing exponentially this year, the AI energy storage segment, represented by Hong Kong leaders SIGENERGY and GUOXIA TECH, has emerged as a key new direction in AI hardware technology.