AI + Electricity Trading Business

The Wave of Market-Oriented Reform in China's Electricity Market

In light of the progress of China’s electricity market reform, the shift from planned pricing to market-based bidding has spurred enormous demand for electricity trading services. This reform has led to the establishment and development of electricity sales companies, forming a new and rapidly growing electricity trading industry. With its vast scale and huge growth potential, and with continued support from national policies, the electricity sales sector is ushering in tremendous development opportunities.

Building a Transparent and Efficient Trading Network

We integrate electricity supply and demand data, market price fluctuation analysis, and policy dynamics to develop an intelligent trading platform. Through “bilateral negotiation” and AI-assisted decision-making systems, we provide the most suitable power purchasing solutions for industrial and commercial users while helping power generation companies optimise asset returns.

Elite Team & Incentive Structure

The Group possesses a professional team composed of energy industry experts and has designed an innovative employee incentive plan that directly links individual performance with trading revenues, comprehensively enhancing business execution and trading results.

Proprietary AI Technological Edge

The Group’s self-developed AI models excel in forecasting power volume and pricing, effectively driving revenue growth while mitigating trading risks. In December 2024, the Group participated in China’s first “Insurance Cup” AI Electricity Spot Trading Competition (hosted by Yingda Taihe Property Insurance Co., Ltd., and co-organized by China Life Property & Casualty Insurance Company Limited and China United Property Insurance Co., Ltd.), standing out from 124 teams and proudly secured the Second Prize.

First-Mover Advantage

As China’s power market reform continues to evolve in its early stages, the Group has proactively positioned itself to capture early market opportunities. Currently, the business has covered key provinces such as Guangdong and Shandong, establishing a solid foundation for development.

Industry Scarcity

The Group’s power trading business is a rare find among Hong Kong-listed companies. This high scarcity value significantly elevates our profile within the capital markets, commanding a unique valuation premium and attracting institutional investors keen on capturing fresh opportunities in China’s energy sector.

Electricity sales companies act as intermediaries bridging power generators and end-consumers, generating revenue through transaction matchmaking, value-added services, and power price management.

Initial Launch in Core Regions

Shandong and Guangdong were selected as our launchpads because of their mature, stable market environments and our team’s deep familiarity with local regulations and consumer profiles, which is conducive to minimizing initial operational risks and laying a safe foundation for the business.

Guangdong business continues to be profitable and expands steadily. In the first half of 2025, it recorded a revenue of HKD 7.3 million, a year-over-year (YoY) growth of approximately 60%.

Shandong’s trading volume surged from around 130,000 MWh in the same period last year to over 1 million MWh in the first half of 2025, with customers covering the enterprises ranked among China’s Top 500 Private Enterprises and Top 500 Manufacturing Enterprises.

National Expansion Strategy

As the core operating model matures, the Group has gradually expanded to other mature provinces (including Hunan and Guangxi, etc.) to seize the opportunities of the national power market reform.

Our current strategy is to “anchor in the core and expand to the coast” – securing our stronghold first before systematically rolling out nationwide.

International Footprint

Concurrently, the Group is exploring entry into the US market, which has highly liberalized structures and advanced trading mechanisms, to unlock new growth engines while fostering cross-border technological exchange and product innovation.

The diverse client base and progressive renewable energy policies in the US align perfectly with our green energy and AI-driven strategies, paving the way for business diversification and business model innovation.

Building a Multi-Dimensional Competitive Moat

Regional Deepening

Covering matured electricity spot market provinces such as Guangdong, Guangxi, Shandong, Shanxi, and Hunan, with ongoing expansion into other matured spot market provinces

Technology Alliances

Collaborating with grid companies and trading centers to co-develop data interface standards

Ecosystem Expansion

Integrating emerging market entities such as distributed energy and virtual power plants

Anticipating Future Trading Decisions

AI Price Forecasting Engine

Integrates weather data, industrial energy usage characteristics, and macro policies to synthesise multiple market factors into forward-looking guidance

Intelligent Risk Hedging System

Uses machine learning to dynamically adjust spot and futures portfolios, autonomously learning market fluctuation patterns and adapting strategies dynamically

Personalised Energy Usage Modeling

Tailors user demand response solutions based on the unique needs of each customer

Unlocking the Value of Flexible Adjustment

We deeply integrate electricity trading with energy storage solutions, providing:

Through the dual drive of “trading + energy storage,” we enhance grid stability, increase renewable energy utilisation, and promote the efficient use of renewable energy.

Building an Energy Value Network

Centered on electricity trading, we are forming a value multiplication system of “Energy Storage Regulation + Green Power Consumption + AI Decision-Making”:

Business Model Innovation

Aggregating small and medium users to form virtual aggregators participating in demand-side response

Carbon-Energy Linkage

Connecting green power trading with carbon asset management to support corporate ESG goal achievement

Ecosystem Empowerment

Extending value-added services such as integrated energy management and energy efficiency diagnostics along the industry chain