Group 1: Company Overview and Market Position - Shenzhen Keda Technology Co., Ltd. is actively engaging with major clients in the data center industry, including operators, internet giants, and financial institutions through annual tenders and large project bids [1][2]. - The company has established a broad network of distributors and agents across various regions, enhancing its customer base [2]. Group 2: Impact of AI on Data Center Industry - The rapid development of AI technology is increasing the demand for efficient, intelligent, and secure data center infrastructure, leading to a shift towards modular architecture and advanced cooling technologies [1][2]. - The demand for localized, distributed small and medium-sized data centers is expected to rise as AI models are implemented across various industries, although this transition will be gradual [2]. Group 3: Product Development Focus - The primary research and development directions for new data center products include power enhancement and optimization of single-unit power density, which will help reduce space requirements while meeting high-performance computing needs [3]. Group 4: Compliance and Communication - The company adheres to the "Information Disclosure Management System" to ensure that information is disclosed accurately, completely, and in a timely manner, without any significant undisclosed information leaks [5].

Group 1: Business Overview - The company serves a wide range of industries including finance, telecommunications, internet, rail, and government, with a significant portion of clients from the financial sector [1] - The company has sufficient production capacity and ample land reserves for its industrial park, allowing for flexible adjustment of production lines [2] Group 2: Financial Performance - The company has experienced a decline in revenue and profit year-on-year, primarily due to the impact of the household storage sector, particularly in the European market [4] - Despite the challenges, the company maintains an optimistic outlook for the global energy storage market in 2025, with plans to expand new channel development [5] Group 3: Product Development Trends - Trends in the UPS product line include increased efficiency, intelligence, and integration, with innovations like the IDM solution that simplifies data center construction [3] - The company’s data center business has a stable gross margin, although it is subject to fluctuations due to factors like foreign exchange rates and raw material prices [2] Group 4: Customer Payment Dynamics - Major clients in the domestic data center business, such as those in the finance and internet sectors, typically have strong financial capabilities, ensuring timely and efficient payment [3]

Group 1: Company Overview and Market Position - The company, Keda Technology Co., Ltd., has a broad customer base in its data center business, covering industries such as finance, telecommunications, internet, railways, and government [1] - The increasing capital expenditure on AI-related infrastructure by internet companies is expected to positively impact the company's business [1] - The company aims to strengthen cooperation with core customers in the data center sector to enhance market share [1] Group 2: Regional Expansion and Strategic Focus - Southeast Asia is identified as a key area for the company's export business, with ongoing AI technology deployment and data center construction in the region [2] - The company is optimistic about development opportunities in Southeast Asia over the next two years [2] Group 3: Business Strategy and Financial Outlook - The company maintains a product-centric development approach, focusing on providing equipment for data centers and the new energy sector, without plans to engage in capital-intensive data center construction [2] - The company's 2024 performance is expected to be volatile, primarily due to the impact of energy storage business in Europe, but there is optimism regarding the growth potential in emerging markets [2] - The company is committed to building new channels in the energy storage sector, aligning with global carbon neutrality goals [2]

证券时报e公司讯，科士达(002518)1月22日晚间发布业绩预告，预计2024年归母净利3.7亿元—4.7亿 元，同比下降44.41%—56.24%。 其次，公司运营的光伏电站应收国家补贴未能及时到位，基于谨慎性原则，增加计提应收账款信用减值 损失，影响公司净利润。 2024年度，欧洲户储业务市场需求增速放缓，公司下游客户存在库存压力，放缓提货安排，公司户储出 货量对比同期大幅减少，系公司整体营业收入及净利润同比下降的主要原因。 ...

Financial Performance Forecast - The estimated net profit for 2024 is projected to be between 37 million and 47 million CNY, representing a decline of 44.41% to 56.24% compared to the previous year's profit of 84.55 million CNY[3] - The net profit after deducting non-recurring gains and losses is expected to be between 32 million and 42 million CNY, a decrease of 48.67% to 60.89% from last year's 81.82 million CNY[3] - The basic earnings per share is forecasted to be between 0.64 CNY and 0.81 CNY, down from 1.45 CNY in the previous year[3] Market Conditions - The decline in performance is primarily attributed to a slowdown in market demand for household storage in Europe and inventory pressure on downstream customers, leading to a significant reduction in household storage shipments[6] Impairment and Financial Reporting - The company has increased the provision for credit impairment losses on accounts receivable due to delays in receiving state subsidies for its photovoltaic power stations, further impacting net profit[6] - The financial data in this earnings forecast has not been audited by an accounting firm, and the company has communicated with its auditors regarding this forecast without major discrepancies[4] Investor Advisory - Investors are advised to be cautious as the data presented is preliminary and will be detailed in the company's 2024 annual report[7]

各位投资者下午好,我是天风电信的吴沛领。今天我们也邀请了科斯达的董秘范总来给我们做一个科斯达的一个案的更新。因为范总后面可能还有一些其他的安排,然后我们今天的话可能就我这边先问几个问题,然后看后面也揭露几个线上的交流吧。 对就啊开始之前的话想看范总这边能不能先啊对就公司的各项业务吧就整个二十年的一个经营情况这一块啊做一个更新以及像二五年这一边我们的一个展望这一些啊如果有的话也可以再更新一下哦哦那那我就大概大致先介绍一下吧啊然后呃用很简短的时间啊 呃24年刚刚也过去啊这24我们现在公司呢就是呃有两个两块业务一块的是数据中心一块是新能源啊24年整体来讲呢数据中心大约啊应该占到整个公司收盈周这一块应该是超过新能源的应该在60%左右吧啊应该是啊到时候要看最新数据哈然后呢但是从利润贡献角度来讲呢其实 很明显就是数据中心这一块的整个利润我估计今年2024年可能整体利润贡献应该在80%应该在80%那从收入端呢就是整体工资呢肯定是下滑的从三级包的数据你可以看到啊整体下滑了下滑的这一部分的金额其实就是S客户在2024年就是没有提货的那一部分也少 整个是十个一出头吧啊这个这份金额所以说呢呃对整个呃新能源板块啊就特别是储能板块的影 ...

公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事项，也不存在处于筹划阶段的 重大事项。 公司未发现近期公共媒体报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息。 财联社12月29日电，科士达公告，公司股票交易价格连续3个交易日收盘价格涨幅偏离值累计超过 20%，属于股票交易异常波动的情况。 公司关注并核实相关情况，近期公司经营情况正常，内外部经营环境未发生重大变化。 ...

证券代码：002518 证券简称：科士达 公告编号：2024-057 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露 的重大事项，也不存在处于筹划阶段的重大事项； 深圳科士达科技股份有限公司 关于股价异动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况 深圳科士达科技股份有限公司（以下简称"公司"）股票交易价格连 续3个交易日（2024年12月25日、2024年12月26日、2024年12月27日）收 盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的有 关规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况 针对公司股票异常波动情况，根据相关规定的要求，公司对有关事项 进行了核查，现就相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、近期公司经营情况正常，内外部经营环境未发生重大变化； 3、公司未发现近期公共媒体报道了可能或已经对本公司股票交易价 格产生较大影响的未公开重大信息； 5、公司控股股东及实际控制人在公司股票交易异常波动期间未买卖 本公司股票； 6、公司 ...

1 编号：2024-009 投资者提问：公司 2024 年各板块业务经营情况？ 2 3 证券代码：002518 证券简称：科士达 深圳科士达科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | |-------------------------|---------------------------------------------------------|------------|------------------------------------------------------------|-------|-------| | | ☑ 特定对象调研 □分析师会议 | | | | | | | □媒体采访 | 业绩说明会 | | | | | 投资者关系活动 | □新闻发布会 □路演活动 | | | | | | 类别 | □现场参观 | | | | | | | 其他 （投资者网上说明会） | | | | | | 参与单位名称及 人员姓名 | 资、江海自营等机构共 | 9 人 | 国联证券、中信建投、华创证券、平安基金、长盛基金、华杉投 | ...

证券代码：002518 证券简称：科士达 公告编号：2024-056 深圳科士达科技股份有限公司 关于变更签字注册会计师的公告 中勤万信作为公司 2024 年度财务报表审计和内部控制审计机构， 原指派陈丽敏作为项目合伙人、李建航作为签字注册会计师，因原签 字注册会计师李建航工作调整，现委派李志光接替李建航作为签字注 册会计师。变更后的签字注册会计师为陈丽敏和李志光。 二、本次变更后新任签字注册会计师信息 1、基本情况 李志光，1996 年成为注册会计师，1996 年从事上市公司审计，2017 年开始在本所执业，2024 年开始为公司提供审计服务，近三年签署上 市公司审计报告 4 份，近三年未受到刑事处罚、行政处罚、行政监管 措施和自律监管措施、纪律处分。 2、独立性和诚信记录情况 李志光不存在违反《中国注册会计师职业道德守则》有关独立性 要求的情形，最近三年均未受到刑事处罚、行政处罚、行政监管措施 和自律处分，无不良诚信记录。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 深圳科士达科技股份有限公司（以下简称"公司"）于2024年4 月15日、2024年5月 ...