Core Viewpoint - Keda (002518.SZ) forecasts a net profit attributable to shareholders of 600 million to 660 million yuan for the year 2025, representing a year-on-year growth of 52.21% to 67.43% [1] Group 1: Business Segments - The company is focusing on the "data center + new energy" business model, with both segments expected to show growth in 2025 [1] - The data center business serves as the company's foundation, benefiting from a new wave of infrastructure investment in the data center industry, which has boosted growth rates [1] - The new energy business is characterized by significant performance elasticity, with a recovery in demand in the European energy storage market and strong demand in emerging markets, leading to a return to growth for this segment [1] Group 2: Performance Drivers - Continuous increase in orders and shipment volumes across both business segments has contributed to the rapid year-on-year growth of the company's overall performance [1]

人民财讯1月16日电，科士达(002518)1月16日发布业绩预告，预计2025年归母净利润6亿元—6.6亿元， 同比增长52.21%—67.43%。公司布局"数据中心+新能源"业务，2025年度双板块业务呈现增长态势。近 年数据中心行业掀起新一轮基建热潮，公司数据中心业务增速提振。随着欧洲储能市场需求回暖，新兴 市场需求旺盛，公司新能源业务板块重回增长通道。双板块业务订单及出货量持续增加，致公司整体业 绩同比增速较快。 （原标题：科士达：2025年净利润同比预增52.21%—67.43%） ...

Core Viewpoint - Keda (002518.SZ) forecasts a net profit attributable to shareholders of 600 million to 660 million yuan for the year 2025, representing a year-on-year growth of 52.21% to 67.43% [1] Group 1: Business Performance - The company is expanding its "Data Center + New Energy" business, with continuous increases in orders and shipment volumes across both sectors [1] - The data center segment is benefiting from a new wave of infrastructure investment, while the new energy business is experiencing a recovery in demand from the European market and growth in emerging markets [1]

Core Viewpoint - Keda's 2025 performance forecast indicates a net profit attributable to shareholders of 600 million to 660 million yuan, representing a year-on-year growth of 52.21% to 67.43% [1] Group 1: Business Segments - The company is expanding its "data center + new energy" business, with continuous increases in orders and shipment volumes across both segments [1] - The data center segment is benefiting from a new round of infrastructure investment [1] - The new energy business is experiencing a recovery in demand from the European market and growth in emerging markets, contributing to overall performance growth [1]

Core Viewpoint - The company expects a net profit of 600 million to 660 million yuan for the year 2025, representing a year-on-year growth of 52.21% to 67.43% [1] Group 1: Business Segments - The company is focusing on the "data center + new energy" business layout, with both segments showing growth trends for 2025 [1] - The data center business serves as the company's foundation, benefiting from a new wave of infrastructure investment in the data center industry [1] - The new energy business is characterized by significant performance elasticity, with a recovery in demand in the European energy storage market and strong demand in emerging markets [1] Group 2: Performance Indicators - The company is experiencing a rapid year-on-year growth rate due to the continuous increase in orders and shipment volumes across both business segments [1]

证券代码：002518 证券简称：科士达 公告编号：2026-003 深圳科士达科技股份有限公司 2025 年度业绩预告 本次业绩预告相关财务数据未经会计师事务所审计。公司就本次 业绩预告有关事项与为公司提供年度审计服务的会计师事务所签字 注册会计师进行了预沟通，双方在本次业绩预告方面不存在重大分歧。 三、业绩变动原因说明 公司布局"数据中心+新能源"业务，2025 年度双板块业务呈现 增长态势。数据中心业务为公司基本盘，近年数据中心行业掀起新一 轮基建热潮，公司数据中心业务增速提振。新能源业务是公司业绩弹 性较大的板块，随着欧洲储能市场需求回暖，新兴市场需求旺盛，公 司新能源业务板块重回增长通道。双板块业务订单及出货量持续增加， 以致公司整体业绩同比增速较快。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日-2025年12月31日 2、预计的业绩: 预计净利润为正值且属于下列情形之一 □ 扭亏为盈 √ 同向上升 □ 同向下降 | 项 | 目 | 本报告期 | 上年同期 | | --- | --- | ...

Core Viewpoint - Keda Technology's stock price has shown fluctuations, with a recent decline of 2.08% and a total market capitalization of 30.21 billion yuan, while the company has experienced a year-to-date increase of 6.95% in stock price [1] Financial Performance - For the period from January to September 2025, Keda Technology achieved a revenue of 3.609 billion yuan, representing a year-on-year growth of 23.93%, and a net profit attributable to shareholders of 446 million yuan, reflecting a growth of 24.93% [2] Shareholder Information - As of January 9, 2025, Keda Technology had 44,000 shareholders, an increase of 4.76% from the previous period, with an average of 12,844 circulating shares per shareholder, a decrease of 4.55% [2] - The company has distributed a total of 1.544 billion yuan in dividends since its A-share listing, with 602 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.6908 million shares, an increase of 2.450 million shares from the previous period [3] - Several new institutional shareholders have entered, including Bosera Huixing Return Mixed Fund, holding 5.0283 million shares, and Huatai-PineBridge Technology Innovation Mixed Fund, holding 4.0335 million shares [3]

Core Viewpoint - The company has established a comprehensive layout for its energy storage business, which is expected to become a core growth engine by 2025 as overseas demand recovers [2] Group 1: Business Strategy - The energy storage products cover residential, commercial, and grid-level applications, allowing for seamless switching between on-grid and off-grid systems [2] - The company has built a stable and reliable supply chain through deep cooperation with leading battery cell manufacturers [2] Group 2: Market Positioning - The company focuses on overseas markets as its main battlefield, with efficient and smooth order delivery in mature markets like Europe [2] - Demand is steadily increasing in emerging markets such as Southeast Asia and the Middle East, with further global market coverage achieved through partnerships with quality overseas distributors [2] - In the domestic market, the company is concentrating on the development of integrated solar-storage-charging projects to maintain its market share in the commercial and grid-side energy storage sectors [2]

Core Viewpoint - The company will continue to focus on a dual-driven strategy of "data center + new energy" to capitalize on growth opportunities in both sectors [2] Data Center Sector - The company aims to leverage the accelerating global infrastructure for computing power by upgrading UPS products towards medium and large power, as well as liquid cooling technologies [2] - New product developments will include HVDC, integrated power modules, and SST to meet the high reliability and efficiency demands of AI computing centers [2] - The company plans to deepen collaboration with leading domestic internet companies and clients in finance and telecommunications, while using its Vietnam factory as a core node to expand ODM orders in rapidly growing regions like North America and Southeast Asia [2] New Energy Sector - The core growth engine will be energy storage, focusing on comprehensive energy storage solutions to strengthen its position in mature European markets and accelerate penetration into emerging markets [2] - The company will promote the integration of solar energy storage and charging solutions, enhancing supply chain resilience through partnerships with leading battery cell manufacturers [2] - The synergy between the data center and new energy businesses is expected to broaden the company's growth opportunities [2]

每经AI快讯，科士达发布公告称，2026年1月14日-15日，科士达接受工银瑞信基金等投资者调研，公司 副总经理、董事会秘书范涛等人参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 （记者 张明双） ...