调研速递|奥海科技接受线上投资者调研，聚焦AI时代业务布局与技术创新要点

Core Insights - The company held a semi-annual performance briefing on September 5, 2025, discussing its business layout, strategies to cope with international situations, and applications of AI technology [1] Business Direction in the AI Era - The company positions itself as a leader in energy exchange solutions for the AI era, focusing on three main areas: comprehensive energy solutions around computing power, power and control solutions for electric vehicles, and upgrades for consumer electronics power [1] - The growing demand for computing power in the AI era is expected to drive the need for high-power computing power supplies, with the company benefiting across multiple sectors due to the interconnection of technologies in vehicle and consumer electronics [1] Response to International Situations - To address global supply chain restructuring and changes in international trade policies, the company has established a network of six intelligent manufacturing bases worldwide [1] - The company has a low dependency on the U.S. market and possesses advantages in global production capacity layout, supply chain autonomy, and technological establishment, anticipating limited direct impact from current tariff adjustments [1] AI-Driven Charging Product Opportunities - AI technology is driving equipment upgrades and creating new charging demands, such as increased charging power for smartphones, AIPC, and IoT devices [1] - The company has entered the supply chain of several mainstream AI-related smart device power suppliers and launched its first AI smart charger, integrating AI into the entire R&D and operational process for precise innovation and efficient transformation [1] Power Electronics Technology Layout - The company has mastered technologies such as multilayer planar transformers, applicable in supercomputing server power supplies, and is applying AI large models in system development and operational control [1] - Innovations in new materials and devices are being pursued, including high-frequency low-loss magnetic materials and new thermal management solutions [1] Business Development Post 3C Incident - The company is involved in setting new industry standards and has obtained 3C certification for its products, which are sold globally and meet various certification requirements [1] Robotics Business Situation - The global robotics industry is expanding, with some electric vehicle and consumer electronics brands venturing into robotics [1] - The company has established partnerships with leading enterprises, aiming to integrate into the supply chain, with existing products matching the charging power of mainstream robotic products [1] Server Power Supply and Photovoltaic Storage Business - In response to the energy structure transformation and growing demand for home storage, the company has developed an integrated product matrix for "light storage and charging," achieving a 99.5% yield rate for its integrated charging and discharging devices [1] - The company is targeting energy management upgrades for data centers, offering comprehensive solutions for server and computing power supplies, with a product range from 550W to 8000W [1] Nitride Gallium Chip Application - The company is a leading player in the industry for the shipment of gallium nitride power products, collaborating well with mainstream suppliers to address industry challenges, with plans to extend this technology into the server power supply sector [1]