Core Insights - The company, Nandu Power (300068.SZ), has successfully secured multiple high-voltage lithium battery data center projects in the US and overseas this year [1] - The data center market is a key area of expansion for the company, which has gained customer recognition through its self-developed backup power technology and industry-level solutions [1] - The company currently has a lithium battery production capacity of 1.5 GWh for data centers and plans to expand by an additional 1 GWh next year, totaling a capacity of 2.5 GWh [1] - The company has a rapid expansion capability to meet customer demand if future orders increase [1] - The company has approximately 7.8 GWh of large storage orders on hand, with around 5 GWh from domestic sources and about 2.8 GWh from overseas, primarily from Australia, Europe, and the UK [1]
南都电源:目前大储在手未发订单约7.8GWh