科士达：公司布局“数据中心+新能源”业务，2025年上半年双板块均呈增长态势

Core Viewpoint - The company is optimistic about the growth prospects of its "data center + new energy" business segments, expecting both to show growth by the first half of 2025 [1] Group 1: Data Center Business - The data center business is considered the company's core area, benefiting from a new wave of infrastructure investment in the industry [1] - The company is seizing opportunities in the data center sector, which is experiencing significant growth [1] Group 2: New Energy Business - The new energy segment is viewed as having substantial earnings elasticity, with a recovery in demand from the European energy storage market and a boost from emerging markets [1] - The new energy business has returned to a growth trajectory, indicating positive performance outlook [1] Group 3: Industry Outlook - The company holds a positive long-term outlook for the industries it operates in, reflecting confidence in mid to long-term development trends [1]