Core Viewpoint - The event highlighted the growing demand for electrical precision components in data centers, particularly driven by the AI revolution, which is reshaping infrastructure and becoming a core element of technological competition [1] Company Insights - Tianrong Tianyu (300988) focuses on electrical precision components that are widely used in data center power distribution [1] - The company is designing and developing reliable and efficient distribution devices for high-value clients in the AI data center market to support microgrids and high-density AI clusters [1] - The company aims to further explore market demand and enhance technological innovation to quickly respond to and meet market needs [1] Industry Trends - The demand for electricity in data centers is rapidly expanding due to the AI revolution, particularly in North America [1] - AI data centers are becoming a central carrier of technological competition, influencing the infrastructure landscape [1]
津荣天宇:公司电气类精密部品广泛应用于数据中心输配电等领域