蔚蓝锂芯:在算力中心产业链上,公司属于上游的电芯制造商,目前直接客户为电池(PACK)厂
Core Viewpoint - The company is currently focusing on the application of its lithium battery products in the backup power supply (BBU) sector for data centers, which is still in the early stages of ramp-up [2]. Group 1: Company Strategy - The company is exploring the application of its lithium battery products in the BBU field, indicating a strategic layout for future development [2]. - Currently, the company operates as a manufacturer of battery cells, primarily serving battery pack manufacturers as direct clients [2]. Group 2: Industry Context - The data center industry supply chain is categorized into upstream, midstream, and downstream segments, with the company positioned in the upstream segment as a cell manufacturer [2].