蔚蓝锂芯(002245.SZ):目前直接客户为电池(PACK)厂
Core Viewpoint - Company is focusing on the application of its lithium battery products in the power supply field of computing centers, indicating a strategic development for future growth [1] Industry Summary - The computing center industry chain is divided into upstream, midstream, and downstream segments, with the company positioned as an upstream cell manufacturer [1] - Upstream includes cell, battery, and power supply manufacturing, while midstream involves server integration, and downstream consists of CSP cloud service providers and other terminal applications [1] - The company currently serves battery (PACK) manufacturers as its direct clients, highlighting its role in the supply chain [1]