科士达三季度业绩同比高增，“数据中心+新能源”双翼腾飞

Core Insights - The company reported a significant increase in revenue and profit for the third quarter, indicating strong growth and quality performance [1][2] - The company's diversification strategy in both domestic and international markets has led to a balanced business portfolio [1] - The renewable energy sector is emerging as a new growth engine for the company, with expanding opportunities in various global markets [2] Financial Performance - The company achieved a revenue of 1.446 billion yuan in Q3, a year-on-year increase of 41.71% [1] - The net profit attributable to shareholders for Q3 was 190 million yuan, up 38.36% year-on-year, with a non-recurring net profit of 183 million yuan, reflecting a growth of 50.45% [1] - Cumulative revenue for the first three quarters reached 3.609 billion yuan, representing a 23.93% increase, while net profit attributable to shareholders was 446 million yuan, up 24.93% [1] - The net profit margin at the end of Q3 was 12.35%, an increase of 0.54 percentage points from the end of Q2, and the return on equity was 9.89%, up 1.58 percentage points year-on-year [1] Market Position and Strategy - The company is recognized as a global brand in the data center product sector, having established a strong presence in key domestic markets such as finance, telecommunications, and the internet [1] - The company has developed a global cooperation network, focusing on partnerships with major ODM clients, agents, operators, and EPC contractors, achieving significant breakthroughs in North America, Europe, and Southeast Asia [1] - The company's market layout is becoming increasingly diversified, with a balanced share of domestic and international business [1] Renewable Energy Growth - The renewable energy business is identified as a new growth driver, with increasing global demand for energy storage expected by 2025 [2] - The company is actively delivering orders to major customers in Europe and expanding into emerging markets in Southeast Asia, the Middle East, South America, and Africa [2] - The dual business model of the company is contributing to high year-on-year growth in performance [2]