Megmeet(SZ:002851) Ge Long Hui·2025-11-05 07:14Core Viewpoint - The company is steadily advancing its AI business, with most projects progressing smoothly and actively participating in multiple global industry exhibitions in recent months [1] Group 1: Product Development - The company has launched a series of products including Power Shelf, BBU Shelf, Power Capacitor Shelf, and 800V/570kW Side Rack, which align with GB200/GB300 standards and next-generation Rubin architecture [1] - The product capabilities span across external and internal multi-level voltage conversion power modules and systems, indicating a comprehensive approach to product development [1] Group 2: Market Positioning - The company is focusing on opportunities related to onboard power and liquid cooling, indicating a strategic expansion into emerging technologies [1] - The company is gradually transitioning towards becoming a comprehensive system solution provider for AI data center power supply [1]