Xin Lang Cai Jing·2025-11-11 10:31Core Viewpoint - The company, Keda Technology Co., Ltd., has experienced significant growth in Q3 2025, driven by the dual forces of the data center industry and the recovery of the energy storage market [3]. Group 1: Investor Activity - The investor relations activity involved a specific audience survey with participation from various institutions, including securities firms, funds, and private equity [2]. - The meeting adhered to the information disclosure management system, ensuring that all disclosed information was accurate, complete, and timely [2]. Group 2: Performance Drivers - Q3 performance growth was primarily attributed to the explosive demand for computing power in data centers and the recovery in the energy storage market [3]. - The energy storage segment emerged as the fastest-growing area, with a gradual recovery in European household storage orders and accelerated demand in emerging markets like Southeast Asia and the Middle East [3]. Group 3: Data Center Business - The company has established stable partnerships with leading internet companies in the domestic market, leading to increased contributions from internet clients [4]. - The global market strategy includes deep penetration into traditional markets like Europe and Southeast Asia while actively pursuing breakthroughs in emerging markets such as North America and Australia [4]. - The product portfolio for data centers includes UPS power supplies, high-voltage direct current (HVDC) systems, temperature control equipment, and various battery solutions, with ongoing development of new products tailored to high-power data center needs [4]. Group 4: Core Technology Advantages - The company has a strong foundation in power electronics, ensuring its products remain competitive in the data center and energy storage sectors [5]. - Innovations in power density optimization and energy-saving temperature control technologies position the company as a leader in the industry [5]. - Continuous investment in R&D and a robust supply chain management system support the company's ability to innovate and deliver products effectively [5].