TGOOD(SZ:300001) Mei Ri Jing Ji Xin Wen·2026-01-07 04:03Core Viewpoint - The core issue identified is that power supply is the ultimate bottleneck for AI development, with a focus on solutions involving 800V HVDC, SST, liquid cooling, and energy storage [1] Group 1: Company Initiatives - The company, Teruid (300001.SZ), has responded to investor inquiries by outlining its strategy to address the power supply challenges faced by data centers [1] - The company is leveraging its system integration advantages to combine prefabricated modular substations with solid-state transformers (SST) to provide comprehensive solutions for high voltage access [1] - A dedicated R&D team has been established to accelerate the development and commercialization of SST-related technologies [1] Group 2: Market and Product Development - The company aims to deliver efficient energy solutions with an output of 800V, targeting the needs of data centers [1] - The development progress of SST and its market applications will be disclosed in accordance with the requirements of the Shenzhen Stock Exchange [1] - There remains uncertainty regarding the product and its market application scenarios, indicating potential challenges ahead [1]