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奥海科技(002993) - 2025年9月5日投资者关系活动记录表
2025-09-05 13:53
Group 1: Business Direction and Market Positioning - The company positions itself as a leader in energy exchange solutions for the AI era, focusing on three main areas: comprehensive energy solutions around computing power, power and control solutions for electric vehicles, and upgrades for consumer electronics power systems [2][3]. - The demand for high-power computing power supplies is expected to surge due to the rapid growth of AI applications, creating opportunities in various fields such as server power, backup power for data centers, and power for smart devices [2][3]. Group 2: Global Supply Chain and Manufacturing Strategy - The company has established a global network of six smart manufacturing bases, including locations in Dongguan, Wuhan, Ji'an, India, Indonesia, and Vietnam, to effectively respond to global supply chain restructuring and international trade policy changes [3]. - With a low dependency on the U.S. market and a robust global production capacity, the company anticipates limited direct impact from recent tariff adjustments [3]. Group 3: AI Technology Integration - AI technology is driving the upgrade of charging products, with significant increases in charging power for various devices, such as mobile phones and IoT devices, which are moving from 5W to over 20W [3][5]. - The company has launched its first AI smart charger, which learns user habits and offers features like voice control and location tracking, enhancing the smart electricity experience [3][5]. Group 4: Power Electronics and Technical Innovations - The company has developed three core technology directions in power electronics: hardware integration and architecture innovation, software and intelligent control, and new materials and device-level innovations [5][6]. - Key advancements include high-frequency magnetic devices, multi-layer planar transformers, and the application of AI in system development and operation, which enhance power density and reliability [5][6]. Group 5: Product Development and Market Expansion - The company is actively involved in setting new industry standards post-3C incident, ensuring high product quality and customer recognition, with over 90 safety testing projects exceeding national standards [6]. - In the robotics sector, the company has established strong partnerships with leading consumer electronics and automotive brands, positioning itself to integrate into supply chains as new products are launched [7][8]. Group 6: Renewable Energy and Storage Solutions - The company is accelerating the development of an integrated "light-storage-charge" product matrix to meet the growing demand for household and commercial energy solutions [9]. - Its core products have achieved multiple international certifications, and the company is focusing on energy management solutions for data centers, with power ranges from 550W to 8000W [9][10]. Group 7: Backup Power and GaN Technology - The company has capabilities in diesel generator control through its subsidiary, which is expected to enhance its backup power offerings in the future [11]. - The company is a leader in the market for GaN power products, addressing industry challenges such as electromagnetic interference and energy efficiency, with plans to extend this technology into server power applications [12].