Group 1: Company Strategy and Focus - The company focuses on special field power supplies, increasing investment in integrated circuits, electric motors, and equipment-level power supplies [2] - The company is expanding its investment in data centers, commercial aerospace, and low-altitude economy sectors [2] Group 2: Data Center Power Solutions - The company offers a full range of power solutions for data centers, including primary, secondary, and tertiary power products [2] - The theoretical capacity for modular products is 500 million yuan, while non-modular products have a theoretical capacity of 400 million yuan [3] - The company plans to expand production capacity by an additional 400-500 million yuan based on order demand, with an expansion period of 3-6 months [3] Group 3: Partnerships and Collaborations - The company collaborates with ADI, utilizing ADI chips and engaging in joint development for data center products [3] - Secondary power products are entering small batch production, with additional products expected to follow next year [3] Group 4: Market and Product Development - The company has completed the development of CRPS server power supplies below 3.6KW, which have started generating revenue [4] - The company is preparing for the construction of an overseas factory in Malaysia, currently in the filing process [3] Group 5: Future Outlook and Financials - The company has released a stock incentive plan, with performance indicators set for the next three years [4] - There are currently no new financing needs, but future considerations will depend on the development of the data center business [4]

Group 1: Company Strategy and Focus - The company focuses on specialized power supply fields, increasing investment in integrated circuits, electric motors, and equipment-level power supplies, while also expanding into data centers, commercial aerospace, and low-altitude economy sectors [2][3]. Group 2: Data Center Power Solutions - The company offers a comprehensive range of power solutions for data centers, including primary, secondary, and tertiary power supplies, such as PSU power supplies and HVDC CRPS power supplies [2][3]. - The theoretical production capacity for modular products is 500 million CNY, while non-modular products have a theoretical capacity of 400 million CNY. An additional 400 million to 500 million CNY capacity will be added after a 3-6 month expansion period [3][4]. Group 3: Partnerships and Collaborations - The company collaborates with ADI, which acts as a partner in the data center sector, utilizing ADI chips for joint development [3][4]. - Secondary power products are entering small batch production, with additional products expected to follow in the coming year [3]. Group 4: Market Expansion and Production - The company is in the process of establishing a new production line in Malaysia, currently undergoing the filing process, with plans to increase investment based on market demand [3][4]. - The company has completed the development of a full series of CRPS server power supplies below 3.6KW, which have started generating revenue, although market promotion has not met expectations [3][4]. Group 5: Technical Capabilities and Future Plans - The company’s technical capabilities in the data center sector are on par with international manufacturers, with some products leading the market [3][4]. - Future plans include focusing on high-end, specialized projects and expanding resources in integrated circuits and onboard secondary power supplies [4].

格隆汇11月11日丨科华数据(002335.SZ)在互动平台表示，公司具备SST相关的技术储备。公司将持续深 耕并加大数据中心领域新技术新产品的研发，致力于推出更加安全可靠的供电保障产品及方案，更好地 满足数据中心的高功率、高密度电力需求。 ...