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南兴股份(002757) - 2025年3月12日投资者关系活动记录表
2025-03-12 11:39
Group 1: Company Overview - Naxing Co., Ltd. is engaged in digital economy infrastructure services, serving over 5,000 leading clients across various industries [2] - The company operates over 80 edge data center nodes, covering nearly 20 provinces and over 30 cities in China [3] Group 2: Data Center Operations - Naxing owns two green data centers, with approximately 4,700 self-built cabinets, providing customized services for various industries [3] - The company aims to enhance its data center capabilities in response to the growing demand driven by the development of domestic AI models [3] Group 3: Business Strategy - The company plans to expand its IDC scale and resource nodes, capitalizing on the trend of industry concentration due to policy adjustments [4] - Naxing focuses on empowering small and medium enterprises and enhancing profitability through partnerships with local internet clients [4] - Strengthening the sales team for self-built data center cabinets to improve cabinet utilization rates is a key strategy [4] Group 4: AIGC Assistant Introduction - The company has developed the Xiaolu AIGC intelligent assistant in collaboration with Microsoft, aimed at providing AIGC application products and solutions for industry clients [5] Group 5: Specialized Equipment Business - The demand for specialized equipment is driven by large clients' equipment upgrades and the trend of cost-effective domestic equipment replacing imports [6] - Naxing's specialized equipment exports have reached a historical high, with overseas sales accounting for over 25%, primarily in BRICS and Belt and Road countries [6] Group 6: Market Potential - The overseas market for automation production lines is still largely untapped, presenting significant growth opportunities for Naxing [6]