深圳市盛弘电气股份有限公司 投资者关系活动记录表 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他（电话调研） | | | 红思客资产、久战久胜私募、浙江思悦投资、弘润资本（香 | | 参与单位名 称及人员姓 | 港）、熙宁投资、深圳北斗星投资、内蒙古博汇资产、深圳德 | | 名 | 远投资、金石资本、长江证券经纪（香港）有限公司、聚势 | | | 投资、华基投资等 | | 时间 | 2025 年 12 月 29 日 9:30-11:00 | | 地点 | 公司会议室 | | 上市公司接 | 董事会秘书胡天舜先生 | | 待人员姓名 | 投关总监张原先生 | | | 1、公司AIDC业务部成立半年有什么进展？ | | | 答：随着近几年AI及相关基建和配套领域的不断发展， | | 投资者关系 | 数据中心、智算中心的大规模建设，公司电能质量产品用于 | | 活动主要内 | 数据中心、智算中心的占比也显著提升。 | | 容介绍 | 公司组织了专门的团队在已有电能质量如 ...

Group 1: Charging and Battery Swap Market - The domestic charging market is expected to grow as the number of new energy vehicles increases and charging infrastructure improves, with a focus on high-quality development [2] - The penetration rate of fast charging is anticipated to rise, supported by government policies encouraging the construction of charging stations [2][3] - The battery swap market is experiencing rapid growth, bolstered by national policies promoting battery swap models [3][4] Group 2: Energy Storage Industry - The energy storage market is transitioning towards low-carbon energy systems, with new energy storage being a key support for carbon neutrality goals [3][4] - The ongoing electricity market reform is creating a favorable environment for new energy storage development, enhancing market opportunities [4] Group 3: Competitive Actions in Energy Storage - The company is enhancing product efficiency and reliability to address industry challenges and maintain competitiveness [4] - Continuous technological innovation and customized solutions are being pursued to increase product value in the energy storage sector [4][5] Group 4: Applications of Power Quality Products - The company's power quality products are applicable across over thirty industries, including high-end equipment manufacturing, transportation, and public facilities [5][6] - The company is expanding its market presence through product development and channel expansion, achieving leading market share in various segments [5][6] Group 5: Advantages in AIDC and Data Center Preparation - The company’s products, such as active filters and uninterruptible power supplies, are well-suited for data centers and intelligent computing centers [5][6] - With the growth of AI and data center demands, the company is preparing for increased capital expenditures in this sector [5][6][7] Group 6: Future Directions and Safety Considerations - The company is committed to enhancing safety in data center solutions, recognizing the industry's stringent safety requirements [7] - Future preparations will focus on exploring and developing solutions tailored for data centers, aiming to become a comprehensive power solution provider [7]