格隆汇11月18日丨森源电气(002358.SZ)在互动平台表示，公司子公司郑州新能源主要产品有以智慧路 灯、风光互补路灯、LED灯具为主的市政、工矿、景观照明系统；交、直流充电桩（站）；电能质量治 理装置等。目前智慧灯杆业务占公司整体营收的比重较小。 ...

Core Viewpoint - The development of AI technology is driving upgrades in power systems, and the construction of AI data centers requires reliable AC and DC lightning protection devices to ensure equipment safety and system stability [1] Group 1: Company Positioning - The company is recognized as an advanced enterprise in the field of AC and DC lightning protection devices in China, with products covering all voltage levels to meet the needs of data center scenarios [1] - The company's lightning protection products have been widely applied in various sectors, including power, railways, and mining, for overvoltage protection [1] Group 2: Market Opportunities - The company aims to leverage its core competitiveness in lightning protection devices to actively participate in the construction opportunities presented by AI data centers [1] - The company has established a diverse customer base, including major enterprises such as State Grid, Southern Power Grid, China Railway Group, CRRC, State Power Investment, and National Energy [1] Group 3: Product Development - The company has completed the research and development of small sample products for its semiconductor ceramic substrates, with some products already having qualified laboratory samples [1] - Ongoing efforts are being made to verify the stability of the manufacturing process for these products [1]