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南都电源:公司预计明年北美市场数据中心备用电池市场需求约20GWh
Zheng Quan Ri Bao Wang· 2025-10-30 10:17
Core Viewpoint - The company anticipates significant growth in the North American data center backup battery market, projecting a demand of approximately 20 GWh for the next year, and a global demand of around 30 GWh, driven by explosive growth in computing power requirements [1] Company Insights - The company is recognized as a qualified supplier for major North American data center clients, positioning itself to benefit from the anticipated surge in customer demand [1] - The company's product performance is expected to experience rapid growth in line with the explosive increase in client demand [1] Industry Trends - The data center construction demand is projected to maintain a growth rate of over 100% in the coming years, fueled by the increasing need for computing power [1]
南都电源:预计明年北美市场数据中心备用电池市场需求约20GWh
Core Insights - The company, Nandu Power (300068), anticipates a demand of approximately 20 GWh for backup batteries in the North American data center market and around 30 GWh globally for the next year [1] - The explosive growth in computing power demand is expected to drive data center construction needs to maintain a growth rate of over 100% in the coming years [1] - The company is currently a qualified supplier for leading clients in the North American data center sector, which is expected to lead to rapid growth in product performance alongside client expansion [1]