9月10日，浙江南都电源动力股份有限公司接待了爱建证券、汇丰晋信、太保资产等15家机构的调研， 就公司业务情况、产品特点、市场布局及未来规划等方面进行了深入交流。 调研基本信息 南都电源凭借自研技术和丰富经验，与多家头部企业建立合作。现有数据中心锂电产能1.5GWh，明年 计划扩产1GWh至2.5GWh，且具备快速扩产能力。北美数据中心终端客户多为美国互联网头部厂家， 预期明年数据中心锂电营收翻倍增长。高压锂电产品作为龙头产品，未来即便降价，也会通过技术升级 保持毛利率，且海外客户对价格不敏感，降价幅度有限。 储能订单情况 海外大储市场加速扩张，南都电源目前大储在手未发订单约7.8GWh，其中国内约5GWh，海外约 2.8GWh，海外订单主要来自澳洲、欧洲、英国等地。公司电池均自产，中标的2.8GWh独立储能项目订 单，今年预计交付1.2GWh，明年交付1.6GWh。 全球数据中心市场展望 据多渠道反馈，南都电源预计明年北美市场数据中心备用电池需求约20GWh，全球约30GWh。随着算 力需求爆发，未来几年数据中心建设需求预计翻倍以上增长。未来，南都电源将以客户需求为导向，打 造"技术研发 + 市场拓展"双轮 ...

Core Viewpoint - The company, Nandu Power (300068), has successfully secured multiple high-voltage lithium battery data center projects in the US and other overseas markets this year, indicating strong growth potential in the data center sector [1] Group 1: Company Developments - The company has established itself in the data center market, which is a key area for expansion, by leveraging its independently developed backup power technology and industry-level solutions [1] - Nandu Power has built partnerships with several leading internet companies, service providers, and financial institutions both domestically and internationally [1] Group 2: Production Capacity and Future Plans - The current production capacity for data center lithium batteries stands at 1.5 GWh, with plans to expand by an additional 1 GWh next year, bringing the total capacity to 2.5 GWh [1] - The company possesses the capability for rapid expansion to meet potential increases in customer demand in the future [1]