Core Viewpoint - The event highlighted the growing demand for electrical precision components in data centers, particularly driven by the AI revolution, which is reshaping infrastructure and becoming a core element of technological competition [1] Company Insights - Tianrong Tianyu (300988) focuses on electrical precision components that are widely used in data center power distribution [1] - The company is designing and developing reliable and efficient distribution devices for high-value clients in the AI data center market to support microgrids and high-density AI clusters [1] - The company aims to further explore market demand and enhance technological innovation to quickly respond to and meet market needs [1] Industry Trends - The demand for electricity in data centers is rapidly expanding due to the AI revolution, particularly in North America [1] - AI data centers are becoming a central carrier of technological competition, influencing the infrastructure landscape [1]

Group 1 - The company, Jintai Tianyu (300988.SZ), focuses on the research, production, and sales of precision metal components and new energy storage products [1] - The company's electrical precision components are widely used in data centers and other fields [1] - Major clients of the company include Schneider, ABB, Siemens, Sogoumei, and Jabil Technology [1]