科士达发布投资者关系活动记录表公告称，公司为数据中心基建提供电源、温控、电池等核心设备，在 业绩贡献上是根据不同项目进程时间点逐步体现。从今年一季度来看，数据中心业务增速同比已有提 升，从二季度来看整体依然持续向好，公司对全年保持着乐观预期，未来三五年数据中心整体行业都将 受益于AI发展。AI算力需求激增，对数据中心的建设要求也不断提高，从配套电源设备来看，公司看 好模块化产品、集成化系统的发展趋势。 ...

Group 1: Data Center Business Growth - The overall heat in the data center industry has increased, leading to a noticeable acceleration in the company's data center business this year [1] - The company has seen a year-on-year increase in data center business growth since Q1, with a positive outlook for the entire year [1] - The data center industry is expected to benefit from AI development over the next three to five years [1] Group 2: AIDC Scenario Strategies - The surge in AI computing power demand is raising the requirements for data center construction, with a focus on modular products and integrated systems [2] - The company is developing integrated power modules that combine transformers, UPS, and distribution systems to reduce footprint and enhance power density [2] - The company aims to provide integrated solutions from multiple dimensions, including product and system integration [2] Group 3: Traditional Industry Demand Changes - Traditional industries such as finance, government, and rail transit are not expected to see rapid order demand due to capital expenditure planning, but localized deployment trends may emerge in the coming years [2] - Demand growth in these sectors is anticipated to gradually manifest over the next few years [2] Group 4: Renewable Energy Storage Business - Despite fierce competition, the renewable energy market remains broad, with emerging markets in the Middle East, Southeast Asia, and Africa continuing to show increasing demand [2] - The company is optimistic about the global renewable energy market and is actively expanding new market channels to adapt to market changes [2]