高压直流电源(HVDC)

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调研速递|科士达接受易方达基金等17家机构调研 上半年营收21.63亿元亮点多
Xin Lang Cai Jing· 2025-08-29 10:23
点击查看公告原文>> 责任编辑:小浪快报 8月28日至29日,深圳科士达科技股份有限公司接待了易方达基金、广发基金、泰康资产等17家机构的 特定对象调研。以下为本次调研的详细情况: 1.基本信息|项目|详情| |---|---| |投资者活动关系类别|特定 对象调研| |时间|2025年8月28日 - 29日| |地点|公司会议室| |参与单位名称|易方达基金、广发基金、泰康资 产、博时基金、鹏华基金、三万资本、天风证券、长江证券、华商基金、浙商证券、国投瑞银、安信基 金、宏盛鹏达、华西基金、平安基金、红华资本、前海开源基金等| |上市公司接待人员姓名|副总经理、 董事会秘书范涛先生;证券事务代表张莉芝女士;证券事务专员金玉琳女士|调研主要内容2025年上半 年整体情况:公司2025年上半年经营态势稳健向好,营业收入达21.63亿元,同比增长14.35%;归母净 利润为2.55亿元,同比增长16.49%。单看第二季度,收入12.19亿元,净利润1.44亿元,环比一季度均增 长约30%。公司"数据中心 + 新能源"双板块业务在2025年上半年实现双增长。数据中心业务布局:公司 布局了不间断电源(UPS)、高压直 ...
科士达(002518) - 2025年8月28日-29日投资者关系活动记录表
2025-08-29 09:28
Group 1: Financial Performance - In the first half of 2025, the company achieved an operating income of 2.163 billion yuan, a year-on-year increase of 14.35% [2] - The net profit attributable to shareholders was 255 million yuan, reflecting a growth of 16.49% compared to the previous year [2] - In Q2 2025, the revenue reached 1.219 billion yuan, with a net profit of 144 million yuan, both showing a quarter-on-quarter increase of approximately 30% [2] Group 2: Business Segments - The company operates in two main sectors: "Data Center" and "New Energy," both showing growth trends in the first half of 2025 [2] - The Data Center segment is identified as the core business, with significant product offerings including UPS, HVDC, temperature control, micro-modules, and battery solutions [3] - The New Energy sector has seen a recovery, with a year-on-year growth of 26.38% in the first half of 2025, driven by emerging markets in the Middle East, Southeast Asia, and Africa [4] Group 3: Market Expansion - The company has made substantial progress in overseas markets, with data center business evenly split between domestic and international markets [5] - Recent product innovations include the LiquiX AI liquid cooling CDU and temperature control solutions, aimed at enhancing market presence and business scale [5] - The company is actively expanding its market reach in North America, Europe, and Southeast Asia, establishing a solid foundation for sustained performance growth [5] Group 4: Investor Relations - The investor relations activity was conducted in compliance with information disclosure regulations, ensuring the accuracy and timeliness of shared information [6] - The meeting included a comprehensive exchange of ideas between the company representatives and investors, addressing key operational and market-related inquiries [6]