人民财讯10月5日电，欧陆通（300870）已构建多元核心产品矩阵：涵盖3,200W钛金M-CRPS服务器电 源、1,300W—3,600W钛金CRPS服务器电源、3,300W—5,500W钛金和超钛金GPU服务器电源、浸没式 液冷服务器电源及机架式电源(Power Shelf)解决方案，还推出符合开放计算组织(OCP)第三代开放式机 柜(ORV3)规范的机架式电源解决方案，配置6组5,500W服务器电源，可提供最高33KW的功率输出，转 换效率高达97.5%，并可拓展至2OU66KW、3OU66KW以及4OU132KW等方案。同时，公司全力支持国 产产业链发展，持续配合客户研发全国产化的数据中心电源产品，目前有多个全国产化在研及量产的电 源机型。 凭借硬核实力，欧陆通已陆续为浪潮信息（000977）、富士康、华勤、联想、中兴、新华三等国内知名 服务器系统厂商出货，也同步与国内头部互联网企业等终端客户保持紧密合作。 ...

欧陆通已构建多元核心产品矩阵：涵盖3,200W钛金M-CRPS服务器电源、1,300W—3,600W钛金CRPS服 务器电源、3,300W—5,500W钛金和超钛金GPU服务器电源、浸没式液冷服务器电源及机架式电源 （Power Shelf）解决方案，还推出符合开放计算组织（OCP）第三代开放式机柜（ORV3）规范的机架 式电源解决方案，配置6组5,500W服务器电源，可提供最高33KW的功率输出，转换效率高达97.5%，并 可拓展至2OU 66KW、3OU 66KW以及4OU 132KW等方案。同时，公司全力支持国产产业链发展，持 续配合客户研发全国产化的数据中心电源产品，目前有多个全国产化在研及量产的电源机型。凭借硬核 实力，欧陆通已陆续为浪潮信息、富士康、华勤、联想、中兴、新华三等国内知名服务器系统厂商出 货，也同步与国内头部互联网企业等终端客户保持紧密合作。 ...

Group 1: Humanoid Robots - China's humanoid robot development leads globally, with significant international sales of domestic robots [1][2] - The humanoid robot industry is entering a phase of commercialization, with companies achieving order breakthroughs and capitalizing on market opportunities [2] - The Hangzhou government is soliciting opinions on regulations to promote the development of the embodied intelligent robot industry [1][13] Group 2: Quantum Computing - China has built the world's largest atomic quantum computing system, achieving a record of 2024 defect-free atoms in a two-dimensional and three-dimensional array [3] - The quantum computing industry is at a critical turning point, transitioning from laboratory research to specialized applications, with a projected market size exceeding $5 billion by 2024 [4] - Companies like Fudan Fuhua and Kehua Data are actively collaborating to develop superconducting quantum computing applications [5] Group 3: DDR4 Supply and Pricing - The supply of consumer-grade DDR4 is tight, with contract prices soaring by over 60-85% in July, leading to a significant price adjustment for the third quarter [6] - The price increase is attributed to supply-side manufacturers reducing output and downstream customers increasing orders [6] Group 4: Poultry Industry - The price of Shandong white feather chicken seedlings has surged over 300% in one month, driven by rising demand and supply constraints [7][8] - The poultry industry is experiencing a tightening of chicken sources, which is pushing up prices for chicken seedlings [7] Group 5: AI and Power Supply - The demand for AI is driving advancements in power supply technology, with a projected increase in power equipment demand for AI data centers from 29 GW to 74 GW between 2025 and 2030 [9][10] - Companies like Oulu Tong and Zhongheng Electric are leading in providing power solutions for data centers and AI applications [10] Group 6: Charging Infrastructure - The charging station industry is poised for unprecedented growth, with an estimated investment of around 200 billion yuan for the expansion of public charging stations in cities with populations over 3 million by 2024 [11][12] - Companies such as Taijia and Shenghong are developing advanced charging solutions to meet the growing demand in the electric vehicle market [12]

Financial Performance - In 2024, the company achieved a revenue of 3.798 billion CNY, a year-on-year increase of 32.32%, marking a historical high in revenue [3] - The gross profit margin for 2024 was 21.36%, an increase of 1.64 percentage points year-on-year [3] - The net profit attributable to shareholders for 2024 was 268 million CNY, a year-on-year growth of 36.92%, with a net profit margin of 7.06% [3] - In Q1 2025, the company reported a revenue of 888 million CNY, a year-on-year increase of 27.65%, and a net profit of 49.57 million CNY, up 59.06% [4] Business Segments - The power adapter business generated 1.673 billion CNY in 2024, a growth of 4.96% year-on-year, despite a decline in gross profit margin to 18.26% [5][6] - The data center power business saw a revenue of 1.459 billion CNY, a significant increase of 79.95%, with high-power data center power revenue reaching 780 million CNY, up 536.88% [6] - Other power businesses achieved a revenue of 649 million CNY, a year-on-year increase of 48.71%, with a gross profit margin of 20.30% [6] Market Expansion - The company is actively expanding its overseas business, establishing teams in Taiwan and the USA to target various international clients [7] - The data center power business is a strategic focus, with products recognized by major domestic server manufacturers [10] Product Development - The data center power products include a range of server power supplies, with advanced offerings such as 3,200W titanium M-CRPS power supplies [9] - The company aims to achieve 100% localization of components in its data center power projects [13] Future Goals - The revenue growth targets for 2025 and 2026 are set at 35% and 65% respectively, with net profit growth targets of 60% and 130% [17] - The company plans to continue expanding its product categories in the power adapter segment, targeting new applications in smart homes and drones [14] Impact of Tariff Policies - The direct revenue from sales to the USA is relatively small, thus the impact of tariff policies is limited [15]