Core Viewpoint - The company is currently focusing on the application of its lithium battery products in the backup power supply (BBU) sector for data centers, which is still in the early stages of ramp-up [2]. Group 1: Company Strategy - The company is exploring the application of its lithium battery products in the BBU field, indicating a strategic layout for future development [2]. - Currently, the company operates as a manufacturer of battery cells, primarily serving battery pack manufacturers as direct clients [2]. Group 2: Industry Context - The data center industry supply chain is categorized into upstream, midstream, and downstream segments, with the company positioned in the upstream segment as a cell manufacturer [2].

Core Viewpoint - The company is currently supplying battery packs (PACK) to NVIDIA for backup power units (BBU) in data centers and is considering future direct supply opportunities with NVIDIA as the market develops [1] Group 1: Company Strategy - The company's lithium battery products are in the early stages of application in the BBU sector, indicating a strategic focus on future growth in this area [1] - The company operates in the upstream segment of the supply chain, specifically as a battery cell manufacturer, with current direct customers being battery pack manufacturers [1] Group 2: Industry Context - The data center supply chain is divided into upstream (battery cells, batteries, power supplies), midstream (server integration), and downstream (CSP cloud service providers and end applications) [1]