科士达近日在投资者关系活动中表示，公司数据中心产品品类齐全，覆盖UPS电源、高压直流电源 （HVDC）、温控设备、铅酸/锂电池、微模块、电力模块、动环监控等全系列产品及系统。顺应中大 型高功率数据中心的建设浪潮，设备端正朝着高功率、高密度方向升级。针对AI智算应用场景，公司 已构建完备的核心产品体系，涵盖适配AI服务器集群的PowerFort一体化电力模块、兆瓦级UPS、 YMK3300高频模块化UPS、IDM风液融合微模块数据中心，以及可满足高算力散热需求的LiquiX AI智 算液冷CDU等关键产品。 ...

深圳科士达科技股份有限公司投资者关系活动记录表 | 的市场布局策略：国内端，与字节跳动、阿里巴巴、京东、万国 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 数据、世纪互联等头部企业形成稳定合作格局；海外端，搭建以 | | | | | | | | 核心代理商、运营商及 | EPC | 总包方为核心的渠道架构，达成业务 | | | | | | 的深度渗透与全面覆盖。区域拓展路径上，公司在筑牢欧洲、东 | | | | | | | | 南亚等传统优势市场份额的基础上，正加快推进北美、澳洲等新 | | | | | | | | 兴市场的业务拓展，稳步构建全球化的市场布局网络。 | | | | | | | | 投资者提问：当下 | AI | 算力需求迎来爆发式增长，公司对 | AIDC | 产 | | | | 品的布局如何？ | | | | | | | | 范涛先生回答：公司数据中心产品品类齐全，覆盖 | UPS | 电源、高 | | | | | | 压直流电源（HVDC）、温控设备、铅酸/锂电池、微模块、电力模 | | | | | | | | 块、 ...

Group 1: Report Overview - The report is about a research on KSTAR, a company in the power equipment industry, conducted on September 15, 2025 [1][2][16] Group 2: Research Participants - Participating institutions include Kaiyuan Securities, Minfeng Capital, Hua'an Securities, Daqi Capital, Fuya Investment, Kabir Fund, Guokelonghui, Donghong Capital, and Zhuoyin Investment [2][17] Group 3: Core Views - The company uses a "brand direct sales + ODM" dual - track operation model in overseas new energy markets, achieving good results in Europe, Asia - Pacific, and Africa. In 2025, the European market's energy storage demand has recovered, and the company's new energy business is growing [22] - In the data center temperature control field, the company offers multiple solutions including liquid - cooled CDU and systems, and recently launched the LiquiX AI intelligent computing liquid - cooled CDU [24] - The Vietnam factory is an important overseas production layout, mainly for European and North American markets. The first - phase data center production line was put into operation this year, and new energy production lines will be arranged according to market demand [25] Group 4: Content Summary by Section 01. Research Basic Situation - The research object is KSTAR in the power equipment industry. The reception time was on September 15, 2025, and the reception staff included Deputy General Manager and Board Secretary Fan Tao, Securities Affairs Representative Zhang Lizhi, and Securities Affairs Specialist Jin Yulin [16] 02. Detailed Research Institutions - The institutions include Kaiyuan Securities (securities company), Minfeng Capital (others), Hua'an Securities (securities company), Daqi Capital (others), Fuya Investment (investment company), Kabir Fund (others), Guokelonghui (others), Donghong Capital (others), and Zhuoyin Investment (others) [17] 03. Research Institution Proportion - No relevant content provided 04. Main Content Data - The company introduced its situation and held an investor communication session. It responded to questions about overseas new energy business, data center temperature - control products, and the Vietnam factory [21][22][24]

Group 1: Company Overview and Market Strategy - The company utilizes a "brand direct sales + ODM" dual-track operation model to actively explore overseas new energy markets, achieving good development results in Europe, Asia-Pacific, and Africa [2] - In 2024, the European market faced fluctuations in new energy business due to inventory backlog from customers, impacting overall performance [2] - Since 2025, there has been a noticeable recovery in storage demand in the European market, leading to a significant recovery in the company's storage business [2] Group 2: Product Development and Innovation - The company is expanding its product offerings in temperature control for data centers, focusing on liquid cooling technology as an important solution for heat dissipation challenges [3] - The recently launched LiquiX AI intelligent liquid cooling CDU product is based on next-generation cold plate liquid cooling technology, emphasizing high-density heat dissipation, flexible deployment, safety of working fluids, and system redundancy [3] Group 3: Production Capacity and Market Focus - The Vietnam factory is a key part of the company's overseas production layout, primarily serving European and North American markets, with the first phase officially starting production this year [3] - The factory initially focuses on the data center product line, with plans to adjust the new energy production line based on market demand and potential second-phase investments [3] Group 4: Investor Relations and Compliance - The company conducted thorough communication with investors during the reception, adhering strictly to the "Information Disclosure Management System" to ensure the authenticity, accuracy, completeness, timeliness, and fairness of information disclosure [3] - There were no incidents of undisclosed significant information leakage during the investor relations activities [3]