雄韬股份方面称，全球各行各业都积极拥抱AI，算力中心和数据中心得以腾飞发展，公司有深厚的研 发和技术沉淀，公司在算力中心和数据中心UPS电源享有研发技术和产品的先发优势，叠加公司长期积 攒和沉淀的良好客户关系，得以充分与算力中心、数据中心各同行分享时代红利。算力中心和数据中心 电池业务是公司近年来利润的主要增长点，未来会继续保持高速成长。 （文章来源：证券日报） 本报讯 （记者李昱丞）8月26日，深圳市雄韬电源科技股份有限公司（以下简称"雄韬股份"）披露2025 年半年度报告。2025年上半年公司营业收入同比增长1.44%至16.06亿元，归母净利润同比增长25.42%至 9007.67万元，扣非后归母净利润为6971.28万元，同比下滑3.85%。 ...

2025年1月-3月，科士达实现营业收入9.43亿元，同比增长13.51%；归属净利润1.11亿元，同比减少 10.44%。 截至7月31日，科士达股东户数6.8万，人均流通股8311股。 8月27日，科士达盘中上涨5.44%，截至09:56，报35.85元/股，成交4.1亿元，换手率2.09%，总市值 208.73亿元。 资料显示，深圳科士达科技股份有限公司位于深圳市南山区高新北区科技中二路软件园1栋4楼401、402 室，公司专注于UPS电源、空调、微模块、电池、光伏、储能和电动汽车充电桩的研发与制造，提供智 慧能源解决方案。公司自1993年成立以来，已在2010年成功上市，致力于引领行业技术创新和可持续发 展。 ...

Event Overview - The Guangdong Province Live Job Recruitment Event will take place from July to December 2025, featuring 40 online job fairs [2] - The event is guided by the China Small and Medium Enterprises Development Promotion Center and co-hosted by various provincial departments and organizations [2] Live Broadcast Information - The first live broadcast will occur on July 28, 2025, from 10:00 to 12:00, focusing on Dongguan [4] - The live broadcast will be held at the Guangdong Province Veterans Employment and Entrepreneurship Service Promotion Association [4] Participating Companies - **Yishite Power System Technology Co., Ltd.**: Founded in 1989, listed in 2014, recognized as a key high-tech enterprise and has been included in various global rankings, including the Global New Energy Enterprises Top 500 [6][7] - **Guangdong Aoxin Technology Co., Ltd.**: Certified as a national high-tech enterprise, specializes in temperature control equipment manufacturing [6] - **Shenzhen Top Weighing Equipment Co., Ltd.**: Established in 2007, focuses on electronic weighing equipment manufacturing and adheres to international standards [8] - **Dongguan Meixing Automobile Co., Ltd.**: A limited liability company invested by Hong Kong, Macau, and Taiwan, known for its luxury electric off-road vehicles [9] - **Bingge Supply Chain Service Co., Ltd.**: Aims to support veterans' employment and entrepreneurship, with a comprehensive service model and multiple operational bases in Dongguan [10] Job Opportunities - **Yishite Power System Technology Co., Ltd.**: Positions available include After-sales Engineer, Sales Manager, Forklift Driver, Welding Technician, and Debugging Technician [6] - **Guangdong Aoxin Technology Co., Ltd.**: Hiring for Market Manager, Marketing Promotion Manager, Sales Personnel, and E-commerce Customer Service Specialist [6] - **Shenzhen Top Weighing Equipment Co., Ltd.**: Open positions include Business Assistant, Network Administrator, and After-sales Service [8] - **Dongguan Meixing Automobile Co., Ltd.**: Positions available include Administrative General Affairs and Sales Consultant [9] - **Bingge Supply Chain Service Co., Ltd.**: Hiring for positions such as Assistant to the Chairman, Market Department Investment Responsible Person, and Online Operations Supervisor [10]

文 | 爱维达 当工商业储能赛道涌入2000＋玩家时，一家深耕UPS电源27年的"隐形冠军"选择了与众不同的路 径。爱维达，这个服务过北京奥运会、冬奥会的电源保障专家，正将其在极端环境设备可靠性领 域的电力电子技术积淀，转化为储能红海中的差异化竞争力。 技术基因的传承与裂变 爱 维达27年的发展轨迹始终围绕"电能可靠性"展开，从通信基站到智算中心，从金砖会议到上合 峰会，其技术基因在储能领域得以延续和进化。 在这二十余载的技术沉淀中，电力电子技术的同源性成为了爱维达从UPS转向储能的核心逻辑。 无论是UPS的AC-DC/DC-AC转换，还是储能PCS的AC-DC-AC双向变换，核心都是电力电子器 件的拓扑设计与控制算法。爱维达1998年为2G基站研发的第一代在线式UPS，已经具备较高的电 压精度和切换能力，这种对电能质量的极致追求，正是储能系统参与电网调频的技术基础。凭借 这一坚实的技术基础，爱维达在储能领域的发展有了更为明确的方向和优势。 尽管储能场景的复杂度远超UPS，但爱维达凭借其在电力电子领域的深厚技术沉淀，成功突破了 技术壁垒。例如，冬奥会户外电源项目要求设备在-40℃环境下稳定运行，爱维达将相关技 ...

Group 1: Port Industry Insights - The port industry valuation has increased due to sentiment catalysts and re-evaluation factors, particularly after the sale of terminal assets by Cheung Kong, which achieved an EV/EBITDA of 11 times, while the industry average is between 6-8 times, indicating significant re-evaluation potential [1] - Xiamen Port Development, as the only listed platform under Fujian Port Group, leverages the strategic location of Xiamen Port (the 14th largest container port globally) to establish three core businesses: bulk cargo terminals, port logistics, and port services [1] - The company plans to expand into the container terminal sector through a major asset restructuring by 2025, enhancing its position as a comprehensive modern port logistics service provider [1] - With the gradual recovery of global trade and the ongoing Belt and Road Initiative, Xiamen Port's container throughput and domestic logistics demand are expected to continue growing [1] - Xiamen Port Development is well-positioned for long-term growth due to strong port resources, policy support, and market competitiveness, especially in the context of the overall re-evaluation of the port industry [1] - Investors are encouraged to pay attention to companies like COSCO Shipping Ports and China Merchants Port, particularly COSCO Shipping Ports, which benefits from being part of the world's largest container shipping alliance [1] Group 2: AI and Data Center Infrastructure - The demand for data center infrastructure (AIDC) is entering a new cycle as global internet giants, particularly Alibaba, ByteDance, and Tencent, increase their investments in AI capabilities [4] - North America's four major cloud service providers are expected to exceed $315 billion in capital expenditures by 2025, driven by AI-related demand, leading to significant expansion in the data center industry [4] - The demand for key IT power supplies in data centers is projected to double from 49 GW in 2023 to 96 GW by 2026, with 90% of this growth attributed to AI-related needs [4] - The global market for temperature control in data centers is expected to grow from approximately $7.7 billion in 2023 to $17.8 billion by 2028, with a CAGR of about 18.4% [4] - Liquid cooling technology is becoming increasingly important in data centers, with its market share expected to rise to 33% due to the trend of increasing server cabinet power [4] - Domestic brands are likely to replace foreign brands in the backup power supply segment within data centers, especially under tight supply-demand conditions [4] Group 3: Emerging Technologies and Market Trends - Deep-sea technology has been officially included in the national future industry development priorities in the 2025 government work report, indicating the rise of this emerging industry and gaining national policy support [10] - The deep-sea technology sector has significant industrial potential, aligning with national strategic needs and offering broad market prospects, potentially becoming a new growth area for the economy [10] - The industry requires the integration of various technologies, including oceanography, artificial intelligence, and bioengineering, to advance technologies such as bionic robots and deep-sea sensors [10] - The marine economy is expected to grow robustly, with China's marine economy projected to exceed 10 trillion yuan in total by 2024 [10] - AI technology can enhance sustainable development by using intelligent sensor networks and big data analysis to assess fishery resources and formulate protection strategies [10]