Group 1: Investor Relations Activities - The company participated in a specific investor survey and a site visit event organized by Beijing Stock Exchange and Guotai Junan Securities [2] - The event took place on December 3, 2024, at the company's conference room, with various investment management firms in attendance [3] Group 2: Technology and Environmental Considerations - The company's immersion liquid cooling solution allows for natural cooling without the need for outdoor compressor units, utilizing a temperature range of 35-50°C [4] - The company has explored environmentally friendly cooling methods, such as using natural lake water for cooling in a data center project in Jiangsu [4] Group 3: Market Expansion and Strategy - The company established a subsidiary in Singapore in July 2024, marking its entry into the Southeast Asian market, with ongoing projects in Malaysia [5] - The company prefers to set up data centers in the resource-rich central and western regions of China, such as Inner Mongolia and Gansu, to reduce construction and operational costs [6] Group 4: Production Capacity and Revenue Trends - The Qingdao Industrial Innovation Base, launched in October 2023, is the largest liquid cooling data center innovation base in China, supporting the company's operational needs [7] - Revenue from immersion liquid cooling has significantly declined due to the completion of several national high-density data centers, while revenue from cold plate liquid cooling and modular products increased by 131% and 290% respectively [8] Group 5: Related Party Transactions - The company has a high proportion of related party transactions due to its unique position in the immersion cooling technology market, with related party transactions accounting for 37% as of the end of 2023 [9] - The company aims to diversify its customer base and reduce reliance on related party transactions in response to market demand changes [9]
曙光数创(872808) - 关于投资者关系活动记录表的公告