KSTAR(002518)2025-02-13 09:36Group 1: Company Overview and Market Position - The company, Keda Technology Co., Ltd., has a broad customer base in its data center business, covering industries such as finance, telecommunications, internet, railways, and government [1] - The increasing capital expenditure on AI-related infrastructure by internet companies is expected to positively impact the company's business [1] - The company aims to strengthen cooperation with core customers in the data center sector to enhance market share [1] Group 2: Regional Expansion and Strategic Focus - Southeast Asia is identified as a key area for the company's export business, with ongoing AI technology deployment and data center construction in the region [2] - The company is optimistic about development opportunities in Southeast Asia over the next two years [2] Group 3: Business Strategy and Financial Outlook - The company maintains a product-centric development approach, focusing on providing equipment for data centers and the new energy sector, without plans to engage in capital-intensive data center construction [2] - The company's 2024 performance is expected to be volatile, primarily due to the impact of energy storage business in Europe, but there is optimism regarding the growth potential in emerging markets [2] - The company is committed to building new channels in the energy storage sector, aligning with global carbon neutrality goals [2]