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科士达(002518) - 2025年2月20日-21日投资者关系活动记录表
002518KSTAR(002518)2025-02-21 08:40

Group 1: Company Overview and Market Position - Shenzhen Keda Technology Co., Ltd. is actively engaging with major clients in the data center industry, including operators, internet giants, and financial institutions through annual tenders and large project bids [1][2]. - The company has established a broad network of distributors and agents across various regions, enhancing its customer base [2]. Group 2: Impact of AI on Data Center Industry - The rapid development of AI technology is increasing the demand for efficient, intelligent, and secure data center infrastructure, leading to a shift towards modular architecture and advanced cooling technologies [1][2]. - The demand for localized, distributed small and medium-sized data centers is expected to rise as AI models are implemented across various industries, although this transition will be gradual [2]. Group 3: Product Development Focus - The primary research and development directions for new data center products include power enhancement and optimization of single-unit power density, which will help reduce space requirements while meeting high-performance computing needs [3]. Group 4: Compliance and Communication - The company adheres to the "Information Disclosure Management System" to ensure that information is disclosed accurately, completely, and in a timely manner, without any significant undisclosed information leaks [5].