Group 1: Company Focus Areas - The company will focus on two main aspects this year: product iteration in the data center segment and the introduction and expansion of new clients, particularly in the high-elasticity sectors of the internet and telecommunications [1] - Traditional industries such as finance and government are not expected to see a rapid increase in order demand in the short term, but there is a trend towards distributed local deployment, indicating potential growth in demand over the next few years [1] Group 2: Market Growth Insights - Both domestic and overseas data center businesses are experiencing similar growth rates. Domestic growth is driven by significant capital expenditures from internet giants, while overseas growth has been supported by the introduction of new ODM clients [2] - The company's domestic data center business primarily relies on brand direct sales, targeting sectors such as finance, telecommunications, and the internet. In contrast, the overseas business focuses on ODM, with UPS products being utilized in various complex scenarios beyond data centers, including commercial backup power [2] Group 3: Communication and Compliance - The company engaged in thorough communication with investors during the meeting, adhering strictly to the "Information Disclosure Management System" to ensure that information disclosed was truthful, accurate, complete, timely, and fair, with no significant undisclosed information leaks [2]
科士达(002518) - 2025年5月16日投资者关系活动记录表