欧陆通(300870) - 2025年5月19日投资者关系活动记录表

Group 1: Company Overview - The company primarily engages in the research, development, production, and sales of switch power supply products, including power adapters and data center power supplies [3] - Products are widely used in various fields such as office electronics, network communication, security monitoring, smart home, new consumer electronics, data centers, and electric vehicles [3] Group 2: Financial and Operational Highlights - In July 2024, the company issued convertible bonds raising approximately CNY 645 million, with CNY 259 million allocated for building domestic data center power supply production lines [4] - The revenue from server power supplies accounted for 39% of the total revenue last year, with expectations for a significant increase in 2025 [8] Group 3: Product Development and Market Strategy - The company offers a comprehensive range of data center power supplies, including high-power server power supplies, with products covering power ranges from below 800W to above 2,000W [5] - Future growth will focus on deepening the switch power supply sector, expanding overseas markets, and leveraging existing core technologies [7] - The company plans to enhance its R&D efforts, with a 5.6% R&D expense ratio in 2024, to capitalize on opportunities in AI and high-power density server power supply sectors [13] Group 4: Investor Relations and Communication - The company encourages investors to monitor future disclosures for updates on business progress and financial performance [2][10] - The company acknowledges market factors affecting stock price fluctuations and will adhere to disclosure obligations regarding any share repurchase plans [12]