KSTAR(SZ:002518)2025-09-02 09:40Group 1: Company Overview - Shenzhen Keda Technology Co., Ltd. has a balanced business model with domestic and overseas data center operations each accounting for 50% of its business [2] - The company is actively expanding its global presence, particularly in North America, Europe, and Southeast Asia [2] Group 2: Market Development - The AI technology boom is driving a global surge in data center infrastructure, presenting significant growth opportunities in both domestic and international markets [2] - Southeast Asia is identified as a key export market, with ongoing projects like the national-level AI data center in Malaysia [3] Group 3: Production Capacity - The company currently has sufficient production capacity and a well-reserved industrial park, allowing for flexible adjustments in production lines [3] - The production cycle for new lines is short, enabling quick responses to market demands [3] Group 4: Financial Performance - Recent reports indicate a fluctuation in gross profit margins due to product pricing, raw material costs, and market competition, but the data center segment remains relatively stable [3] - The renewable energy segment is expected to recover profitability as storage and related businesses improve [3] Group 5: Investor Relations - The company adheres to strict information disclosure regulations, ensuring transparency and fairness in communications with investors [3]