KSTAR(SZ:002518)2025-10-30 10:42Group 1: Company Overview and Market Strategy - The company, Keda Technology Co., Ltd., emphasizes its strategic focus on expanding overseas markets, with overseas business now surpassing domestic operations [2] - The company is actively updating its product line, including high-power UPS products, to meet the growing demands of the overseas data center market [2] - Keda is penetrating new markets such as North America and Australia while continuing to strengthen its presence in Europe and Southeast Asia [2] Group 2: Renewable Energy Storage Business - The renewable energy storage segment has returned to a growth trajectory, driven by the recovery of the European storage market and increasing orders from major customers [3] - This segment is currently the fastest-growing area for the company, supported by emerging markets in Southeast Asia, the Middle East, and Africa [3] - A partnership has been established with OSW, a leading Australian solar storage distributor, to optimize products and enhance energy solutions for global customers [3] Group 3: Production Capacity and Flexibility - The company's production capacity is sufficient to meet current order demands, with a reserve of industrial park facilities [3] - There is a high degree of commonality in production processes and technologies between data center and renewable energy products, allowing for flexible capacity allocation [3] - The production capacity is viewed as a competitive advantage that will support continued growth in both core business areas [3] Group 4: Investor Relations and Compliance - The company conducted the investor relations activity in compliance with disclosure regulations, ensuring the accuracy and completeness of information shared [2] - There were no incidents of undisclosed significant information leaks during the investor communication process [3]