科士达(002518) - 2026年1月14日-15日投资者关系活动记录表
KSTARKSTAR(SZ:002518)2026-01-15 08:56

Group 1: Company Strategy - The company will continue to focus on a "data center + new energy" dual-driven core strategy, emphasizing the upgrade of UPS products towards medium and high power and liquid cooling [2] - The company aims to enhance its global market share by expanding ODM orders in North America and Southeast Asia, leveraging its Vietnam factory as a key overseas hub [2] Group 2: Data Center Product and Market Layout - The company has over 30 years of experience in the power electronics industry, offering a comprehensive product range including UPS, HVDC, temperature control equipment, and energy storage solutions [3] - Key products for AI computing applications include the PowerFort integrated power module and LiquiX AI cooling solutions, with strong partnerships with major domestic internet companies [3] Group 3: Energy Storage Market Layout - The energy storage business is positioned as a core growth engine, with a complete layout of technology, products, and global channels, expected to achieve rapid growth by 2025 [4] - The company’s energy storage products cater to various applications, including residential, commercial, and grid-level, with a focus on overseas markets and partnerships with leading battery cell manufacturers [4] Group 4: Investor Communication - The company ensured compliance with information disclosure regulations during investor communications, maintaining the accuracy and completeness of disclosed information [5]