崧盛股份(301002) - 2026年3月3日投资者关系活动记录表

Group 1: Company Overview and Product Offerings - Shenzhen Songsheng Electronics Co., Ltd. focuses on AI data center power supply solutions and modular power sources, with key products including HVDC and SST modules, CRPS modular power supplies, and Power Shelves [2][4] - The CRPS power supply meets the 80plus titanium efficiency standard, catering to market demands for high efficiency and reliability [2][4] - The company has established Shenzhen Songsheng Yimai Digital Energy Technology Co., Ltd. to enhance its product offerings in the digital energy sector [2][4] Group 2: Competitive Advantages - The team consists of over 40 members, with more than 80% being R&D personnel, including 8 experts from renowned global companies, providing a strong technical foundation in the data center power supply field [4] - Songsheng Yimai has developed HVDC and SST cabinet-level power supply solutions, leveraging 15 years of manufacturing experience and supply chain advantages [4] Group 3: Financial Expectations and Business Development - The company is optimistic about the gross margin of Songsheng Yimai's products, supported by its core technical capabilities and current market conditions for AI modular power supplies [5] - The energy storage business commenced trial production in Q4 2025, with improvements in production costs and delivery capabilities anticipated [6] Group 4: LED Lighting and Strategic Positioning - The LED lighting segment is experiencing strong overseas demand, aided by price increases that alleviate supply chain pressures [7] - The acquisition of Chip God Technology, focused on domestic engineering projects, is expected to enhance the company's capabilities in intelligent control and system integration [7] - The company aims for strategic acquisitions in industries with significant market size and technological barriers, ensuring synergy in manufacturing, supply chain, and technology [8] Group 5: Shareholder Actions - The actual controller of the company reduced their shareholding due to personal financial needs, with minimal impact on company control and ownership structure [9]