Group 1: Product and Market Strategy - The company's products are customized, with decision-making power shifting from early small and medium-sized data center operators to end users, particularly internet companies [1] - The company has established overseas marketing networks in regions like Australia, the US, and Europe to meet customer delivery requirements [2] - The company aims to become a one-stop solution provider for data centers by establishing localized sales service teams and warehouses in at least 30 major cities globally within 3-5 years [3] Group 2: Growth and Development Plans - The company is optimistic about the overseas market, viewing it as a long-term strategy despite initial high investments in employees and warehouses [2] - The domestic market's growth is expected to be influenced by macro external factors, but the company's industry position and market share will support long-term growth trends [2] - The company is actively researching opportunities in new industries while transitioning from a single IDC business to a dual-driven model of data center and new energy businesses [2] Group 3: Technological Advancements - The rise of AI and supercomputing is increasing the thermal output of GPU centers, necessitating higher density and cooling requirements for cabinets [2] - The company is developing a new generation of products to meet increased load-bearing and height requirements [2]
朗威股份(301202) - 2023年11月16日投资者关系活动记录表