Group 1: Investor Relations Activities - The company participated in a specific investor survey and a site visit event organized by various investor education bases [2][3] - The event took place on December 3, 2024, at the company's conference room, attended by multiple investment management firms [3] Group 2: Technology and Environmental Considerations - The company's immersion liquid cooling solution allows for natural cooling without the need for outdoor cooling units, utilizing a temperature range of 35-50°C [4] - The company has explored environmentally friendly cooling methods, such as using natural lake water for cooling in a data center project in Jiangsu [4] Group 3: Market Expansion and Strategy - The company established a subsidiary in Singapore in July 2024, marking its entry into the Southeast Asian market, with ongoing projects in Malaysia [5] - Current overseas operations are in the exploratory phase, with no immediate plans for expansion into the Middle East [5] Group 4: Site Selection and Operational Efficiency - The company prefers to establish data centers in the resource-rich central and western regions of China, such as Inner Mongolia and Gansu, to reduce operational costs [6] - The choice of location is influenced by energy availability and cost, rather than proximity to clients [6] Group 5: Production Capacity and Revenue Trends - The Qingdao Industrial Innovation Base, launched in October 2023, is the largest liquid cooling data center innovation base in China [7] - Revenue from immersion liquid cooling has significantly declined due to the completion of several national high-density data center projects, while revenue from cold plate liquid cooling and modular products increased by 131% and 290% respectively [8] Group 6: Related Party Transactions - The company has a high proportion of related party transactions due to its unique position in the immersion cooling technology market [9] - As of the end of 2023, related party transactions accounted for 37% of total transactions, with plans to diversify the customer base to increase non-related income [9]
曙光数创(872808) - 关于投资者关系活动记录表的公告