歐陸通(300870.SZ):目前數據中心電源業務主要以內銷為主
格隆匯11月1日丨歐陸通(300870.SZ)在投資者互動平台表示,公司目前數據中心電源業務主要以內銷為主。數據中心基礎設施是開關電源產品在工業領域的重要應用場景之一,公司在數據中心基礎設施領域的產品涉及服務器電源、存儲器電源、網絡設備電源等。雲計算、大數據、人工智能、物聯網等新興信息技術的應用落地是推動數據中心發展的核心驅動力,為數據中心相關產品需求構建了穩定增長基礎。根據中國信息通信研究院數據顯示,2022年全球數據中心市場規模達到685.58億美元,同比增長0.92%,2016-2021年的複合增長率為7.46%;國際數據公司(IDC)數據顯示,2022年中國服務器市場出貨量為394萬台,2010-2022年間的複合增長率為13%。
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