Shenzhen Kstar Science & Technology (002518)
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Shenzhen Kstar Science & Technology (002518) News
Express News | Data center power supply stocks rally; Megmeet hits daily limit up.
Shares related to data center power supplies gained momentum, with Megmeet hitting the daily limit up. Continental Electronic, Zhongheng Electric, Kstar, Action Power, and Kelong Power also rose. On the news front, Valuates Reports forecasts that the global market size for AI server power supplies will grow from USD 6.5 billion to USD 60.8 billion between 2025 and 2031, representing a compound annual growth rate (CAGR) of 45% over the period.
Global Data Center UPS Market - $30.7B Opportunity by 2031 as Power Demand Reaches 28.3 GW - Arizton
CHICAGO, Aug. 11, 2026 /PRNewswire/ -- According to recent research by Arizton, the global data center UPS market size by investment was valued at USD 14.24 billion in 2025 and is expected to reach
Express News | Data center power concept stocks rebounded amid volatility, with Zhongheng Electric hitting the daily trading limit.
Data center power concept stocks rebounded amid intraday volatility, with Zhongheng Electric hitting the daily trading limit. Weichai Heavy Machinery, Shenling Environment, Sungrow Power Supply, E-Ming Telecom, Yangjie Technology, and Kstar Electronic saw notable gains. On the news front, institutional analysts noted that as Rubin and megawatt-scale racks advance, the traditional UPS plus multi-stage AC/DC architecture is encountering bottlenecks in efficiency, footprint, and heat dissipation. Technologies such as 800VDC, Solid-State Transformers (SST), high-power transformers, magnetic components, and SiC/GaN semiconductors are expected to see a new round of value enhancement.
Kstar (002518.SZ): The new energy storage segment is a key growth business for the company, with strategic focus on overseas markets.
Gelonghui, July 30 — Kstar (002518.SZ) stated in an investor relations communication: When asked, 'Could you please provide an overview of the company’s current new energy energy storage business?' the company responded: 'The new energy energy storage segment is a key growth area for the company, with strategic focus centered on overseas markets. Supported by energy transition-related policies in multiple regions, energy storage deployment continues to gain momentum globally, driving robust demand growth. The company prioritizes Europe as its core market and leverages established distribution channels and localized services to deliver residential and commercial & industrial (C&I) energy storage products. It is also actively expanding into emerging markets such as Southeast Asia, the Middle East, and Australia, while strengthening overseas product certifications and local support capabilities. The company continues to optimize...'
Kstar (002518.SZ): Its overseas data center business has achieved a scaled presence, with overseas revenue now accounting for more than half of total revenue.
Gelonghui, July 30 — Kstar (002518.SZ) stated in an investor relations communication that it was asked: "What is the status of the company's overseas data center business?" The company responded: "Our overseas data center business has achieved a scaled presence, with overseas revenue now accounting for more than half of total revenue. The business primarily operates under an ODM cooperation model and maintains long-term, stable partnerships with several leading international power supply companies. At the market level, we are deeply entrenched in mature regions such as Europe and Southeast Asia, while actively expanding into markets like North America and Australia. The company relies on its manufacturing base in Vietnam to ensure timely delivery of overseas orders and continues to build a comprehensive localized service system abroad. Going forward, the company will leverage its established channels..."
KSTAR (002518): Driven by both data center and energy storage businesses, the company continues to refine its global footprint.
Driven by both data centers and energy storage, the company has posted steady earnings growth, benefiting from the robust expansion of its "data center + new energy" dual business segments. With order intake and shipments continuing to rise, its Q1 2026 results demonstrated solid growth. In Q1 2026, the company reported revenue of…
Zhitoong A-Share Lock-Up Expiry Calendar | June 30
Zhitong Finance APP has learned that on June 30, restricted shares of 12 listed companies will be unlocked, with a total market value of approximately RMB 16.488 billion. Details of today's restricted share unlocks are as follows: Stock Abbreviation Stock Code Type of Restricted Shares Number of Shares Unlocked Yueyang Xingchang 000819 Restricted shares from equity incentive 526,800 Gaohong Shares 000851 Restricted shares from equity incentive 4,944,000 Zhongyan Chemical 600328 Restricted shares from equity incentive 4,836,000 Kesida 002518 Restricted shares from equity incentive 1,395,300 Longci Technology 300835 Restricted shares from equity incentive 562,700 Weiming Huan
AI-related materials such as CCL and MLCC continue to surge—should you seize the SST/HVDC boom opportunity?
Old stocks rebounded into bloodbaths, while silicon-based stocks surged in a抱团 (group‑hug) rally, with internal rotation within the AI sector.
Kstar (002518.SZ): The new HVDC prototype still requires various tests and certifications.
Gelonghui, June 12 — Kstar (002518.SZ) stated on an investor interaction platform that its new HVDC prototype still requires various tests and certifications, and the company will continue optimizing and iterating the product based on market demand. Market expansion in the Asia-Pacific region and product compliance certifications are proceeding according to plan, and efforts to onboard new customers are progressing steadily. Currently, the company’s order book remains robust, supported by additional production capacity reserves to ensure timely delivery. In response to price volatility of upstream raw materials in the supply chain, the company has implemented inventory pre-positioning measures, maintaining relatively stable supply chain operations.
Express News | Stock Market Risk Warning on May 19
The number of A-share companies announcing proposed reductions yesterday has decreased compared to previous levels. Shareholders Best Idea, JSR, and GP TMT of Mengke Pharmaceutical plan to collectively reduce their holdings by no more than 6%. The largest shareholder of China Satellite, Space Research Institute, intends to reduce its stake by no more than 3%. Zhongke Feice and Shiji Hengtong will face share unlocking exceeding 20%. According to data from the National Bureau of Statistics, national real estate development investment from January to April amounted to 2.3969 trillion yuan, representing a year-on-year decline of 13.7%, with the drop expanding by 2.6 percentage points. Dapu Micro announced that AI-driven enterprise-level SSD storage demand is subject to certain fluctuations and uncertainties, and trading will be suspended for review starting today. Regulatory authorities have issued notices regarding non-compliant practices such as price undercutting in the trust industry. Kostal stated that revenue generated from liquid cooling-related products currently accounts for less than 1% of the company's overall income. Major U.S. stock indices closed mixed, with the Philadelphia Semiconductor Index falling by 2.47%.
KSTAR (002518.SZ): Revenue from liquid cooling-related products currently accounts for less than 1% of the company's overall revenue scale.
Gelonghui, May 18th丨KSTAR (002518.SZ) announced a notice regarding unusual stock price fluctuations. The company has observed that the capital market has recently shown high attention towards concepts such as data centers (AIDC), new energy storage, and liquid cooling, with relevant sectors demonstrating active market performance. Investors are respectfully urged to focus on the following risks, make rational decisions, and invest prudently: (1) The company's product range includes UPS power supplies, new energy storage systems, temperature control equipment, etc., which may lead to significant market attention towards the company. As of now, the company’s power-related products are applied across various industries; however, the pace of AIDC construction and order fulfillment both domestically and internationally remains uncertain.
Power Revolution in Data Centers! Domestic Manufacturers Seize Overseas Opportunities by Breaking Through with HVDC Technology
① The construction of large-scale data centers is driving the development of HVDC power supply technology, with domestic manufacturers expanding overseas to seize opportunities; ② Southeast Asia and North America are the first stops for overseas expansion, where the penetration rate of HVDC in data centers is much lower than in China; ③ Domestic power equipment manufacturers are relatively small in scale, and the market expects them to leverage HVDC to expand their global business; ④ The industry's overseas expansion has just begun, with manufacturers capturing major clients, establishing patent barriers, and securing a first-mover advantage.
KSTAR Science and Technology's Controlling Shareholder Trims Stake
Shenzhen KSTAR Science and Technology's (SHE:002518) controlling shareholder, Ningbo KSTAR Venture Capital Partnership (Limited Partnership), reduced about 1% of the company's stake, according to a
Express News | Analysis of Multi-Day Winners on May 13: Advancement Rate of Multi-Day Winners Exceeds 30%, Power Sector Continues Surge
A total of 113 stocks hit their daily price limit today, with 17 multi-day winners, including 6 stocks with three or more consecutive daily limits. The previous trading day saw 17 multi-day winners, with an advancement rate of 35.29% for multi-day winners (excluding ST and delisted stocks). In terms of individual stocks, over a hundred stocks across the market reached their daily limit, but more than 2,100 stocks declined. Profit opportunities remained concentrated in the AI supply chain. Among the top 20 stocks by trading volume, all were AI hardware-related except for CATL. Foxconn Industrial Internet hit its daily limit, while TFC Communication surged over 10%. Zhongji Xuchuang, New Easun, Montage Technology, and Shenghong Technology all reached new historical highs. Regarding sectors, the power sector continued to strengthen, led by the computing-power synergy segment. Datang Power achieved a six-day winning streak, Huadian Liaoning Energy recorded an 11-day surge within 20 days and posted a three-day streak, Huadian Energy marked a six-day streak within 12 days, while Shaoneng Shares and Jinkong Power both achieved two-day streaks. As a relatively lagging segment within the AI supply chain, the IDC power concept experienced widespread catch-up gains. Wankong Intelligent Manufacturing achieved a two-day streak, trend leader Sifang Shares hit its daily limit, Megmeet Electric approached its previous high, while Hopewell Electric, Shunna Shares, and Kostal all hit their daily limit. Jinpan Technology, Oulu Communications, and Shenghong Shares rose over 10%.
Express News | The concept of data center power continues to strengthen, with Oulu Tong's share price surging over 10% to hit a record high.
The concept of data center power continued to strengthen during trading, led by gains in the SST transformer sector. Oulu Tong's share price surged over 10%, while Zhongheng Electric touched the upper limit of the trading range, hitting a historic high. Previously, Shunna Co., Ltd. had reached the upper trading limit, followed by increases in shares of Shenghong Co., Ltd., KSTAR, Yiguo, and Kehua Data. According to research from Guojin Securities, policies continue to emphasize 'computing-power synergy' and direct green power connections. Cabinet power is entering the MW era, with 800V DC power outside the cabinets becoming mainstream. SST (Solid State Transformers), leveraging flexibility and energy-saving advantages, are expected to accelerate deployment in the AIDC field.
Industrial Securities: Positive outlook on multiple sub-sectors of the electric vehicle industry for the second half of the year; focus on electronic skin components in humanoid robots.
The bank forecasts that global shipments of humanoid robots will reach 510,000 units by 2030, with an overall market size of 20 billion US dollars, which will actively drive demand across related industrial chains.
KSTAR (002518): Dual-Engine Growth Drives Strong Earnings; Globalization Strategy Yields Remarkable Results
Investment Highlights: The company has released its 2025 annual report and its Q1 2026 results. [2025] The company recorded revenue of RMB 5.27 billion, up 26.72% year on year; net profit attributable to owners of the parent company was RMB 611 million, up 54.97% year on year; gross profit
KSTAR (002518): Results in Line with Expectations; Optimistic About Continued Growth in North American Orders
Both the 2025 and Q1 2026 results are in line with our expectations: the company's 2025 revenue is forecast at RMB 5.27 billion, up 26.7% year on year, with net profit attributable to owners of the parent company at RMB 611 million, up 55.0% year on year; the company also announced Q1 2026…
Shenzhen KSTAR Science and Technology Co., Ltd. Just Missed EPS By 17%: Here's What Analysts Think Will Happen Next
It's shaping up to be a tough period for Shenzhen KSTAR Science and Technology Co., Ltd. (SZSE:002518), which a week ago released some disappointing quarterly results that could have a notable
KSTAR: 2025 Annual Report