Xu Shengxiong, Kangshu's former director (from left) and Xu Jieli, the current director.

(Photo by reporter Fang Weijie)

[Reporter Fang Weijie/Taipei Report] Xu Jieli, chairman of Kangshu (6282), said today that Kangshu has three important directions this year, covering the power supply business, vehicle power and new energy. In addition to continuing to deploy servers and data centers with high gross margins and For growth products, the vehicle electric field is expected to begin mass production of products for American and Japanese customers from the end of this month to next month, and the green electricity will account for 20% of the overall revenue. The new energy business will undergo a major transformation, with "light "Asset Model" proposes a complete power grid and power supply solution.

Xu Jieli pointed out that Kangshu’s revenue reached 25.3 billion yuan last year, an annual increase of 15.59%, setting a record high in the past years. The revenue in March, June and September last year all hit new highs in the same period. The market demand has also declined in the first half of the year. The challenge in 2023 is arduous. We will work hard to adjust costs, strengthen our bargaining power with manufacturers, continue to promote factory automation, optimize product mix, improve the efficiency and performance of power supply products, and target the high-end market. 20% progress, the first quarter of this year is expected to be roughly the same as the same period last year. It is currently observed that although the consumer market is not in good condition, the demand for servers and data centers still exists.

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Xu Jieli mentioned that Kangshu invested in the development of solar energy projects five years ago. With the rise of global green awareness, customers pay more and more attention to environmental sustainability. As a result, business opportunities for the acquisition of green energy have emerged. Kangshu has cooperated with 5 manufacturers since 2022. Covering finance, textiles, electronics, building management and service industries, it will provide a total of 390 million kilowatt-hours of electricity to help the sustainable development of the industry. We are optimistic about the future. In the process of gradually changing the source of power in the electronics industry in response to customer requirements, Kangshu will gain greater benefits Business opportunity.

As for the new "asset-light" business model, Xu Jieli explained that Kangshu, who is familiar with the operation of solar power plants, should put his expenses on a relatively cheaper platform. Establish a platform and provide Know How to manage the solar project field funded by the industry. In the future, it will also seek opportunities to develop in the Philippines, Vietnam, and Thailand. By adopting a model of cooperation with local manufacturers, Kangshu can earn management money.

Kangshu invested 800 million yuan on October 25 last year to establish a wholly-owned subsidiary "Kangjie Electric Power" and entered the electric vehicle power business. The business body can flexibly arrange personnel and recruit business talents. When Kangshu’s internal car and electric business matures, it will be divided into Kangjie to strengthen its development. Xu Jieli also hinted that Kangjie will not rule out looking for strategic investors or going public in the capital market in the future. issued.

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