Kostar Sees 2.78% Increase with Trading Volume of 256 Million Yuan: Future Opportunities Explored

Kosdar experienced a 2.78% increase in stock price, with a transaction volume of 256 million yuan on April 30. The turnover rate stood at 2.02%, and the company’s total market capitalization reached 13.129 billion yuan.

Market Analysis
Kosdar’s operations encompass liquid cooling servers, data centers, charging stations, photovoltaic concepts, and energy storage solutions:

1. As of January 16, 2024, during an interactive session, the company confirmed that its data center temperature control products already incorporate liquid cooling technology. Successful implementations have been carried out at projects like the Bank of China headquarters and the Wudang Mountain Cloud Valley Data Center. The company plans to continue investing in liquid cooling technology for data centers.
2. According to the semi-annual report for 2024 released on December 5, revenue from data center-related services constituted 65.12% of Kosdar’s total income.
3. Kosdar is among the top-tier domestic charging station enterprises, offering 120KW and 300KW high-power integrated four-gun flexible charging stations. The company has established a “charging-operation-maintenance-data resource sharing-service” industry chain and has signed procurement agreements with Haima Automobile and Xpeng Motors, with products supplied to real estate companies like Country Garden and Vanke. Revenue from charging station products accounts for 5.5% of total income.
4. The company’s new energy photovoltaic products, including centralized and string photovoltaic inverters, are extensively used in photovoltaic power plants and distributed household rooftop power stations.
5. On January 29, 2024, the company announced that its energy storage system products include household energy storage integrated machines, commercial energy storage integrated machines, and large-scale energy storage systems and components. These systems comprise energy storage battery modules, energy storage inverters, BMS, EMS, and other accessories.

Disclaimer: The analysis content is sourced from the internet and does not constitute investment advice. Investors should make independent judgments based on varying market conditions.

Capital Analysis
Today, there was a net inflow of 16.36 million yuan, accounting for 0.06% of the total, placing the stock in the 5th position out of 29 in its industry. Currently, there is no continuous increase or decrease in positions, and the trend among main investors is not clearly defined. The industry experienced a net outflow of 102 million yuan over the past three days.

Technical Analysis
The average trading cost of the stock is 25.84 yuan. The stock has recently attracted investor interest, with increasing concentration. Currently, the stock price is near the support level of 22.50 yuan. It is crucial to monitor this support level, as a drop below it could trigger a downward trend.

Company Overview
Shenzhen Kosdar Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province. It was established on March 17, 1993, and went public on December 7, 2010. The company’s main business includes the research, production, sales, and supporting services of UPS and valve-regulated lead-acid batteries. The revenue composition is as follows: Smart Power and Data Center 62.45%, Energy Storage Products and Systems 32.73%, Supporting Products 3.48%, Other 0.92%, and New Energy Revenue 0.43%. Kosdar is categorized under the Shenyin Wanguo industry as Power Equipment – Other Power Supply Equipment II – Other Power Supply Equipment III and is involved in concept sectors such as IDC Power, Liquid Cooling, IDC (Data Center), 5G, and Fast Charging.

As of April 10, the number of Kosdar shareholders stood at 72,000, a decrease of 2.47% from the previous period. The average number of circulating shares per person increased by 2.53% to 7,849 shares.

In the first quarter of 2025, Kosdar reported a revenue of 943 million yuan, reflecting a year-on-year growth of 13.51%. However, the net profit attributable to shareholders decreased by 10.44% to 111 million yuan. Regarding dividends, Kosdar has cumulatively distributed 1.41 billion yuan since its A-share listing, with 613 million yuan dispensed over the last three years.

Institutional Holdings
As of March 31, 2025, among the top ten circulating shareholders of Kosdar, Changxin Jinli Trend Mixed A (519994) holds the position of the third-largest shareholder with 4.60 million shares, being a new shareholder. Hong Kong Central Clearing Limited ranks fourth with 3.07 million shares, having decreased its holdings by 4.74 million shares compared to the previous period. The Photovoltaic ETF (515790) is the fifth-largest shareholder with 2.72 million shares, an increase of 54,420 shares from the prior period. The Southern CSI 1000 ETF (512100) ranks sixth with 1.74 million shares, having decreased by 17,390 shares. Tianhong CSI Photovoltaic A (011102) is the seventh-largest shareholder with 1.67 million shares, down 3,770 shares. Huaan Technology Power Mixed A (040025) is the tenth-largest shareholder with 993,200 shares, also a new entry. Haifutong Stock Mixed (519005) has exited the list of the top ten circulating shareholders.

Risk Warning: The market carries risks; investors should exercise caution.