Group 1: Company Operations - The company is currently facing no substantial obstacles in the process of resuming trading after a stock suspension, with the resumption date yet to be determined [1] - The company has been seeking merger and acquisition targets in the electronic information industry chain to integrate online and offline businesses [1] - The company operates its electronic market through various models, including self-built properties, leasing, and cooperation, with ongoing projects in Jinan and Shijiazhuang [1] Group 2: Future Plans - The company aims to enrich its existing business through mergers and integrations, as the B2B industry is perceived to have reached a ceiling [2] - There are considerations for future developments in P2P and supply chain businesses as part of the company's transformation strategy [1] - The company plans to continue seeking projects or companies that can create synergistic effects with its existing operations [2]

证券代码： 000062 证券简称：深圳华强 编号：2017-001 深圳华强实业股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------|----------------------------| | | | | | | | ■特定对象调研 □分析师会议 | | | □媒体采访 | □业绩说明会 | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | | 海通证券：张天闻 | | | 参与单位名称及 | 国泰基金：林通 | | | 人员姓名 | 中海基金：张海啸 | | | | 中欧基金：刘金辉 | | | | 鼎诺投资：葛云霄 | | | | 沃伯格：郑奇国 | | | | 深圳民森：孙景开 | | | | 久联资产：许宏圣 | | | 时间 | 2017 年 4 月 27 | 日 | | 地点 | 湘海电子会议室 | | | 上市公司接待人 | 王瑛 | | | 员姓名 | 杨林 | | | 投资者关系 ...

Group 1: Market Conditions and Forecasts - MLCC is expected to remain in short supply throughout 2018, with optimistic estimates suggesting this shortage will persist until 2019 [2] - High-quality MLCC primarily comes from Japanese, Korean, and Taiwanese manufacturers, indicating significant room for improvement in domestic production quality [3] - The demand for MLCC is increasing for both Apple and domestic smartphone manufacturers [3] Group 2: Production and Pricing Strategies - Murata has not implemented any price increases to date, with new production capacity expected to gradually come online by the end of 2018 and fully operational by 2019 [3] - Various manufacturers have expansion plans, but the time required for these expansions may exceed one year [3] Group 3: Customer Impact and Inventory Management - Some customers are seeking to lock in quantities in advance due to the ongoing price increases [3] - The company’s electronic components distribution businesses forecast demand based on feedback from downstream customers regarding growth expectations for the following year, and maintain a certain level of inventory [3] Group 4: Distribution Industry Dynamics - Major clients in the electronic components distribution industry have fixed suppliers and do not seek speculative traders; however, smaller clients may turn to traders during supply shortages [3] - The market share of speculative traders is relatively small and does not significantly impact overall supply and demand [3] Group 5: Strategic Developments in Automotive Electronics - The demand for electronic components in the automotive sector is gradually increasing, prompting the establishment of an automotive electronics division to explore and analyze applications in this industry [4] Group 6: Mergers and Acquisitions Performance - Since 2015, the company has acquired several electronic components distribution firms, which have shown strong performance growth and synergy effects post-acquisition [4] - The revenue and net profit from the electronic components distribution business have become the main sources of the company's operational performance, with all acquired entities exceeding performance commitments [4] Group 7: Technological Advancements and Competitive Edge - The company emphasizes the importance of independent research and development capabilities, with several subsidiaries recognized as high-tech enterprises [5] - The internal IT system developed by Jieyang Xinke is at the forefront of the industry, enhancing operational efficiency and reducing management costs [5] Group 8: Future Industry Landscape - The distribution industry is expected to become increasingly concentrated, with only companies possessing core competitiveness likely to dominate the market [6] - The impact of online transactions on offline trading varies, with online platforms primarily serving urgent and small-batch orders [6] Group 9: 2018 Company Plans - The company plans to deepen the integration of acquired electronic components distribution firms, including establishing unified business, financial management, and logistics systems [6] - Risk management and control will be enhanced through the newly established systems [6]

证券代码：000062 证券简称：深圳华强 深圳华强实业股份有限公司投资者关系活动记录表 编号：2019-003 | --- | --- | --- | |-------------|-------------------------|------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | 投资者关 | □ | 媒体采访 □业绩说明会 | | 系活动类 | □ 新闻发布会 □路演活动 | | | 别 | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | 参与单位 | 德国DWS： | Tobias Rommel | | 名称及人 | 汇丰前海证券：丁诚 | | | 员姓名 | | | | 时间 | 2019 年 9 月 26 | 日 | | 地点 | 公司会议室 | | | 上市公司 | | | | 接待人员 | 董事会秘书：王瑛 | | | 姓名 | | | | 投 资 者 关 | 1 、公司基本情况 | | | 系 活 动 主 | 公司于 1994 | 年在深 ...

编号：2019-002 证券代码：000062 证券简称：深圳华强 深圳华强实业股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------|-------------------------|------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | 投资者关 | □ | 媒体采访 □业绩说明会 | | 系活动类 | □ 新闻发布会 □路演活动 | | | 别 | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | 参与单位 | 长城国瑞证券 夏瑜 | | | 名称及人 | 长城国瑞证券 李凌翔 | | | 员姓名 | | | | 时间 | 2019 年 9 月 17 | 日 | | 地点 | 公司会议室 | | | 上市公司 | | | | 接待人员 | 董事会秘书：王瑛 | | | 姓名 | | | | 投 资 者 关 | 1 、公司基本情况 | | | 系 活 动 主 | 公司于 1994 | 年在深圳成立，于 1997 ...

证券代码：000062 证券简称：深圳华强 编号：2018-003 深圳华强实业股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------------|--------------------------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 | 国盛证券：林寰宇 | | | 人员姓名 | | | | 时间 | 2018 年 6 月 1 日 | | | 地点 | 深圳华强会议室 | | | 上市公司接待人 | 董事会秘书王瑛 | | | 员姓名 | | | | 投资者关系活动 | 1 | 、公司组建华强半导体集团的背景与意义 | | 主要内容介绍 | | 近年来，随着国内电子产业链上游电子元器件（半导体、 | | | ...

证券代码：000062 证券简称：深圳华强 编号：2018-005 深圳华强实业股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|------------------------------|----------------------------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 | 杉树资产：蒋乐、何魏伟 | | | 人员姓名 | | | | | | | | 时间 | 2018 年 6 月 19 | 日 | | 地点 | 深圳华强会议室 | | | 上市公司接待人 员姓名 | 董事会秘书王瑛 | | | 投资者关系活动 | 1 、上市公司简介 | | | 主要内容介绍 | | （1）主营业务：公司的主营业务已由上市最初的电子制造 | ...

证券代码：000062 证券简称：深圳华强 编号：2018-002 深圳华强实业股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------|------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | | | 招商证券：鄢凡、涂围、李靖、施天祝 | | 参与单位名称及 | 东方证券：江舟 | | | 人员姓名 | 广发基金：马鹏清 | | | | 华润元大基金：苏展 | | | | 银河基金：童昌希 | | | | 东方阿尔法基金：竺艺 | | | | 宝盈基金：王威、洪骐 | | | | 创金合信基金：郑泽滨 | | | | 东方国际资产：王亚南 | | | | 南土资产：陈韫中 | | | | 创新投资：朱然 | | | | 瑞锐投资： ...

证券代码：000062 证券简称：深圳华强 编号：2018-006 深圳华强实业股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|--------------------------------|--------------------------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 | 台湾富邦证券 | | | 人员姓名 | | | | 时间 | 2018 年 6 月 19 | 日 | | 地点 | 深圳华强会议室（电话会议） | | | 上市公司接待人 员姓名 | 董事会秘书王瑛 | | | 投资者关系活动 | 1 、 MLCC | 技术和产能分布情况 | | 主要内容介绍 | MLCC | 的技术和产能分布存在较为明显的地域性特征。 ...

Group 1: Company Overview - The main business has transformed from electronic manufacturing to high-end services in the electronic information industry, covering the entire service chain of products, transactions, data, technology, and innovation [3] - The strategic positioning aims to provide comprehensive services in the electronic information industry and become a leader in the sector [3] - The strategic implementation path includes deep integration in the electronic components distribution industry and creating a trading service platform [3] Group 2: Business Segments - Offline distribution of electronic components serves as a crucial link between upstream manufacturers and downstream electronic product manufacturers, providing integrated solutions [3] - Online trading of electronic components focuses on B2B services, including supply-demand information, online transactions, and logistics [4] - The company has developed a comprehensive commercial real estate and supporting service projects around core business districts in cities like Shenzhen and Jinan [5] Group 3: Strategic Execution - Since 2015, the company has successfully completed six acquisition projects, enhancing its position in the electronic components distribution sector [5] - The company ranked eighth and fourth in revenue among Chinese electronic components distributors in 2016 and 2017, respectively [5] - The focus for 2018 includes restructuring the company strategy and forming the Huqiang Semiconductor Group for further integration of electronic components distribution [6] Group 4: Market Dynamics - The electronic components distribution business has expanded significantly, entering the first tier of domestic distributors [7] - The company aims to strengthen its leading position in the authorized distribution industry through comprehensive integration [7] - The demand for various electronic components, such as MLCC and SiC, is increasing, with some experiencing supply shortages [9] Group 5: Financial Aspects - The company relies on bank credit for funding, benefiting from low-cost financing due to its strong asset base [10] - The stable operations of its core businesses, such as Huqiang Electronic World, support the growth of other fast-growing sectors [10]