证券代码：000062 证券简称：深圳华强 编号：2018-009 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 | 招商电子：李凡 | | | 名称及人 | 国际电子商情：黄晶晶 | | | 员姓名 | 平安证券：李峰 | | | | 金元证券：李晓宇 | | | | 万联证券：曾超巩 | | | | 博时基金：黄继晨 | | | | 中天国富基金：熊奇 | | | | 宝盈基金：洪骐 | | | | 大成基金：陈龙 | | | | 信达澳银基金：冯明远 | | | | 华讯投资：黄尚欢 | | | | 凯丰投资：代华东 | | | | 汐泰投资：董函 | | | --- ...

编号：2018-011 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 | | | | 名称及人 | 华泰证券：胡剑 | | | 员姓名 | | | | 时间 | 2018 年 8 月 23 | 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、2018 | 年上半年公司业绩增长情况及原因 | | 系 活 动 主 | 2018 | 年上半年，公司继续积极推进和坚定执行 ...

编号：2018-008 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 | | | □ 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 | 招商电子：李凡 | | | 人员姓名 | 平安基金：翟森 | | | | 摩根士丹利华鑫基金：司巍 | | | | 博时基金：肖瑞瑾 | | | | 招银资管：徐生 | | | | | | | 时间 | 2018 年 7 月 19 | 日 | | 地点 | 湘海电子会议室 | | | 上市公司接待人 | 湘海电子董事长：杨林 | | | 员姓名 | 董事会秘书：王瑛 | | | 投资 ...

证券代码：000062 证券简称：深圳华强 编号：2018-007 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 | 东吴证券：谢恒 | | | 人员姓名 | | | | 时间 | 2018 年 7 月 19 | 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 | | | | 业转型为 ...

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：2021-003 | --- | --- | --- | --- | --- | --- | --- | |--------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：000062 证券简称：深圳华强 编号：2021-002 | --- | --- | --- | --- | |--------------------------|-----------------------------------|--------|----------------------------------------------------------------------------------------| | 投资者关 \n系活动类 \n别 | ■特定对象调研 \n□现场参观 \n□其他 | | □分析师会议 □媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n（请文字说明其他活动内容） | | | 长江证券 | 杨洋 | | | | 方正证券 | 王雷 | | | | 粤开证券 | 方科 | | | | 南方基金 | 刘蕾 | | | | 广发基金 | 冯骋 | | | | 天弘基金 | 张磊 | | | | | | | | | 华宝基金 | 夏林锋 | | | | 中欧基金 | 吕一闻 | | | | | | | | | 平安基金 | 翟森 | | | | 东方 ...

Group 1: Company Overview - Shenzhen Huaqiang is a leading B2B information service platform for electronic components, focusing on providing comprehensive procurement services with high quality and efficiency [1]. - The company has accumulated over 100 million registered users and billions of supply-demand information resources, making it a dominant player in the electronic components industry [1]. - In 2021, the company reported a revenue growth of over 190% year-on-year in Q1, with net profit attributable to shareholders increasing by over 500% [2]. Group 2: Business Model - The business model is built on addressing the information asymmetry in the fragmented electronic components supply chain, particularly for small-batch and long-tail procurement needs [4]. - Huaqiang Electronic Network Group leverages big data and internet technology to connect suppliers and customers, enhancing procurement efficiency and reducing costs [4]. - The company operates multiple platforms, including Huaqiang Mall and Huaqiang Cloud, to facilitate online transactions and provide comprehensive services such as inventory management and data analysis [3][4]. Group 3: Market Potential - The domestic electronic components market has an annual sales scale of approximately 2 trillion RMB, with about 5% attributed to small-batch long-tail procurement, indicating a market potential of around 100 billion RMB [5]. - The company aims to continuously enrich its data resources to achieve information symmetry in the industry, which will significantly enhance transaction efficiency [6]. Group 4: Unique Advantages - Huaqiang Electronic Network Group has a significant data advantage, having built a comprehensive database of electronic components over nearly two decades, which includes millions of SKUs and transaction data [5]. - The company has a strong customer resource base, with nearly 20 years of operational experience and a vast network of registered users [5]. Group 5: IPO Progress - The company is actively cooperating with sponsoring institutions for its IPO preparation and due diligence, aiming for a public listing on the Growth Enterprise Market [7].

证券代码：000062 证券简称：深圳华强 编号：2021-004 | --- | --- | --- | |-------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | ■特定对象调研 | □分析师会议 | | | □媒体采访 □业绩说明会 | | | 投资者关 | □新闻 ...

Group 1: Financial Performance - In the first half of 2021, Shenzhen Huaqiang achieved a revenue of 99.87 billion CNY, a year-on-year increase of 53.10% [1] - The net profit attributable to shareholders reached 4.34 billion CNY, growing by 53.73% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 2.77 billion CNY, with a year-on-year increase of 63.44% [1] Group 2: Business Growth Drivers - The significant growth in revenue is primarily attributed to the expansion of the electronic components distribution business, which saw a revenue increase from 146.71 billion CNY in 2015 to 1,000 billion CNY in 2021, representing a compound annual growth rate of 53.93% [1] - The electronic components distribution business achieved a revenue of 86.45 billion CNY in the first half of 2021, marking a 104.83% increase year-on-year [3] Group 3: Profitability and Margins - The gross margin for the distribution business improved to 8.66% in the first half of 2021, compared to 7.03% in the same period last year [3] - The profit growth rate outpaced revenue growth due to optimized business structure and enhanced distribution capabilities [3] Group 4: Innovation and New Business Models - The electronic components industry internet business, operated by Huaqiang Electronic Network Group, generated a revenue of 10.43 billion CNY in the first half of 2021, with a year-on-year growth of 305.48% [4] - The net profit for this segment was 1.41 billion CNY, reflecting a 324.29% increase year-on-year [4] Group 5: Market Conditions and Challenges - The ongoing shortage of electronic components has created both challenges and opportunities for the industry, with a significant impact on pricing and supply [5] - The company is leveraging its competitive advantages to capture market share during this period of scarcity [5] Group 6: Customer Base and Demand - The customer base for Huaqiang Electronic Network Group includes large OEM/EMS manufacturers and small to medium enterprises, with a stable demand for electronic components [5] - The diverse customer structure contributes significantly to the revenue, with a high proportion coming from long-term active clients [5]

编号：2022-002 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 | --- | --- | --- | |----------------------------|-----------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...