Group 1: Industry Overview - The electronic components industry is currently in a destocking phase, with a decline in overall procurement demand [1] - In Q2 2023, some downstream manufacturers began to increase orders in preparation for the "618 Shopping Festival," indicating potential recovery in consumer demand [1] - The signs of increased orders suggest that the destocking cycle may be nearing its end, with a possible rebound in industry sentiment in Q3 2023 [1] Group 2: Business Model of Huaqiang Electronics Network Group - The core of Huaqiang Electronics Network Group's business model is digital capability, enhancing supply chain efficiency through extensive data connections established over nearly 20 years [2] - The company focuses on providing services rather than selling products, effectively meeting customer needs without maintaining significant inventory [2] Group 3: Risk Management Strategies - The company emphasizes risk control in accounts receivable, inventory, interest rates, and exchange rates [2] - Accounts receivable are at a reasonable level, with a robust risk management system in place for credit assessments and dynamic tracking [2] - Inventory levels are adjusted based on market predictions, with proactive measures taken to reduce stock before the current destocking phase [2] - Interest rate management is conducted through maintaining a favorable loan structure and reducing USD loans while increasing low-cost RMB loans [3] - Exchange rate risks are mitigated through pricing strategies and hedging tools to manage foreign exchange exposure [3] Group 4: Profitability of Internet Business - The electronic components internet business has a high gross margin, driven by solving long-tail procurement challenges and maintaining low operational costs [4] - Huaqiang Electronics Network Group's global procurement services effectively address pain points in long-tail procurement, leading to improved customer efficiency and reduced costs [4] - The company has maintained a gross margin above 90% in recent years due to its established competitive advantages and efficient service delivery [4] Group 5: Product Line and Market Strategy - The company ranks among the top in the industry for the number of product lines in authorized distribution, with a balanced layout of domestic and international products [4] - Future strategies include optimizing product line distribution and enhancing partnerships with internationally recognized brands while promoting high-quality domestic brands [4]

Financial Performance - The company achieved operating revenue of 3.854 billion yuan in Q1 2023, a decrease of 34.31% compared to the same period last year[7]. - The net profit attributable to shareholders was 125 million yuan, down 42.96% year-on-year, primarily due to the decline in revenue[7]. - Total operating revenue for the current period was $3,854,160,484.26, a decrease of approximately 34.2% compared to $5,867,561,507.85 in the previous period[16]. - Net profit for the current period was $152,365,076.72, a decline of approximately 40.4% from $255,673,226.34 in the previous period[17]. - Basic earnings per share for the current period were $0.1198, compared to $0.2100 in the previous period, indicating a decrease of about 43.0%[18]. - Net profit attributable to shareholders was ¥125,305,274.17, down 42.96% year-over-year[22]. Cash Flow - The net cash flow from operating activities increased by 165.59% year-on-year, mainly due to inventory liquidation and reduced procurement payments[9]. - The total cash inflow from operating activities was ¥4,682,226,923.83, down from ¥6,307,046,305.46 in the previous year[39]. - Net cash flow from operating activities was 1,215,890,810.99, an increase from 457,806,881.97 in the previous period, indicating a significant improvement[40]. - Cash outflow from operating activities totaled 3,466,336,112.84, down from 5,849,239,423.49, reflecting a reduction in operational expenses[40]. - The company reported a net cash flow from financing activities decreased by 520.55% compared to the same period last year, primarily due to increased loan repayments[26]. - Cash inflow from financing activities was 660,041,899.82, a decrease from 2,966,141,713.74, indicating reduced financing activities[40]. - Net cash flow from financing activities was -840,672,004.87, contrasting with a positive flow of 199,897,009.48 in the prior period, highlighting a shift in financing strategy[40]. Assets and Liabilities - The company's total current assets at the end of the period were approximately 10.474 billion yuan, down from 11.507 billion yuan at the beginning of the year[14]. - The company's total assets decreased to $15,434,704,311.40 from $16,363,460,014.24, representing a reduction of about 5.7%[16]. - Current liabilities decreased to $6,308,387,869.20 from $7,321,954,395.41, indicating a decline of approximately 13.8%[16]. - Non-current liabilities totaled $1,208,798,696.55, slightly down from $1,218,022,173.13, showing a decrease of about 1.8%[16]. - The company's total equity increased to $7,917,517,745.65 from $7,823,483,445.70, reflecting a growth of approximately 1.2%[16]. Investments - The company reported an investment income of -3.1776 million yuan, a decrease of 117.51% year-on-year, mainly due to the termination of financial asset recognition[9]. - The company reported a net investment loss of $3,177,552.93, compared to a loss of $1,460,847.54 in the previous period, indicating a worsening of investment performance[17]. - Other equity instrument investments increased by 76 million yuan compared to the end of the previous year, due to new equity investments made during the period[7]. Expenses - Research and development expenses for the current period were $30,337,972.74, down from $35,624,066.10, a reduction of approximately 15.5%[17]. - Cash paid to employees was 388,367,417.83, compared to 281,926,697.93, reflecting an increase in payroll expenses[40]. - Cash paid for taxes amounted to 112,778,935.85, up from 91,375,603.94, indicating higher tax obligations[40]. Other Financial Metrics - The weighted average return on equity was 1.77%, down from 3.51% in the previous year[22]. - The impact of exchange rate changes on cash and cash equivalents was -15,068,994.62, compared to -2,766,310.30, indicating a negative effect from currency fluctuations[40]. - The company received government subsidies amounting to ¥2,718,774.61 during the reporting period[24]. - The company reported a significant increase in non-operating income, totaling ¥6,132,166.62 after tax impacts[24].

关于举行 2022 年年度报告网上业绩说明会的公告 证券代码：000062 证券简称：深圳华强 公告编号：2023—020 深圳华强实业股份有限公司 为充分尊重投资者、提升交流的针对性，现就公司 2022 年年度报告业绩说 明会提前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可访问 "互动易"平台（http://irm.cninfo.com.cn）"云访谈"栏目进入公司 2022 年年度报告业绩说明会页面或扫描下方二维码，提交您所关注的问题。公司将在 业绩说明会上对投资者普遍关注的问题进行回答。此次活动交流期间，投资者仍 可登录活动界面进行互动提问。欢迎广大投资者积极参与！ 特此公告。 （问题征集二维码） 深圳华强实业股份有限公司董事会 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 深圳华强实业股份有限公司（以下简称"公司"）已于 2023 年 3 月 15 日在 巨潮资讯网（http://www.cninfo.com.cn）披露了《2022 年年度报告》。 为方便广大投资者进一步了解公司 2022 年度经营情况及公司发展战略等相 关情况，公司 ...

Financial Performance - In 2022, the company's total operating revenue was approximately CNY 23.44 billion, with quarterly revenues of CNY 5.87 billion, CNY 7.36 billion, CNY 5.49 billion, and CNY 5.22 billion respectively[44]. - The net profit attributable to shareholders for the year was CNY 952.51 million, with quarterly net profits of CNY 219.64 million, CNY 302.42 million, CNY 175.39 million, and CNY 254.95 million respectively[44]. - The company's operating revenue for 2022 was ¥23,941,299,880.97, an increase of 4.82% compared to ¥22,840,581,682.10 in 2021[65]. - The net profit attributable to shareholders for 2022 was ¥952,406,473.47, reflecting a growth of 7.81% from ¥883,433,133.98 in 2021[65]. - The net cash flow from operating activities improved significantly to ¥2,275,825,644.74, a 344.29% increase from a negative cash flow of ¥931,589,530.64 in 2021[65]. - The total assets at the end of 2022 were ¥16,363,460,014.24, up 3.78% from ¥15,766,847,589.18 at the end of 2021[65]. - The net assets attributable to shareholders increased by 14.04% to ¥7,025,936,303.98 at the end of 2022, compared to ¥6,161,060,732.57 at the end of 2021[65]. Business Strategy and Development - The company is committed to ensuring the authenticity and completeness of the annual report, taking legal responsibility for any misrepresentation[24]. - The company is focused on enhancing its research capabilities to stay aligned with industry trends and improve its service offerings[57]. - The company is committed to optimizing its business structure and service innovation to maintain its market advantage in the electronic components sector[57]. - The company is actively pursuing digital transformation initiatives to improve supply chain efficiency and reduce costs through its proprietary Electronic BOM System (EBS)[50]. - The company is committed to expanding its market presence and exploring potential mergers and acquisitions to strengthen its competitive position in the industry[50]. - The company aims to become a leading high-end service provider in the electronic information industry, integrating design, manufacturing, and sales within a complete supply chain[56]. Market Conditions and Challenges - The electronic components industry faced a downturn in 2022, with most sectors entering an inventory destocking phase, while demand for consumer electronics remained low throughout the year[50]. - The company acknowledges potential risks in business development as outlined in the forward-looking statements section of the report[26]. - The company emphasized the importance of semiconductor supply chain autonomy, as geopolitical tensions and new chip regulations intensified in 2022[50]. Digital Transformation and Innovation - The company has established a digital-driven business model in the electronic components industry, creating multiple competitive barriers in data resources, digital capabilities, and customer resources[53]. - The company is focusing on digital and internet technology development to enhance its digitalization and platform influence, aiming to create a world-class electronic components industry internet platform[57]. - The company has invested in the development of a semiconductor application solution research and promotion center to enhance technical distribution capabilities and support domestic semiconductor brands[148]. - The company has implemented various "micro-innovation" initiatives to maintain a stable rental rate and promote the healthy development of its physical trading market[155]. Acquisitions and Partnerships - The company has acquired several distribution firms, each with unique strengths, to complement its existing capabilities and accelerate the growth of its distribution business[62]. - The company completed the acquisition of Baochuang Technology, which further strengthened its presence in the new energy and industrial control sectors[132]. - The company has established long-term partnerships with over 200 domestic and international manufacturers, enhancing its product line resources[175]. Corporate Social Responsibility - The company has actively supported social responsibility initiatives during the pandemic, including rent reductions for property lessees[69]. Research and Development - Research and development expenses increased by 18.13% to ¥185,079,571.71, compared to ¥156,675,902.84 in 2021[191]. - R&D investment accounted for 0.77% of operating revenue in 2022, compared to 0.69% in 2021, reflecting a 0.08% increase[195]. Revenue Breakdown - The electronic components authorized distribution segment generated ¥19,517,878,467.32, accounting for 81.52% of total revenue, with a year-on-year growth of 2.20%[182]. - The internet segment for electronic components saw significant growth, with revenue of ¥3,855,007,378.70, up 23.31% from ¥3,126,163,390.29 in 2021[182]. - The electronic components distribution business, operated by Huachip Semiconductor Group, generated a revenue of 19.520 billion yuan, with a year-on-year growth of 2.20%[97].

Group 1: Investment Activities - The company terminated the share purchase asset project on May 26 due to significant differences in pricing and negotiations [1] - The company is actively seeking merger and acquisition opportunities that can create synergies with its existing business [1] Group 2: Investor Relations - The investor relations activity involved specific targeted research with participation from various securities firms [1] - The meeting took place on July 9, 2014, in the company conference room [2]

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 ...