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]

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 ...