Core Viewpoint - China Supply Chain Industry (03708) has seen a significant stock price increase of 17.65%, reaching HKD 0.06, following the announcement of negotiations for leasing office space in Shenzhen, which is part of a strategic move to establish a mainland headquarters [1] Group 1: Strategic Developments - The company is in discussions with Shenzhen Huaqiang Cloud Industrial Park Management Co., Ltd. regarding the leasing of office space in Shenzhen [1] - Establishing a headquarters in mainland China is a key strategy for the company to deepen its business and enhance operational capabilities in one of the world's most dynamic economic regions [1] Group 2: Operational Focus - The office space will serve three main functions: 1. Supply Chain Management: To centralize and enhance end-to-end supply chain operations, improve efficiency, control costs, and strengthen collaboration with mainland partners [1] 2. Incubation Center: To foster innovation projects, strategic partnerships, and new business initiatives, leveraging Shenzhen's vibrant ecosystem [1] 3. Technology R&D: To establish a core research and development center aimed at driving long-term innovation and technological competitiveness [1] Group 3: Expected Outcomes - The board believes that concentrating these key functions in Shenzhen, a global technology innovation hub, will significantly enhance the company's market position, accelerate growth, and create sustainable long-term value for shareholders [1]

Core Viewpoint - China Supply Chain Industry (03708) has seen a nearly 20% increase in stock price, currently trading at 0.061 HKD, with a transaction volume of 5.15 million HKD, following the announcement of negotiations for office space leasing in Shenzhen [1] Group 1: Business Strategy - The company is in discussions with Shenzhen Huaqiang Cloud Industrial Park Management Co., Ltd. regarding leasing office space in the Huaqiang Cloud Industrial Park in Shenzhen [1] - Establishing a headquarters in mainland China is a strategic move to deepen business operations and enhance capabilities in one of the world's most dynamic economic regions [1] Group 2: Key Functions of the New Office - The office will focus on several key functions: 1. Supply Chain Management: To centralize and enhance end-to-end supply chain operations, improve efficiency, control costs, and strengthen collaboration with mainland partners [1] 2. Incubation Center: To serve as a dedicated space for nurturing innovative projects, strategic partnerships, and new business initiatives, leveraging Shenzhen's vibrant ecosystem [1] 3. Technology R&D: To establish a core research and development center aimed at driving long-term innovation and technological competitiveness for the group [1] Group 3: Expected Outcomes - The board believes that concentrating these critical functions in Shenzhen, a global technology innovation hub, will significantly enhance the company's market position, accelerate growth, and create sustainable long-term value for shareholders [1]

Core Viewpoint - China Supply Chain Industry (03708) shares surged nearly 20%, closing at 0.061 HKD with a trading volume of 5.15 million HKD, following the announcement of negotiations for office space leasing in Shenzhen [1] Group 1: Company Strategy - The company is in discussions with Shenzhen Huaqiang Cloud Industrial Park Management Co., Ltd. regarding leasing office space in the Huaqiang Cloud Industrial Park [1] - Establishing a headquarters in mainland China is a strategic move to deepen operations and expand capabilities in one of the world's most dynamic economic regions [1] - The office space will serve three main functions: 1. Supply Chain Management: To enhance end-to-end supply chain operations, improve efficiency, control costs, and strengthen collaboration with mainland partners [1] 2. Incubation Center: To foster innovation projects, strategic partnerships, and new business initiatives, leveraging Shenzhen's vibrant ecosystem [1] 3. Technology R&D: To establish a core R&D center aimed at driving long-term innovation and technological competitiveness [1] Group 2: Market Positioning - The board believes that concentrating these key functions in Shenzhen, a global technology innovation hub, will significantly enhance the company's market position, accelerate growth, and create sustainable long-term value for shareholders [1]

Core Insights - The electronic components distribution sector is experiencing significant capital activity, with multiple acquisitions announced by major players in 2023, indicating a trend towards market consolidation and increased competition [1][5][6]. Industry Trends - The electronic components market includes a wide range of products such as ICs, resistors, capacitors, inductors, connectors, and diodes. Approximately 44% of electronic components are procured directly by downstream manufacturers from original manufacturers, while 56% rely on distributors [2][3]. - The global distribution landscape is dominated by major companies like Arrow, Avnet, WPG, and Winbond, with the top four distributors projected to generate revenues close to or exceeding $100 billion annually from 2022 to 2024 [3]. Market Concentration - The concentration of the electronic components distribution market is increasing, with the top four distributors expected to account for 53.91% of the total revenue of the top 50 distributors in 2024, down from 56.72% in 2023 [3]. - Chinese distributors are rapidly emerging, with companies like Zhongdian Port and Yachuang Electronics seeing significant revenue growth, driven by sectors such as computing and AI [3]. Performance Disparities - There is a performance divergence among global distributors, with regions like Greater China experiencing recovery due to AI and memory components, while North American and Japanese distributors face negative growth due to inventory destocking [4]. Diversification Strategies - The semiconductor industry has a history of mergers and acquisitions, and this trend is evident in the distribution sector as well. Companies like Arrow and Winbond have made strategic acquisitions to enhance their market position [5][6]. - Distributors are expanding their services beyond traditional distribution to include semiconductor design, PCBA manufacturing, and technical support, adapting to market changes [6][8]. Digital Transformation - The rise of digitalization and e-commerce is reshaping the distribution landscape, with semiconductor manufacturers increasing direct sales and optimizing distribution channels. This shift requires distributors to enhance their supply chain management and technical support capabilities [8]. Future Outlook - The rapid development of the domestic electronic industry presents vast market opportunities for distributors, particularly with the rise of technologies like 5G, AI, and IoT. Distributors are encouraged to strengthen collaborations with suppliers and customers to expand their market share [9]. - Chinese distributors are expected to innovate continuously to adapt to market changes, focusing on enhancing service capabilities and exploring international markets through acquisitions [9].

Core Viewpoint - The company is negotiating a lease for office space in the Shenzhen Huaqiang Cloud Industrial Park, which will serve as its headquarters in mainland China, marking a strategic move to enhance operations in a key economic region [1] Group 1: Strategic Objectives - Establishing a headquarters in mainland China is a crucial strategy for the company to deepen its business and expand operational capabilities in one of the world's most dynamic economic areas [1] - The office space will focus on three main functions: supply chain management, incubation center, and technology research and development [1] Group 2: Key Functions - Supply Chain Management: The company aims to centralize and enhance end-to-end supply chain operations, improving efficiency, controlling costs, and strengthening collaboration with mainland partners [1] - Incubation Center: The space will serve as a dedicated area for nurturing innovative projects, strategic partnerships, and new business initiatives, leveraging Shenzhen's vibrant ecosystem [1] - Technology Research and Development: A core R&D center will be established to drive long-term innovation and technological competitiveness for the company [1] Group 3: Expected Outcomes - The board believes that concentrating these key functions in Shenzhen, a global technology innovation hub, will significantly enhance the company's market position, accelerate growth, and create sustainable long-term value for shareholders [1]

Core Viewpoint - The company is negotiating a lease for office space in the Shenzhen Huaqiang Cloud Industrial Park, which will serve as its headquarters in mainland China, marking a strategic move to enhance operations in a key economic region [1] Group 1: Strategic Importance - Establishing a headquarters in Shenzhen is a crucial strategy for the company to deepen its business and expand operational capabilities in one of the world's most dynamic economic areas [1] - The office will focus on three main functions: supply chain management, incubation center, and technology research and development [1] Group 2: Key Functions - Supply Chain Management: The office will centralize and enhance end-to-end supply chain operations, improving efficiency, controlling costs, and strengthening collaboration with mainland partners [1] - Incubation Center: It will serve as a dedicated space for nurturing innovative projects, strategic partnerships, and new business initiatives, leveraging Shenzhen's vibrant ecosystem [1] - Technology Research and Development: A core R&D center will be established to drive long-term innovation and technological competitiveness for the company [1] Group 3: Expected Outcomes - The board believes that concentrating these key functions in Shenzhen, a global technology innovation hub, will significantly enhance the company's market position, accelerate growth, and create sustainable long-term value for shareholders [1]

证券日报网讯 11月13日晚间，深圳华强发布公告称，为进一步加强与投资者的互动交流，深圳华强实 业股份有限公司（以下简称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市公 司协会与深圳市全景网络有限公司联合举办的"2025年度深圳辖区上市公司投资者网上集体接待日活 动"，活动时间为2025年11月20日。 （文章来源：证券日报） ...

证券代码：000062 证券简称：深圳华强 编号：2025—067 深圳华强实业股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者 为进一步加强与投资者的互动交流，深圳华强实业股份有限公司（以下简称 "公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市公司 协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司投资 者网上集体接待日活动"，现将相关事项公告如下： 本次集体接待日活动将采用网络远程的方式举行，投资者可登录"全景路演" 网站（https://rs.p5w.net），或关注"全景财经"微信公众号，或下载"全景 路演"APP，参与本次互动交流，活动时间为 2025 年 11 月 20 日（周四）14:30 -17:00。 届时公司部分董事和高级管理人员将在线就公司业绩、公司治理、发展战略、 经营状况和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广 大投资者踊跃参与。 特此公告。 深圳华强实业股份有限公司董事会 2025 年 11 月 14 日 网上集体接待日活动的公告 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 ...

北京金诚同达（深圳）律师事务所 关于 深圳华强实业股份有限公司 2025 年第二次临时股东会的 法律意见书 金深法意字[2025]第 386 号 深圳市福田区鹏程一路广电金融中心 42 层 518000 电话：0755-2223 5518 传真：0755-2223 5528 金诚同达律师事务所 法律意见书 北京金诚同达（深圳）律师事务所 关于深圳华强实业股份有限公司 2025 年第二次临时股东会的 法律意见书 金深法意字[2025]第 386 号 致：深圳华强实业股份有限公司 北京金诚同达（深圳）律师事务所（以下简称"本所"）接受深圳华强实业 股份有限公司（以下简称"深圳华强"或"公司"）的聘请，指派本所律师出席 公司 2025 年第二次临时股东会（以下简称"本次股东会"）并对会议的相关事 项出具法律意见书。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）《中 华人民共和国证券法》《上市公司股东会规则》（以下简称"《股东会规则》"） 《律师事务所从事证券法律业务管理办法》《律师事务所证券法律业务执业规则 （试行）》等有关法律、法规和规范性文件的要求以及《深圳华强实业股份有限 公司章程》（以下简 ...

证券代码：000062 证券简称：深圳华强 编号：2025—066 深圳华强实业股份有限公司 2025 年第二次临时股东会决议公告 2、会议召开地点：深圳市福田区北环大道 6018 号华强科创广场 1 栋 43 层 会议室。 3、会议召开方式：本次股东会采用现场表决与网络投票相结合的方式召开。 公司通过深圳证券交易所交易系统和互联网投票系统向公司股东提供网络形式 的投票平台，公众股东可以在网络投票时间内通过上述系统行使表决权。同一股 东通过深圳证券交易所交易系统、互联网投票系统和现场投票辅助系统中任意两 种以上方式重复投票的，以第一次有效投票结果为准。 4、会议召集人：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、误导性陈述或重大遗漏。 特别提示： 1、深圳华强实业股份有限公司（以下简称"公司"）2025 年第二次临时股 东会召开期间无否决提案的事项。 2、公司 2025 年第二次临时股东会不涉及变更以往股东会已通过决议的事 项。 一、会议召开和出席情况 1、会议召开的时间： 现场会议召开时间：2025 年 11 月 13 日（星期四）下午 14:3 ...