Core Viewpoint - The company is transitioning towards a value-driven model, focusing on large clients and adapting to fluctuations in raw material prices, which impact performance results [1] Group 1: Business Strategy - The company is developing a value model with a primary focus on large customers [1] - The company has established a partnership with SanDisk to launch customized high-quality UFS products and solutions targeting the mobile and IoT markets [1] Group 2: Product Development - The company's eSSD and RDIMM products have passed compatibility verification with multiple domestic CPU platforms, including Kunpeng and Haiguang, making them suitable for various scenarios such as internet, telecommunications, and finance [1] Group 3: Financial Performance - The company indicates that the gross margin situation for the first half of the year will be confirmed in the upcoming 2025 semi-annual report [1]
江波龙：公司客户结构及业务结构以大客户为主