Core Viewpoint - The company is enhancing collaboration with key suppliers, including Yangtze Memory Technologies, to stabilize the supply chain and optimize costs, driven by the growing demand for enterprise storage in the server and data center sectors due to the AI infrastructure wave [1] Group 1: Supplier Collaboration - The company is deepening cooperation with core suppliers to address market changes and technological innovations, which creates favorable conditions for supply chain stability and cost optimization [1] - Ongoing communication with suppliers is essential for adapting to market dynamics and ensuring a robust supply chain [1] Group 2: Market Demand and Business Development - There is a continuous increase in enterprise storage demand driven by the AI infrastructure wave, which is enhancing the overall prosperity of the storage industry [1] - The company is closely monitoring the demand dynamics from major clients and is actively advancing business connections related to enterprise storage products, which have achieved stable shipments [1] Group 3: Competitive Advantage - Collaborations with core suppliers and deep partnerships with major clients will strengthen the company's ability to provide customized storage solutions that integrate hardware, technology, and supply chain [1] - The company is accumulating experience in AI storage and domestic scenarios, reinforcing its market competitiveness centered on R&D innovation [1]
德明利(001309.SZ)：持续与包括长江存储在内的核心供应商深化合作