佰维存储：获服务器厂商、头部互联网厂商等多领域头部厂商核心供应商资质

Group 1 - The company, Baiwei Storage, is experiencing rapid growth in its enterprise-level business, having obtained core supplier qualifications from major server manufacturers, leading internet companies, and top domestic OEM manufacturers, marking a significant enhancement in its commercial capabilities [1][3] - The enterprise-level products are designed for data centers and critical business scenarios, requiring higher performance stability, sustained write lifespan, and long-term reliability, with a more stringent certification cycle and integration process [3] - The acquisition of core supplier qualifications typically indicates the completion of multiple validation rounds and entry into customer systems, paving the way for subsequent bulk orders [3] Group 2 - The collaboration among server manufacturers, internet companies, and OEMs is expected to accelerate the ramp-up of new enterprise-level products, with the company improving yield and delivery stability during the pre-mass production phase through process optimization and consistency control [3] - Industry trends indicate that AI training and inference are driving data center expansion, leading to changes in enterprise storage demand, with higher bandwidth, lower latency, and greater durability becoming key selection criteria [3] - The company plans to enhance its product matrix and deepen collaborative development with core customers, focusing on performance, reliability, and energy efficiency while optimizing the supply chain to improve large-scale supply capabilities [3] Group 3 - The combination of core qualifications and pre-mass production is seen as a critical step towards commercialization, with future attention needed on the pace of bulk integration, fluctuations in downstream demand, and the impact of price competition on profitability [3] - If the company successfully achieves large-scale mass production, there is potential for further optimization of customer and product structures [3]