Core Viewpoint - The company, Xingchen Technology, is leveraging its scale in KGD procurement and partnerships with major storage suppliers to secure production capacity and optimize pricing in a supply-constrained market [1] Group 1: Company Operations - The company has an annual KGD procurement volume exceeding 100 million units, allowing it to collaborate closely with multiple mainstream storage suppliers [1] - By utilizing scale effects, the company prioritizes securing production capacity and negotiating optimal prices, ensuring a rapid supply guarantee [1] Group 2: Market Dynamics - In the context of industry shortages, many customers are shifting from external storage to the company's built-in storage products due to shortages and price surges, resulting in increased orders [1] - The company enhances its pricing power through long-term agreements to lock in production capacity and maintains cost-effectiveness via scale effects, transforming supply chain capabilities into growth drivers and competitive barriers [1]
星宸科技：公司每年KGD采购量过亿级