EA(SZ:002183) Zheng Quan Ri Bao Wang·2026-01-23 12:11Core Viewpoint - The core value of the company in the storage chain is the "spiral rise of scale and discourse power" [1] Group 1: Company Strategy - The company emphasizes that scale distribution is its fundamental base and market touchpoint, establishing its industry position through long-term cooperation with giants like Samsung, Micron, and SK Hynix [1] - The company believes that merely having scale is insufficient; strategic investments are necessary to gain some key technological discourse power [1] - The company has invested in leading international data storage management chip enterprise, Lianyun Technology, and focuses on automotive-grade storage through Starfire Semiconductor [1] Group 2: Collaborative Approach - The company adopts a strategy of balancing "cooperation" and "independence," aiming for "key link autonomy and open ecosystem win-win" [1] - The company pursues independent influence in strategic high ground areas such as controllers and automotive-grade storage while widely collaborating with domestic and international partners in general products and market channels [1] - This approach ultimately creates a symbiotic pattern of "you have me, I have you" [1]