盈方微分析师会议-20250612

Group 1: Research Basic Information - The research object is Yingfangwei, belonging to the semiconductor industry, and the reception time is June 12, 2025. The listed company's reception staff includes General Manager Zhang Yun, Board Secretary Wang Fang, and Financial Controller Li Ming [17] Group 2: Detailed Research Institutions - The reception objects include investors' online questions and others [20] Group 3: Main Content Investor Questions and Company Responses - Regarding the plan for the scale of chip design, in 2024, the company's integrated circuit design and sales business advanced chip process towards domestic alternative processes and optimized the dedicated input-output ports of the chip memory interface. It also explored the upstream and downstream supply chain business of chips [24][30] - For the question of whether the shelved restructuring will proceed and the expected time, the company will disclose major matters in the form of announcements [24] - There is no cooperation with Huawei in the chip field in 2025 [25] - To turn losses into profits, the company will focus on the main business, increase investment in distribution business, expand new product lines, optimize product structure, strengthen customer service, initiate new projects, and improve the talent and compensation incentive mechanism [25][26] - For the question of whether there are plans to acquire assets this year, the company will disclose major matters in the form of announcements [27] - To break through the dilemma and achieve significant profit growth, in 2025, the electronic component distribution business will deepen cooperation with key customers, introduce new product lines, and promote digital transformation. The chip business will balance efficiency and cost, advance chip process localization and R & D of advanced processes, and integrate resources [27][28]