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中电港(001287) - 2025年5月23日投资者关系活动记录表
2025-05-24 07:40
Group 1: Company Overview - Shenzhen Zhongdian Port Technology Co., Ltd. is the leading domestic distributor of electronic components, focusing on component distribution, design chain services, supply chain collaboration, and industrial data services [2][3]. - The company operates an automated three-dimensional warehouse of approximately 50,000 m² in Humen, with additional hubs in Hong Kong, Central China, South China, and East China, forming a comprehensive three-tier warehouse layout [3]. Group 2: Application Innovation - The "Firefly Workshop" is the company's application innovation platform, emphasizing technical services and innovation in key industries such as artificial intelligence, new energy, AIoT, automotive electronics, industrial electronics, and open-source hardware [3]. - The company provides technical support, reference designs, and solutions to drive growth in its distribution business and innovation in the upstream and downstream of the industry chain [3]. Group 3: Market Trends - According to SIA data, the global semiconductor market is projected to reach $626.9 billion in 2024, with a year-on-year growth of 19%. Growth rates are expected to be 38.9% in the Americas, 17.5% in Asia-Pacific, 1.4% in Japan, and a decline of 6.7% in Europe [3]. - WSTS forecasts an 11% growth in the global semiconductor market in 2025, reaching $697.1 billion, driven by structural high growth in domestic semiconductor demand, particularly in emerging fields such as AI computing power, robotics, and AIoT [3].