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调研速递|大为股份接待投资者调研 半导体存储业务前三季营收7.94亿增28.68% 锂矿项目储量超32万吨
Xin Lang Zheng Quan· 2025-11-20 11:14
Core Viewpoint - The company, Shenzhen Dawi Innovation Technology Co., Ltd., actively engaged with investors regarding its core businesses in semiconductor storage and new energy during a collective reception day event, highlighting significant growth and future plans in these sectors [1][2]. Group 1: Semiconductor Storage Business - The semiconductor storage business is a key growth driver, contributing 794 million yuan in revenue for the first three quarters, representing a year-on-year increase of 28.68% and accounting for 90.33% of total revenue [3]. - The company has implemented strategies to manage inventory and order risks through product mix optimization and dynamic inventory management [3]. - The company is advancing LPDDR5 certification and trial production to develop high-performance storage chip products and solutions [3]. Group 2: New Energy Business - The lithium project in Chenzhou has over 320,000 tons of reserves, with exploration and mining rights transfer procedures underway [4]. - The associated lithium-bearing feldspar ore has a total volume of 20,953,300 tons, with lithium oxide mineral quantity at 32,370 tons and an average grade of 0.154% [4]. - The company aims to ensure resource supply for its lithium carbonate project through the production of lithium concentrate [4]. Group 3: Future Planning - The company plans to focus on a dual business model of "semiconductor storage + smart terminals" and "new energy + automotive," emphasizing market-driven strategies, research and development, team collaboration, and capital empowerment [5]. - In the semiconductor storage sector, the company will continue to optimize product structure and respond to industry price fluctuations while advancing lithium project development in the new energy sector [5].