Group 1: Company Overview - The company is Longxin Technology Co., Ltd., with stock code 688047 and abbreviation 龙芯中科 [1] - The investor relations activity took place from July 2 to July 4, 2024, at the Longxin Industrial Park in Beijing [2] Group 2: Business Operations - The industrial control business has a long cycle from customer demand to revenue realization, varying across sectors like energy, transportation, finance, telecommunications, and public services [2] - The introduction period for industrial control products is lengthy, but once established, the product lifecycle is extended [2] Group 3: Technology Development - Longxin's 龙链 1.0 latency is approximately half that of synchronous PCIe, while 龙链 2.0 aims to achieve one-third of synchronous PCIe latency [3] - The next server chip will utilize 龙链 2.0 technology, which is currently applied in interconnects between server chips [3] Group 4: Market Strategy - Longxin focuses on storage servers rather than general-purpose servers due to market strategy and product development considerations [3] - The company’s current server chip offerings include the 16-core 3C5000 and the 32-core 3D5000, targeting a significant demand in the storage market [3]
龙芯中科(688047) - 投资者关系活动记录表(2024年7月2日-4日)