深圳华强(000062) - 2024年7月11日投资者关系活动记录表

Group 1: Company Overview - Shenzhen Huaqiang has established a comprehensive distribution platform for electronic components, covering passive and active components, as well as both domestic and international product lines [2] - The company has formed long-term partnerships with over 200 manufacturers, including top international brands such as muRata, Wolfspeed, IXYS, MPS, ST, and LG, as well as notable domestic brands like Ziguang Zhanrui and BYD Semiconductor [2] Group 2: Impact of AI Development - The growth of AI is driving an increase in demand for electronic components, positively impacting the company's business development [2] - For instance, the demand for high-speed optical modules has surged due to AI computing requirements, leading to a rapid increase in the procurement of electronic components like MLCCs [3] Group 3: Market Outlook for H2 2024 - The inventory destocking in the electronic components industry is nearing completion, with signs of recovery in the semiconductor application market and stabilization in component prices [3] - Factors such as the acceleration of AI technology applications and the recovery of the consumer electronics market are expected to drive an improvement in the industry's overall performance in the second half of 2024 [3]