Group 1: Company Overview and Market Position - The company, Shenzhen Zhongdian Port Technology Co., Ltd., focuses on the distribution of electronic components, with a significant increase in sales driven by demand in consumer electronics, artificial intelligence, and new energy vehicles [2][4]. - In the first half of 2024, the company's sales revenue from storage products reached 10.54 billion RMB, accounting for 42% of total revenue, with a year-on-year growth of 236.65% [4]. Group 2: Business Segments and Services - Apart from component distribution, the company has three key business segments: design chain services, supply chain collaborative services, and industry data services [4]. - Design chain services focus on hardware design support and technical solution development [4]. - Supply chain services provide comprehensive logistics and customs solutions for upstream and downstream enterprises [4]. - Industry data services aim to enhance digital transformation by offering supply chain analysis, component selection, and market trend analysis [4]. Group 3: Future Development Plans - The company plans to concentrate on its core distribution business, prioritizing resources towards large production lines, major clients, and significant projects to strengthen its leading position in the domestic semiconductor distribution market [4]. - There is an emphasis on investing in high-value services like design chain services to improve profit conversion capabilities [4]. - The company aims to enhance its logistics network and digital infrastructure to increase operational efficiency and customer engagement [4].
中电港(001287) - 2024年12月16日投资者关系活动记录表