Group 1: Company Overview and Market Position - Shenzhen Demingli Technology Co., Ltd. focuses on enterprise-level storage products, which are crucial for servers, data centers, and cloud computing, emphasizing reliability, stability, security, and compatibility [2] - The company has established a professional team for enterprise-level business and R&D, enhancing product testing lines and leveraging supply chain resources to ensure reliable products and comprehensive storage management solutions [2] Group 2: Business Development and Future Outlook - In 2024, the company plans to continue engaging with multiple internet, server, and cloud service providers to validate products, aiming for increased sales driven by AI applications and national policies promoting domestic storage market growth [2] - The embedded storage business has seen significant growth due to long product lifecycles and high customer switching costs, with the company focusing on customized solutions and achieving mainstream customer certifications [3] Group 3: Product Innovations and Market Trends - The company has developed automotive-grade storage products to meet the rising demand from the smart vehicle sector, with ongoing collaborations with automotive manufacturers and Tier 1 suppliers [4] - The storage industry is cyclical, with 2024 expected to see price fluctuations; however, demand from AI and smart driving technologies is anticipated to improve supply-demand dynamics, potentially leading to an upward industry cycle [4][5] Group 4: Inventory and Manufacturing Strategies - The company maintains a neutral inventory strategy, optimizing inventory structure to support new customer and product development while ensuring efficient procurement of quality flash and memory chips [5] - The smart manufacturing base in Futian has been completed and is operational, enhancing the efficiency of enterprise-level SSD product development and customer validation through advanced testing lines [6] Group 5: Chip Development and Technological Advancements - The company has successfully mass-produced its self-developed SD6.0 storage card controller chip and is progressing with SATA SSD controller chip adaptation, with plans for further development in PCIe SSD, UFS, and eMMC controller projects [6]
德明利(001309) - 001309德明利投资者关系管理信息20250220