Yiheda(301029)2025-03-11 08:52Group 1: Competitive Strategy - The decision-making factors for purchasing include product development, variety, adaptability to customer scenarios, convenience in design selection, transaction ease, timely delivery, and quality consistency, with price being a less significant factor [2][3] - The company will focus on enhancing capabilities in product advancement, variety, adaptability, and service timeliness to build competitive advantages rather than solely competing on price [3] Group 2: Customer Base and Engagement - As of the first three quarters of 2024, the company served approximately 34,000 customers, with a cumulative total exceeding 70,000 [4] - The company aims to empower engineers by providing product standard systems and design tools, thereby influencing purchasing habits and increasing demand [4] Group 3: Operational Efficiency - The company has implemented digital and information technology to enhance operational efficiency, with about 70% of customers placing orders online [5] - Challenges in non-standard parts production are being addressed through automation and information technology to reduce labor costs and improve efficiency [6] Group 4: Inventory Management - The company maintains a certain level of inventory for standard parts to meet short delivery times and unexpected orders, focusing on commonly used components [7] Group 5: Accounts Receivable Management - A strict credit policy is in place, with good execution on credit terms, and no significant risks in accounts receivable, showing improvement in turnover days [8] Group 6: Manufacturing Strategy - 60% of the BOM for equipment hardware consists of brand core components, with a focus on integrating social production capacity rather than competing with suppliers [9][10] Group 7: AI and Digital Transformation - The rapid development of AI is viewed as an opportunity, with plans to leverage digital tools to enhance service capabilities and expand market reach [10]