Group 1: Market Trends and Product Development - The storage industry is entering a phase of supply-demand balance improvement and value recovery, driven by supply chain optimization and technological innovation. Storage prices are expected to show steady recovery throughout 2025 [2][3] - The demand for enterprise storage products is benefiting from rapid developments in AI computing, data centers, and cloud computing, demonstrating strong growth resilience [2][3] - The company focuses on core storage business, achieving product validation breakthroughs in enterprise storage and entering the supply chain of leading customers [2][3] Group 2: Business Model and Customer Collaboration - The company positions its enterprise business as a solution provider, offering customized main control chips, firmware development, and comprehensive supply chain management [3][4] - The enterprise-level team has grown to over 100 members by the end of 2024, emphasizing customer service and high-performance product development [3][4] Group 3: Embedded Storage and SSD Growth - The company has made significant strides in embedded storage, launching products like eMMC, UFS, and LPDDR, with plans to expand into consumer electronics and industrial applications [4][5] - The growth of the SSD business is attributed to market demand responsiveness, product matrix optimization, and leveraging domestic trends and emerging applications [5][6] Group 4: Inventory and Operational Efficiency - The company maintains a neutral inventory strategy, adjusting procurement plans based on market feedback to enhance inventory turnover [6][7] - As of the end of 2024, the company has 846 employees, focusing on optimizing operational efficiency while expanding its workforce [7][8]
德明利(001309) - 001309德明利投资者关系管理信息20250513