Group 1: Product Development and Market Strategy - The company emphasizes the importance of domestic storage product localization, with a focus on integrating self-developed firmware and domestic storage chips, which has already been validated by key clients and integrated into the supply chain [2] - The differentiation of enterprise-level products is achieved through continuous technological innovation and high-standard testing lines, enhancing performance, compatibility, and reliability [3] - The embedded storage business has seen rapid growth, particularly in the mobile sector, with successful entry into the supply chains of well-known brands, driving significant sales growth [4] Group 2: Consumer Storage Products and Future Plans - The company has expanded its product matrix to include a variety of consumer storage products, such as PCIe5.0 and PCIe4.0 SSDs, DDR5 and DDR4 memory, and various embedded storage solutions [5] - Future plans involve leveraging self-developed controller chip technology to optimize product performance and quality, while exploring new consumer scenarios like AI PCs and smart wearables [6] Group 3: Market Trends and Inventory Management - The storage industry is entering a phase of improved supply-demand balance and value recovery, driven by supply chain optimization and technological innovation [7] - The company anticipates a stable recovery in storage prices throughout 2025, following a period of inventory reduction and product upgrades [8] - The inventory strategy remains neutral, with adjustments made to enhance inventory turnover and support the growth of new clients and products [9]
德明利(001309) - 001309德明利投资者关系管理信息20250515