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德明利(001309) - 001309德明利投资者关系管理信息20250520

Industry Outlook - The storage industry is experiencing growth driven by technological innovation and increasing demand for data center servers and smart devices, including smartphones and smart cars [2][3] - China, as the largest consumer market for storage chips, is seeing significant advancements in technology and production capabilities, narrowing the gap with foreign manufacturers [2][3] Company Product Development - The company has successfully launched its self-developed SATA SSD controller chip and SD card controller, achieving mass production of industrial-grade storage products [3] - A comprehensive domestic solution has been established, covering enterprise, industrial, and consumer-grade products, with deep collaborations with leading clients [3] Market Performance and Strategy - The storage chip market is stabilizing, with prices recovering since March, prompting the company to optimize product structure and enhance supply chain management [4][6] - The company is focusing on high-end product development, including enterprise-grade storage and embedded storage, to improve profitability and operational quality [4][6] Financial Management and Investor Relations - The company is committed to enhancing market confidence through regular communication with investors and transparent reporting of operational progress [5][10] - Measures are in place to manage market value and ensure sustainable returns for shareholders, particularly in light of recent stock price fluctuations [10][28] Future Growth Potential - The enterprise storage market is expected to grow significantly due to increasing demand from data centers and AI computing needs, positioning the company for future revenue growth [12][24] - Ongoing R&D investments are aimed at expanding the product matrix and enhancing competitiveness in emerging applications such as AI and cloud computing [27]