深圳华强(000062) - 2025年6月20日投资者关系活动记录表

Group 1: Business Overview - The electronic components distribution business serves as a crucial link between upstream manufacturers and downstream product manufacturers, facilitating over 50% of global electronic components through authorized distribution channels [1] - The company provides valuable and reliable services to upstream manufacturers and customers, helping to align product positioning with market demand and reducing product development cycles [1][2] Group 2: Market Performance - "Huaqiangbei" is recognized as "China's Electronics First Street," with increasing foot traffic driven by consumer demand for product quality and the "Belt and Road" initiative [2] - The operational performance of "Huaqiang Electronic World" has improved, attracting numerous domestic and international customers, with a full occupancy rate in the "Trendy Electronics Zone" [2] Group 3: Investment Strategy - Since 2019, the company has engaged in Corporate Venture Capital (CVC) investments to build an industrial ecosystem and enhance its industry influence [3] - The CVC strategy includes minority investments in promising semiconductor IDM or design companies, aiming to foster long-term partnerships and enhance the competitiveness of the company's trading service platform [4]