Group 1: Company Performance and Growth - The company anticipates growth in 2025 primarily from emerging fields such as AI servers, consumer electronics, and AIoT, driven by technological iterations and domestic replacements [2] - In 2024, the revenue from the storage business is projected to be 20.685 billion yuan, reflecting a year-on-year increase of 134.32%, mainly applied in consumer terminals and AI servers [2][3] Group 2: Product Lines and Partnerships - The company has long-term partnerships with well-known chip brands, including AMD, NXP, and NVIDIA, covering products like GPU, CPU, and MCU [3] - In 2024, the company plans to introduce product lines in smart driving, passive components, and storage, optimizing resources towards higher quality product lines, particularly in AI, automotive electronics, and industrial control sectors [3] Group 3: Inventory Management - As of Q1 2025, the company's inventory stands at 7.904 billion yuan, a decrease of 26.09% quarter-on-quarter, attributed to accelerated inventory turnover in response to demand in the new energy vehicle and AI computing sectors [3]
中电港(001287) - 2025年7月2日投资者关系活动记录表