深圳华强(000062) - 2025年7月9日投资者关系活动记录表

Group 1: Price Trends of Electronic Components - The prices of electronic components experienced a downward trend in 2023 and 2024, with most prices currently at a bottom level [1] - Intense price competition has accelerated the reshuffling of the upstream chip design industry and the clearing of excess capacity [1] - There is potential for quality manufacturers to raise prices, but the timing and widespread trend remain to be observed [1] Group 2: Collaboration with Key Partners - The company is a major authorized distributor for HiSilicon, promoting various IC products and significantly increasing revenue from HiSilicon product lines in 2024 and Q1 of this year [1] - The company has received the "Gold Component Partner" certification from Huawei Ascend, aiming to leverage its distribution strength and application development capabilities for Ascend AI applications, particularly in industrial inspection, intelligent color selection, autonomous mobile robots (AMR), and low-altitude aircraft [2]