Group 1: AI Business Strategy - The company is leveraging its extensive product line to supply various electronic components for AI servers, data center power supplies, optical modules, and smart terminals, aiding in the construction of data centers and the intelligent upgrade of electronic products [1] - The company is focusing on local deployment of AI models and the development of agents, aiming to utilize vast data resources accumulated in the vertical field of electronic components to enhance search and matching efficiency [1] - Future plans include expanding agency rights for AI-related chips, exploring cooperation opportunities in niche areas supporting AI technology, and developing AI-related application solutions [1] Group 2: Product Line and Partnerships - The company has established a comprehensive distribution platform for electronic components, collaborating with over 200 domestic and international manufacturers, including top brands like muRata, IXYS, ST, LG, and MITSUMI [2] - The company has received the "Gold Component Partner" certification from Huawei Ascend and plans to leverage its distribution strength and application development capabilities to promote Ascend AI applications in industrial inspection, intelligent color selection, autonomous mobile robots, and low-altitude aircraft [2]
深圳华强(000062) - 2025年7月23日投资者关系活动记录表