Group 1: Industry Overview and Company Positioning - Distributors play a crucial role in the electronic information industry by connecting original component manufacturers with downstream electronic manufacturers, ensuring a stable supply chain for electronic components [2] - The company leverages the ChipCheck big data platform to provide four main service areas: component data queries, supply chain fluctuation monitoring, a comprehensive trading platform, and a vertical interactive community [3] Group 2: Business Model and Digital Transformation - The company plans to increase digital investment and explore new digital service models to maximize the value of its "data assets" [3] - Collaboration with multiple domestic GPU companies is underway to seize opportunities in the rapidly growing AI market, focusing on building a software ecosystem compatible with mainstream architectures [3] Group 3: Market Strategy and Future Plans - The global and Chinese electronic component distribution market is large, with significant room for market share growth; the company aims to focus on its distribution core business and high-quality development [3] - Future strategies include accelerating innovation and service empowerment to optimize business and profit structures, aspiring to become a technology-driven comprehensive service platform [3]
中电港(001287) - 2025年9月26日投资者关系活动记录表