KAIFA(SZ:000021)2025-09-30 07:10Company Overview - Shenzhen Great Wall Development Technology Co., Ltd. is a leading global professional electronic manufacturing company, consistently ranked among the top in the Electronic Manufacturing Service (EMS) industry according to Manufacturing Market Insider (MMI) [2] - The company focuses on providing one-stop electronic product manufacturing services, including R&D, process design, production, supply chain management, logistics, and sales [2] Business Segments - The company has established three main business strategies: storage semiconductors, high-end manufacturing, and intelligent metering terminals [2] Market Dynamics - Despite the ongoing impact of SSDs on the consumer HDD market, HDDs still have significant demand in data centers, enterprise storage, and big data processing due to their large capacity and low-cost storage advantages [3] - As of mid-2025, the company's sales volume of disk substrates has significantly increased compared to the same period last year, while the sales volume of hard disk heads has decreased due to client capacity layout shifts [3] Future Outlook - The storage industry is expected to undergo a technological upgrade wave driven by explosive growth in data storage demand and innovations such as Heat-Assisted Magnetic Recording (HAMR) [3] - The company plans to optimize its product matrix and business model while actively exploring emerging business areas to maintain its technological leadership in the storage industry [3] Production Capacity and Expansion - The company is currently operating smoothly, with production capacity meeting order demands. Future expansion plans will be driven by customer demand growth [3] Digital Transformation - The company is deepening its digital transformation with a focus on smart manufacturing, digital operations, and intelligent supply chains [3] - Key initiatives include the implementation of IoT data collection projects across multiple divisions and overseas factories, AI visual inspection technology, and upgrades to the Manufacturing Execution System (MES) for improved responsiveness [3] Compliance and Information Disclosure - The company adheres strictly to information disclosure regulations, ensuring that all disclosed information is true, accurate, complete, timely, and fair, with no significant undisclosed information leaks [4]