Group 1: Market Trends and Pricing - The storage market is currently experiencing an overall price increase due to improved supply-demand dynamics, with HDD prices rising due to capacity shortages and high initial costs of technology upgrades [1] - NAND technology benefits from structural advantages, including cost reductions driven by 3D stacking technology and increased demand for high-speed storage due to AI applications [1] - The overall trend in the storage industry is expected to remain positive, with the company committed to monitoring market dynamics and technological trends [1] Group 2: Inventory and Supply Chain Management - The company has enhanced its inventory management strategy, focusing on downstream customer demand and strengthening collaboration with upstream suppliers to ensure stable procurement of core materials [1] - Strategic reserves are being increased to align with business growth plans, ensuring delivery efficiency and operational flexibility [1] Group 3: Business Segmentation and Growth - The enterprise storage segment is a core growth area, with products like PCIe/SATA SSD and RDIMM being adapted for high-end applications in AI servers and data centers [2] - The company is actively working to improve capital efficiency and external supply chain management to support rapid business growth in this segment [2] Group 4: Pricing and Profitability - The pricing of procurement from upstream suppliers is determined through negotiations that consider market supply-demand, industry trends, and long-term partnerships [3] - The overall upward trend in storage prices positively supports profitability across the industry, with the company focusing on optimizing product structure and supply chain management to enhance profitability [4] Group 5: Production Capacity - The company is continuously improving its production capacity planning for enterprise storage products, relying on its own smart manufacturing base and strategic partnerships [5] - Plans are in place to increase self-owned production capacity to meet the growing demand for storage in servers and data centers [6]
德明利(001309) - 001309德明利投资者关系管理信息20251015