Company Overview - Yunhan Chip City (Shanghai) Internet Technology Co., Ltd. is engaged in the electronic components industry, focusing on providing solutions for small-batch orders and diverse customer needs [1]. Demand and Procurement - Small-batch order demands are typically initiated by the R&D department during the development phase, transitioning to the procurement department for execution as the company scales [1]. - The company addresses new customer acquisition by building trust and demonstrating value through reliable qualifications, product guarantees, and customer case studies [3]. Business Model and Customer Engagement - The current business model caters to "small, scattered, urgent" demands, with a focus on small-batch, multi-variety orders [4]. - The company has increased its bargaining power with suppliers by accumulating a substantial customer base, allowing for better pricing and direct partnerships with manufacturers [4]. - Approximately 20,000 high-frequency models are stocked, meeting about 80% of regular customer needs, which enhances customer experience and improves profit margins [6]. Revenue Trends - The decline in revenue for 2023 is attributed to two main factors: the cyclical downturn in the industry and restrictions on overseas suppliers due to the company's inclusion on the U.S. Entity List [7]. - The company has adjusted its operational strategies, including optimizing supplier structures and promoting a "buy first, sell later" inventory model to enhance delivery experiences [7]. Supply Chain Resilience - The impact of the Entity List is limited due to the global nature of electronic components, allowing for flexible sourcing from other regions [8]. - The company has partnered with nearly 700 domestic manufacturers, increasing their revenue contribution to approximately 10%, thereby establishing a stable supply foundation [8]. Order Visibility and Market Demand - The company assesses market demand and order visibility through four key methods: customer demand forecasts, market data analysis, collaboration with suppliers, and historical seasonal trends [9].
云汉芯城(301563) - 2026年1月5日投资者关系活动记录表