Group 1: Company Overview and Market Position - The company is one of the few globally capable of developing UFS4.1 products at the chip level, indicating a strong market position in flagship storage products [3]. - The company has established deep cooperative relationships with major wafer manufacturers and leading smart device manufacturers, enhancing its competitive edge [3]. Group 2: Pricing and Supply Chain Management - Product pricing is dynamically adjusted based on market supply-demand conditions and customer order situations, reflecting a responsive pricing strategy [3]. - The company has signed long-term supply agreements (LTA) and memorandums of understanding (MOU) with major storage wafer manufacturers, ensuring stable resource supply [3]. Group 3: Market Trends and Future Outlook - The demand for storage is expected to surge due to the structural changes in AI inference and rapid expansion of AI infrastructure, coupled with HDD supply shortages [4]. - The current market supply-demand structure is likely to remain tight due to the lag in capacity construction, limiting short-term supply increases despite potential capital expenditure recovery from storage manufacturers [4]. Group 4: Investor Relations Activity - The investor relations activity included a teleconference with various investment firms, indicating proactive engagement with stakeholders [2]. - The activity did not involve any undisclosed significant information, ensuring compliance with disclosure regulations [4].
江波龙(301308) - 2026年3月9日-13日投资者关系活动记录表