深圳华强(000062) - 2024年5月13日投资者关系活动记录表

Group 1: Company Overview and Market Position - Shenzhen Huaqiang is a leading enterprise in the domestic electronic components authorized distribution sector, with strong competitive advantages [2] - The competition landscape in China's electronic components distribution industry is fragmented, with leading companies holding a relatively low market share [2] - The industry still has significant room for consolidation, as the scale of individual companies remains smaller compared to mature overseas enterprises [2] Group 2: Impact of Industry Conditions - Fluctuations in the semiconductor industry's prosperity have a limited impact on the company's main business, as it continues to leverage its competitive advantages [2] - Downturns in industry conditions may accelerate the exit of weaker competitors, thereby enhancing industry concentration [2] - Significant fluctuations in industry conditions could affect the company's gross margin, particularly when both upstream and downstream sectors are sluggish [2] Group 3: Industry Outlook - The inventory destocking phase in the electronic components industry is nearing completion, with signs of demand recovery in the consumer electronics market [3] - The overall price stability of various electronic components indicates a slow recovery in industry prosperity, driven by factors such as the acceleration of AI technology applications [3] - The electronic components industry is expected to see improved conditions in 2024, supported by healthier inventory levels and a rebound in consumer electronics [3] Group 4: Business Model and Digital Transformation - Huaqiang Electronic Network Group's business model focuses on utilizing modern information technology to enhance supply chain efficiency and reduce costs in long-tail procurement [3] - The company has been committed to digital operations since its establishment in 2003, employing various data connection methods to improve supply-demand matching [3] - The core of the business model is digital capability, which transforms traditional procurement processes and enhances efficiency in the electronic components supply chain [3] Group 5: Operational Performance - The physical trading market "Huaqiang Electronic World" has maintained a high occupancy rate, with strong sales in consumer electronics since the second half of 2023 [4] - Increased customer and consumer traffic has contributed to the stability of the occupancy rate in "Huaqiang Electronic World" [4]