Group 1: Investor Relations Activity Overview - The company held a semi-annual performance briefing on September 8, 2023, from 14:00 to 15:30 via an online platform [3] - Participants included investors who joined the meeting remotely [3] - Key company representatives included Chairman Ye Wenguang, General Manager Chen Kai, and other board members [4] Group 2: Performance and Market Challenges - The company reported a significant decline in performance due to a sluggish integrated circuit market and reduced client demand, with a notable drop in year-on-year performance [5] - The company is focusing on optimizing operational strategies, increasing product R&D, and expanding market reach to improve performance and investor confidence [4][5] - The overall product gross margin has decreased due to a weak integrated circuit market and efforts to lower sales prices to capture market share [14] Group 3: Inventory Management - The increase in inventory is primarily due to external market conditions, with expectations of improved demand as client inventory levels decrease [6][7] - The company is actively working to manage inventory through enhanced customer service and promotional efforts [7] Group 4: Product Innovation and Competitive Advantage - The company offers a comprehensive product array including semiconductor value distribution, IoT modules, and cloud platforms, aiming to provide one-stop solutions for clients [8] - The R16 5G module, developed in collaboration with Unisoc, is highlighted as a leading product with applications in various industries such as industrial robotics and 4K monitoring [10] Group 5: Future Strategies and Market Position - The company is not planning to repurchase shares or extend lock-up periods but is committed to enhancing operational strategies and product development to drive growth [4][9] - The company is exploring partnerships with major tech firms and evaluating the potential for transitioning to a higher exchange market [18]
利尔达(832149) - 投资者关系活动记录表