Dosilicon(SH:688110)2024-01-12 09:24Group 1: Company Overview - Dongxin Semiconductor's inventory remains at a relatively high level due to storage cycles, but the company is confident in its product outlook, indicating that the current inventory situation is manageable [1] - The majority of the inventory consists of general-purpose products, with a higher proportion of raw materials compared to semi-finished and finished products, suggesting a controllable structure [1] Group 2: Product Planning - The company is focusing on enhancing its DRAM product lineup, which includes standard DDR3(L) products and low-power series, to improve market competitiveness [1] - Current market prices for the company's NOR and DRAM products are at the lower end of the spectrum but are expected to gradually recover as market demand increases [1] - Dongxin Semiconductor is committed to developing mid-to-high capacity NOR Flash products and expanding its product line to cater to more downstream applications [1] Group 3: Market Dynamics - There has been no significant reduction in production for the company's small to medium capacity storage products; however, it is anticipated that overseas major manufacturers will gradually exit niche markets, providing more opportunities for domestic companies with design capabilities [1] Group 4: Investor Relations Activity - The investor relations activities took place from January 10 to January 12, 2024, and included online communication and strategy meetings [1] - Various investment firms participated in the activities, including Penghua Fund, Kaiyuan Securities, and Guotai Junan Asset Management, among others [2][3]