深圳华强(000062) - 2018年6月15日投资者关系活动记录表

Group 1: Company Overview - The main business has transformed from electronic manufacturing to high-end services in the electronic information industry, covering the entire service chain of products, transactions, data, technology, and innovation [3] - The strategic positioning aims to provide comprehensive services in the electronic information industry and become a leader in the sector [3] - The strategic implementation path includes deep integration in the electronic components distribution industry and creating a trading service platform [3] Group 2: Business Segments - Offline distribution of electronic components serves as a crucial link between upstream manufacturers and downstream electronic product manufacturers, providing integrated solutions [3] - Online trading of electronic components focuses on B2B services, including supply-demand information, online transactions, and logistics [4] - The company has developed a comprehensive commercial real estate and supporting service projects around core business districts in cities like Shenzhen and Jinan [5] Group 3: Strategic Execution - Since 2015, the company has successfully completed six acquisition projects, enhancing its position in the electronic components distribution sector [5] - The company ranked eighth and fourth in revenue among Chinese electronic components distributors in 2016 and 2017, respectively [5] - The focus for 2018 includes restructuring the company strategy and forming the Huqiang Semiconductor Group for further integration of electronic components distribution [6] Group 4: Market Dynamics - The electronic components distribution business has expanded significantly, entering the first tier of domestic distributors [7] - The company aims to strengthen its leading position in the authorized distribution industry through comprehensive integration [7] - The demand for various electronic components, such as MLCC and SiC, is increasing, with some experiencing supply shortages [9] Group 5: Financial Aspects - The company relies on bank credit for funding, benefiting from low-cost financing due to its strong asset base [10] - The stable operations of its core businesses, such as Huqiang Electronic World, support the growth of other fast-growing sectors [10]