GUOXIN MICRO(SZ:002049)2023-06-01 12:14Group 1: Company Performance and Financials - The company reported overseas revenue of approximately 637 million yuan in 2022, accounting for 8.95% of total revenue [2] - As of March 31, 2023, the company's inventory value increased by 25.7% compared to the beginning of the year, primarily due to the growth in integrated circuit business [6] - The company held a 29.20% stake in its affiliate, Unisoc [3] Group 2: Market and Stock Performance - The company's stock price has faced pressure, with a significant decline of nearly 50% from its peak [6] - The company is actively conducting share buybacks, with 514,100 shares repurchased as of April 30, 2023, representing 0.06% of the total share capital [8] - The company aims to enhance its internal value and stabilize stock performance through ongoing operational activities and share buybacks [8] Group 3: Research and Development - The company has 1,123 R&D personnel as of the end of 2022, accounting for 50.20% of its workforce [6] - R&D projects are progressing as planned, with no significant delays reported [6] - The company is focusing on developing specialized integrated circuits, including FPGA products for AI applications [4] Group 4: Industry Trends and Challenges - The industry has experienced a temporary slowdown in demand, but the overall growth trend remains intact [2] - The company is monitoring external factors affecting its stock price and is committed to improving its market performance [8] - The company does not foresee direct impacts from recent semiconductor restrictions imposed by the US and Japan [7]