Group 1: Product Specifications and Development - The company customizes enterprise-level SSD storage products based on client needs, covering various dimensions such as interface type, protocol standards, storage capacity, read/write speed, power consumption, and lifespan [2] - The company is expanding its enterprise storage product matrix while keeping an eye on cutting-edge product development trends [2] Group 2: Market Characteristics and Supply Chain Management - The storage industry exhibits cyclical characteristics, influenced by supply-demand relationships, original factory capacity strategies, and technological iterations [2] - The company employs a demand-driven procurement model for raw materials, supplemented by maintaining some inventory to ensure business flexibility and support R&D verification and client testing [3] Group 3: Production Capacity and Supply Chain Resilience - The company relies on its own testing production lines and strategic partnerships with wafer and packaging factories, ensuring high flexibility in capacity allocation [4] - A comprehensive supply chain management system has been established to mitigate market fluctuations, including deep strategic collaborations with upstream suppliers and regular supply chain stress tests [4] Group 4: Competitive Positioning and R&D Efforts - The company's enterprise storage products are evaluated based on firmware development, main control chip design, material research depth, supply chain management, and after-sales service capabilities [5] - The company has formed a professional enterprise-level business and R&D team, significantly increasing R&D investment, and has achieved initial market validation for some products in terms of performance consistency and failure rate control [5] Group 5: Team Structure and Market Response - In 2024, the company continued to build its enterprise-level business and R&D teams by establishing branches in key industrial hubs, attracting experienced professionals from well-known companies [6] - Current storage prices remain stable, influenced by upstream capacity adjustments and normalized downstream inventory levels, with expectations for improved supply-demand relationships in the future [7]
德明利(001309) - 001309德明利投资者关系管理信息20250225