Demi: The company actively strengthened its strategic inventory reserves in the second quarter, and the existing inventory can support business demand for at least the next six months.
Delano Lee stated during the institutional research that the company's enterprise storage business is still in a rapid development stage, with the proportion of related business continuing to increase. The company has started using the Guangming factory in the second quarter and has now entered the mass production and delivery phase. In terms of overseas layout, the company has reached cooperation intentions with some overseas enterprise customers. To ensure supply stability, the company is working with top suppliers of outsourced production to quickly establish and improve the Vietnam production line, which mainly serves overseas customers. The production and delivery work is planned to start within the year. The company's inventory strategy is guided by future orders and production schedules. In the second quarter, the company actively strengthened strategic inventory reserves, and the current inventory size can support business needs for the next six months or more. The company has established deep strategic cooperation relationships with multiple upstream storage manufacturers and established a diversified procurement system to enhance supply capability. The enterprise storage of the company has successfully entered the supply chain of many top Internet and server manufacturers, and the products have been verified and achieved stable bulk shipments. The business is in an accelerated expansion stage.
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