Demi: In the future, it is expected that continuous release of advantages of scale will improve the pricing and cost control capabilities of the company's upstream and downstream industry chains, laying a solid foundation for the future performance release of the company.
In the investor relations record, Deli Ming stated that the company's performance in the second quarter was influenced by multiple factors: first, expenses have increased, including higher research and development investment, increased provision for capacity construction, and an increase in stock payment expenses; second, the company remains optimistic about the future industry outlook, actively increasing strategic reserves to support rapid business expansion, with sufficient inventory strategic reserves; third, investment in customer expansion has increased, with the company's enterprise storage, embedded storage, memory, and other businesses still in the accelerating expansion stage. The certification cycle for these products is long, with significant early investment in adaptation testing, as well as increased research and development and management expenses. The corresponding investment during the business expansion period needs to be gradually realized in performance.
The above investments are all part of a long-term strategic layout and have gradually begun to make a positive contribution in the second quarter. The company expects to achieve operating income of 8.462-10.462 billion yuan in the second quarter, a year-on-year increase of 196%-266% and a quarter-on-quarter increase of 12%-39%, still maintaining a high growth rate driven by new businesses such as enterprise storage and memory modules. In the future, it is expected that through the continuous release of scale advantages, the company will continually improve its bargaining power and cost control capabilities in the upstream and downstream industrial chain, laying a solid foundation for the release of the company's future performance.
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