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Jiang Bolong: Responding to investor concerns, leveraging technological advantages to develop in the AI storage field
Investor Question:
Hello, Secretary of the Board, Buwei Storage. Your market value has just exceeded your market cap. What are your thoughts on this? Does your company consider benchmarking in cutting-edge technology fields against international giants like Micron, Samsung, and SK Hynix as role models, so as to surpass them and develop better and higher-quality product offerings, and make a contribution to China’s great rejuvenation? We hope your company’s executives are not preoccupied with how to “massage” retail investors’ positions through continuous share reductions. Instead, they should focus on how to better advance the company’s brand and forefront technology development.
Secretary of the Board’s Response ( Jiang Bolong SZ301308 ):
Dear investors, hello. At present, the storage industry is influenced by AI-driven demand and is in a period of high prosperity. The vast majority of storage companies benefit from this. From an operating perspective, the company’s current production and operations are normal, and its development trend aligns with industry conditions. Facing the structural development opportunities brought by AI, the company leverages full-stack capabilities including self-developed master-control chips, self-developed firmware algorithms, and independent high-end packaging and testing. It leads the industry with high-end storage products such as UFS 4.1, PCIe 5.0 mSSD, ePOP5x, and SOCAMM2 for AI edge devices and AI servers. The company has also recently publicly released SPU (Storage Processing Unit, storage processing unit) and iSA (Intelligence Storage Agent, intelligent storage agent). Together with HLC technology (High Level Cache, advanced cache technology), it continues to provide the market with storage solutions that have high technical barriers and high technical added value, laying a solid foundation for the company’s long-term high-quality development in the AI era. In the short term, stock price fluctuations are also significantly affected by multiple non-operational factors. Please pay attention to investment risks. Thank you for your attention.
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Disclaimer: This information is excerpted by Sina Finance from publicly available information and does not constitute any investment advice; Sina Finance does not guarantee the accuracy of the data, and the content is for reference only.
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