On July 6, Shenzhen Huaqiang (000062.SZ) announced its investor relations activity record, stating that the company is a major authorized distributor for Murata globally. Recently, it has observed an increase in customer orders, with clients starting to stock up and actively replenish inventory. For certain out-of-stock models, the company prioritizes meeting the procurement needs of large customers. The company is the general distributor of Huawei computing components (including Ascend and Kunpeng) and will continue to promote the technology and products of Huawei computing components, actively assisting Huawei in building a computing power ecosystem. Shenzhen Huaqiang Intelligent Computing Technology Co., Ltd. is a newly established company, positioned as a comprehensive AI computing service provider. The main development direction of this company will focus on the Huawei computing components (including Ascend and Kunpeng) business, collaborating with various partners to provide chips, modules, and other products for the domestic AI industry, while simultaneously offering customized solutions, technical services, and end-to-end capabilities in supply chain support, co-building a domestic AI full-stack ecosystem covering the edge, cloud, and endpoints.
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