Gate.io data news on October 31, Zi Guang shares released the investor relations activity record form, the company's inventory at the end of the third quarter increased by RMB 4.8 billion compared to the beginning of the year, mainly due to the increased demand for IT product procurement and stocking brought by the Zhisuan business in the first three quarters. In order to maintain a competitive advantage, the company has made advance reserves for some products and devices with large fluctuations in prices. At the same time, the company's white-label server orders have increased, resulting in a corresponding increase in server products at the end of the quarter. In addition, according to the cyclical characteristics of the distribution business, procurement and stocking will also increase in the middle of the year. It is expected that in the fourth quarter, inventory will return to normal levels as inventory is sold. Currently, the mainstream products of data center switches are mainly 400G, and they have already made full efforts this year. At the same time, 800G switch products have also begun to be delivered on a small scale, and it is expected that there will still be good pump space next year.
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Zhiguang Shares: It is expected that inventory in the fourth quarter will return to normal levels.
Gate.io data news on October 31, Zi Guang shares released the investor relations activity record form, the company's inventory at the end of the third quarter increased by RMB 4.8 billion compared to the beginning of the year, mainly due to the increased demand for IT product procurement and stocking brought by the Zhisuan business in the first three quarters. In order to maintain a competitive advantage, the company has made advance reserves for some products and devices with large fluctuations in prices. At the same time, the company's white-label server orders have increased, resulting in a corresponding increase in server products at the end of the quarter. In addition, according to the cyclical characteristics of the distribution business, procurement and stocking will also increase in the middle of the year. It is expected that in the fourth quarter, inventory will return to normal levels as inventory is sold. Currently, the mainstream products of data center switches are mainly 400G, and they have already made full efforts this year. At the same time, 800G switch products have also begun to be delivered on a small scale, and it is expected that there will still be good pump space next year.