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Recently, Guanghong Technology (300735) addressed pressing concerns from investors, including the phenomenon of revenue growth without a corresponding increase in profits, customer concentration risks, strategic布局 (deployment) in AI computing power, and overseas market expansion. During an investor research session, Chairman Tang Jianxing explained that the performance challenges experienced in the first quarter were primarily attributable to escalating storage chip prices and reduced utilization rates during the Spring Festival holiday period. Nevertheless, he noted a significant rebound in the consumer electronics business since March, instilling confidence in the company's ability to achieve both revenue and profit growth for the full year.
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