Group 1: Overseas Development and Market Strategy - The company currently has direct orders with overseas clients and aims to enhance its competitive capabilities in international markets [2] - Future development strategy includes maintaining market share in network visualization infrastructure products while expanding into big data operation products [4] Group 2: Profit Margins and Competitive Position - The gross margin of broadband network products is higher than competitors due to the company's primary customer base, which includes telecom operators and end-users, as opposed to competitors who mainly serve integrators [4] Group 3: Incentives and Management Structure - The company has implemented equity incentive mechanisms for its core team since its inception, and after becoming a controlling shareholder, it continued to incentivize the core team through capital increases [4] - The management has maintained good communication with the controlling shareholder since 2012, effectively addressing agency risks related to ownership and management separation [4]

证券代码：002912 证券简称：中新赛克 深圳市中新赛克科技股份有限公司投资者关系活动记录表 编号：2017-002 | --- | --- | --- | |----------------|-----------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | ■ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 招商证券 刘玉萍；华金证券 叶中正、杨维维等；上海承周资 | | 人员姓名 | | 产 漆启焱；浙江国贸东方投资管理有限公司 张伟东；兴业证 | | | | 券 陈冠呈；东方证券 梁国柱；中金公司 黄丙延；万家基金 | | | | 耿嘉洲；置盛投资 宋佳佳；天奥投资 巩来华；国泰君安 郑 | | | | 宇舟、周林希、徐紫薇等；太平洋证券 李婉云；彤天基金 王 | | | | ...

证券代码：002912 证券简称：中新赛克 深圳市中新赛克科技股份有限公司投资者关系活动记录表 编号：2017-001 | --- | --- | --- | |----------------|---------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | ■ | 特定对象调研 □分析师会议 | | 类别 | □ 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 上海银垒股权投资基金管理有限公司 基陈冲 | | 人员姓名 | 博时基金管理有限公司 尹哲 | | | 时间 | 13:30—14:30 | | | 地点 | | 南京中新赛克科技有限责任公司一楼贵宾室 | | 上市公司接待人 | 公司董事会秘书 / | 副总经理：李斌 | | 员姓名 | 公司证券事务代表：陈献伟 | | | 投资者关系活动 | 问题 1 | 、公司与中兴 ...

Group 1: Financial Performance - The company achieved a revenue of 625 million in the first three quarters, with broadband products accounting for approximately 45% of the total revenue [3] - The company's gross profit margin has slightly declined due to adjustments in product structure and a higher proportion of overseas sales, which included some engineering projects [5] - The company expects a stable growth trend in the broadband market, driven by increasing traffic and regulatory requirements [6] Group 2: Product Development and Market Strategy - The company has upgraded its mobile network products, achieving full adaptation to 5G NSA applications and making progress in 5G SA mobile network products [4] - The company has restructured its sales system, establishing ten sales regions covering all provinces, with a sales team of over 200 personnel [6] - The company plans to continue optimizing existing products and explore new markets, including consumer-facing and industrial internet security products [5] Group 3: Employee and Operational Insights - The company employs nearly 1,300 people and has maintained a stable workforce despite the pandemic's impact [7] - The company is optimistic about its overseas business development, particularly in Africa and Southeast Asia, despite challenges posed by the pandemic [7] - The company has a backlog of orders but has not disclosed specific figures for future expectations [8] Group 4: Shareholder Information - Approximately 42.31 million shares will be unlocked in November, primarily held by the controlling shareholder and management, who remain optimistic about the company's future [8]

证券代码：002912 证券简称：中新赛克 深圳市中新赛克科技股份有限公司投资者关系活动记录表 编号：2019-009 | --- | --- | --- | |-----------------------------|----------------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | ■ | 特定对象调研 □分析师会议 | | 类别 | □ 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 华宝基金 代云锋；海通证券 朱劲松 | | | 人员姓名 | | | | 时间 | 2019 年 5 月 30 | 日 11:30 | | | | | | 地点 | 南京中新赛克科技有限责任公司 | | | 上市公司接待人 员姓名 | 公司董事会秘书/副总经理：李斌 | | | 投资者关系活动 主要内容介绍 | 1 | 、公司股东因纽特减 ...

证券代码：002912 证券简称：中新赛克 深圳市中新赛克科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | ■ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 大成基金 吴希凯、谢家乐；新时代证券 邹道、马长欣；东方 | | 人员姓名 | | 证券 陈超；国泰君安证券 徐紫薇；申万菱信基金 张朋；交 | | | | 银施罗德基金 王崇；太平资产 邵军；远东国际租赁 王俊； | | | | 敦和资管 杨振华；光大证券 石崎良、刘凯；申万宏源 朱型 | | | | 檑、李国盛；长城证券 李雪薇；华创证券 邓芳程、陈宝健； | | | | 铭伟资产管理 刘姝仪；中 ...

证券代码：002912 证券简称：中新赛克 深圳市中新赛克科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-------------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | ■ | 特定对象调研 □分析师会议 | | 类别 | □ 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 泰康资产 李晓金 | | | 人员姓名 | | | | 时间 | 2019 年 5 月 30 | 日 14:00 | | | | | | 地点 | 南京中新赛克科技有限责任公司 | | | 上市公司接待人 员姓名 | 公司董事会秘书/副总经理：李斌 | | | 投资者关系活动 主要内容介绍 | 1 、公司对 2019 | 年上半年度的营收的预期？ | | | 答： | ...

Financial Performance - Gross margin differences compared to peers are due to different customer groups and broader business composition, with higher margins on software products [4] - R&D investment has consistently exceeded 20% of revenue, reaching 23.86% in 2017 with 446 R&D personnel accounting for 56.31% of total staff [4] - Sales expenses increased significantly due to sales team expansion, with 209 sales personnel in 2017 representing a 49.29% growth from 2016 [5] Business Operations - High proportion of procurement through ZTE due to bulk purchasing advantages and long-standing cooperative relationship [4] - Focus on expanding big data operation products in core industries while increasing commercial deployments in education and finance sectors [4] - Established data analysis and AI team to develop intelligent big data platforms, with successful deployment of comprehensive information collection and analysis systems in public security sector [4][5] Sales Strategy - Maintains direct sales as primary model supplemented by distribution channels [5] - Continues to strengthen sales channel construction and expand sales team [5]

证券代码：002912 证券简称：中新赛克 深圳市中新赛克科技股份有限公司投资者关系活动记录表 编号：2018-009 | --- | --- | --- | |----------------|-------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | ■ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 博时基金 齐宁；财通资管 李晶、马宏毅、王丝语；呈瑞投资 | | 人员姓名 | | 刘青林；东北证券 蔡世杰；国盛证券 黄瀚；东吴证券 郝 | | | | 彪、程颙；广发证券 庞倩倩、刘雪峰；国都资管 姚巍；海富 | | | | 通 于晨阳；海通证券 鲁立；华泰证券 高宏博；华元恒道 刘 | | | | 体劲；民生加银 王凤娟；农银汇理基金 赵诣；诺德基金 孙 | | | ...

证券代码：002912 证券简称：中新赛克 参与单位名称及 光大证券 张曦光 石崎良；中邮基金 朱彦頔；凡麦资本 杨 人员姓名 帅；长城证券 汪洁；国信证券 程成；安信证券 李京洋；古 乔投资 刘俊；海通证券 林中杰；渤海证券 徐勇；银华基金 梅思寒；浙商证券 刘金鑫；柯正资本 沈晨曦；东吴证券 孙 云翔；兴全基金 孟灿；韩国投资 王文文；兴业证券 熊彬 正；信达澳银基金 张凯；兴全基金 叶峰；上海综艺控股 火 炎；光证资管 慎胜杰；泓璞资产 杨飞穹；国海证券 宝幼 琛；建信基金 黄斐玉；华创证券 束海峰；个人投资者 孙逸 民；个人投资者 徐圣家； 深圳市中新赛克科技股份有限公司投资者关系活动记录表 编号：2018-007 | --- | --- | --- | |----------------|-----------------------------------|-------| | | | | | 投资者关系活动 | ■ 特定对象调研 □分析师会议 | | | 类别 | □ 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 （请文 ...