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：2019-002 | --- | --- | --- | |-----------------------|-----------------------------------|-------------------------------------------------| | | | | | 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 | 天风证券 沈海兵；中海基金 李东祥 | | | 人员姓名 | | | | 时间 | 2019 年 2 月 14 日下午 | 14:00 | | 地点 | | 南京中新赛克科技有限责任公司五楼办公室 | | 上市公司接待人 员姓名 | 公司董事会秘书兼财务总监：李斌 | | | 投资者关系活动 | 互动问答： | | | 主要内容介绍 | 1 、公司 2019 ...

Group 1: Financial Performance - The company's prepaid accounts increased by 54.53% compared to the beginning of the year, primarily due to large prepayments from China Telecom Group System Integration Co., Ltd. [1] - The net profit growth in 2018 exceeded revenue growth, mainly attributed to increased software VAT refunds and interest income compared to the previous year [3]. Group 2: Revenue Recognition Policy - The company adheres to strict revenue recognition policies in accordance with accounting standards, recognizing revenue upon customer acceptance for non-installation projects and upon project completion for installation projects [3]. Group 3: Product Offerings - The company's mobile network products include fixed, mobile, and centralized types, with fixed products primarily deployed outdoors and mobile products supporting various portable deployment modes [3]. Group 4: Equity Incentive Plans - Currently, the company does not have plans for equity incentives, but it acknowledges the importance of such measures for stabilizing management and key personnel in the future [4].

Group 1: R&D Investment - The company invests over 20% of its sales revenue in R&D annually [4] - As of June 30, 2018, the company had 561 R&D personnel, accounting for 57.36% of its workforce [4] Group 2: Market Position and Product Development - The company maintains high investment in front-end devices to ensure product leadership in the market [4] - Recent years have seen increased efforts in developing the back-end market for network visualization, achieving balanced investment in both front and back-end [4] Group 3: Big Data Operations - The company focuses on expanding big data operations within its advantageous industry sectors, while also increasing commercial points in education, finance, and auditing [5] - A data analysis and AI team has been established to integrate big data with AI, developing various big data products that have begun to show competitive market strength [5] Group 4: Competitive Differentiation - The company primarily engages directly with end-users such as government and enterprises, unlike competitors who often work with integrators or distributors [6] - The product range is comprehensive, covering broadband, mobile network, network content security, and big data operations, providing a one-stop solution capability [6] Group 5: Revenue Recognition - The company adheres strictly to accounting standards and revenue recognition policies, ensuring consistency in revenue recognition before and after its IPO [6]

Group 1: Sales and Financial Performance - The company has a strong historical payment collection situation, with clients primarily being overseas government entities, telecom operators, and reputable system integrators [2] - As of November 21, 2018, a portion of the initial public offering (IPO) restricted shares was released for circulation, but no major shareholders holding over 5% have plans to reduce their holdings [4] Group 2: Incentives and Growth Strategies - Currently, there are no plans for equity incentives, but the company acknowledges the importance of such measures for stabilizing management and key personnel in the future [4] - The company aims to enhance market penetration through technology research and product upgrades, as well as leveraging synergies among products for promotion in existing markets [4] Group 3: Future Growth Drivers - Future growth is expected to be driven by increased data traffic, heightened regulatory requirements, and the growing complexity of agreements, which will boost product demand [4]

Group 1: Company Performance and Strategy - The company is addressing the decline in product gross margin by increasing R&D investment and launching stronger new products [1] - The company is focusing on network visualization backend services to explore potential domestic and international markets [1] Group 2: Overseas Market Expansion - The company primarily uses direct sales in overseas markets, pricing in USD [2] - As overseas business scales up, the company faces rising labor costs and is working on product structure improvements to reduce on-site personnel [2] Group 3: R&D Investment - The company has maintained R&D investment at over 20% of revenue in recent years, with 28.14% in the first half of 2018 [2] - The number of R&D personnel reached 561, accounting for 57.36% of the total workforce [2] - The company has obtained 2 new national patents, applied for 12 new national patents, and acquired 7 software copyrights [2] Group 4: Shareholder Information - On November 21, 2018, some initial restricted shares were unlocked for trading [2] - Currently, shareholders holding over 5% have no plans to reduce their holdings, while some shareholders below 5% are reducing their stakes [2] - The company will disclose the top ten shareholders and top ten circulating shareholders in the 2018 annual report on April 20, 2018 [2]

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 | | 申万宏源 朱型檑，陆祖野；江苏瑞华投资 陈浩；兴全基金 | | 人员姓名 | | 王品；光大证券 石崎良；上银基金 赵治烨；兴业证券 孙 | | | | 乾；太平资产 邵军；拓璞投资 张钧；农银汇理 梁国柱；平 | | | | 安资产 刘宁；南京证券 刘雨寒；兴全基金 孟灿；万家基金 | | | | 黄兴亮；申万菱信基金 孙琳；星石投资 陈启腾；国盛证券 | | | | 安鹏；亘曦资产 蔡麟琳，董高峰 ...

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 | | 平安证券 付强；华金证券 曾捷；华安基金 崔莹 | | 人员姓名 | | | | 时间 | 2019 年 3 月 5 | 日上午 10:00 | | | | | | 地点 | | 南京中新赛克科技有限责任公司五楼办公室 | | 上市公司接待人 员姓名 | | 公司董事会秘书兼财务总监：李斌 | | 投资者关系活动 主要内容介绍 | 互动问答： | | | | 1 、 ...

证券代码：002912 证券简称：中新赛克 编号：2020-006 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 （投资者网上集体接待活动） | | 参与单位名称及 人员姓名 | 全体投资者 | | | | | | | 时间 | 2020 年 12 月 8 | 日上午 9:00—17:00 | | 地点 | " 全景•路演天下"（ | http://rs.p5w.net/ ） | | 上市公司接待人 | 副总经理兼董事会秘书 李斌先生 | | | 员姓名 | 财务总监 薛尔白先生 | | | 投资者关系活动 | | ...

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： | 2022-008 | | 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 （电话会议） | | | | | | | | | | | | 活动参与人员 调研单位及人员： 浦银安盛：吴勇、赵楠、李东祥 公司接待人员： | | | | | | 公司董事会秘书、财务总监 | 李斌 | | | | 时间 2022 | 年 11 月 22 日 | 10:00-10:30 | | | | | | | | | ...

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： | --- | --- | --- | --- | --- | |----------------|----------------------------------------------|----------------------------------------|-------------------------|------------------| | | | | | 2021-002 | | 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 | 前海人寿 林海 李克强 | 刘扬；中庚基金 | 谢钊懿；知几资产 | 夏 | | 人员姓名 | 玉娴；农银汇理 招商基金 王若擎；兴银基金 | 梁国柱；科闻投资 高鹏；聚鸣投资 | 刘攀；太平洋证券 袁祥 | 曹佩 ...