Group 1: Company Overview - Chengdu Zhenxin Technology Co., Ltd. is a key player in the Beidou satellite navigation application industry, having started its development in 1999 [4] - The company has developed a comprehensive capability in core chip research, terminal product development, and Beidou system construction and operation services [4] Group 2: Financial Performance - The company signed a major contract worth 320 million yuan last year, but it is currently unable to predict the revenue recognition for this contract this year [2] - The inventory increased year-on-year in Q3 due to rising costs in Beidou terminals and increased procurement for security monitoring projects [2] Group 3: Product Development and Market Position - The company has launched several key products, including the first domestically developed Beidou terminal in 2001 and various modules and chips over the years [4] - Currently, the company is focusing on high-end industry applications for its high-precision combined navigation devices and terminal products, with no plans for civilian promotion at this time [6] Group 4: Industry Competition and Market Dynamics - There are approximately four domestic companies involved in satellite communication chip development and around ten terminal manufacturers [3] - The Beidou operation service market is still in its early application stage, with fewer than ten companies holding formal operation qualifications [3] Group 5: Future Strategies and Innovations - The company plans to integrate Beidou navigation with technologies such as cloud computing and IoT to create a comprehensive application service system [7] - The company has acquired over 75% of Guoxing Company's shares, with future acquisitions dependent on the willingness of other shareholders [7]

Group 1: Company Overview and Development - Chengdu Zhenxin Technology Co., Ltd. is a pioneer in the Beidou satellite navigation application field, starting its development in 1999 [3] - The company launched the first domestically developed Beidou terminal product in 2001, achieving its first batch sales [3] - By 2013, the company had developed a comprehensive capability in Beidou technology products, becoming one of the largest suppliers in the domestic Beidou industry chain [4] Group 2: Financial Performance and Contracts - The company executed a major contract worth 323 million yuan in 2013, with all operations proceeding normally [4] - The average gross margin for components decreased due to increased promotion in the civilian market, despite an overall increase in sales scale [5] - The company reported an increase in inventory and accounts receivable turnover rates compared to previous years, attributed to rising costs and seasonal payment patterns [5] Group 3: Industry Trends and Future Plans - The Beidou satellite navigation system is progressing through a three-step plan, with the first two steps completed and preparations for the third step underway [6] - The company aims to expand its applications in various industries, transitioning from specialized sectors to the consumer market [6] - Future business plans include focusing on components, terminals, and security monitoring, addressing significant market demands in these areas [7][8]

Group 1: Company Overview and Activities - Chengdu Zhenxin Technology Co., Ltd. is actively involved in high-end component development and has plans to expand into the civilian market [2][3]. - The company has invested CNY 3 million to establish Beijing Hanno Semiconductor Co., Ltd. for the development of high-performance coaxial cable broadband access chips [3][4]. - The company has seen a gradual recovery in revenue due to technological transformation and government support for information technology and defense [4]. Group 2: Market Position and Competition - The company holds a significant market share in the first generation of Beidou satellite systems, but its share has decreased in the second generation due to increased competition, with approximately 1,100 companies now involved in the Beidou sector [5][6]. - Despite the increase in competitors, the company has maintained or even increased its share in core business areas and major clients [5]. Group 3: Product Development and Revenue Sources - New Orange Beidou's products are nearing market readiness, with revenue expected from hardware sales and ongoing service fees, particularly in tourist areas [6]. - The company plans to launch a Beidou smartphone that retains the advantages of its handheld devices, such as short message communication and high positioning accuracy, targeting specific user groups [6][7]. Group 4: Financial Performance and Future Outlook - The gross margin for the Chengdu Tianwang security monitoring project has significantly increased due to the BOT model, which involves substantial initial investment and gradual revenue recovery [6]. - The company anticipates that the Beidou global system will be established by 2020, which is expected to enhance technical indicators and expand the market [4].

证券代码：300101 证券简称：振芯科技 成都振芯科技股份有限公司 投资者关系活动记录表 编号：2014-010 | --- | --- | --- | |--------------|-------------------------|------------------------------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活 | □ 新闻发布会 □路演活动 | | | 动类别 | ■ 现场参观 | | | | | □其他（请文字说明其他活动内容） | | | | 国泰君安（徐婷华）、中国银河证券（朱劲松）、国富基金（徐 | | | | 飞）、朴石投资（向朝勇、罗吉祥）、申万菱信基金（沈俊）、诺 | | 参与单位名称 | | 安基金（罗延军）、信达澳银基金（钱翔、巩伟、杜蜀鹏、林钟 | | 及人员姓名 | | 斌、张俊生）、上海行知创业投资（朱戎）、光大永明资管（曾 | | | 维江） | | | 时间 | 2014 年 8 月 21 | 日下午 1: ...

Group 1: Company Overview and Strategic Goals - Chengdu Zhenxin Technology Co., Ltd. aims to establish Chengdu New Orange Beidou Intelligent Co., Ltd. with a registered capital of 80 million yuan to integrate high-end components and products in the Beidou operation field [4]. - The new company will focus on deep integration of Beidou technology with cloud computing, IoT, satellite internet, and big data, targeting applications in smart cities and consumer services [4][5]. - The strategic layout is based on the trend of internet and satellite internet development, aiming to become the largest comprehensive service provider in these fields within 3-5 years, targeting a service capacity of hundreds of millions of users [5]. Group 2: Product Development and Innovation - The company plans to develop a comprehensive service cloud platform and various application systems, including personal care, smart living, and e-commerce [4][9]. - New wearable products were introduced, focusing on applications in personal care and smart tourism [5]. - The company has made significant technological breakthroughs in high-end components, including DDS, CCD, and MEMS, with a dominant position in national digital radar production [7]. Group 3: Market Trends and Industry Insights - The Beidou satellite navigation industry is currently on an upward trend, with the market concept evolving into a comprehensive application industry [6]. - The company’s satellite communication business has generated over ten million yuan in revenue, with plans for domestic satellite launches in the near future [9]. - The company emphasizes the importance of integrating high-end sensors and data services to enhance user experience and meet market demands [8]. Group 4: Corporate Governance and Investor Relations - The company has established a robust incentive mechanism to retain core personnel and may consider equity incentive plans in the future [10]. - The management is committed to complying with regulations and ensuring transparent information disclosure during investor relations activities [10]. - Recent discussions among management highlighted the need to strengthen the company's foundation amidst market pressures and to maintain investor confidence [5].

证券代码：300101 证券简称：振芯科技 编号：2015-002 成都振芯科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |--------------|-------------------------|---------------------------------|--------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | | | □ | 媒体采访 □业绩说明会 | | | 投资者关系活 | □ 新闻发布会 □路演活动 | | | | 动类别 | ■ 现场参观 | | | | | | □其他（请文字说明其他活动内容） | | | | | | 中信建投（芦冠宇、于海宁）、鹏华基金（梁冬冬、杜音）、建信基 | | 参与单位名称 | | | 金（王帆、许生、刘傅生）、金鹰基金（樊勇）、天弘基金（张 | | 及人员姓名 | | | 卓）、上海标朴投资管理有限公司（施泽臣）、凯斯博投资管理公 | | | | | 司（黄奇）、碟彩资本（陈智林）、个人 ...

证券代码：300101 证券简称：振芯科技 编号：2015-005 成都振芯科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |--------------|----------------------------|--------------------------------------------------------------|-------| | | ■ | 特定对象调研 □分析师会议 | | | | □ | 媒体采访 □业绩说明会 | | | 投资者关系活 | □ | 新闻发布会 □路演活动 | | | 动类别 | ■ 现场参观 | | | | | | □其他（请文字说明其他活动内容） | | | 参与单位名称 | | 广发基金（张继枫）、东北证券（熊军）、东兴证券（贺宝华）、华 | | | 及人员姓名 | | 夏财富投资（刘春胜）、东兴证券（李科） | | | 时间 | 2015 年 10 月 | 29 日 9:30-11:30 | | | 地点 | 成都市高朋大道 | 1 号振芯科技 1 楼会议室 | | | 上市公司接待 | 杨国勇（董事、副总兼 ...

证券代码：300101 证券简称：振芯科技 编号：2015-006 成都振芯科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |--------------|------------------------|---------------------------------|--------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | | | □ | 媒体采访 □业绩说明会 | | | 投资者关系活 | □ 新闻发布会 □路演活动 | | | | 动类别 | ■ 现场参观 | | | | | | □其他（请文字说明其他活动内容） | | | 参与单位名称 | | | 智诚海威投资（陈卓凡）、深圳市联成投资（陈能挺）、三峡资本 | | 及人员姓名 | | | 控股有限责任公司（潘雨杨）、前海人寿保险股份有限公司（刘 | | | | | 杨）、君盛资本（李小波）、宏信证券（何悠）、中国人寿资产管理 | | | | | 有限公司（刘军伟）、景顺长城基金管理有 ...