厦门市美亚柏科信息股份有限公司投资者关系活动记录表 参与单位名称及 人员姓名 中信证券刘雯蜀、李彦池；中道资产谢可；国泰基金谷超；恒 泰华盛刘鸿辉；华菁证券李树国；国信证券何立中、高耀华； 鑫鹏资产林琛；方正证券付然；太平洋证券王文龙、李婉云共 编号：2017-09-01 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------|---------------|-------------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | 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 | | | | | | | 12 人 | --- | --- | |----------------|----------------------- ...

Group 1: Company Overview - Meiya Pico's technology level is leading in the domestic market, meeting customer needs with rich and industry-leading products [1] - The company’s business model is driven by training to boost sales, focusing on customer needs [2] - The electronic data forensics industry has a high technical threshold, primarily due to customer demand and technical accumulation [1] Group 2: Market and Sales - In 2016, sales in Fujian province accounted for less than 20% of total sales, indicating a national market presence [2] - The company’s market expansion is centered around regional and industry coverage, with sales teams responsible for specific areas [2] - The electronic data forensics business grew by only a few percentage points in 2016 due to organizational changes in the procuring entities [3] Group 3: Financial Performance - The average profit and revenue growth rate from 2014 to 2016 was over 30%, with a gross margin of 60%-65% and a net profit margin around 20% [4] - The global electronic data forensics market generated $18.9 billion in sales revenue in 2016, projected to reach $43.9 billion by 2025 [4] - The company aims to maintain a growth rate of over 30% in the coming years, supported by a market that offers significant growth potential [5] Group 4: Investment and Future Prospects - The company has an investment fund, Meiya Wutong Investment Fund, focusing on the primary market around cybersecurity and big data industries [2] - The future market for electronic data forensics is expected to expand significantly, driven by urbanization and the internet [3] - The company is well-positioned to capture growth opportunities in the international market, particularly with the Belt and Road Initiative [4]

Group 1: Company Overview - The company specializes in electronic data forensics and big data solutions, with a focus on innovation and product development [1][6] - The total number of employees is approximately 3,300, with stable recruitment expected in 2020 [4] Group 2: Financial Performance - The company will disclose its 2019 annual performance report by January 31, 2020, and the annual report by March 31, 2020 [3] - Big data business gross margin is projected to be between 30%-70%, depending on the type of projects undertaken [4] Group 3: Market Insights - The global electronic data forensics market was valued at approximately $2.8 billion in 2016 and is expected to reach $6.65 billion by 2025 [6] - The Chinese electronic data forensics market is projected to reach approximately $3.562 billion by 2023, indicating significant growth potential [6] Group 4: Operational Challenges - The company faces potential revenue volatility due to concentrated business income in the second half of the year, particularly in Q4 [6] - There are risks associated with large project amounts in big data, including challenges in revenue recognition and project progress [6] Group 5: Competitive Landscape - The company is a leader in the electronic data forensics sector, emphasizing R&D investment and a diverse product line [5] - Huawei is identified as a key partner rather than a competitor in the big data business [6]

厦门市美亚柏科信息股份有限公司投资者关系活动记录表 编号：2020-02-01 | --- | --- | |--------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

厦门市美亚柏科信息股份有限公司投资者关系活动记录表 编号：2018-02-01 | --- | --- | --- | |------------------------------|-----------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者 ...

厦门市美亚柏科信息股份有限公司投资者关系活动记录表 编号：2018-01-01 | --- | --- | --- | |-----------------------|---------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | | □特定对象调研 □分析师会议 | | 活动类别 | □媒体采访 | □业绩说明会 | | | | □新闻发布会 □路演活动 | | | □现场参观 ...

厦门市美亚柏科信息股份有限公司投资者关系活动记录表 参与单位名 东方证券浦俊懿、张惠娜、华金证券胡朗、国泰君安韩荣鑫、徐 称及人员姓 紫薇、长城证券甄峰、民生证券孙业亮、杨思睿、华创证券庞倩 名 倩、兴业基金王晓辉、长信基金叶松、沈佳、祝昱丰、吴廷华、 银华基金梅思寒、富国基金王海军、中金公司黄丙延、高毅资产 周洪伟、上海承周资产漆启焱、自然红（平潭）资产林景、上海 耀汇资产朱平、厦门正元谷资产黄怀德、匹克投资陈志轩、李源 共 24 人。 时间 2017 年 12 月 12 日下午 14:00-16:30 主办地点 厦门市软件园二期观日路 12 号美亚柏科大厦 上市公司接 待人员姓名 董事长滕达、董事会秘书蔡志评 一、公司参观 参观公司产品体验区、2020 大数据实验室、超级计算中心（云 计算中心）、大搜索实验室。 二、座谈交流 | --- | |-------| | | | | | | | | | | | | | | （一）董秘对公司进行介绍 1、公司电子数据取证设备业务发展历程 美亚柏科的主营业务之一是电子数据取证业务，这项业务全 球美国最领先，2000 年左右随着互联网在国内快速发展开始在国 内引入。公 ...

Financial Performance - In the first half of 2020, the company achieved revenue of 612 million CNY, a year-on-year increase of 4.84% [1] - Net profit attributable to shareholders was 3.7434 million CNY, a significant year-on-year increase of 176.44% [2] - The overall gross profit margin was 53.48%, up by 3.19% compared to the previous year [3] - The company's stock incentive cost was 12.9841 million CNY, which increased the impact on net profit by 4.1399 million CNY compared to the same period last year [4] Business Development and Strategy - The company has expanded its business focus to include network security and big data intelligence, aligning with the "14th Five-Year Plan" [5] - New business segments include "network space security" and "smart city" initiatives, responding to national calls for modern governance through big data [6] - The company has established a new division for smart city development, enhancing its capabilities in various sectors such as public security and market regulation [7] Market Challenges and Risks - The COVID-19 pandemic has delayed procurement and project implementation, affecting revenue growth [8] - Increased competition in the electronic data forensics sector may impact revenue and gross margins [9] - The company faces risks related to the timing of revenue recognition and project acceptance, particularly for larger projects [10] Investor Relations and Engagement - The investor relations activity on August 28, 2020, included participation from 54 representatives from various investment firms [11] - The company emphasized its strategic collaborations with major clients, including judicial and administrative enforcement agencies, to mitigate risks associated with accounts receivable [12] - The total amount of signed contracts yet to be fulfilled was approximately 1.26 billion CNY, with expectations for revenue recognition in the upcoming years [13]

厦门市美亚柏科信息股份有限公司投资者关系活动记录表 编号：2019-11-02 | --- | --- | --- | |-----------------------|-------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------| | | | | | | | √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 | □新闻发布会 □路演活动 | | | 活动类别 | √现场参观 | | | | √其他： | | | | 深交所 | "海峡西岸资本市场服务周——走进上市公司美亚柏科" | | | 活动；帮您调研带投资者走进上市公司活动 | | | | 11 月 26 | 日：民生证券张涵；长城证券李雪薇；博道基金高笑潇； | | | 深圳证券交易所 | ...

厦门市美亚柏科信息股份有限公司投资者关系活动记录表 1 / 3 | --- | --- | |------------|-----------------------------------------------------------------------------------------| | | 编号： 2019-09-01 | | | √特定对象调研 □分析师会议 | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | √现场参观 □其他： | | | 中欧基金刘金辉、许文星；泓德基金蔡丞丰；凯丰投资田明华； | | 参与单位名 | 太保资产张玮；兴业证券孙乾；国君证券李博伦；华商基金金曦； | | 称及人员姓 | 海通证券杨林；光大证券石崎良；太平洋证券邓怡；中银国际证 | | 名 | 券杨思睿、高艳娟；摩根士丹利华鑫基金雷志勇、王大鹏、赵伟 捷、朱睿等 17 人参与交流。 | | 时间 | 2019 年 9 月 10 日 15:00-16:30 | | 主办地点 | 厦门市软件园二期观日路 12 号美亚柏科大厦 | | 上市公司接 | | ...