投资者关系活动记录表 编号：2015-001 证券代码：300248 证券简称：新开普 新开普电子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 | | | 投资者关系活动类别 | □ 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） | | 参与单位名称及人员姓名 | 东方证券股份有限公司 | 计算机行业高级研究员 徐欣 | | 时间 | 2015 年 3 月 20 日 | 10:30-11:30 | | 地点 | 新开普电子股份有限公司 | 董事会秘书办公室 | | 上市公司接待人员姓名 | 董事会秘书 华梦阳 | | | 投资者关系活动主要内容 | 1 | 、公司在移动互联网业务发展情况及" ...

Group 1: Business Development and Strategy - The company has actively implemented a business transformation strategy since 2015, focusing on enhancing its mobile internet services and expanding its market share in the higher education sector [4] - The "Wankao" cloud platform has integrated with over 350 universities, achieving a user registration growth rate exceeding 50% in more than 60 promoted universities [4][5] - The company aims to establish a comprehensive mobile internet ecosystem for college students, providing services such as career training, employment services, and entrepreneurial incubation [4][6] Group 2: Online Education and Competitive Edge - The company’s vocational education projects focus on enhancing professional skills, aligning with the trends in information technology and modern vocational education [5][6] - A new generation of information technology talent training systems is being developed through deep resource integration in online education platforms, teaching management, and practical training [6] - The company is forming industry-university alliances to connect talent cultivation with enterprise needs, enhancing the vocational education model [6][7] Group 3: Non-Public Offering and Market Position - The purpose of the non-public offering of shares is to support the campus mobile internet business, transitioning from a smart card system provider to a mobile internet service provider [7] - The company currently serves over 10 million cardholders across more than 850 higher education institutions and 950 vocational schools [7] - The "Wankao" APP is positioned as a core platform to integrate traditional campus card applications with mobile internet services, aiming to enhance user engagement and experience [7][8] Group 4: Market Trends and Future Outlook - The market for vocational training is expanding due to favorable national policies since 2014, positioning vocational education as a new investment opportunity [8] - The company plans to leverage its existing market presence and technical advantages to offer training and employment services in new generation information technology [8] - Enhancing practical teaching capabilities in higher education is expected to improve the company's market share and profitability in the future [8]

Company Overview - Newcap Electronic Co., Ltd. was established in 2000 and specializes in developing various industry application solutions based on smart card and RFID technology [3] - The company went public on July 29, 2011, becoming the first listed company in China's smart card field [3] - Newcap has over 1,000 employees and operates in more than 30 major cities across China [3] Industry Insights - The smart card industry is crucial for advancing information application development in China, with a focus on non-contact smart cards [4][5] - The industry is supported by government policies and the rise of mobile internet and NFC mobile payments, which are expected to drive rapid growth [10] - The smart card market is segmented into campus, enterprise, and urban applications, each with distinct needs and growth potential [11] Market Potential - As of 2013, there were 1,170 undergraduate institutions and 1,321 vocational colleges in China, indicating a vast market for campus smart card systems [7] - The enterprise smart card market is expanding due to increasing demands for integrated functions in large and medium-sized enterprises [8] - Urban smart card systems are essential for improving city services and enhancing the urban image, with significant growth expected in public utilities and small merchant transactions [9] Financial Performance - In 2014, the company's revenue and net profit grew by 42.4% and 52.9%, respectively, driven by product innovation and market expansion [16] - The gross profit margins for campus, enterprise, and urban segments were 52.78%, 53.17%, and 63.84%, respectively, with expectations of maintaining normal levels as production scales up [13] Competitive Landscape - Key competitors in the smart card industry include New New, Guangdong Wisdom, and Zhejiang Zhengyuan [13] - Newcap's competitive advantages include a strong customization capability, a comprehensive solution offering, and a deep understanding of customer needs [14] Future Outlook - In 2015, the company aims to achieve sales revenue between 360 million to 430 million CNY, focusing on transitioning to a mobile internet service provider [17] - The company plans to enhance its mobile internet offerings and expand its user base through innovative applications and services [18][19] - Newcap is positioned to leverage its existing customer relationships and technological expertise to capture growth opportunities in the mobile internet sector [21]

投资者关系活动记录表 证券代码：300248 证券简称：新开普 新开普电子股份有限公司投资者关系活动记录表 编号：2016-001 | --- | --- | --- | |------------------------|------------------------------|--------------------------------------------------------| | | | | | | √特定对象调研 □分析师会议 | | | | □媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ 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） | | 参与单位名称及人员姓名 | 北京华软金宏资产管理有限公司 | 范海冰、高川 | | 时间 | 2016 年 1 月 14 日 | 10:30-11:30 | | 地点 | 新开普电子股份有限公司 | 董事会秘书办公室 | | | | | | 上市公司接待人员姓名 | 董事会秘书 华梦阳 | | | 投资者关系活动主要内容 | | 介绍公司对职业教育的战略规划。 | ...

投资者关系活动记录表 证券代码：300248 证券简称：新开普 新开普电子股份有限公司投资者关系活动记录表 编号：2022-004 | --- | --- | --- | |------------------------|------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | □ 特定对象调研 □ | 分析师会议 | | | □ 媒体采访 □ | 业绩说明会 | | 投资者关系活动类别 | □ 新闻发布会 □ | 路演活动 | | | □ 现场参观 | | | | √ 其他（电话交流会） | | | 参与单位名称及人员姓名 | 吴基金、中海基金、新华资产 | 西部证券、国泰产险、博时基金、鸿道投资、长信基金、南 华基金、华龙证券资管、和谐汇一资管、 ...

Company Overview - Newcap Electronic Co., Ltd. is a leading company in the information technology sector for domestic universities, focusing on smart campus solutions and expanding into various industry applications [3][4] - The company has significantly increased its asset scale and channel coverage through acquisitions and strategic investments, solidifying its industry leadership [4] Smart Campus Strategy - The company employs a hybrid cloud strategy for smart campuses, integrating technologies such as cloud computing, big data, IoT, AI, and mobile internet to enhance campus life and educational processes [4] - It follows an "open and integrated" design principle, exploring and constructing a comprehensive architecture for smart campuses, leveraging the "middle platform" concept to provide customized solutions and operational services [4][5] Perfect Campus Initiative - Launched in 2014, the "Perfect Campus" mobile internet product has seen rapid growth in the number of universities and students served each year [5] - In the first half of 2020, the company organized over 650 online job fairs, connecting more than 380 universities and over 100,000 companies with hundreds of thousands of graduates [6] Impact of COVID-19 - The pandemic caused delays in bidding and project implementation, but the company managed to overcome these challenges by enhancing project execution and repayment efforts [6] - In the first half of 2020, the company reported revenue of CNY 302.17 million, a decrease of 6.48% year-on-year, while revenue from smart campus cloud solutions grew by 79.96% to CNY 51.64 million; net profit attributable to shareholders increased by 188.47% to CNY 30.16 million [6]

投资者关系活动记录表 证券代码：300248 证券简称：新开普 新开普电子股份有限公司投资者关系活动记录表 编号：2019-003 | --- | --- | --- | |------------------------|------------------------|----------------------------------------------------------| | | | | | | | □特定对象调研 □分析师会议 | | | □媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ 新闻发布会 □路演活动 | | | | □现场参观 | | | | √ 其他 （电话交流会） | | | 参与单位名称及人员姓名 | | 中信证券-赵石，中天证券-梁鹏，兆金资本-张亮，长盛基 | | | | 金-周思聪，涌容资产-游锦泉，阳翔投资-贾广怡，星杉基 | | | | 金-陆震何，万简投资-何伟，天戈投资-张轶，圣熙投资-石 | | | | 磊，上海恒石投资-高鹏，上海晨翔投资-周英杰，融通基金- | | | | 蔡福宏，南方基金-郭东谋，明曦资本 - 张曦，景泰利丰投资- | ...

投资者关系活动记录表 证券代码：300248 证券简称：新开普 新开普电子股份有限公司投资者关系活动记录表 编号：2017-003 | --- | --- | --- | |------------------------|------------------------------|----------------------------------------------------------| | | | | | | | √特定对象调研 □分析师会议 | | | □媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ 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） | | 参与单位名称及人员姓名 | 安信证券股份有限公司 | 研究中心 传媒互联网分析师 宫尧 | | 时间 | 2017 年 12 月 6 日 | 10:00-11:30 | | 地点 | 新开普电子股份有限公司 | 董事会秘书办公室 | | 上市公司接待人员姓名 | 董事会秘书 华梦阳 | | | 投资者关系活动主要内容 | | 一、公司基于校园一卡通业务向高校移动 ...

投资者关系活动记录表 编号：2021-002 证券代码：300248 证券简称：新开普 新开普电子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 | | | 投资者关系活动类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他（电话交流会） | | | 参与单位名称及人员姓名 | 赞投资 | 阿尔法工场、泉胜投资、上海和琪同益、上海祥镒、湖州国 | | | | | | 时间 | 2021 年 5 月 25 日 13 ： | 00-15 ： 00 | | 地点 | 新开普电子股份有限公司会议室 | | | 上市公司接待 ...

投资者关系活动记录表 证券代码：300248 证券简称：新开普 新开普电子股份有限公司投资者关系活动记录表 编号：2021-003 | --- | --- | --- | |------------------------|--------------------------------------|-------------------------------------------------------------------------------------------------------| | | | | | | □ 特定对象调研 | □ 分析师会议 | | | □ 媒体采访 □ | 业绩说明会 | | 投资者关系活动类别 | □ 新闻发布会 □ | 路演活动 | | | √ 现场参观 | | | | □ 其他（电话交流会） | | | | | | | 参与单位名称及人员姓名 | 个人投资者 | 海通证券、宁波正合奇胜、鼎盛国际、北京文艺复兴基金、 | | | | | | 时间 | 2021 年 5 月 31 日 14 ： | 00-16 ： 00 | | 地点 | 新开普电子股份有限公司会议 ...