Group 1: Automotive Chip Development - The company is actively developing automotive-grade MCU chips, currently in the R&D testing phase, with plans to officially sample in the first half of next year [2] - There is a long-term capacity assurance in place, although there may be pressure on gross margins due to agreed pricing affecting a certain proportion of capacity [2] Group 2: Home Appliance Market Performance - The company expects growth in sales of smart home appliance MCUs year-on-year, while the small home appliance market is anticipated to decline due to global economic downturn and increased competition [3] Group 3: Battery Management System (BMS) Progress - The market share of the company's lithium battery management chips in smartphones is increasing rapidly, benefiting from domestic brands choosing their products as a primary alternative [3] - The company plans to extend its R&D from industrial-grade lithium battery management chips to automotive-grade applications [3] Group 4: Inventory and Order Visibility - The company has seen an increase in inventory, which may continue to rise slowly into the first half of next year, while distributor inventory is gradually being depleted [3] - Order visibility is low, estimated at just over a month [3] Group 5: Research and Development Personnel - Approximately 80% of the company's employees are in R&D, with a stable workforce despite competitive talent acquisition challenges [3]

Group 1: Company Overview - Zhongying Electronics was established in 1994, primarily engaged in the design and sales of microcontroller integrated circuits, with a focus on developing proprietary products since 2002 [2] - In 2013, the revenue from home appliances accounted for 57% of total revenue, with main products including rice cookers, microwave ovens, and soymilk machines [2] - The company has successfully replaced imported chips in the home appliance sector, ranking among the top two in the Chinese small appliance control chip market [2] Group 2: Market Challenges and Opportunities - In 2012, the company faced a decline in performance due to the end of rural appliance policies, the disappearance of the MP3 market, and the impact of the European debt crisis [2] - The microcontroller division is transitioning from small appliances to larger appliances, indicating a strategic shift to capture more market share [3] - The exit of competitors from the home appliance control chip market in Japan and South Korea is expected to benefit the company [3] Group 3: Product Development and Sales - Energy-saving application products accounted for 24% of sales in 2013, a significant increase of 98.86% compared to 2012, indicating a growing market [3] - The company is expanding its lithium battery management chips into various applications, including laptops and electric vehicles, with a focus on replacing imports [3] - The PMOLED display driver chips are widely used in routers and medical electronics, with plans to expand into wearable products [3] Group 4: Future Growth and Strategic Direction - The company aims to enhance local service advantages and achieve rapid growth through import substitution [4] - The development of smart home technologies is ongoing, with expectations of collaboration with appliance manufacturers as the market matures [4] - The company is considering parallel integration rather than vertical integration for future acquisitions, focusing on long-term benefits [5] Group 5: Financial and Shareholder Insights - The major shareholder's shares will be tradable in June 2015, with uncertainty regarding potential sell-offs, although confidence in the company remains strong [5] - The company currently does not have plans for equity incentives but is considering reward systems to retain talent [5]

Group 1: Company Overview - Zhongying Electronics was established in 1994, primarily engaged in the design and sales of microcontroller integrated circuits. The company began developing its own products in 2002, including control chips for small household appliances and smart meters [2][3]. - In 2013, revenue from small household appliances accounted for 57% of total revenue, with main products including rice cookers, microwave ovens, and soymilk machines [2][3]. Group 2: Market Position and Challenges - The company has gradually replaced imported chips in the household appliance sector, achieving significant market share in the small appliance control chip market [2][3]. - In 2012, the company's performance declined due to the end of rural appliance policies, the disappearance of the MP3 market, and the impact of the European debt crisis [2][3]. Group 3: Product Development and Future Growth - The company plans to expand from small appliances to large appliances, with a focus on energy-saving applications. In 2013, energy-saving products accounted for 24% of sales, a significant increase of 98.86% compared to 2012 [3][4]. - Key products in the energy-saving category include lithium battery management chips and smart meter control chips, with a strong growth trajectory expected in the next 1-2 years [3][4]. Group 4: R&D and Innovation - The company has a strong emphasis on R&D, with 40 authorized patents, and is actively developing technologies for the Internet of Things and wearable products [3][4]. - The company is also focusing on improving its control chips for various applications, including smart homes and wearable devices, which are anticipated to drive future revenue growth [4].

编号 2015-021 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 投资者来 □新闻发布会 □现场参观 访类别 □一对一沟通 □其他 证券代码：300327 证券简称：中颖电子 中颖电子股份有限公司投资者来访登记表 | --- | --- | --- | |----------------------------|----------------------------------------|----------------------------------------------------------------------------| | 来访单位 名称及人 \n员姓名 | 余舒恒 \n江锡九 \n熊俊 | 来访人员姓名 公司 \n富邦金控 \n跃马资本 \n招商基金 | | 时间 | 2015 年 09 月 10 日 | | | 地点 | 公司会议室 | | | 上市公司 | 潘一德、徐洁敏 | | | 接待人员 | | | | | | 首先由董事会秘书潘一德先生向来访机构调研人员介绍公司的情况、产品市场 | | | | 和公司未来发展的展望。然后回答了机构调研人员的提问，具体内容见 ...

Group 1: Company Overview - The company focuses on chips for home appliances, with approximately 50% of the major appliance market in mainland China [2] - The company’s MCU products are primarily used in IoT and wearable applications, with a shift towards 32-bit cores for more complex applications [2][3] Group 2: Financial Performance - The gross margin of the company's products has improved due to a shift towards higher-margin products, with the AMOLED chip sales contributing positively [3] - The company does not provide financial forecasts, but its revenue is linked to product application categories and customer demographics [4] Group 3: Market Position and Growth - The company has captured a significant share of the secondary market for lithium battery chips, which is expected to grow rapidly [3] - The company’s products are in the import substitution phase, with ongoing validation from major international laptop manufacturers [3] Group 4: Future Outlook - The company is optimistic about future growth trends, with increasing market share and product applications [4] - The national integrated circuit support fund is expected to benefit the company, particularly in battery management and smart meter sectors [3]

证券代码：300327 证券简称：中颖电子 中颖电子股份有限公司投资者来访登记表 编号 2017-027 | --- | --- | --- | |--------------------------|------------------------------------|---------------------------------------------------------------------------------------------------------------------| | | | | | | □ 特定对象调研 | □ 分析师会议 | | | □ 媒体采访 | □ 业绩说明会 | | 投资者来 访类别 | □ 新闻发布会 | □ 现场参观 | | | □ 一对一沟通 | | | | ■ 其他 | 中信证券新科技论坛&上海地区上市公司交流会 | | 来访单位 名称及人 员姓名 | 电子行业分析师及投资法人 | | | 时间 | 2017 年 6 月 22 日 | | | 地点 | 上海红塔豪华精选酒店 | | | 上市公司 接待人员 | 潘一德、徐洁敏 | | | | 1 ...

Group 1: Lithium Battery Products - The company has been developing lithium battery management chips since 2007, achieving a reasonable market share in the secondary market with small sales to major brand clients, including mobile phones and laptops [3] - The lithium battery management chip market is still in a growth phase, with ongoing product line development in mobile applications, laptops, and power tools [3] - The company aims to focus on introducing and increasing sales with major brand mobile and laptop clients [3] Group 2: Industrial Control Products - The company's industrial control products cover home appliances, motor control, smart meters, and computer peripherals, with high standards for temperature and interference resistance [3] - The company is a leader in the main control chips for white goods, competing with major international brands from Europe, the US, and Japan [3] - The acquisition of Wi-Fi business will enhance the company's strategic layout in smart home and IoT sectors, strengthening its core competitiveness [3] Group 3: Revenue and Market Strategy - The company does not provide revenue forecasts but aims for sustainable long-term growth, focusing on increasing market share despite challenges [3] - The first quarter of 2020 saw demand delays due to the pandemic, with recovery expected by the end of the second quarter [3] - The company is committed to improving the localization rate of its chips in the home appliance sector, achieving significant import substitution [3] Group 4: Product Advantages and R&D - The company’s products are gaining acceptance among domestic clients, with a focus on high quality and cost-effectiveness, leading to a competitive advantage [4] - The AMOLED display driver chip market is expected to grow, with the company focusing on timely development to meet market demands [4] - The company employs a talent-centric approach, with over 60% of employees having served for more than five years, supported by various incentive measures [5] Group 5: Gross Margin and Financial Performance - Recent changes in gross margin are attributed to product mix variations, with lower margins in the AMOLED display driver chip sector due to its single-category nature [5] - The company is actively developing new high-margin products in the MCU single-chip sector to maintain a higher gross margin [5]

中颖电子股份有限公司投资者关系活动记录表 证券代码：300327 证券简称：中颖电子 编号 2020-003 | --- | --- | --- | |-------------------|-------------------------------------------|--------------------------------------------------------------------------| | | | | | | | ■特定对象调研 □分析师会议 | | | | □媒体采访 □业绩说明会 | | 投资者来 访类别 | | □新闻发布会 □现场参观 | | | □一对一沟通 | | | | □其他 | | | 来访单位 名称及人 | | 来访人员姓名 公司 | | 员姓名 | 张传杰 | 中庚基金 | | 时间 | 2020 年 5 月 14 日 | | | 地点 | 公司会议室 | | | 上市公司 接待人员 | 潘一德、徐洁敏 | | | | 1 、 来宾问：介绍一下公司子公司的情况？ | | | | | 潘一德：子公司中颖科技，主要负责公司产品外销的转销，是为了满足境 ...

Group 1: Company Overview and Market Position - Zhongying Electronics has established a strong reputation in the lithium battery management chip market, with sales expected to increase due to the growing demand from high-end smartphones and laptops [3] - The company is focusing on expanding its market share in the white goods control chip sector, leveraging its competitive edge against international brands [5] - The overall sales of microcontroller chips for industrial control have shown stable growth year-on-year [4] Group 2: Product Development and R&D Focus - The company is actively developing AMOLED display driver chips, with sales showing significant year-on-year growth, although growth may be limited by upstream wafer factory capacity [4] - R&D efforts are concentrated on automotive electronics, with a focus on low power consumption, high compatibility, and reliability [5] - The company maintains a high level of investment in R&D, emphasizing technological innovation and the development of new WiFi products [5] Group 3: Financial Performance and Market Trends - The sales of AMOLED display driver chips have increased significantly, while PMOLED display driver chips have seen a substantial decline [4] - The company’s overall gross margin has slightly decreased due to changes in product mix and pricing pressures from clients amid tight supply chain capacities [4] - The demand for electric bicycle control chips and motor control chips has surged due to the COVID-19 pandemic, contributing to the company's revenue growth [4] Group 4: Competitive Advantages and Challenges - Zhongying Electronics' products are recognized for their reliability, brand recognition, and supply capabilities compared to emerging domestic competitors [6] - The company adopts a localized and differentiated business strategy, focusing on understanding customer needs in specialized application areas [5] - The company faces cautious attitudes from clients regarding the domestic adoption of variable frequency chips, with expectations for significant contributions to performance over the next 1 to 3 years [3]

中颖电子股份有限公司投资者关系活动记录表 证券代码：300327 证券简称：中颖电子 编号 2020-007 | --- | --- | --- | |-------------------|----------------------------------------|-------------------------------------------------------------------------------------------------------------------------| | | | | | | | ■特定对象调研 □分析师会议 | | | | □媒体采访 □业绩说明会 | | 投资者来 访类别 | | □新闻发布会 □现场参观 | | | □一对一沟通 | | | | □其他 | | | 来访单位 | | 来访人员姓名 公司 | | 名称及人 员姓名 | 杜先维 | 长江日昇 | | | 陈宗彦 | 中铖润智 | | 时间 | 2020 年 6 月 23 日 | | | 地点 | 公司会议室 | | | 上市公司 接待人员 | 潘一德、徐洁敏 | | | | | | ...