证券代码：300456 证券简称：赛微电子 北京赛微电子股份有限公司 投资者关系活动记录表 编号：2020-005 | --- | --- | --- | |-----------------------|------------------------------|--------------------------------------------------------| | | | | | | ■ | 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 | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □其他 | | | 参与单位名称及 | 中信证券 付宸硕 | | | 人员姓名 | 富国基金 许炎、孟浩之 | | | 时间 | 2020 年 5 月 25 | 日下午 16:00-17:00 | | 地点 | 线上交流 | | | 上市公司接待 人员姓名 | 董事会秘书、副总经理：张阿斌 | | | 投资者关系活动 | 第一部分： | 董事会秘书张阿斌先生介绍了赛微电子各项业务 | | 主要内容介绍 | | 的发展动态及业 ...

Business Overview - Beijing Nari Technology Co., Ltd. is focusing on five main business segments: Navigation, MEMS chips, Aviation Electronics, Unmanned Systems, and Intelligent Manufacturing, with Navigation and MEMS as core areas [2][9] - The company aims to become a leading private technology enterprise with high competitive barriers through both organic growth and external acquisitions [2][9] Acquisition Strategy - The acquisition of Beijing RayHawk Century Technology Co., Ltd. was aimed at expanding into high-end military electronics, enhancing technical and market strength in military electronic information [3][9] - RayHawk Century is expected to achieve a combined net profit of no less than 55 million yuan over 2016 and 2017, with specific targets of 22 million yuan in 2016 and 33 million yuan in the first half of 2017 [3][4] Production Capacity and Utilization - Silex's production capacity utilization rates from 2014 to 2016 were 51.48%, 63.33%, and 65.61%, respectively, with a gross profit margin of 32.95% in 2016, up by 5.65% from 2015 [5][6] - The company is investing in an 8-inch MEMS production line in China to enhance capacity and meet growing market demand, with current progress including completed foundation work and ongoing recruitment [5][6] Market Position and Client Base - Silex has maintained a stable client base with 50, 44, and 46 clients in core process development from 2014 to 2016, while wafer manufacturing clients numbered 14, 17, and 16 [6][7] - The company is expanding its client base, including major global players in various sectors, and plans to leverage both domestic and international production lines for enhanced service capabilities [6][7] Strategic Focus on Civil and Military Business - The increase in civil business revenue is attributed to the significant volume of MEMS business, but the overall strategy remains balanced between military and civil sectors [8][9] - The company plans to continue its acquisition strategy, focusing on core business areas while ensuring effective management of newly acquired subsidiaries to promote business development [9]

Business Overview - Beijing Nari Technology Co., Ltd. focuses on five main sectors: navigation, MEMS chips, avionics, unmanned systems, and intelligent manufacturing, with navigation, MEMS, and avionics as core businesses [3][4] - The company aims to become a leading private technology enterprise with high competitive barriers through organic growth and mergers and acquisitions [3] Financial Performance - The company expects a net profit of approximately CNY 23.62 million to CNY 27.79 million for the first half of 2017, representing a year-on-year increase of about 70% to 100% [3][4] - Significant revenue growth is anticipated from the newly added MEMS chip and avionics businesses, alongside existing military and civilian navigation applications [3][4] Sector-Specific Insights Navigation Business - The navigation business is expected to maintain stability or slight growth compared to the same period last year, influenced by seasonal factors rather than a long-term slowdown [4] - The domestic and international sales ratio is affected by the product structure, with fluctuations in export orders due to various factors [5][6] Avionics Business - The avionics sector, established in the second half of 2016, achieved approximately CNY 36 million in revenue with a high gross margin, and is projected to grow significantly in 2017 [5][6] - The company has established multiple subsidiaries to enhance its avionics product offerings and market reach [5] MEMS Business - The acquisition of Silex Microsystems aims to vertically integrate the supply chain and enhance capabilities in MEMS chip manufacturing, contributing to the company's growth in sensor-related businesses [6][7] - Silex's revenue is expected to continue growing, with a projected income of approximately CNY 150 million for the first half of 2017 [7] Strategic Development - The company is exploring financing options to support ongoing projects, particularly the 8-inch MEMS international foundry line, while being mindful of financing costs [8] - The military-civilian integration policy presents both opportunities and challenges, necessitating significant investment in personnel and resources to maintain competitive advantages [9][10]

证券代码：300456 证券简称：耐威科技 北京耐威科技股份有限公司 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 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □其他 | | | 参与单位名称及 | 海通证券 朱劲松 | | | 人员姓名 | 兴业证券 杨尚东 | | | 时间 | 2019 年 9 月 10 | 日上午 12:00-13:00 | | 地点 | | 公司控股子公司聚能晶源（青岛）半导体材料有限公司厂区 | | | 青岛市即墨区孔雀河三路 | 56 号 | | | 聚能晶源董事、总经理：袁理 | | | 上市公司接待 人员姓名 | 董事 ...

Group 1: Company Overview and Business Segments - Beijing Saiwei Electronics Co., Ltd. has developed two main business segments: semiconductors and special electronics, focusing on MEMS and GaN as strategic areas [2][3] - The company aims to become a leading private technology enterprise with high competitive barriers [4] Group 2: MEMS Production and Revenue - The Beijing MEMS production line is nearing completion, with the main factory and supporting areas almost finished, and equipment installation underway [4][5] - The revenue contribution from the Beijing MEMS line depends on production line operation and order fulfillment, with a strong demand anticipated from downstream markets [5][6] - In 2019, MEMS business revenue increased by 3.89% year-on-year, with a gross margin of 43.08% [5][6] Group 3: Financial Performance and Market Demand - The overall impact of COVID-19 on the company's business has been minimal, with special electronics being more affected than semiconductor operations [7] - The MEMS business revenue from the biomedical sector accounts for 20-30% of total MEMS revenue, with increased demand for rapid testing and diagnostics during the pandemic [7][8] Group 4: Competitive Advantages and Market Position - The company holds a strong competitive position in the MEMS market, with advanced manufacturing technologies and a stable talent team [6][9] - Silex, a subsidiary, ranks among the top five global MEMS foundries, maintaining a leading position in the pure MEMS foundry sector [6][9] Group 5: Future Developments and Expansion Plans - The Swedish MEMS production line is expected to increase capacity by approximately 30% following upgrades, with orders anticipated to grow alongside capacity expansion [8][9] - The company is considering developing its GaN business towards an IDM model, aiming for high-performance, cost-effective solutions [9][10]

证券代码：300456 证券简称：赛微电子 北京赛微电子股份有限公司 投资者关系活动记录表 编号：2020-008 | --- | --- | --- | |-----------------------|------------------------------|--------------------------------------------------------| | | | | | | ■ | 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 | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □其他 | | | 参与单位名称及 | 信达证券 张润毅 | | | 人员姓名 | | | | 时间 | 2020 年 6 月 3 | 日下午 17:00-18:00 | | 地点 | 北京市西城区裕民路 | 18 号北环中心 A 座 26 层公司会议室 | | 上市公司接待 人员姓名 | 董事会秘书、副总经理：张阿斌 | | | 投资者关系活动 | 第一部分： | 董事会秘书张阿斌先生介绍了赛微电子各项业务 | | 主要内 ...

Group 1: Company Overview - Beijing Saiwei Electronics Co., Ltd. has developed two main business segments: semiconductors and special electronics, focusing on MEMS and GaN in the semiconductor sector [1][2] - The company aims to become a leading private technology enterprise with high competitive barriers [2] Group 2: Impact of COVID-19 - The Beijing MEMS production line faced delays due to COVID-19, but construction is nearing completion, with production capacity expected to reach 10,000 pieces per month by Q3 2020 [2] - The Swedish subsidiary Silex has maintained normal operations and achieved record performance in April and May 2020, despite the pandemic [3] Group 3: Production Capacity and Upgrades - Silex's production capacity is expected to increase by 20-30% following upgrades, with the project completion anticipated within the year [3][4] - The Beijing MEMS line will enable the company to handle larger orders in industrial and consumer electronics, complementing Silex's capabilities [4] Group 4: Market Position and Clientele - Silex's clients include major players in various sectors, such as biomedical, communications, and industrial science, with a strong focus on MEMS technology [4][5] - The company has established a competitive advantage in the MEMS foundry market, benefiting from close collaboration with industry leaders throughout the production process [5] Group 5: Financial Performance - MEMS business revenue and profit contributions exceeded 70% in 2019 and over 90% in Q1 2020, prompting a name change to better reflect the company's core operations [6] - The company's investment in semiconductor industry funds has shown excellent performance, expected to provide returns in the near future [6]

证券代码：300456 证券简称：赛微电子 北京赛微电子股份有限公司 投资者关系活动记录表 编号：2020-010 | --- | --- | --- | |----------------|------------------------------|------------------------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □其他 | | | | | 兴业证券 杨尚东 上海信托 陆方 | | | | 国联人寿 夏雪冰 友山资产 孙九苏 | | 参与单位名称及 | | 华安资产 刘宇辙 港丽投资 康东萍 | | 人员姓名 | | 华商基金 郭磊 银河基金 江宇昆 | | | | 国寿安保基金 张帆 东方阿尔法基金 卢志奇 | | 时间 | 2020 年 6 月 10 | 日下午 15:00-16:00 | | 地点 | 兴业证券 2020 | 年中期投资策略会（线 ...

证券代码：300456 证券简称：赛微电子 北京赛微电子股份有限公司 投资者关系活动记录表 编号：2020-012 | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------------| | | | | | | ■ | 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 | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □其他 | | | 参与单位名称及 | | 光大证券 刘凯、石崎良、耿正、栾玉民 | | 人员姓名 | | | | 时间 | 2020 年 6 月 17 | 日下午 14:00-15:00 | | 地点 | 线上交流 | | | 上市公司接待 | 董事会秘书、副总经理：张阿斌 | | | 人员姓名 | 证券事务助理：孙玉华 | | | 投资者关系活动 | 第一部分： | 董事会秘书张阿斌先生介绍了赛微电子各项业务 | | 主要内容介绍 | ...

证券代码：300456 证券简称：赛微电子 北京赛微电子股份有限公司 投资者关系活动记录表 编号：2020-003 | --- | --- | --- | |----------------|------------------------------|------------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □其他 | | | | 天风证券 陈俊杰 | 许俊峰 国寿安保基金 张帆 | | | | 中天国富 熊奇 华泰瑞联 赵常普 | | | | 永瑞财富 何鲜玉 丰琰投资 史琰 | | 参与单位名称及 | | 鹏扬基金 王杨 中港融鑫 李枭立 | | 人员姓名 | | 源乘投资 曾尚 华融证券 郭百华 | | | | 丰和正勤 刘晨光 翊晟资产 周宇益 | | | | 好奇资产 欧阳潮 亘曦资产 董高峰 | | | 乐趣投资 林桦 | | | 时间 | 2020 年 5 ...