Revenue and Profitability - Revenue for the first quarter reached ¥190,688,121.01, an increase of 10.07% compared to ¥173,237,171.77 in the previous year[2] - Net profit attributable to shareholders decreased by 34.63% to ¥15,429,627.46 from ¥23,605,221.18 year-over-year[2] - The company reported a basic and diluted earnings per share of ¥0.0210, a decrease of 34.86%[26] - The net profit for the first quarter was CNY 5,273,516.70, a significant increase of 178.52% compared to CNY 1,893,417.99 in the previous year[63] - The comprehensive income attributable to the parent company was CNY 14,739,881.39, compared to a loss of CNY 13,403,805.45 in the previous year[58] Cash Flow and Financial Position - The net cash flow from operating activities was ¥27,076,946.45, down 26.35% from ¥36,765,242.55 in the same period last year[2] - Cash and cash equivalents at the end of the period were ¥1,227,376,565.99, down from ¥2,355,347,761.49 at the end of the previous year[17] - The company reported a net cash flow from financing activities of CNY 138,184,743.61, an increase of 1331.02% compared to the previous period, driven by various factors[39] - The company's cash and cash equivalents at the end of the period were CNY 1,227,376,565.99, a decrease of 47.89% from the previous period[39] - The net cash inflow from operating activities was ¥262,492,062.53, down from ¥359,483,328.61 in the previous year, showing a decrease of approximately 27%[81] Assets and Liabilities - The total assets at the end of the reporting period were ¥6,987,525,248.02, reflecting a slight increase of 0.15% from ¥6,976,772,445.36 at the end of the previous year[2] - The total liabilities decreased slightly to ¥1,445,802,117.87 from ¥1,472,897,695.71, indicating a reduction in financial obligations[77] - The total current assets at the end of the period included cash and cash equivalents of CNY 1,241,819,726.46, down from CNY 1,522,340,087.78 at the beginning of the year[51] - Long-term borrowings increased by 54.17% to ¥376,950,000.00 primarily due to the acquisition of a semiconductor industrial park in Sweden[24] - The company's total liabilities decreased, with current liabilities totaling CNY 2,289,370,454.18, down from CNY 2,589,825,775.86[52] Investments and R&D - The company initiated small-scale trial production of a MEMS biosensor chip after customer validation in January 2023[5] - Research and development expenses rose by 36.80% to CNY 85,315,206.04 from CNY 62,364,220.84, indicating a strong focus on innovation[63] - The company completed the registration of a new investment fund in February 2023, enhancing its strategic investment capabilities[70] - The company reported a net loss from investments of ¥1,866,637.42, a significant decline compared to a gain of ¥74,140,503.46 in the previous year[78] Shareholder and Equity Information - The number of common shareholders at the end of the reporting period was 59,651, with the largest shareholder holding 25.81%[28] - The total equity attributable to shareholders increased to ¥5,029,092,927.14 from ¥4,981,088,435.88, reflecting a growth of approximately 1%[78] - The company plans to repurchase and cancel a total of 1,063,000 restricted shares, including 963,000 shares that have been granted but not yet released from restrictions and 100,000 shares from a previous resolution[72] Other Financial Metrics - The company reported a substantial increase in other income, which rose by 1905.63% to CNY 46,883,166.44 from CNY 2,337,580.99[63] - Non-recurring gains and losses totaled ¥28,548,706.17 after tax effects and minority interests[34] - The company received government subsidies amounting to ¥46,815,051.54 during the reporting period[34] - The company received a tax refund of CNY 15,473,875.73, an increase of 198.07% compared to the previous period due to VAT refunds received during the reporting period[38]

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：2023-002 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 ■业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及 人员姓名 参与公司 2022 年度网上业绩说明会的投资者 时间 2023 年 4 月 7 日下午 15:00-17:00 地点 全景•路演天下 (http://rs.p5w.net) 上市公司接待 人员姓名 董事长、总经理：杨云春 董事、副总经理、董事会秘书：张阿斌 独立董事：景贵飞 副总经理、财务总监：蔡猛 保荐代表人：孙涛 投资者关系活动 主要内容介绍 本次业绩说明会的提问及回复如下： 1、张总：您好，请问公司的硅光子芯片研发进展情况，和公 司的硅光子芯片具体用在通信的哪个方面；请介绍一下公司硅 光子芯片的出货情况，和具体客户。谢谢！ 张阿斌：公司境外产线的硅光子芯片制造技术较为成熟，境内 产线正在持续积累中。境内外产线均已有相关客户，但根据协 议要求不便披露具体信息。硅光技术是以硅和硅基衬底材料作 1 为介质，通过集成电路工艺制造相应的光子器件和光电器 ...

证券代码：300456 证券简称：赛微电子 公告编号：2023-032 北京赛微电子股份有限公司 2022 年年度报告 2023 年 03 月 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实、准确、完 整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责任。 公司负责人杨云春、主管会计工作负责人蔡猛及会计机构负责人(会计主管人员)霍夕淼 声明：保证本年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本报告的董事会会议。 公司在本报告期出现业绩亏损属于正常现象，由公司旗下产线的特征及所处阶段所决定， 符合半导体制造行业（重资产、长周期投入）的一般规律，并非意味着公司主营业务、核心 竞争力、主要财务指标发生重大不利变化，反而随着时间推移，公司持续积累自主核心工艺 及业务拓展潜力，长期竞争力得到加强。公司所处的 MEMS、GaN 行业景气度高，不存在产能 过剩、持续衰退或者技术替代等情形。公司的持续经营能力不存在重大风险。 本年度报告中涉及未来展望及计划等前瞻性陈述，不构成公司对投资者的实质承诺，请 投资者注意投资风险。公司已在本年度报告 ...

北京赛微电子股份有限公司 关于举行 2022 年度网上业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 北京赛微电子股份有限公司（以下简称"公司"）定于 2023 年 3 月 29 日在 巨潮资讯网上刊登公司 2022 年年度报告及其摘要。为便于广大投资者能够进一 步了解公司的生产经营及发展战略等情况，公司将于 2023 年 4 月 7 日（星期五） 下午 15:00-17:00 在全景网举行 2022 年度网上业绩说明会，现将有关事项通知 如下： 本次 2022 年度网上业绩说明会将在全景网采用远程网络方式举行，投资者 可登陆"全景•路演天下"(http://rs.p5w.net)参与互动交流。 出席本次年度网上业绩说明会的人员有：公司董事长、总经理杨云春先生， 董事、副总经理、董事会秘书张阿斌先生，副总经理、财务总监蔡猛先生，独立 董事景贵飞先生，中泰证券股份有限公司保荐代表人孙涛先生。 为更好地回复投资者关注的问题，使投资者更加充分地了解公司生产经营、 发展战略情况以及所处行业的动态变化等，切实保护好广大投资者，尤其是中小 投资者的利益， ...

Group 1: Company Overview and Business Strategy - Beijing Nawei Technology Co., Ltd. focuses on MEMS (Micro-Electro-Mechanical Systems) technology and aims to establish a domestic production line to enhance its competitive edge [2][3] - The company plans to gradually build its MEMS production capabilities in three phases, starting with low to medium complexity chips and progressing to high complexity chips [3][4] - The initial investment for the Beijing 8-inch MEMS production line is approximately 7.5 billion CNY, with a total investment of about 8.6 billion CNY expected to yield an annual capacity of 120,000 wafers [4][5] Group 2: Financial Performance and Market Position - In 2014, the global MEMS foundry market was valued at approximately 657 million USD, with the pure MEMS foundry market at around 337 million USD [6][7] - The company’s revenue for 2013, 2014, and the first eight months of 2015 was approximately 200 million CNY, 200 million CNY, and 140 million CNY respectively, with net profits of -45 million CNY, 18 million CNY, and 15 million CNY [7] - The revenue from the biomedical sector was about 50 million CNY, 54 million CNY, and 33 million CNY for the same periods, accounting for approximately 25%, 26%, and 23% of total revenue [7] Group 3: Competitive Landscape - Major competitors in the MEMS foundry market include Teledyne Dalsa, IMT, and Tronics, each with distinct market positions and revenue figures [8][9] - Teledyne Dalsa generated approximately 35 million USD in foundry revenue in 2014, ranking first in the pure MEMS foundry sector [8] - IMT, the leading pure foundry in the US, reported foundry revenue of 25 million USD in 2014, with biomedical applications being its largest revenue source at 28% [9] Group 4: Future Outlook and Industry Trends - The company recognizes the growing importance of IoT (Internet of Things) and plans to leverage its MEMS technology to capture opportunities in this sector [10][11] - The establishment of a domestic MEMS production line is expected to further enhance the company's capabilities and market presence [10] - The company aims to expand its business into aerospace electronics and MEMS manufacturing, with a strategic focus on mergers and acquisitions to strengthen its market position [12][13]

证券代码：300456 证券简称：耐威科技 1 北京耐威科技股份有限公司 投资者关系活动记录表 编号：2016-002 | --- | --- | --- | |----------------|-------------------------|------------------------------------------------------| | | ■ | 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 | 中信建投 武超则、于海宁 | | | 人员姓名 | 招商基金 熊俊 | | | 时间 | 2016 年 2 月 17 | 日下午 15:00-17:00 | | 地点 | 耐威科技会议室 | | | 上市公司接待人 | | 董事会秘书、副总经理：张阿斌； | | 员姓名 | 证券事务代表：刘波。 | | | 投资者关系活动 | | 第一部分：董事会秘书张阿斌系统介绍了耐威科技的业务及 | | 主要内容介绍 | 发展战略。 | ...

编号：2016-003 1 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 | --- | --- | --- | |----------------|--------------------------------|------------------------------------------------------| | | | | | | ■ | 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 | | | | | 招商证券 冯骋 太平洋证券 王秀平 | | | | 银河证券 傅楚雄 国寿安保基金 冯冠兰 | | 参与单位名称及 | | 嘉实基金 刘美玲 泰达宏利基金 谢天卉 | | 人员姓名 | | 安邦资管 张欣露 英大保险资管 聂秀欣 | | | | 平安资管 叶青 摩根士丹利华鑫基金 刘玉江 | | | 等四十余位分析师、投资者。 | | | 时间 | 2016 年 2 月 24 | 日上午 10:00-12: ...

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：2020-007 | --- | --- | --- | |----------------|---------------------------------------|--------------------------------------------------------| | | | | | | ■ | 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、杨彤昕 | | | 人员姓名 | 华夏基金 代瑞亮、钟帅 大成基金 魏庆国 | | | 时间 | 2020 年 6 月 1 | 日下午 15:00-16:00 | | 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 | | 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 ...