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 ...

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：2017-001 | --- | --- | --- | --- | |-----------------------|-----------------------------------------------------|--------------------------|------------------------------------------------------| | | | | | | | ■ | 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 | □ 新闻发布会 □路演活动 | | | | 类别 | □ 现场参观 | | | | | □其他 | | | | | 方正证券 余江 中邮基金 万知 | | | | | 长盛基金 黄聪 博时基金 周心鹏 | | | | 参与单位名称及 | 华夏基金 庞韬 建信基金 王丽媛 | | | | 人员姓名 | 国寿安保基金 张韬 新华联集团 曹宇宁 | | | | | 中国银河投资 卢淼 | | ...

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：2016-005 | --- | --- | --- | |----------------|-----------------------------|-------------------------------------------------------| | | ■ | 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 | | | | | 中信证券 刘海博 华创证券 姚婕、周佳莹 | | | | 海通证券 张天闻 长江证券 杨洋 | | | | 东兴证券 邱日尧、李晨辉 广发证券 胡正洋、彭雾、叶浩 | | | | 申万宏源 王谋 国泰君安 陈维、李卓轩 | | | | 方正证券 侯宾 东方证券 胡誉镜 | | 参与单位名称及 | | 中邮基金 周楠、杨欢 华商基金 吴昊、李丹、郭磊 | | 人员姓名 | | 南方基金 刘霄汉、魏萌 嘉实基金 谢鹏宇、张宇驰、申艳丽 ...

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：2020-013 | --- | --- | --- | |-----------------------------|------------------------------|---------------------------------------------------| | | | | | | ■ | 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 | | | | | 信达证券 张润毅 信达资产 杨阳、刘春凯等 11 位 | | | | 宝盈基金 王尚博 华安资产 刘宇辙 | | 参与单位名称及 | | 华夏久盈 杜明 华夏未来 丁鑫 | | 人员姓名 | | 东吴基金 江耀堃 融通基金 任涛 | | | | 长城财富 胡纪元 互兴资本 梁润世 | | | | 交银施罗德基金 郭斐 摩根士丹利华鑫基金 司巍 | | 时间 | 2020 年 6 月 19 | 日 ...

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：2020-011 | --- | --- | --- | |----------------|-------------------------------|---------------------------------------------------------| | | ■ | 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 | | | | 海通证券 朱劲松、张弋、杨彤昕 | | | | | 华宝信托 顾宝成 鹏扬基金 王杨 | | | 中欧瑞博 张宪强 国泰君安 | 孙若曦 | | | | 森锦投资 季亮 源乘投资 唐亚丹 | | 参与单位名称及 | | 方圆基金 董丰桥 百权投资 张毓法 | | 人员姓名 | | | | | 华信证券 | 卢骁锋 东海证券 施鹏飞 | | | 中天证券 交银施罗德 | 梁鹏 富兰克林坦普顿 Tony Sun 马俊 光大保德信 ...

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：2020-002 | --- | --- | --- | |-----------------------|------------------------------|--------------------------------------------------------| | | | | | | ■ | 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 | 中信证券 付宸硕 | | | 人员姓名 | 南方基金 邹承原 | | | 时间 | 2020 年 5 月 15 | 日上午 10:00-12:00 | | 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耐威科技各项 ...

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 ...