证券代码：300523 证券简称：辰安科技 北京辰安科技股份有限公司 投资者关系活动记录表 编号：2017-002 | --- | --- | --- | --- | |----------------|------------------------|---------------------------------|-------| | | | | | | | □ | 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 | | | | | 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 | 安信证券 - | 徐文杰、朱鸿立、廖凯 | | | 人员姓名 | 晨泰投资-温震宇 | | | | | 富民资产-洪建 | | | | | 国泰基金 - 徐远航 | | | | | 华泰基金-齐越 | | | | | 金山基金-陆正和 | | | | | 昆仑健康保险-撒伟旭 | | | | | 大成基金-黄正 | | | | | 淡水泉投资-陈晓生 | | ...

证券代码：300523 证券简称：辰安科技 编号：2017-003 | --- | --- | --- | --- | --- | |----------------|-----------------------|---------------------------|-------|-------| | | | | | | | | □ | 特定对象调研 □分析师会议 | | | | 投资者关系活动 | | □媒体采访 □业绩说明会 | | | | 类别 | □ | 新闻发布会 □路演活动 | | | | | □现场参观 | | | | | | ■ | 其他 （投资者电话交流会） | | | | 参与单位名称及 | 华创证券-陈宝健、柯任 | | | | | 人员姓名 | 中信证券-蔡事明 | | | | | | 浙商证券 - 林健 | | | | | | 广州证券-刘光 | | | | | | 网信证券-赵良 | | | | | | 第一创业证券-周步清 | | | | | | 广州证券-周睿 | | | | | | 金鹰基金 - 方超 | | | | | | 大成基金-黄政 | | | | | | 鹏华 ...

证券代码：300523 证券简称：辰安科技 编号：2019-006 | --- | --- | --- | --- | --- | |----------------|-----------------------------|--------------------------|-------|-------| | | | | | | | | □ | 特定对象调研 □分析师会议 | | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | | 类别 | □ 新闻发布会 □路演活动 | | | | | | □现场参观 | | | | | | ■ 其他 （投资者电话交流会） | | | | | 参与单位名称及 | 安信证券-徐文杰 | | | | | 人员姓名 | 华创证券-陈宝健、刘逍遥 | | | | | | 中信证券-张鹏 | | | | | | 中金公司-黄炳岩、黄鼎颜 | | | | | | 招商证券 - 张浩怡 | | | | | | 国信证券-许向荣 | | | | | | 广发证券 - 陈亚平 | | | | | | 中银国际证券 - 杨辉 | | | | | | 中泰证券-王伟 ...

证券代码：300523 证券简称：辰安科技 编号：2018-001 | --- | --- | --- | --- | --- | |----------------|-----------------------------|--------------------------|-------|-------| | | | | | | | | □ □媒体采访 □业绩说明会 | 特定对象调研 □分析师会议 | | | | 投资者关系活动 | | | | | | 类别 | □ 新闻发布会 □路演活动 | | | | | | □现场参观 | | | | | | ■ 其他 （投资者电话交流会） | | | | | 参与单位名称及 | 华创计算机-陈宝健 | | | | | 人员姓名 | 长江证券 - 徐杰 | | | | | | 中信建投证券-李瑞力 | | | | | | 国金证券-邹步金 | | | | | | 中银国际证券-杨展晖 | | | | | | 华创证券-邓方程 | | | | | | 宏源证券-梁彪 | | | | | | 民生证券-李林 | | | | | | 华创证券-张吉喆 | | | | ...

证券代码：300523 证券简称：辰安科技 编号：2019-005 | --- | --- | --- | --- | |----------------|-----------------------------|--------------------------|-------| | | | | | | | □ | 特定对象调研 □分析师会议 | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | 类别 | □ 新闻发布会 □路演活动 | | | | | □现场参观 | | | | | ■ 其他 （投资者电话交流会） | | | | 参与单位名称及 | 2019 年 10 月 24 | 日 | | | 人员姓名 | 华创证券-陈宝健 | | | | | 中信证券-张宏鑫 | | | | | 国信证券-徐向荣、吴一凡 | | | | | 中投证券-刘勇 | | | | | 中天证券-刘大海 | | | | | 华泰证券 - 刘勇 | | | | | 东方证券-游娟洋 | | | | | 招商基金-王斌 | | | | | 兴全基金 - 孟灿 | | | | | 金源顺安基金-张博 | | ...

证券代码：300523 证券简称：辰安科技 编号：2020-002 | --- | --- | --- | --- | --- | |----------------|----------------------------------------|--------------------------|-------|-------| | | | | | | | | | | | | | | □ | 特定对象调研 □分析师会议 | | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | | 类别 | □ 新闻发布会 □路演活动 | | | | | | □现场参观 | | | | | | ■ 其他 （投资者电话交流会） | | | | | 参与单位名称及 | 1. 安信证券 - 2. 国投瑞银基金-陆宇轩 | 徐文杰、方光照 | | | | 人员姓名 | | | | | | | 3. 中信建投基金-周紫光 | | | | | | 4. 景顺长城基金-李孟海 | | | | | | 5. 天弘基金-陈国光 | | | | | | 6. 嘉实基金-何鸣晓 | | | | | | 7. 中银基金 - ...

证券代码：300523 证券简称：辰安科技 北京辰安科技股份有限公司 投资者关系活动记录表 编号：2020-004 | --- | --- | --- | --- | --- | |----------------|-----------------------------|--------------------------|-------|-------| | | | | | | | | | | | | | | □ | 特定对象调研 □分析师会议 | | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | | 类别 | □ 新闻发布会 □路演活动 | | | | | | □现场参观 | | | | | | ■ 其他 （投资者电话交流会） | | | | | | 1. 安信证券 - | 徐文杰、方光照 | | | | | 2. 中金基金-侯明威 | | | | | | 3. 广发基金-邱璟旻 | | | | | | 4. 景顺长城基金-刘晓明 | | | | | | 5. 光大保德信基金-林晓枫 | | | | | 参与单位名称及 | 6. 国寿资管-李荟 | | | | | 人员姓名 | ...

证券代码：300523 证券简称：辰安科技 北京辰安科技股份有限公司 投资者关系活动记录表 编号：2018-003 | --- | --- | --- | --- | |----------------|-----------------------------|--------------------------|-------| | | | | | | | □ | 特定对象调研 □分析师会议 | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | 类别 | □ 新闻发布会 □路演活动 | | | | | □现场参观 | | | | | ■ 其他 （投资者电话交流会） | | | | 参与单位名称及 | 华创证券-陈宝健、庞倩倩 | | | | 人员姓名 | 民生加银基金-李海 | | | | | 交银施罗德基金-刘庆翔、何帅 | | | | | 嘉合基金-姚春雷 | | | | | 诺安基金 - 丁云波 | | | | | 泓嘉基金-朱洁 | | | | | 银华基金-梅思涵、王辉 | | | | | 天弘基金 - 周凯宁 | | | | | 广发基金-张云国 | | | | | 海富通 ...

Group 1: Company Overview and Financial Performance - In the first three quarters of 2020, the company achieved operating revenue of 862 million, an increase of 5.32% compared to the same period last year [5] - The net profit attributable to shareholders was 3.21 million, a decrease of 83.91% year-on-year, primarily due to seasonal fluctuations and impacts from the COVID-19 pandemic [5] Group 2: Shareholder Changes - The company announced that its controlling shareholder will change to China Telecom Group Investment Co., Ltd., pending compliance review and transfer procedures [5] - The transfer has received preliminary approval from the State-owned Assets Supervision and Administration Commission [5] Group 3: Strategic Development and Market Opportunities - China Telecom's acquisition is expected to provide strategic development guidance, leveraging its operational capabilities and market experience [6] - The collaboration is anticipated to enhance business synergy, particularly in smart IoT platforms, 5G, and cloud infrastructure [6] - China Telecom's extensive market resources will facilitate greater market penetration for the company [6] Group 4: Future Growth and Cost Management - The company aims to maintain stable growth through efficient business synergy and cost control measures [7] - Future growth will also focus on optimizing cost-to-output ratios and enhancing resource efficiency [7] Group 5: Government and Urban Safety Initiatives - The company is poised to benefit from increased attention to public safety and emergency management, with ongoing collaborations with China Telecom on government emergency SaaS and cloud services [7] - Successful implementations of urban safety monitoring projects have been established in multiple cities, with new projects like the Black River Smart City initiative underway [8] Group 6: Industrial Safety and Education - The company has made significant progress in industrial safety cloud development, utilizing IoT technology for monitoring and prevention [8] - The safety education sector has also seen rapid development, with projects aimed at enhancing public safety education across provinces [8] Group 7: Research Collaboration and International Business - The relationship with Tsinghua University remains stable, with ongoing collaboration in research and talent development [9] - While some overseas projects faced delays due to the pandemic, the company has strengthened its overseas business capabilities and plans to continue stable growth [9]

Group 1: Company Overview - The company focuses on the public safety industry, primarily engaged in the research, design, manufacturing, sales, and related services of public safety software and equipment, distinguishing itself from the general security industry [4] - The company has developed three main business segments: public safety and emergency platform, urban safety, and overseas public safety [4] Group 2: Fire Safety Business Development - The company is actively integrating traditional fire safety services with modern information technology, developing smart fire safety and cloud service businesses [5] - The smart fire safety business targets government and industry authorities, establishing a cloud computing center and big data platform for fire safety [5] - The company has made significant progress in its newly cultivated fire safety segment, winning contracts for smart fire safety platform projects [5] Group 3: Service Model and Value Proposition - The company offers a one-stop cloud service model for fire safety, providing comprehensive services including risk assessment, design, maintenance, training, and insurance [7] - The cloud service platform is designed to enhance the integrity of fire safety facilities and reduce fire risks for government, enterprises, and society [7] - The integration of IoT and big data technologies improves monitoring efficiency and accuracy, thereby lowering fire safety risks [8] Group 4: Market Position and Regulatory Environment - The fire cloud service business primarily targets non-governmental organizations such as property management companies, schools, and hospitals, indicating a growing market for these services [9] - Recent regulatory changes, including the revised Fire Protection Law and various government initiatives, are expected to drive increased investment in fire safety [10] - The establishment of the Ministry of Emergency Management is anticipated to enhance the public safety industry and improve disaster prevention and response capabilities [11]