Financial Performance - The company achieved a revenue of 282 million CNY in the first half of 2020, representing a year-on-year increase of 28.84% [3] - The net profit attributable to shareholders was 43.94 million CNY, with a year-on-year growth of 18.72% [3] - The overall gross profit margin stabilized with a slight increase [3] Market Challenges - The second quarter sales were significantly impacted by the pandemic, leading to a decrease in orders due to cautious inventory strategies from downstream clients [3] - Despite the challenges, there are signs of recovery in orders as of late August, with some regions resuming operations [3] Product Development and Market Position - The company has been focusing on the IPC SoC market for two years, which has shown a positive contribution to revenue [3] - The IPC SoC series chips are designed for industrial-grade quality, targeting the security market with features like low-light performance and low power consumption [4] - The company is actively increasing R&D investments to meet diverse customer needs across various product lines [4] Future Strategies - The company plans to establish a wholly-owned subsidiary in Chengdu to leverage local resources and accelerate R&D efforts [5] - Recruitment of R&D talent is being prioritized through various channels, including campus recruitment and headhunting [5] Investment and Partnerships - The company is investing in related enterprises to cover the entire video processing chip spectrum, from front-end camera chips to back-end DVR and NVR systems [4]

证券代码：300613 证券简称：富瀚微 编号：2017-002 上海富瀚微电子股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | 类别 | □ 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 | | 申万宏源证券 李凡；华泰证券 彭茜、李和瑞；广发证券：王 | | 人员姓名 | | 璐；东兴证券 贺茂飞；太平洋保险资产管理 金凡、王喆；工 | | | | 银瑞信基金 李绍钊；野村投信 吴维；中欧基金 胡博；明河 | | | | 投资 龚浩；道仁资产 姚弘福；尚雅投资 杜炜；瑞锐投资 宋 | | | 佳； | | | 时间 | 2017 年 3 月 21 | 日下午 | | 地点 | 公司会议室 | | | ...

证券代码：300613 证券简称：富瀚微 编号：2017-001 | --- | --- | --- | |----------------|----------------------------|----------------------------------------------------------| | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | 类别 | □ | 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 | | 海通证券 张天闻；招商证券 李学来；东北证券 马良；东方 | | 人员姓名 | | 证券 张沫涵；国泰君安 张阳；南方基金 陈卓；华安基金 潘 | | | | 东煦；华宝兴业基金 孙鸾 夏林峰 楼鸿强 代云峰 贺喆 高小强 | | | | 徐欣；华泰柏瑞基金孙婕衎； 太平基金 应豪；交银施罗德基 | | | 金 许骁骅；兴证资管 牟卿； | | | 时间 | 2017 年 03 月 14 | 日 | | 地点 | 公司会议室 | | | 上市公司接 ...

编号：2020-001 证券代码：300613 证券简称：富瀚微 上海富瀚微电子股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------------|----------------------------|---------|--------------------------------------------------------| | | | | | | 投资者关系活动 | | | 特定对象调研 □分析师会议 | | 类别 | □ | | 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 | 广发证券 | | 王昭光 中信证券 胡叶倩雯 梁利梅 | | 人员姓名 | 东方证券 | | 唐权喜 华金证券 蔡景彦 中邮基金 周楠 | | | 交银基金 | | 高扬 工银瑞信 周智硕 吴鹰翔 孟庆虎 吕航 | | | 淳厚基金 | | 吴若宗 益菁汇资产管理 刘旭 | | | | | 方圆投资 董丰侨 仁布投资 方开俊 | | 时间 | 2 ...

证券代码：300613 证券简称：富瀚微 编号：2017-006 上海富瀚微电子股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------|-------------------------------------------------------------| | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | 类别 | □ | 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 | | 海通证券 张天闻 东方证券 王若擎 安信证券 吕伟 | | 人员姓名 | | 东北证券 许亮 东吴证券 陈晨 国元证券 张长生 常格非 李芬 | | | | 国泰君安 黄泽鹏 西南证券 李迪心 民生证券 王达婷 胡独巍 | | | | 兴业证券 刘艳 俞晓琦 郜震霄 魏广洋 洪依真 浙商证券 梅迎娅 | | | | 财通证券 凌晨 新时代证券 田杰华 胡文超 信诚基金 闾志刚 | | | | 人保资产 刘洋 平安养老保险 蓝逸翔 长江资管 吴若 ...

证券代码：300613 证券简称：富瀚微 编号：2019-003 | --- | --- | --- | |----------------|-----------------------|------------------------------------------------------| | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | 类别 | □ | 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 | | 申万宏源 施鑫展 华金证券 蔡景彦 方正证券 贺茂飞 | | 人员姓名 | | 东兴证券 吴天元 中泰证券 张欣 东北证券 李玖 | | | | 国金证券 冯姝 广发证券 王昭光 王亮 长城证券 郭旺 | | | | 兴业证券 郜震宵 姚康 黄秋石 熊彬正 | | | | 华安基金 刘文靓 刘畅畅 潘东煦 天弘基金 徐英楠 | | | | 太平洋保险 邓锐 中信建投基金 季清斌 诺安基金 陈衍鹏 | | | | 东吴基金 江耀堃 汇添富基金 马磊 汇丰前海 何方 郑 ...

证券代码：300613 证券简称：富瀚微 编号：2018-001 上海富瀚微电子股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------------|---------------------------------------------------| | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | □其他 | | | | 安信证券 吕伟 凌晨 申万宏源证券 施鑫展 任慕华 | | | | 广发证券 王璐 国信证券 唐泓翼 东方证券 王若擎 | | 参与单位名称及 | | 华夏基金 孙艺峻 万家基金 耿嘉洲 农银汇理基金 成健 | | 人员姓名 | | 浦银安盛基金 黄星霖 招商基金 陈西中 海通资管 童胜 | | | | 世诚投资 沙小川 宏流投资 胡宁 程滨滨 张海地 | | | | 硅谷银行 周毅 永丰金证券 杨礼嘉 | | 时间 | 2018 年 3 ...

Financial Performance - The company's revenue for the first three quarters increased by 29.24% year-on-year, while the net profit attributable to shareholders decreased by 14.06% [3] - The decline in net profit is attributed to changes in product structure leading to a decrease in overall gross margin and increased competition in the network camera chip market [3] - R&D expenses have significantly increased, with personnel numbers growing by approximately 50% [3] Product Development and Market Strategy - The company focuses on customer needs for product planning and development, ensuring solutions address specific pain points [4] - New products are gradually gaining traction in East and South China, targeting both large and small customers [4] - The company anticipates growth in the IPC product line, with a moderate increase expected compared to the previous year [4] Future Outlook - The company plans to continue focusing on professional security video image processing, while also exploring broader security applications such as smart home, automotive electronics, and drones [5] - The market for these new applications is still in the cultivation stage, with a relatively low current market share [5] - The company is also researching the practical application of AI in security video monitoring products [5] Talent Acquisition and Incentives - Recruitment channels for R&D personnel include both social recruitment and campus recruitment, focusing on high-end talent and recent graduates [6] - The equity incentive plan covers less than 50% of the company's personnel, primarily targeting core technical staff to align employee interests with company growth [6]

Group 1: Company Overview - The company is Shanghai Fuhan Microelectronics Co., Ltd., with stock code 300613 [1] - The meeting took place on September 2, 2019, in the company conference room [3] Group 2: Business Performance - The company anticipates steady growth in the security industry for the second half of the year, based on positive customer feedback [3] - In the network camera chip market, sales exceeded 10 million units in 2017, with continued growth in 2018 and the first half of 2019, where it accounted for nearly 50% of revenue [3] - Revenue from automotive electronics increased by 92.25% year-on-year in the first half of 2019, including products like in-car monitoring and 360-degree surround view systems [3][4] Group 3: Research and Development - R&D expenses increased by 42.65% year-on-year, focusing on building a skilled workforce and developing a more comprehensive product line [4] - The company is advancing its product line from 720P to 1080P and now to 4K, enhancing video clarity and developing more intelligent features for various applications [4] Group 4: Market Challenges - The company has maintained stable shipment volumes despite upstream capacity constraints, with no current impact on production [4] - The competitive landscape in the network camera market is intense, leading to relatively low product gross margins [3]

证券代码：300613 证券简称：富瀚微 上海富瀚微电子股份有限公司投资者关系活动记录表 编号：2019-001 | --- | --- | --- | |----------------|-----------------------------|------------------------------------------------------------| | | | 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 | | | | 民生证券：王达婷 上海证券：袁威津 华泰证券：彭茜 | | | | 兴业证券：陈永亮 西南证券：吴海宁 中信证券：晏磊 何信 | | | | 平安证券：韩允健 华创证券：陈弘毅 申万宏源：施鑫展 | | 参与单位名称及 | | 光证资管：王宇 华泰瑞联基金：荣子光 永丰金证券：杨礼嘉 | | 人员姓名 | | 兴全基金：孟灿 拓璞投资：张钧华金证券：胡朗 中泰证券：张欣 | | | | Delaware / Macquarie Joe Devi ...