Group 1: Company Overview - Chengdu Zhenxin Technology Co., Ltd. is a leading provider of "baseband + RF" chip solutions in the domestic Beidou industry, with the largest supply volume in the end market [4] - The company focuses on integrating navigation positioning, satellite communication, and various sensor applications into multifunctional satellite application terminals [8] Group 2: Business Development and Strategy - The company is currently restructuring its business layout to focus on "Beidou - components - video imaging," while also expanding into satellite communication and remote sensing geographic information fields [3] - The company aims to fill domestic technology gaps and contribute to national integration of space and ground systems [3] Group 3: Product Innovations - The company is developing high-performance integrated circuits and new products in broadband communication, satellite communication, inertial navigation, and video transmission [4] - The DDS (Direct Digital Synthesizer) technology is leading in the domestic market, with an expected annual demand exceeding 2 billion yuan in specialized industries [8] - MEMS sensors are being developed for various applications, including aerospace and consumer electronics, with a focus on miniaturization and integration [9] Group 4: Market Outlook - By 2020, the Beidou system is expected to achieve global coverage, leading to significant changes in product applications, shifting from standalone user devices to multifunctional information terminals [8] - The company is optimistic about the future, with a five-year plan aligned with national policies, anticipating substantial market opportunities in the upcoming "13th Five-Year Plan" period [10] Group 5: Investor Relations - The company conducted investor relations activities on November 9 and 10, 2016, ensuring compliance with disclosure regulations and maintaining transparency [11] - The core team remains stable and committed, with the chairman not having sold shares since the IPO, reflecting confidence in the company's future [10]
振芯科技(300101) - 2016年11月9日投资者关系活动记录表