Nations(300077)2022-12-08 01:08Group 1: Company Overview - National Technology Co., Ltd. focuses on integrated circuit design in the information security field, with core technologies in information security, SoC, and wireless RF [2] - The company covers the entire design process from front-end to back-end, involving various products such as secure main control chips, smart card chips, trusted computing chips, and mobile payment solutions [3] Group 2: USBKEY Security Main Control Chip - Despite a competitive market leading to a decline in sales price, USBKEY sales remain stable, maintaining market dominance [3] - The company has enhanced the USBKEY with wireless communication data transmission technology and developed a secure main control chip for mobile networks, achieving higher security levels and product upgrades [3] Group 3: Financial IC Card Chip Business - The domestic financial IC card chip market is expected to see significant growth opportunities in the next three to five years [4] - The company is strengthening R&D and collaboration with packaging manufacturers to prepare for the localization of financial IC card chips [4] - Sales revenue and quantity of social security card chips and health card chips have increased year-on-year as of Q3 2015 [4] Group 4: Trusted Computing Chip Business - TPM 2.0 has become an international standard and supports China's cryptographic algorithm system, providing a necessary technical foundation for the trusted computing industry [4] - The company participated in the formulation of the TPM 2.0 standard and has launched products supporting Chinese cryptographic algorithms, which are now in small batch shipment [4] Group 5: RCC Business Situation - The establishment of national standards for RCC technology is expected to positively impact its development in the long term [5] - The company is enhancing the compatibility and stability of RCC mobile payment chip products, laying the groundwork for future development in this area [5] Group 6: Future Layout and Investment Direction - The company will continue to focus on the information security field and seek investment projects aligned with its strategic goals [6] - It has utilized RMB 500 million of raised funds to establish a wholly-owned subsidiary for investment management, aiming to explore suitable opportunities for industrial layout [6] Group 7: Purpose of Establishing Industry Investment Fund - The company collaborates with professional investment management institutions to establish an industry investment fund, enhancing capital efficiency and sharing in the rapidly developing investment and acquisition market [6]