Nations(SZ:300077)2022-12-08 09:16Group 1: Product Structure - The company's product structure is divided into two main categories: security products (including USBKEY security control chips, smart card chips, RCC mobile payment chips, and trusted computing chips) and communication products (including TD-LTE RF chips and terminals) [2][3] Group 2: Financial IC Card Chip Business - The company is currently collaborating with multiple card manufacturers and banks for application testing, but the standardized market introduction will take time, with limited contribution to recent performance [3] Group 3: RCC Mobile Payment Development - RCC mobile payment technology, independently developed in China, has advantages in security, cost, and convenience, with successful implementations in cities like Shenzhen. The company is involved in the formulation of national standards for dual-frequency POS technology, which is expected to promote the commercial environment for RCC technology [3][4] Group 4: USBKEY Business Situation - Despite intense market competition and a decrease in the sales price of USBKEY security control chips, the company has adjusted its sales strategy and launched a new generation of competitive USBKEY chips, achieving year-on-year growth in sales and revenue in the first half of the year [4] Group 5: Trusted Computing Chip Situation - The company's trusted computing chips comply with the TPM 2.0 international standard and have begun small-scale production and delivery, although their current impact on the company is minimal [4] Group 6: PA Product Situation - The company has completed the full series of 2G and 3G PA products, currently in the promotion phase, with limited impact on company performance. Ongoing research includes LTE products [4][5] Group 7: Use of Excess Fundraising - The company must comply with regulatory requirements regarding the management and use of excess fundraising. Future plans include actively seeking suitable acquisition projects to fully utilize excess funds and enhance overall strength [5] Group 8: Current Shareholding Structure - The current shareholding structure does not significantly impact the company's development, and the company will continue to focus on the development of information security business [5]