国科微(300672) - 2023年11月2日投资者关系活动记录表
GokeGoke(SZ:300672)2023-11-04 03:20

Group 1: Company Performance and Financials - The company achieved a research and development investment of 2.7 billion yuan in the first half of 2023, laying a solid foundation for stable and high-quality development [4] - As of June 2023, the cumulative R&D investment exceeded 500 million yuan, indicating a strong commitment to innovation [3] - The company's gross profit margin has been under pressure due to macroeconomic slowdown and industry cycle downturn, with a continuous decline noted in the third quarter [4] Group 2: Product Development and Market Position - The company has completed a full layout from lightweight to mid-to-high computing power in its AI visual processing chip series, supporting various applications in traditional monitoring, automotive electronics, and smart home sectors [2] - The AI-enabled video encoding chips have achieved mass production, featuring 5 million pixels and 0.5T computing power [3] - The company’s NPU enhances intelligent visual analysis efficiency, enabling applications such as facial recognition and vehicle detection [2] Group 3: Investor Relations and Market Strategy - The company is focused on maintaining communication with investors and addressing concerns regarding stock price fluctuations and market confidence [4] - There is an ongoing consideration for share buyback plans, which will comply with relevant laws and regulations [4] - As of October 31, 2023, the number of shareholders exceeded 39,000, reflecting a broad investor base [4]