证券代码：688200 证券简称：华峰测控
北京华峰测控技术股份有限公司
投资者关系活动记录表
投资者
关系
活动类别 R特定对象调研 □分析师会议
□媒体采访 £业绩说明会
□新闻发布会 □路演活动
£现场参观 □一对一沟通
R电话会议
参与单位
及人员 230+家投资机构及相关人员（详见附件1《与会人员清单》）
时间 2021年9月
接待人员 董事长 孙镪
投资者关系活动主要内容
公司就行业概况、公司近期的经营情况等投资要点做了介绍。
互动问答部分
1、请介绍一下公司目前的经营情况。
答：2021年至今，半导体行业的景气度持续向好，下游需求旺盛，公司的营收和利润均保持良好的增长势头。
2、公司目前的产能情况如何？
答：天津基地正式入驻以后，公司的产能问题已得到极大缓解，目前公司设备均正常供应。
3、公司的STS8300的装机量目前怎么样？
答：STS8300是公司推出的全新的测试系统，2020年开始已经有了一些订单，到目前为止，STS8300装机量保持了良好的增速。由于是全新的测试系统，又处于推广初期，实现大批量装机需要一定的时间。
4、公司的装机量已经突破4000台，如何看待未来的装机量发展速度？
答：按照公司订单量的增长速度，结合行业的景气度以及公司排产情况，我们判断装机量在未来依然会保持快速的增长。
附件1《与会人员清单》
公司名称 姓名
交银施罗德 李文杰
交银施罗德 张晓冬
交银施罗德 Chris Yim
交银施罗德 Louisa lo
交银施罗德 Maggie Zheng
BOCI-Prudential Asset Mgmt Ltd Cai, John
Brilliance Capital Mgmt Ltd DING, Ning (April)
Centerline Inv Mgmt Ltd Zheng, Tiantao
Chaos Intl Financial Ltd MA, Mark
China Everbright Assets Mgmt Ltd Wang, Hai
Doric Capital Corp Zhou, Jack
Elevation Capital Ltd Jiang, Ernest
Fidelity Invs Qu, Jing
Franklin Templeton Invs (Asia) Ltd - Hong Kong Sun, Tony
Golden Pine Asset Mgmt Ltd ZHANG, Zezheng
Haitong Intl Asset Mgmt Ltd Wong, Sam
HSBC Jintrust Fund Mgmt Co Ltd TSU, Chris
JQ Asset Mgmt Co Tang, Wayne
LiZen Asset Mgmt Ltd Zheng, Emily
LyGH Capital Pte Ltd Zhao, Qi
Macquarie Funds Mgmt Hong Kong Ltd Chang, Joseph
Mega Trust Inv Mgmt Chen, Kevin zhiqu
One01 Capital ZHANG, James
Oxbow Capital Mgmt (HK) Ltd Ma, Ran
Pickers Capital Mgmt Ltd LAU, Ada
Pictet Asset Mgmt TSAI, YunChen
Point72 Hong Kong Ltd Lin, Roger
Power Pacific Corp Ltd Luo, Henry
Power Pacific Corp Ltd Zhou, Jonathan
Prudence Inv Mgmt (Hong Kong) Ltd Dong, Fengqiao
Puyuma Capital Advisors LLC Lee, George
Schroders Plc Yim, Chris
Seiga Asset Mgmt Ltd Hsiao, Steve
Taikang Asset Mgmt (Hong Kong) Co Ltd Lu, Olivia
Tairen Capital Ltd GU, Wen
Telligent Investment Men, Vivien
TT Intl Investment Mgmt Ltd Zhang, Kathy
UBS Global Asset Mgmt - Investment Advisor CHOO, Shou Pin
Value Partners Ltd WONG, Gilbert
Yiheng Capital Mgmt LP Wang, Kaiyuan
Indus Capital Partners LLC (P), New York Cindy Chi
AIA Group Limited (P), Hong Kong Debbie Lam
APG Asset Management (P), Netherlands Kathy Xu
Amundi Asset Management (P), France Yunchang Zhang
Apeiron Capital Limited (P), Hong Kong Michael Wang
Ariose Capital Management Ltd (P), Hong Kong Robin Li
Ashmore Group Plc (P), UK Ke Li
Avanda Investment Management Pte Ltd (P), SG Wei Fa Hon
Averest Capital (P), Hong Kong Kevin Chang
BEA Union Investment Management Limited (P), HK Susanna Chui
BEA Union Investment Management Limited (P), HK Will Li
BNP Paribas Asset Management (P), France Jeffrey Kwong
Binyuan Capital (P), China Chen Wu
Binyuan Capital (P), China Hailiang Chen
Bosera Asset Mgmt (International) Co Ltd (P), HK Yuwei Chen
CI Investments Inc (P), Canada Gorlen Zhou
Cathay Securities Investment Trust (P), Taiwan Judy Chen
Centerline Investment Management (P), Hong Kong Ben Xu
China Asset Management Co Ltd (P), China Qianyang Zhang
CloudAlpha Capital Mgmt Ltd (P), HK George Xie
Comgest Jasmine Kang
Devon Equity Management Limited (P), UK Charles Southern
Dunhe International Asset Mgmt (P), China Hongfan Zhang
Dunhe International Asset Mgmt (P), China Qian Li
Enbao Asset Management Limited (P), HK Zhijing Liu
FIL Ltd (P), UK Nan Sheng
FIL Ltd (P), UK Olivia He
FIL Ltd (P), UK Theresa Zhou
FIL Ltd (P), UK Vivian Wang
First Seafront Fund Mgmt Co Ltd (P), China Hao Zhang
Golden Pine Capital Management (P), China Zezheng Zhang
Goldman Sachs Asset Mgmt (P), USA Thurston Lee
Greenwoods Asset Management Co Ltd (P), China Bing Qian
Harvest Global Investments Limited (P), HK Dixon Lau
Hel Ved Capital (P), Hong Kong Khang Ting
Hel Ved Capital (P), Hong Kong Ocean Liu
Janchor Partners Limited (P), Hong Kong Matt Ma
Jetha Global Limited (P), Hong Kong Karan Danthi
Jetha Global Limited (P), Hong Kong Xinwei Li
Kadensa Capital Limited (P), Hong Kong Zhiyuan Zhao
Keywise Capital Mgmt (P), Hong Kong Raymond Chen
Kings Court Capital (P), Singapore Howe Leng
LMR Partners LLP (P), UK Francis Ying
Maitri Asset Management Pte Ltd (P), Singapore Loong Lim
Manulife Asset Management (P), Canada Wenlin Li
Matthews International Capital Mgmt LLC (P), USA Hardy Zhu
Matthews International Capital Mgmt LLC (P), USA Inbok Song
Millennium Partners (P), USA Grace Sun
Millennium Partners (P), USA Henry Wang
Millennium Partners (P), USA Sungwook Kim
Millennium Partners (P), USA Tianbo Yu
Millennium Partners (P), USA Winnie Tao
NTAsset (Thailand) Co Ltd (P), Thailand David Gambrill
NTAsset (Thailand) Co Ltd (P), Thailand Tracy Cheng
Nan Fung Trinity HK Limited (P), HK Rui Wang
New Silk Road Investment Pte Ltd (P), SG Xin Feng
Nomura Asset Mgmt (NAMCO) (P), Japan Suki Wang
One01 Capital (P), USA James Zhang
PineBridge Investments (P), USA Tony Lau
Point72 Asset Management LP (P), United States David Jin
Point72 Asset Management LP (P), United States Roger Lin
Point72 As
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