证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：01 | --- | --- | --- | |-----------------------|---------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象 ...

编号：02 投资者关系 √特定对象调研 □分析师会议 活动类别 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------|---------------------------------------|--------------------------------------| | | | | | 参与单位名 | 前海鼎业投资：苏奇文 | 鑫达通投资基金：曹珂玉 | | 称及人员姓 | 融丰行投资：刘俊杰 | 东兴证券：叶盛 | | 名 | 兴业证券：蒋佳霖、洪依真 | 国都证券：康高健 | | | 泓德基金：王克玉 | 北京创优合华科技发展有限公司：翟峰 | | | 拾贝投资：刘佳琪 | 国信证券：何立中 | | | 海通证券：谢春生 | 渤海证券：王洪磊 | | | 中银国际：谭鹏鹏 | 中信证券：李启明 | | | 和沣资本：高燕 | 北京投融有道科技有限公司：王玉泉 | | | 远东宏信有限公司：张枫 | ...

证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：2019-01 | --- | --- | --- | --- | |------------|------------------------------|----------------------------|----------------| | | | | | | 投资者关系 | √ 特定对象调研 | □分析师会议 | | | 活动类别 | □ 媒体采访 □业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | | □ 现场参观 | | | | | □ 其他 | （请文字说明其他活动内容） | | | | 兴业证券 | | 蒋佳霖 | | 参与单位名 | 北京诚盛投资管理有限公司 | | 康志毅 | | 称及人员姓 | 中民瑞德投资管理有限公司 | | 兰昆 | | | 高见资产管理有限公司 | | 段可心 | | 名 | 安信证券 | | 李京洋、李墨溢 | | | 太平洋证券 | | 王文龙 | | | 浙商证券 | | 张璋 | | | 中国人寿养老保险股份有限公司 | | 鲁嘉琪 ...

证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：2021-01 | --- | --- | --- | |--------------|---------------------|----------------------------------------------------------| | | √ 特定对象调研 □ | 分析师会议 | | 投资者关系活 | □ 媒体采访 □ | 业绩说明会 | | 动类别 | □ 新闻发布会 □ | 路演活动 | | | □ | 现场参观 □ 其他（请文字说明其他活动内容） | | 参与单位名称 | | 国泰君安证券 李博伦、钱劲宇 | | 及人员姓名 | 诚盛投资 | 康志毅、完永东 | | | 西藏源乘投资 | 刘小瑛 | | | | 翊安（上海）投资 张益峰 | | | 河北国泰医药 戴勐衡 | | | | 上海陆宝投资 张小迪 | | | | 光大保德信 陆亭菀 | | | | 博时基金 高晖 | | | | 工银瑞信 | 黄丙延 | | | | 以上为本次电话会议在线参会人员，共计 11 人。因本次投 | 1 ...

证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：2021-02 | --- | --- | --- | |--------------|-------------------|--------------------------------| | | √ 特定对象调研 | □ 分析师会议 | | 投资者关系活 | □ 媒体采访 □ | 业绩说明会 | | 动类别 | □ 新闻发布会 □ | 路演活动 | | | □ 现场参观 □ | 其他（请文字说明其他活动内容） | | | 诚盛投资 | 康志毅 | | | 信达澳银 | 徐 聪 | | | 安信证券 | 徐文杰 | | | 华融证券 | 王永明 | | | | 衣景新 | | | 中金公司 | 房 铎 | | | | 罗 凡 | | | | 杨 冰 | | | 民生证券 | 郭新宇 | | 参与单位名称 | | 丁辰晖 | | 及人员姓名 | 东兴证券 | 刘 蒙 | | | 国泰基金 | 艾小军 | | | 国海证券 | 张若凡 | | | 华创证券 | 华强强 | | | | 张 璋 | | | 海通证券 ...

Group 1: Company Overview - 博彦科技 was established in 1995 and went public on the A-share market in 2012, becoming a leading comprehensive IT service provider in China [2] - The company has 45 delivery centers and a core team of over 20,000 employees, focusing on excellent service [2] Group 2: Business Segments - The company's business is divided into three main categories: 1. **Products and Solutions**: Offers comprehensive solutions for industries such as finance, internet, and high-tech, leveraging advanced technologies like big data and AI [3] 2. **R&D Engineering Services**: Covers the entire product development lifecycle, including product testing and software globalization [3] 3. **IT Operations and Maintenance**: Provides efficient application development, IT infrastructure management, and enterprise application services [3] Group 3: Future Development Strategy - The company aims to expand its domestic business, focusing on key industries like finance and high-tech, while increasing investment in emerging markets such as Southeast Asia [4] - Plans to optimize business structure by targeting high-quality clients and enhancing the proportion of high-margin products and solutions [4] - Establishing a multi-faceted strategic investment system to upgrade business operations through mergers, joint ventures, and restructuring [4] Group 4: Financial Performance and Challenges - The company has experienced a decline in gross margin over the past decade due to changes in business structure and rising personnel costs [5] - Measures are being taken to optimize resource allocation and focus on high-margin clients to improve profitability [5] Group 5: Strategic Partnerships - 博彦科技 collaborates with major internet companies, leveraging its extensive experience to apply technologies like AI and big data in various business scenarios [5] - The company has pursued global expansion, establishing subsidiaries in Japan in 2003 and India in 2005 through acquisitions to tap into local talent and market potential [6]

Company Overview - 博彦科技 is a leading comprehensive IT service provider in China, focusing on vertical industries such as finance, internet, and high-tech, offering a multi-layered service system covering the entire lifecycle of IT services [3] - The company has over 70 branches and global delivery centers in 8 countries, demonstrating its global delivery capability [3] Financial Performance - In the first half of 2021, 博彦科技 achieved a revenue of 2.449 billion CNY, with overseas revenue contributing 850 million CNY, accounting for 34.72% of total revenue [4] - Year-on-year revenue growth was 23.34%, with a gross margin improvement to 24.52%, up by 3.9 percentage points [4] - The net profit attributable to shareholders was 176 million CNY, a 53.03% increase year-on-year, while the net profit after deducting non-recurring items was 164 million CNY, up 63.03% [4] Revenue Breakdown - Revenue by industry: - Internet sector revenue was 949 million CNY, with a growth rate of 36.20% - Financial sector revenue was 425 million CNY, with a growth rate of 35.90% [4] - Revenue by business type: - R&D engineering services generated 1.243 billion CNY, growing by 26.21% - Product and solution services generated 700 million CNY, growing by 22.33% [4] - Revenue by region: - Domestic revenue was 1.6 billion CNY, with a growth rate of 33.63%, increasing its share from 60.26% to 65.28% [4] - Overseas revenue was 850 million CNY, with a growth rate of 7.75%, showing a slight decrease in its share of total revenue [4] Strategic Focus - The company aims for high-quality sustainable development, focusing on optimizing existing customer relationships while expanding new quality clients [5] - 博彦科技 is strategically positioned in the financial IT sector, leveraging its experience in various sub-sectors such as risk control and big data applications [6] - The acquisition of融易通科技 in May 2021 enhances its banking IT solution offerings, enabling comprehensive online financial technology services [6] Market Challenges and Responses - The company acknowledges potential impacts from regulatory changes in the internet sector but maintains that its diversified client base mitigates overall risks [7] - It closely monitors national policies and maintains communication with clients to adjust strategies as needed [7] Financial Instruments - The impact of convertible bond interest is relatively minor, with estimated interest payments of approximately 4 million CNY in 2021 and expected to rise to over 5 million CNY in the following year [7] - The adjusted interest expense for financial reporting is projected to be around 30 million CNY for 2021, which may affect reported profits [7]

Group 1: Company Overview - The company, 博彦科技, reported a recovery in business operations in the first half of 2021, driven by the normalization of the pandemic and a focus on optimizing business and customer structures [2][3] - Key development keywords for the company are "optimization" and "growth," with efforts to increase the proportion of high-viscosity and high-value-added businesses [2] Group 2: Financial Performance - The company achieved a revenue of 2.449 billion CNY in the first half of 2021, representing a year-on-year growth of 23.34% [3] - Revenue breakdown: - Internet industry revenue was 949 million CNY, with a growth rate of 36.20% - Financial industry revenue was 425 million CNY, with a growth rate of 35.90% [3] - The company’s gross profit margin improved to 24.52%, an increase of 3.9 percentage points compared to the same period last year [4] - Net profit attributable to shareholders was 176 million CNY, a year-on-year increase of 53.03% [4] Group 3: Revenue Structure - Revenue from domestic markets reached 1.6 billion CNY, with a growth rate of 33.63%, increasing its share from 60.26% to 65.28% [3] - Overseas revenue was 850 million CNY, with a growth rate of 7.75%, showing a slight decrease in its share of total revenue [3] Group 4: Cash Flow and Expenses - Operating cash flow was -9.05 million CNY, a significant decrease from 206 million CNY in the same period last year, attributed to normalized operating expenses [4][5] - Financing cash flow was -254 million CNY, primarily due to early repayment of bank loans and significant cash dividends [5] Group 5: Strategic Development - The company is focusing on two main directions for financial business development: product solutions and scenario-based financial services [6] - The acquisition of 北京融易通科技有限公司 in May 2021 aims to enhance the company's capabilities in mobile financial solutions [6] Group 6: Future Outlook - The company aims to maintain a compound annual growth rate of 20.17% in revenue over the past decade and expects to continue high-quality growth in the future [6] - The gross profit margin is projected to continue improving, with expectations of reaching 24.52% in the first half of 2021 [6][7]

编号：2021-09 1 证券代码：002649 证券简称：博彦科技 | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | √ 特定对象调研 □ | 分析师会议 | | 投资者关系活 | □ 媒体采访 □ | 业绩说明会 | | 动类别 | □ 新闻发布会 □ | 路演活动 | | 参与单位名称 | □ 现场参观 □ | 其他（请文字 ...

Group 1: Overall Business Performance - In the first half of 2022, the company achieved operating revenue of 3.075 billion yuan, a year-on-year increase of 25.58%, surpassing the industry average [3] - The net profit attributable to shareholders was 153 million yuan, a decrease of 13.05% compared to the previous year [3] - The operating profit was 194 million yuan, remaining stable compared to last year despite challenges [3] Group 2: Revenue Structure - Revenue from the financial sector grew by 47.41% to 627 million yuan, accounting for 20.39% of total revenue, an increase of 3.02 percentage points year-on-year [4] - The internet and high-tech sectors generated revenues of 1.27 billion yuan and 728 million yuan, with growth rates of 33.84% and 12.49%, respectively [4] - R&D engineering services saw revenue of approximately 1.7 billion yuan, a growth of 36.58%, making up 55.24% of total revenue [4] Group 3: Geographic Revenue Distribution - Domestic revenue reached 2.141 billion yuan, a year-on-year increase of 33.92%, representing about 70% of total revenue [5] - Overseas revenue was 934 million yuan, growing by approximately 10%, accounting for 30% of total revenue [5] Group 4: Financial Metrics - The overall gross margin for the first half of 2022 was 23.68%, slightly down from 24.52% in the same period last year [5] - Operating cash flow was negative 85 million yuan, a decline of 841.48% year-on-year, primarily due to delayed payments influenced by the pandemic [5] Group 5: Future Outlook - The company maintains a cautiously optimistic outlook for 2022, with a target revenue growth of over 15% and net profit growth of over 10% [6] - The focus will be on expanding the financial technology and product solution sectors, which are expected to drive future growth [6] - The company is preparing for potential growth in digital currency business as the national promotion of digital RMB progresses [8]