Core Viewpoint - The company, Boshi Co., Ltd. (002698.SZ), acknowledges its limited overseas revenue contribution and aims to expand its international market presence, particularly in the EU [2] Group 1: Company Overview - As of the first half of 2025, the company's overseas revenue accounts for 1.35% of its total revenue, indicating a small proportion of its overall business [2] - The company expresses gratitude for investor interest and highlights its commitment to developing overseas markets as a strategic goal [2]

Core Viewpoint - The company emphasizes the importance of technological innovation and industrial integration in the context of the new technological revolution and industrial transformation, positioning itself to lead in future industries [2] Group 1: Technological Development - The rapid development of digital technologies such as 5G, industrial internet, new materials, big data, cloud computing, deep learning, and artificial intelligence supports the company's transition from "automation" to "digitalization" and "intelligence" [2] - The company aims to integrate advanced manufacturing with information technology to empower the digital, intelligent, and green development of the manufacturing industry [2] Group 2: Product Innovation and Market Strategy - The company's product range has expanded from intelligent manufacturing equipment to digital workshops and smart factories, showcasing its achievements in product innovation, research and development system construction, and marketing efforts [2] - Future strategies include a market demand-oriented approach, innovation-driven technology leadership, and ensuring core technology security through self-control [2] Group 3: Operational Goals - The company plans to accelerate the research and development of intelligent manufacturing equipment and the expansion of industrial service businesses, aiming for intelligent replacement of high-risk and labor-intensive operations to achieve safer, more efficient, and greener production [2]

Core Viewpoint - The company reported that as of September 30, 2025, the number of shareholders (consolidated) is 45,802 [1] Summary by Relevant Categories - **Shareholder Information** - The consolidated number of shareholders is 45,802 as per the data received from the "Detailed Data Table of Top N Accounts Before Consolidation of Ordinary Accounts and Margin Financing Accounts" [1]

Core Viewpoint - The company has accelerated the application of its digital and intelligent technologies due to the national advocacy for industrial digitalization, establishing a comprehensive product matrix from smart equipment to intelligent factories [1] Group 1: Digitalization and Technology - The company has accumulated expertise in digitalization and intelligent technologies over the years, enabling full-stack application capabilities across multiple product areas [1] - The company holds a leading position in domestic major product application areas, with no competitors of similar scale [1] - Some of the company's product technologies have achieved world-leading application scales [1] Group 2: Business Development - The company's smart manufacturing equipment business has experienced continuous and rapid growth in product innovation, application area expansion, revenue scale, and profit levels [1]

Core Viewpoint - The company is focusing on expanding its overseas business, which currently represents a small portion of its total revenue, specifically 1.35% in the first half of 2025 [1] Group 1 - The overseas revenue of the company accounted for 1.35% of total revenue in the first half of 2025 [1] - The company views the overseas market as one of its target growth areas [1] - Currently, the overseas business constitutes a minor part of the company's overall operations [1]

Core Viewpoint - The company has accelerated the application of its digital and intelligent technologies in response to the national strategy for industrial digitalization, achieving a comprehensive product matrix from smart equipment to intelligent factories [1] Group 1: Digitalization and Technology - The company has accumulated expertise in digitalization and intelligent technologies over the years, which is now being rapidly applied across various product areas [1] - The company possesses full-stack application capabilities in multiple product application fields, indicating a strong technological foundation [1] Group 2: Market Position and Competition - The company holds a leading advantage in its main product application areas within the domestic market, with no competitors of similar scale [1] - Certain product technologies have reached a world-leading application scale, showcasing the company's competitive edge [1] Group 3: Business Performance - The company's smart manufacturing equipment business has experienced continuous and rapid growth in product innovation, application field expansion, revenue scale, and profit levels [1]

Core Viewpoint - The company, Boshi Co., Ltd. (002698), is focusing on developing a service-oriented manufacturing system driven by intelligent manufacturing equipment and industrial services, which together contributed 97% of its revenue in the first half of 2025 [1] Group 1: Business Model and Revenue Sources - The company has established a comprehensive production and operation management service system covering the entire lifecycle of equipment products, enhancing customer focus on core business and achieving cost reduction and efficiency improvement [1] - Industrial service demand is driven by both the steady growth of existing equipment and the deep exploration of customer needs, leading to an expansion of growth opportunities [2] - The company's industrial service revenue is expected to increase steadily with the growth of intelligent equipment sales and the customer base of operational equipment [2] Group 2: Competitive Advantages and Market Position - The company emphasizes a differentiated competitive strategy through technological leadership, R&D investment, and product innovation, which are crucial for sustainable development and core competitiveness [2] - The company has built a nationwide service network, excluding Hong Kong, Macau, Taiwan, and Tibet, and maintains a leading position in service scale and profitability within the industry [1] Group 3: Future Outlook and Technological Integration - The company is leveraging advancements in digital technologies such as 5G, industrial internet, and artificial intelligence to transition its products from automation to digitalization and intelligence [3] - The company aims to accelerate the development of intelligent manufacturing equipment and industrial services, focusing on market demand and innovation to ensure core technology security and promote safe, efficient, and green production [3]

Group 1: Competitive Advantages in Smart Manufacturing - The company’s smart manufacturing equipment features high speed, precision, and reliability, focusing on high-end markets to meet stringent customer demands for efficient and safe production [1] - The integration of AI technologies such as machine vision and deep learning enables the company to offer innovative solutions for digital and intelligent production environments [1] - The company’s products have achieved domestic leadership and international advanced levels, with some applications reaching global leading scales [1] Group 2: Industrial Services and Growth Trends - The company has established a comprehensive lifecycle management service system for its equipment, enhancing customer focus on core business and promoting cost reduction and quality development [1] - Industrial service demand is driven by both the growth of existing equipment and the exploration of new service projects, leading to a dual growth trend [1] - The company’s service network covers all regions except Hong Kong, Macau, Taiwan, and Tibet, positioning it among the industry leaders in service scale and profitability [1] Group 3: Key Drivers of Business Development - The company employs a differentiated competitive strategy focused on technology leadership, R&D investment, and market expansion, supported by core technological capabilities and industry experience [3] - National strategies like "Made in China 2025" and various supportive policies for intelligent manufacturing and digital economy drive the company’s high-quality development [3] Group 4: Future Business Directions - The company aims to leverage advancements in digital technologies such as 5G, industrial internet, and AI to transition from automation to digital and intelligent manufacturing [4] - Future efforts will focus on market-driven innovation, ensuring core technology safety, and expanding both smart manufacturing equipment and industrial services [4] Group 5: Product Development and Application Pathways - The company’s approach to entering new industries involves starting with key single equipment, then expanding to automated production lines, and finally developing comprehensive smart manufacturing solutions [5] - This systematic innovation strategy enhances the company’s ability to concentrate resources, reduce development risks, and improve R&D efficiency [5] Group 6: Impact of National Policies and External Environment - The ongoing "Manufacturing Power" strategy and supportive policies for intelligent manufacturing provide a robust framework for industry development [6] - Global economic challenges, such as trade barriers and geopolitical crises, may impact domestic demand, but the company’s products are less affected by short-term economic fluctuations [6] Group 7: Market Opportunities in Smart Factories - The integration of AI and industrial internet technologies into smart factory solutions maximizes production efficiency and safety [8] - The company’s smart factory projects have received positive feedback, indicating significant market potential for digital transformation in the industry [8]

（编辑 袁冠琳） 证券日报网讯 博实股份10月9日在互动平台回答投资者提问时表示，公司收到的2025年9月30日"合并普 通账户和融资融券信用账户前N名明细数据表"中，股东户数（已合并）为45，802户。 ...

一、可转债发行上市概况 | | | 哈尔滨博实自动化股份有限公司 关于 2025 年第三季度可转换公司债券转股情况的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 特别提示： | 证券代码：002698 | | | | 证券简称：博实股份 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 债券代码：127072 | | | | 债券简称：博实转债 | | | | | | | | | 最新转股价格：人民币 | | | 15.06 | 元/股 | | | | | | | | | 转股期限：2023 月 | 年 | 3 | 28 | | 年 | 9 | 月 | 21 | 日 | 日至 | 2028 | 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引 第 15 号——可转换公司债券》的有关规定，哈尔滨博实自动化股份有限公司（以下 简称"公司"）现将 2025 年第三季度可转换公司债券（以下简称"可转债"）转股 及 ...