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 ...

Core Insights - The stock price of Boshi Co., Ltd. increased by 2.01% on October 9, reaching 17.80 CNY per share, with a trading volume of 218 million CNY and a market capitalization of 18.202 billion CNY [1] - The company has seen a year-to-date stock price increase of 6.27%, with a recent decline of 2.09% over the last five trading days, but a rise of 11.04% over the last 20 days and 14.18% over the last 60 days [1] - Boshi Co., Ltd. has a diverse revenue structure, with solid material post-processing intelligent manufacturing equipment accounting for 57.65% of total revenue [2] Financial Performance - For the first half of 2025, Boshi Co., Ltd. reported a revenue of 1.362 billion CNY, a year-on-year decrease of 6.20%, while the net profit attributable to shareholders increased by 1.71% to 277 million CNY [2] - The company has distributed a total of 1.791 billion CNY in dividends since its A-share listing, with 765 million CNY distributed over the past three years [3] Shareholder Information - As of September 19, the number of shareholders for Boshi Co., Ltd. was 48,600, an increase of 3.13% from the previous period, with an average of 17,318 circulating shares per shareholder, a decrease of 3.04% [2]

Core Viewpoint - The company reported a decrease in the number of shareholders and a mixed performance in its financial results for the first half of the year [2] Group 1: Shareholder Information - As of September 30, the number of shareholders for the company was 45,802, a decrease of 2,784 from the previous period (September 20), representing a decline of 5.73% [2] Group 2: Stock Performance - The latest stock price of the company is 17.48 yuan, with a slight increase of 0.17%. Since the concentration of shares began, the stock price has risen by a cumulative 3.43% [2] - The stock experienced 5 days of increases and 3 days of decreases during the reporting period [2] Group 3: Financial Performance - For the first half of the year, the company achieved operating revenue of 1.362 billion yuan, a year-on-year decrease of 6.20% [2] - The net profit for the same period was 277 million yuan, reflecting a year-on-year increase of 1.71% [2] - The basic earnings per share were 0.2732 yuan, and the weighted average return on net assets was 7.05% [2]

Group 1 - The company, Boshi Co., reported on September 23 that it received data indicating the number of merged shareholder accounts as of September 19, 2025, totaling 48,586 accounts [2]

Core Viewpoint - 博实股份 has secured two significant contracts in September, totaling approximately 332 million yuan, indicating strong growth in its industrial services segment [1][2] Group 1: Contract Wins - On September 22, 博实股份 announced a contract with Guoneng Baotou Coal Chemical Co., with a total value of 96.99 million yuan, expected to contribute 2.43% to the company's 2024 revenue [1] - This follows a previous announcement on September 12, where the company secured a 235 million yuan industrial services contract, highlighting a robust month for new business [1] Group 2: Financial Performance - For the first half of 2025, 博实股份 reported a revenue of 1.362 billion yuan, a decrease of 6.2% year-on-year, while net profit attributable to shareholders increased by 1.71% to 277 million yuan [2] - The company's cash position improved significantly, with cash and cash equivalents reaching 770 million yuan, up 387.49% from the previous year [2] - The asset-liability ratio has been continuously optimized, standing at 41.08% as of mid-2025, down from 42.75% in the previous year [2] Group 3: Shareholder Returns - 博实股份 has been proactive in returning value to shareholders, having distributed cash dividends 13 times since its listing, totaling 1.791 billion yuan, with a payout ratio of 48.77% [2]