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博实股份(002698) - 2023年2月15日投资者关系活动记录表
2023-02-15 11:21
Group 1: Investor Relations Activities - The company conducted a series of investor relations activities, including specific object research, analyst meetings, and telephone conferences, with notable participation from various financial institutions [2][3][4]. - Key dates for these activities include February 1, February 6, February 10, February 12, February 13, and February 15, 2023, with meetings held in designated company conference rooms [2][3][4]. Group 2: Company Overview and Market Position - The company focuses on intelligent manufacturing equipment, emphasizing its core competitiveness and technological accumulation in the field [3][4]. - The company has developed a range of innovative products, including the electric furnace robot system and inspection robots, which are integral to its strategy of expanding into intelligent factory solutions [3][4]. Group 3: Product Development and Market Demand - The company has successfully developed high-efficiency packaging products, such as the FFS (Form-Fill-Seal) system, which has been applied to various material packaging, enhancing production efficiency [4][5]. - In 2022, the company announced contracts totaling approximately 1.6 billion, with 190 million announced in 2023, indicating significant growth in contract values and demand for its products [4][5]. Group 4: Strategic Initiatives and Future Outlook - The company aims to double its robot application by 2025, focusing on enhancing the depth and breadth of service robots and special robots in the market [3][4]. - The integration of industrial services with intelligent manufacturing equipment sales is a key strategy, enhancing customer loyalty and extending the industry chain [4][5]. Group 5: Operational Insights - The order cycle for intelligent manufacturing equipment typically ranges from 6 to 18 months, influenced by project types and customer site conditions [5][6]. - The company’s "point-line-surface" R&D approach allows for focused resource allocation and risk reduction, facilitating market expansion and enhancing core competitiveness [6][7].
博实股份(002698) - 2022年12月8日投资者关系活动记录表
2022-12-14 08:14
Group 1: Company Performance and Market Demand - The company has seen a significant increase in contract amounts due to its long-term commitment to the intelligent manufacturing equipment sector, leveraging core competitiveness and technological accumulation [2] - There is a strong demand for intelligent transformation and upgrading among Chinese manufacturing enterprises, which the company is well-positioned to meet with its innovative products and comprehensive solutions [2] - The market for intelligent equipment in the post-processing of polysilicon (irregular materials) is primarily driven by incremental demand rather than existing stock [3] Group 2: Product Development and Order Cycles - The order cycle for products varies, typically ranging from 6 to 18 months, influenced by product type and project nature [2] - New projects generally have longer order cycles, while upgrades and replacements tend to be shorter [2] - The company has successfully developed high-temperature operation robots for the calcium carbide industry, which has led to contracts totaling CNY 360 million [3] Group 3: Future Growth and Strategic Initiatives - The company is constructing a new industrial project in Kunshan focused on robotic and intelligent factory production, expected to be completed by the end of next year [4] - There is a persistent and long-term demand for intelligent manufacturing equipment and overall solutions, driven by the need for digitalization and automation in large-scale enterprises [4] - The Chinese government's industrial policies are expected to create numerous opportunities for intelligent manufacturing solutions in alignment with the 2035 vision [4]
博实股份(002698) - 2015年7月16日投资者关系活动记录表
2022-12-08 03:21
Group 1: Business Performance - The company's traditional business is expected to grow by 5%-25% compared to the beginning of the year [1] - The focus on service in traditional business will increase, with plans for service revenue to significantly rise over the next 2-3 years [1] Group 2: Product Development - Progress on the intelligent cargo handling robot and high-temperature robot projects is promising, with confidence in successful development [2] - The second generation of small intelligent surgical instruments has completed debugging and functional verification, with plans for clinical trial approval by mid-2016 [2] - The minimally invasive surgical robot is in the assembly and debugging phase, with type testing expected to start by the end of 2015 [2] Group 3: Investment and Financing - The next financing round for Sizerui is expected in the first half of the following year, with the company holding preferential subscription rights [3] - The company plans to invest 100 million in high-end medical equipment, including independent research and external cooperation [3] Group 4: Seasonal Business Insights - Gongda Jintao focuses on sewage source heat pumps and industrial wastewater heat recovery, with significant seasonal performance variations, particularly in the second half of the year [3]
博实股份(002698) - 2015年9月23日投资者关系活动记录表
2022-12-08 03:12
证券代码:002698 证券简称:博实股份 哈尔滨博实自动化股份有限公司投资者关系活动记录表 编号:2015-016 | --- | --- | --- | |----------------|-------------------------|----------------------------------------------------------| | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | 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) | | 参与单位名称及 | 1 | 、法银巴黎证券股份有限公司 蔡笛韵 | | 人员姓名 | | 2、法银巴黎证券股份有限公司 赖学勤 | | 时间 | 2015 年 9 月 23 | 日 15:30 至 16:30 | | 地点 | 公司二楼 202 | 会议室 | | 上市公司接待人 | | 董事、财务总监兼董事会秘书陈博 | | 员姓名 | | | | 投资者关系活动 | | (一)来访人员参观公司厂区。 ...
博实股份(002698) - 2015年5月12日投资者关系活动记录表
2022-12-08 02:16
证券代码:002698 证券简称:博实股份 哈尔滨博实自动化股份有限公司投资者关系活动记录表 编号:2015-006 重要提示:此次电话会议由国金证券组织,通过第三方电话会议系统完成。受第三方电话 会议形式限制,参会单位为简称,参会人员名字为拼音拼写或英文。尽管公司通过电话部 分核实了参会人员,但公司无法全部核实。公司无法保证参会单位、人员的完整性、准确性, 提示大家特别注意。 | --- | --- | --- | |-------------------------|-----------------------------|--------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动类别 | | 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 | | | | 其他 (电话会议) | | | 参 ...
博实股份(002698) - 2015年5月14日投资者关系活动记录表
2022-12-08 02:06
Group 1: Company Overview and Recent Developments - Harbin Boshi Automation Co., Ltd. has established a wholly-owned subsidiary focused on high-end medical equipment [4] - The company is investing in minimally invasive surgical robots and smart instruments [4] - The registered capital of the surgical robot project accounts for 20% of the total after integration and capital increase [4] Group 2: Competitive Advantages and Market Position - The company claims its technology in surgical robots is leading domestically, with features such as 3D imaging that magnifies images over 10 times [4] - The integrated model of equipment, consumables, and annual service fees is a significant competitive advantage [4] - The company anticipates a competitive cost advantage in the future if the projects succeed [4] Group 3: Financial Outlook and Investment Plans - The company has sufficient project reserves and plans to continue investing in mature opportunities [4] - There are currently no refinancing plans, as the company has adequate self-funding [4] - The company expects traditional product business to improve compared to 2014, with a positive outlook for profit growth this year [4] Group 4: Market Challenges and Future Projections - The slow adoption of imported surgical robots in China is attributed to regulatory approval requirements [4] - The company projects that the performance of its subsidiary, Harbin Gongda Jintao Technology Co., Ltd., will improve throughout the year despite a loss in Q1 2015 [4] - The company is exploring strategic opportunities in high-end energy-saving and environmental protection equipment [4]
博实股份(002698) - 2015年5月28日投资者关系活动记录表
2022-12-08 02:06
证券代码:002698 证券简称:博实股份 哈尔滨博实自动化股份有限公司投资者关系活动记录表 编号:2015-008 | --- | --- | --- | |----------------|-------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | 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) | | 参与单位名称及 | 1 | 、东兴证券股份有限公司 张 雷 | | 人员姓名 | 2 | 、建信基金管理有限责任公司 张洪磊 | | 时间 | 2015 年 5 月 28 | 日 9: 00 至 10:20 | | 地点 | 公司一楼 110 | 会议室 | | 上市公司接待人 | | 董事、财务总监兼董事会秘书陈博 | | 员姓名 | | | | 投资者关系活动 | | (一)来访人员参观公司厂区。 | ...
博实股份(002698) - 2015年10月29日投资者关系活动记录表
2022-12-08 01:34
证券代码:002698 证券简称:博实股份 哈尔滨博实自动化股份有限公司投资者关系活动记录表 编号:2015-017 | --- | --- | --- | |----------------|----------------------------|----------------------------------------------------------| | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | 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) | | 参与单位名称及 | 1 | 、广发证券股份有限公司 王珂 | | 人员姓名 | | | | 时间 | 2015 年 10 月 | 29 日 9: 40 至 10:10 | | 地点 | 公司一楼 110 | 会议室 | | 上市公司接待人 | | 董事、财务总监兼董事会秘书陈博 | | 员姓名 | | | | 投资者关系活动 | 交流主要内容: | | | 主要内容介绍 | 1 | 、问:想了解 ...
博实股份(002698) - 2015年11月12日投资者关系活动记录表
2022-12-08 01:26
Group 1: Business Strategy and Development - The company is actively expanding into intelligent equipment, energy conservation, and high-end medical diagnostic equipment sectors [1] - Despite a decline in performance in Q3, the company is confident in achieving its annual growth targets, although challenges remain [1] - The traditional business's growth in 2016 is closely tied to the macroeconomic environment [1] Group 2: Research and Development Focus - Significant research and development investments are being made in intelligent cargo handling equipment and high-temperature robots [2] - The company has developed its robots and controllers independently, holding proprietary intellectual property rights [2]