博实股份（002698.SZ）8月6日在投资者互动平台表示，公司与哈工大共同设立的人形机器人关键技术 及原理样机产业化研发项目，有公司配备的团队进入项目工作。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司与哈工大共同设立的人形机器人项目，公司 配备进入项目的团队有多少人？ ...

【博实股份：与哈工大共同设立人形机器人相关研发项目 团队进入项目工作】智通财经8月6日电，博 实股份在互动平台表示，公司与哈工大共同设立的人形机器人关键技术及原理样机产业化研发项目，有 公司配备的团队进入项目工作。 转自：智通财经 ...

（文章来源：证券日报） 证券日报网讯博实股份8月4日发布公告，在公司回答调研者提问时表示，从智能制造装备产品线看，公 司智能装备具有高速、高精度、运行高可靠性的技术优势，主要面向高端智能装备市场需求，适用于对 高效、安全生产要求比较高的客户生产场景，是替代进口的高端装备。公司在国内产品应用领域，产 品、技术处于国内领先、国际先进水平，部分产品应用达到国际领先。公司智能制造装备营收增长主要 得益于公司面对中国制造产业数字化、智能化升级对智能制造装备的旺盛需求，积极实施技术研发与产 品创新，实现产品多品类扩张。公司将工业机器人技术应用到工业自动化领域中，技术领先优势是公司 重要的核心竞争优势。从智能制造整体解决方案看，公司将机器视觉识别、深度学习、机器人控制算法 等技术应用到多品类创新产品中，与制造业客户生产场景相融合，实现固体物料后处理、矿热炉冶炼作 业智能车间等智能制造整体解决方案，助力客户实现工厂数字化、智能化，实现智能制造。 ...

证券日报网讯博实股份8月4日发布公告，在公司回答调研者提问时表示，国外业务较国内复杂，主要体 现在标准对接、工艺对接以及资料要求认证等方面。国外销售利润水平较国内更高，公司在国际化方面 取得了一定的进步，海外市场是公司努力发展的目标市场方向之一。 （文章来源：证券日报） ...

证券日报网讯博实股份8月4日发布公告，在公司回答调研者提问时表示，公司存货分为原材料、在产 品、低值易耗品、库存商品、发出商品等。公司智能制造装备产品以销定产，对公司行业来讲，此类存 货量是代表未来可交付的产品，公司存货（特别是发出商品）与未来收入呈正相关性。 （文章来源：证券日报） ...

证券日报网讯 博实股份8月4日发布公告，在公司回答调研者提问时表示，公司的工业服务团队主要面 向智能制造装备领域客户，提供生产运维管理服务，包括客户生产装置、设备的日常操作、维修、维 护、成品入出库、转运、装车等一体化服务。这种专业化服务有助于客户集中资源聚焦核心竞争力，实 现降本增效和高质量发展。公司的工业服务需求既有存量设备自然增长带来的稳健增长，更有通过深度 挖掘客户需求，在新增生产运维类项目的持续突破中打开的增长空间。工业服务需求双向增长，发展势 头相向而行，未来服务规模和能力有望实现阶梯式提升。2024年度，公司工业服务营收达7.68亿元，占 公司整体营收比重达26.84%，毛利率是29.62%，工业服务是构成公司收入和利润的重要来源。 （编辑 王雪儿） ...

Investment Rating - The investment rating for the industry is "Positive" (maintained) [1] Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased over 150 humanoid robots, emphasizing the integration of AI with the real economy, with embodied intelligence as a core theme [4][14] - The domestic embodied intelligence sector has seen a significant increase in financing, with over 200 billion yuan raised in the first half of 2025, indicating a robust growth trajectory [32][35] - The report identifies ten key application scenarios for humanoid robots, including logistics sorting, elderly care, inspection, guidance, family companionship, education, medical care, automotive factories, electronics factories, and entertainment, with logistics, health, inspection, and education being the primary focus areas [60][62] Summary by Sections 1. Industry Overview - The WAIC 2025 highlighted the transition of humanoid robots from static displays to dynamic task execution, marking a significant milestone in the industry [14][28] - The conference emphasized the need for AI to empower new industrialization, with the Ministry of Industry and Information Technology (MIIT) announcing initiatives to enhance data quality and facilitate enterprise collaboration [4][28] 2. Market Dynamics - The primary market is witnessing a surge in financing for domestic embodied intelligence companies, characterized by a "scale increase and hardware-software layout" [5][32] - The secondary market is seeing accelerated capital actions from leading companies, driving the entire industry chain's collaborative development [36] 3. Application Scenarios - The report anticipates a rapid acceleration in the deployment of humanoid robots across various application scenarios, with logistics expected to lead the way [41][60] - Specific companies are highlighted as beneficiaries in different application areas, such as logistics (e.g., Zhongyou Technology, DeMa Technology) and elderly care (e.g., Sanhui Electric, Songlin Technology) [62] 4. Key Investment Targets - Recommended investment targets include companies focused on application scenarios and core components, such as Huaron Co., Ltd. and Boshi Co., Ltd. for application scenarios, and Top Group and Zhongding Co., Ltd. for core components [7][61] - The report emphasizes the importance of a stable supply chain for humanoid robots, particularly in components like motors, reducers, sensors, and lightweight materials [63][70]

Group 1 - The company, Boshi Co., Ltd. (SZ 002698), announced that it will participate in a research meeting organized by Dongfang Securities Asset Management Co., Ltd. on August 1, 2025 [2] - The company's director and board secretary, Chen Bo, will be involved in the meeting and will respond to questions from investors [2]

Group 1: Company Overview and Market Position - Harbin Boshi Automation Co., Ltd. focuses on high-end intelligent manufacturing equipment, with a strong emphasis on technology advantages such as high speed, precision, and reliability, catering to high-demand production scenarios [1] - The company’s intelligent manufacturing equipment revenue growth is driven by the increasing demand for digital and intelligent upgrades in China's manufacturing industry [1] - The company has a dual growth engine strategy, combining intelligent manufacturing equipment and industrial services, both supported by national policies promoting high-end equipment manufacturing and modern service industries [2] Group 2: Financial Performance and Projections - In 2024, the company’s industrial service revenue is projected to reach 768 million yuan, accounting for 26.84% of total revenue, with a gross margin of 29.62% [1] - The company has a solid project reserve for new construction and upgrades, indicating a positive outlook for future revenue despite macroeconomic fluctuations [1][3] - The company achieved a revenue increase of 320 million yuan from two intelligent factory projects in Inner Mongolia and Ningxia [3] Group 3: Competitive Advantages and Challenges - The company maintains a competitive edge through differentiated product strategies and a strong focus on technological innovation, resulting in high gross margins [4] - Challenges in overseas markets include complex standards and certification requirements, but the company aims to expand its international presence [3] - The company’s products are primarily customized, allowing for a combination of customization and standardization to meet diverse client needs [2] Group 4: Future Growth and Development Strategies - Future growth will focus on market demand-driven innovation and the development of intelligent manufacturing solutions, including solid material processing and smart factory applications [3] - The company plans to enhance its industrial service capabilities, which are expected to grow steadily due to both existing equipment demand and new project opportunities [1][2] - The company’s strategy includes leveraging its technological advancements to replace high-risk manual operations with automated solutions [3]

Group 1 - The company, Boshi Co., Ltd. (stock code: 002698), reported on August 1 that it received data indicating the number of shareholders (merged) as 48,980 as of July 31, 2025 [1]