Core Business Performance - The company's industrial internet segment experienced a slight decline in Q3 2024 due to intensified industry competition and changes in product mix, but it shows strong development potential through the advancement of intelligent hardware and software orders [1] - The company achieved a revenue of 2.448 billion yuan in the first three quarters of 2024, a year-on-year increase of 1.24%, with net profit attributable to the parent company reaching 238 million yuan, a significant year-on-year increase of 129.83% [5] - The mobile internet business, particularly through subsidiaries Guangzhou Efun and Hainan Gaotu, saw revenue growth in Q3 2024, with key games like "Dot Hero" and "Bloodline: Heroes of Lithas" maintaining strong performance [6] AI and Technological Innovation - The company has actively integrated AI technology into its operations, particularly in game development, where AI is used for translation, dubbing, painting, video production, data analysis, and advertising, leading to significant cost reductions and efficiency improvements [2] - AI is also being embedded in game content to dynamically generate storylines based on player behavior, although this application is still in its early stages [2] - The company's R&D expenses for the first three quarters of 2024 reached 107 million yuan, a year-on-year increase of 22.41%, reflecting its commitment to technological innovation [11] Product Pipeline and Market Expansion - The company has a robust pipeline of over 20 high-quality games planned for release in Q4 2024 and 2025, including titles based on popular IPs from Japan, South Korea, Southeast Asia, and Europe [3] - Hainan Gaotu's successful game "Bloodline: Heroes of Lithas" is set to release new versions in different regions by the end of 2024 and 2025, with pre-promotion activities already underway [3] Green and Sustainable Development - The company is committed to green and intelligent transformation in industrial bulk material handling systems, using eco-friendly materials and technologies to help clients reduce energy consumption and carbon emissions [3] - It has developed the world's first carbon-neutral conveyor belt in collaboration with BHP Group, which has been certified by SGS and is already in use at a copper mine in Chile [8] - The company's Wuxi manufacturing base has been recognized as a "Green Factory" in Jiangsu Province, with advanced environmental management systems in place to reduce energy consumption and waste emissions [12] Corporate Social Responsibility - The company actively engages in community development through initiatives like the "Baotong Global Community Public Welfare Fund" and the "Baotong Zhide Education Fund," focusing on education, ecological protection, and poverty alleviation [12] - It has launched the "Future Classroom" project in Wuxi, donating VR teaching equipment and providing customized educational content to enhance students' practical skills and innovative thinking [12] - The company has been providing continuous support to 135 disadvantaged families for 15 years, offering material and financial aid, as well as education and skills training to improve their quality of life [12] Industry Recognition and Future Outlook - The company was awarded the "Most Valuable Investment Award" at the 2024 Caijing Annual Investment Conference, recognizing its achievements in technological innovation, market performance, and sustainable development [4][9] - The company's steady growth is attributed to the synergistic development of its two main businesses: industrial internet and mobile internet, supported by diversified business strategies and refined management practices [10][14]

各位领导好,欢迎大家参会,我是华服AI互联网传媒组正希如。今天我们有幸请到了宝通科技公司的常总来跟我们交流一下公司的近况。接下来会请常总介绍一下公司的情况,之后如果各位领导有问题,也可以解除静音进行提问。接下来让我们把时间交给常总。 嗯,好的好的,那我下面还是先介绍一下公司的两块业务的一些情况吧,特别是三级报的一个情况,然后后面大家也问一下做做QA吧,因为过去一段其实也做过几场现场的交流吧,不知道大家对公司的一个情况的分工情况吧,那我还是先把三级报跟大家再做一个交流,第一个就是 因为我们在上个月10月30号发布了这个前三季度的整个的这样一个定期报告那前三季度其实公司的营收是24.48亿那统计增长了1.24%前三季度的利润是2.38亿那统计增长了189.83那如果仔细看扣分的话其实我们扣分还是不错的扣分之后是2.61亿的定比那统计增长了1.74%那因为上半年的定期报告前前大家都有过都有过看过吧应该那如果单独看Q3的话其实我们做一个拆分的话其实整个Q3 公司的营收是7.32亿那营收相比于去年同比的话我们是有所下滑的那主要一个原因是因为我们在去年同期在去年的9月份我们做了一个重大的游戏推广就是马赛克英雄 所以其实去 ...

无锡宝通科技股份有限公司 2024 年第三季度报告 证券代码：300031 证券简称：宝通科技 公告编号：2024-091 无锡宝通科技股份有限公司 2024 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度报告是否经过审计 □是 否 1 无锡宝通科技股份有限公司 2024 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 | --- | --- | --- | --- | --- | |------------------------------------------------------|------------------|-------------------------|--------- ...

无锡宝通科技股份有限公司 WUXI BOTON TECHNOLOGY CO., LTD. 2024年半年度报告 2024-079 无锡宝通科技股份有限公司 2024 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人包志方、主管会计工作负责人周庆及会计机构负责人(会计主 管人员)王慧声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本次 2024 年半年度报告中涉及经营战略、未来计划等前瞻性陈述，该等 陈述不构成公司对投资者的实质承诺，投资者及相关人士应对此保持足够的 风险认识，并应当理解计划、预测与承诺之间的差异。敬请广大投资者注意 投资风险。 公司需遵守《深圳证券交易所上市公司自律监管指引第 4 号——创业板 行业信息披露》中的"互联网游戏业务"的披露要求： 公司不存在对生产经营状况、财务状况和持续盈利能力有严重不利影响 的有关风险因素。关于公司经营中可能面临的风险因素，详见本报告第三节 管理 ...

Investment Rating - The report maintains a "Buy" rating for Baotong Technology (300031) [2] Core Views - Baotong Technology's dual-core business (industrial internet and mobile internet) is expected to continue steady growth, with profit elasticity likely to be released steadily [7] - The company's 2024H1 performance is expected to exceed previous expectations, with a strong release trend in both net profit and non-GAAP net profit [5] Industrial Internet Business - Baotong Technology focuses on key industrial scenarios such as open-pit mines, underground mines, steel smelting, sand and gravel aggregates, and bulk ports, providing full-stack intelligent bulk material handling services [2] - Domestic sales of intelligent terminal products for smart mines and ports doubled year-on-year in 2024H1 [2] - The company is deepening cooperation with global mining giants BHP and Rio Tinto, while expanding its global supply chain layout with a digital conveyor belt production base in Thailand and an African technical service center in Guinea [2] - The establishment of a marketing headquarters in 2024H1 is expected to enhance the company's marketing capabilities and drive further growth in intelligent terminal product sales [2] Mobile Internet Business - The game "Mosaic Heroes" has achieved stable profit release, with cumulative revenue exceeding $100 million by 2024H1 [6] - The game maintained strong performance in the iOS game bestseller list, with average rankings of 7/12/29/44 in 2023M9, 2023Q4, 2024Q1, and 2024Q2 respectively [6] - The company is expected to launch new games in 2024H2, which may contribute to performance growth [6] Financial Forecasts - Revenue is expected to grow from 3,655 million yuan in 2023 to 5,696 million yuan in 2026, with a CAGR of 15.9% [4] - Net profit attributable to the parent company is forecasted to increase from 106 million yuan in 2023 to 574 million yuan in 2026 [4] - EPS is projected to grow from 0.26 yuan in 2023 to 1.39 yuan in 2026 [4] - The company's P/E ratio is expected to decrease from 55.5 in 2023 to 10.26 in 2026 [4] Valuation Metrics - The current market price is 14.27 yuan, with a PB ratio of 1.60 and a PE ratio of 14.75 based on 2024E earnings [16][4] - The company's market capitalization is 5,886.71 million yuan, with a circulating market value of 4,934.04 million yuan [16]

无锡宝通科技股份有限公司 一、本期业绩预计情况 （二）业绩预告情况 二、与会计师事务所沟通情况 证券代码：300031 证券简称：宝通科技 公告编号：2024-068 本公司及其董事会全体人员保证公告内容真实、准确和完整，公告不存在 虚假记载、误导性陈述或者重大遗漏。 2024年1月1日至2024年6月30日。 □扭亏为盈 ☑同向上升 □同向下降 本次业绩预告的相关数据是公司财务部门初步测算结果，未经会计师事务 所审计。公司已就业绩预告有关事项与年审会计师事务所进行沟通，公司与会 计师事务所在本次业绩预告方面不存在重大分歧。 — 1 — 1、工业互联网业务（工业散货物料智能输送全栈式服务） 2、移动互联网业务 — 2 — 四、其他相关说明 特此公告。 董 事 会 — 3 — 2024 年半年度业绩预告 （一）业绩预告期间 预计净利润为正值且属于下列情形之一 | --- | --- | --- | |-----------------------------|----------------------------------------|-----------------------| | | 项目 本报告期 ...

| --- | --- | --- | --- | |--------------------------------------------------------------------------|----------|--------|-----------------------------------------------------------------------------------------------------------------------| | 投资建议的评级标准 | 类别 | 评级 | 说明 | | 报告中投资建议所涉及的评级分为股票 | | 买入 | 相对同期相关证券市场代表性指数涨幅大于 15% | | 评级和行业评级（另有说明的除外）。 | | 增持 | 相对同期相关证券市场代表性指数涨幅在 5% ～ 15% 之间 | | 评级标准为报告发布日后的 12 个月内公 | | 中性 | 相对同期相关证券市场代表性指数涨幅在 -5% ～ 5% 之间 | | 司股价（或行业指数）相对同期相关证 券市场代表性指数的涨跌幅。其中：沪 | 股票评级 | 减持 | 相对同期相关 ...

宝通科技20240508_智能速览 问答回顾 发言人 答：年报中详细披露了流水排名前五的游戏，第一名为马赛克英雄，第二名为海南高速自研 的bloodline。bloodline在2022年下半年开始推广，四个季度流水稳定，三季度流水约6千多万人民币。 本纪要由AI生成 内容以同名音频为准 请勿外传，仅供个人学习使用 发言人 问：2023年游戏储备情况如何？ 发言人 答：2024年储备的游戏有海南高速资源的TAG，一款SLG游戏，以及另外三款代号游戏。其 中，TAG是重点产品。此外，代理线方面，白金回廊进展最快，计划在韩国地区发行。 发言人 答：工业互联网业务在2023年实现了营收和利润的双增长，尽管智能化产品的业务表现不 佳，但整体上实现了利润增长。增长点主要来自海外和国内老客户的新需求，海外产能利用率接近满 产，并计划在泰国落地新的智慧化工厂。 本纪要由AI生成 内容以同名音频为准 请勿外传，仅供个人学习使用 发言人 答：投资变化对利润的影响较大，尤其是在2023年，公允价值变动科目大约产生了8600万的负 向影响。这主要是因为通过产业基金投资的项目在A股市场表现不佳，特别是在二级市场表现较差，股 价波动较 ...

宝通科技23年报及24一季报交流240508信达原文 2024年05月08日11:50 发言人100:02 我的投资目标、财务状况或需求。会议中如涉及第三方专家发言，其内容仅代表专家个人观点。根据监 管规定，未经信达证券书面授权，严禁任何机构或个人转发、转载录音，制作并传播纪要或引用会议的 任何部分内容。对于违反上述情形的，信达证券对此等行为不承担任何责任，且信达证券将保留一切法 律权。感谢您的理解和支持。 发言人200:35 好的，感谢各位投资者参加我们今天的信达的新式生产力巡礼的策略会。这次我们邀请到我们宝通科技 常IRD常总来给我们对二三年年报以及24年的一季报进行交流分享。我是信达证券传媒互联网首席分析 师冯翠婷，今天将会有我以及我同事是白云畔来给大家主持说说宝通。 发言人201:05 宝通其实二三年的以及24年的一季报也出来了。整体来看，因为受投资业务的影响，我们看到公司的二 三年稍微利润上是有一些下滑的。公司的营收是同比增长11%，扣费大概是1.561元。24年的一季度，公 司实现营收的增长的11%，营收大概是八个多亿规模，净利大概八千多万。相较去年的一季度，归母净 利是实现了三个多点的同比增长， ...

无锡宝通科技股份有限公司2023年年度报告全文 ...