证券代码：300031 证券简称：宝通科技 无锡宝通科技股份有限公司投资者关系活动记录表 编号：20200226 | --- | --- | --- | |-----------------------|-----------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | □ 特定对象调研 □分析师会议 | | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 □投资者接待日活动 | | | | R 其他（线上会议） | | | 参与单位名称及人员 | | 大成基金、华安基金、华泰保兴基金、华富基金、国投瑞银、金信基 | | ...

证券代码：300031 证券简称：宝通科技 无锡宝通科技股份有限公司投资者关系活动记录表 编号：20200213 | --- | --- | --- | --- | |------------------------|------------------------------|----------------------------------------------------|------------------------------------------------------------------------| | | | | | | | □ 特定对象调研 □分析师会议 | | | | | □ 媒体采访 □业绩说明会 | | | | 投资者关系活动类别 | □ 新闻发布会 □路演活动 | | | | | □ | 现场参观 □投资者接待日活动 | | | | ☑ 其他（线上会议） | | | | 参与单位名称及人员姓名 | 人 | | 天风证券、长盛基金、国元证券、上投摩根、华宝兴业、汇添富等 15 | | 时间 | 2020 年 02 月 12 | 日 | | | 地点 | 无锡 | | | ...

Group 1: Company Overview - Wuxi Baotong Technology Co., Ltd. has been actively transforming into the mobile game internet business since its partnership with Yihuan in 2016 [2] - Yihuan Network, established in 2012, is one of the earliest leading companies in the overseas gaming market, achieving significant breakthroughs in Hong Kong, Macau, Taiwan, Southeast Asia, and South Korea from 2013 to 2018 [2] - In 2018, Yihuan Network ranked seventh in the South Korean market and was the first in total issuance volume among Chinese companies going overseas [2] Group 2: Core Competencies - Yihuan Network has a first-mover advantage in the overseas mobile game distribution market, covering major global gaming markets [3] - The company has accumulated data from over 240 games and has user data from more than 130 countries and regions, with a user base in the hundreds of millions [3] - Yihuan Network has established long-term partnerships with international companies like Facebook, Google, and Tencent, enhancing its market presence and operational capabilities [3] Group 3: Team and Product Development - The Hainan Gaotu team consists of over 100 members, with a management restructuring since its establishment in December 2018 [3] - Hainan Gaotu has launched three products, including "King's Throne: Game of Lust" and "War And Magic," with another self-developed product expected to launch in 2020 [4] - The company plans to release 3-4 self-developed products in 2020, focusing on content importance and increasing investment in game development [4]

Group 1: Financial Performance - The company achieved a total revenue of 1,951.91 million CNY in the first nine months of 2020, representing a year-on-year growth of 10.32% [2] - The net profit attributable to the parent company was 316.21 million CNY, an increase of 35.84% compared to the same period last year [2] - In Q3 2020, the net profit reached 80.18 million CNY, showing a year-on-year growth of 22.80% [3] Group 2: Business Development - The mobile internet business has transitioned to overseas regional distribution and operation, focusing on markets in South Korea, Southeast Asia, and expanding into Europe, the US, and Japan [3][5] - The revenue share from the Japanese and European markets increased from 5% to over 30%, indicating strong growth momentum [5] - New products launched in 2020, such as "Food Fantasy" and "Destiny's Rule," performed well in the market [4] Group 3: Research and Development - The company is focusing on self-developed products, with the first self-developed game "End of the Line: Inobeta" released on July 31, 2020 [6][9] - The company has established a research and development system to enhance its capabilities in mobile game publishing and self-developed content [6] - The company plans to leverage new technologies like AR/VR, with the VR/AR market projected to reach 18.8 billion USD in 2020 and a compound annual growth rate of 67% from 2019 to 2023 [9][10] Group 4: Strategic Initiatives - The company aims to optimize its governance structure and focus on business transformation and innovation in profit models [10] - It will continue to promote a dual business model of "mobile internet + industrial internet," enhancing its technological and talent capabilities [10] - The company is committed to fulfilling social responsibilities while pursuing high-quality and steady growth [10] Group 5: Shareholder Information - The major shareholder has pledged 12.85% of their personal shares, which accounts for 2.92% of the total share capital [8]

Financial Performance - The company achieved a net profit attributable to shareholders of 396.55 million to 427.06 million CNY in 2020, representing a year-on-year increase of 30%-40% compared to 2019 [3] - In Q4 2020, the estimated net profit is projected to be between 80.35 million and 110.85 million CNY, showing a year-on-year growth of 11%-53% [3] - The growth is primarily driven by stable revenue from existing gaming products and contributions from the industrial internet sector [3] Mobile Internet Business - The mobile internet segment focuses on overseas distribution and operation of mobile games, with over 400 games released globally by the subsidiary Yihuan Network [4] - Yihuan Network has a user base across more than 130 countries and regions, utilizing multiple languages [4] - Hainan Gaotu, established in late 2018, has grown to over 170 employees and plans to launch its self-developed product "WTS" in mid-2021 [4][6] Industrial Internet Business - The industrial internet segment has seen significant growth, with international trade revenue increasing by over 100% year-on-year [5] - The digital conveyor belt product sales have shown a continuous compound growth rate of over 30% for three consecutive years [5] - The company is focusing on optimizing product structure and accelerating innovation in business models [5] Future Development Plans - The company aims to build a digital ecosystem for industrial bulk material transportation, integrating technologies like 5G, big data, and AI [7][8] - Plans to expand application scenarios in industries such as steel, coal, and ports, while enhancing software and hardware capabilities [7] - The dual business model of mobile internet and industrial internet is expected to continue thriving, with a focus on intelligent and digital solutions [9] Governance and Corporate Culture - The company maintains a governance structure with five board members, two of whom are from the mobile internet sector, ensuring cultural and resource integration [8] - The core values emphasize "benevolence, integrity, cooperation, and sharing," guiding the company's strategic direction and operational efficiency [9]

Group 1: Company Overview and Financial Performance - The main business of Baotong Technology is industrial internet, focusing on intelligent material transportation services, achieving a revenue of 1.334 billion CNY in the first half of 2021, a year-on-year increase of 1.63% [2] - The net profit attributable to the parent company for the same period was 249 million CNY, reflecting a growth of 5.77% [2] - The industrial internet segment generated 524 million CNY, while the mobile internet gaming business contributed 810 million CNY [2] Group 2: Industrial Internet Business Development - The company has been engaged in the industrial material transportation sector since 2014, transitioning to intelligent services in 2018 [2] - The intelligent transportation business has a dedicated R&D team of over 90 personnel, focusing on digital transportation systems and intelligent operation services [3] - Key projects include smart transformation at Xincheng Steel and deployment at Shandong Steel's Rizhao base, establishing a foundation for intelligent upgrades in steel mills [3] Group 3: Technological Innovations and Product Offerings - The digital transportation system includes smart hardware products such as digital conveyor belts, smart online monitoring products, and 5G intelligent gateways [3] - The company aims to integrate cloud computing, big data, and AI technologies into traditional industries, enhancing operational efficiency and safety [4] - The intelligent operation services are designed to provide comprehensive solutions for material transportation, leveraging partnerships with leading companies in autonomous driving and AI [4] Group 4: Mobile Internet Business and Market Expansion - The mobile internet segment focuses on overseas distribution and operation of mobile network games, with a strong presence in markets like South Korea, Southeast Asia, and Europe [4] - The subsidiary Yihuan Network has been actively expanding its domestic game market, ensuring stable performance through resource support [4] - The company plans to launch several new games in 2021, including self-developed titles, to drive continuous growth [7] Group 5: Strategic Partnerships and Future Outlook - The company collaborates with Taga to explore integrated operations in open-pit mining, positioning itself as a major shareholder [5] - The intelligent mining sector is expected to grow significantly, with substantial market opportunities driven by government policies and industry demand [6] - Future strategies include enhancing R&D capabilities, expanding into new technologies like VR/AR, and maintaining a dual business model of mobile and industrial internet [8]

Company Overview - The main business of Baotong Technology is in industrial and mobile internet, with a strong focus on industrial internet as a key area for transformation and upgrade [2] - The company has increased R&D and marketing investments, establishing joint ventures to enter the smart operation service market [2] Industrial Internet Development - The industrial internet segment has shifted from pure manufacturing to service markets, particularly in bulk material transportation [2] - The company has developed a digital conveyor belt system and smart monitoring systems, which are expected to see stable growth in 2022 [3][4] - The company aims to integrate technologies such as 5G, AI, and big data to enhance its dual business model [3] Game Development and Market Expansion - The gaming segment is expanding into various global markets, including Southeast Asia, Europe, and the Middle East, with plans to launch 3-4 self-developed products in the upcoming quarters [3] - The company has a rich product pipeline, with several new games set to launch in 2022 [7] Investment and Strategic Partnerships - Baotong Technology is investing in areas such as autonomous driving, virtual reality, and AI, aiming to create a comprehensive digital ecosystem [5] - The company has formed partnerships with various strategic partners to enhance its smart mining and industrial internet capabilities [5][6] Market Trends and Future Outlook - The company anticipates significant growth in the industrial internet sector, driven by government policies and the increasing willingness of coal enterprises to adopt smart technologies [7] - The overall market for intelligent transportation systems in mining is expected to expand, with a focus on automation and digital transformation [7] Financial Performance and Projections - The company expects 2022 to be a year of rapid growth, with multiple projects and products set to launch, contributing to sustainable business development [3][4] - The company has already embedded RFID chips in its conveyor belts to enhance data collection and operational efficiency [4][6]

Financial Performance - In 2021, the company achieved a revenue of 2.76 billion CNY, a year-on-year increase of 7.81% [2] - In Q1 2022, the revenue was 662 million CNY, a decrease of 9.62% year-on-year, with a net profit of 69 million CNY, down 43.96% [2][3] - The average annual compound growth rate of revenue from 2015 to 2021 was 34.33%, and the net profit growth rate was 34.41% [3] Impact of COVID-19 - The pandemic significantly affected operational efficiency, particularly in logistics and project execution during March and April 2022 [3][4] - The company anticipates a recovery in operational efficiency as the pandemic situation improves [4] Business Strategy and Development - The company is focusing on digital transformation and integrating emerging technologies into its operations [2] - It plans to enhance R&D investments, particularly in attracting high-level overseas talent [3] - The company aims to expand its global market presence, targeting major markets including China, Japan, and Europe [3][4] Industrial Internet and Smart Mining - The smart mining market is expected to grow significantly, with a projected penetration rate of 25% by 2025 [4] - The overall market size for smart mining is anticipated to exceed 1 trillion CNY, with a compound annual growth rate of over 85% [8] - The company is positioned as a leader in the intelligent conveying system sector, with a focus on smart mining applications [8] Gaming Sector Insights - The company has a robust pipeline of games, with four titles already approved for release [3] - The gaming industry is evolving, with a shift towards optimizing user experience and service quality [5] - The company is focusing on smaller, high-quality games rather than large-scale productions due to resource constraints [7] Future Outlook - The company remains optimistic about its long-term growth prospects despite current economic uncertainties [6] - It is committed to investing in core business areas, including industrial internet and mobile gaming, to ensure sustainable growth [6][8]

编号：20220512 证券代码：300031 证券简称：宝通科技 无锡宝通科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：20220801 证券代码：300031 证券简称：宝通科技 无锡宝通科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...