Group 1: Financial Performance - In 2019, water treatment business revenue was 2.53 billion, accounting for 78% of total revenue; soil remediation revenue was 356 million, accounting for 11%; professional technical service revenue was 170 million, accounting for 5%; and operational revenue was 160 million, accounting for 5% [5] - The company achieved significant cash flow improvement in 2019, primarily due to 7 PPP projects entering operation and an expected 17 projects to enter operation in 2020, leading to stable revenue inflow [5] - In Q1 2020, revenue remained stable, but net profit decreased slightly due to increased financial expenses of 14 million and delays caused by the pandemic [5][6] Group 2: Project and Order Status - The company currently has orders worth approximately 10 billion, with around 6 billion from controlling PPP projects, which will generate operational revenue during the concession period [6][7] - The company is involved in the upgrade of wastewater treatment systems for several designated hospitals in Guangxi, indicating potential growth in the medical wastewater treatment sector [6] - The company plans to gradually increase the revenue share from equipment supply (EP) to 30%, operational revenue to 30%, and reduce engineering revenue share to 30% over the next two to three years [9] Group 3: Strategic Initiatives - The company aims to enhance project construction and operational entry to mitigate the impact of Q1 construction delays [6] - It is focusing on regional expansion and business coverage by collaborating with state-owned companies to establish joint ventures [6] - The company is continuously optimizing its business model and strengthening payment collection to gradually exit underperforming PPP projects [6][8] Group 4: Competitive Positioning - The company has a strong technical team with high educational backgrounds, which has contributed to its success in obtaining significant national awards [10] - It has established multiple production bases for environmental equipment, ensuring a steady supply for its projects [10] - The company is exploring partnerships with local state-owned enterprises to leverage their investment capabilities for project development [11]

Financial Performance - In 2019, the company achieved operating revenue of 324,360.41 million yuan, a year-on-year increase of 19.07% [4] - The net profit attributable to ordinary shareholders was 28,244.43 million yuan, reflecting a growth of 20.30% compared to the previous year [4] - The company reported a significant improvement in operating cash flow year-on-year [4] Market Opportunities - The environmental protection industry is expected to enter a rapid development phase due to supportive government policies, with a projected market scale of 860 billion yuan for soil remediation by 2024 [5] - The waste disposal sector, particularly in garbage incineration, is anticipated to see substantial investment, with an estimated 169.93 billion yuan for new processing facilities during the 13th Five-Year Plan [5] - The market for kitchen waste treatment is expected to reach 861.14 billion yuan this year [5] Technological Advancements - The company has developed a chlorine dioxide preparation system that has achieved international advanced levels, breaking the long-standing foreign technology monopoly [9] - The technology has been industrialized since 2009, with over 40 sets of chlorine dioxide bleaching production lines provided to more than 30 enterprises in 12 countries, producing over 15 million tons of bleached pulp [9] Response to COVID-19 - The company has actively participated in upgrading wastewater treatment systems for designated hospitals during the pandemic, leading to new business opportunities in medical wastewater treatment [8] - The company has donated over a thousand tons of high-purity chlorine dioxide disinfectant to various government departments and institutions for epidemic prevention [11] Strategic Initiatives - The company is focusing on optimizing its business model and enhancing project implementation and payment collection as key priorities for the year [8] - It aims to leverage policy opportunities related to the pandemic to mitigate short-term market fluctuations and improve operational efficiency [8] Research and Development - The company holds 212 patents, including 34 invention patents, and has a patent technology conversion rate exceeding 70% [17] - It has established multiple research platforms, including a national enterprise technology center and a postdoctoral research station, to enhance its innovation capabilities [17] Competitive Landscape - The company acknowledges the competitive advantages in the wastewater treatment sector but aims to improve its net profit margin, which is currently below 10% [23] - The company is committed to continuous innovation and improving its core competitiveness to provide better returns to investors [23]

博览世界 科技为先 证券代码：300422 证券简称：博世科 债券代码：123010 债券简称：博世转债 广西博世科环保科技股份有限公司 2020 年 2 月 11 日投资者关系活动记录表（更新后） | --- | --- | --- | |----------------|------------------------------|----------------------------------------------------| | | □ | 特定对象调研 √ 分析师会议 | | | □ | 媒体采访 □ 业绩说明会 | | 投资机构关系活 | □ 新闻发布会 □ 路演活动 | | | 动类别 | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | 机构投资者 | | | 人员姓名 | | | | 时间 | 2020 年 2 月 11 日 | 16:00-17:00 | | 地点 | 电话会议 | | | 上市公司接待人 | | | | 员姓名 | 董事长助理兼投资总监：李成琪 | | | 投资者关系活动 | （一）基本情况介绍 | | | 主要内容介绍 | | 公司董事长助 ...

Group 1: Company Overview and Operations - The company completed the wastewater treatment project for the Yungwu Hospital in just 7 days, showcasing its efficiency and comprehensive service capabilities [4] - The investment scale for wastewater treatment systems ranges from approximately CNY 3 million to CNY 15 million, depending on the processing capacity of 100 tons/day to 1000 tons/day [4] - The company has developed integrated wastewater treatment systems and disinfection equipment, which have been successfully applied in various projects [5] Group 2: Financial Performance and Cash Flow - In 2019, the company expected significant improvement in operating cash flow, primarily due to the optimization of new orders and enhanced receivables collection [5] - The company has approximately CNY 4 billion in existing PPP orders, with construction components around CNY 1 billion [6] - The company aims to reduce its asset-liability ratio through public offerings and strategic investments, while increasing revenue from equipment sales [8] Group 3: Market Opportunities and Strategic Focus - The company is focusing on expanding its medical wastewater treatment capabilities, which are expected to grow significantly in the next one to two years [6] - The market demand for rural wastewater treatment is substantial, with the company actively involved in projects across multiple provinces [7] - The company’s automated production line for small-scale wastewater treatment equipment is expected to produce 18,000 units annually, aligning with the growing market demand [7] Group 4: Research and Development - R&D expenses accounted for approximately 60% of management costs in 2018, with an upward trend in 2019, reflecting the company's commitment to innovation [11] - The company has received national awards for its advancements in chlorine dioxide preparation technology, indicating strong technical capabilities [11] - The company’s small-scale wastewater treatment equipment has improved production efficiency by 30-40% and reduced costs by 30-40%, enhancing its competitive edge [10]

编号：2020-02 博览世界 科技为先 证券代码：300422 证券简称：博世科 债券代码：123010 债券简称：博世转债 广西博世科环保科技股份有限公司 2020 年 2 月 28 日投资者关系活动记录表 | --- | --- | --- | --- | |----------------|-------------|--------------------------------|----------------| | | □ | 特定对象调研 √ 分析师会议 | | | | □ | 媒体采访 □ 业绩说明会 | | | 投资机构关系活 | □ | 新闻发布会 □ 路演活动 | | | 动类别 | □ 现场参观 | | | | | □ 其他 | | | | 参与单位名称及 | 姓名 | 机构 | 职务 | | 人员姓名 | 马成骥 | 九泰基金管理有限公司 | 研究员 | | | 文 洲 | 上海师正投资管理有限公司 | 投资总监 | | | 吴祖鹏 | 华泰证券股份有限公司 | 研究员 | | | 张 晋 | 国元证券股份有限公司 | 投资经理 | | | 踪敬珍 | 海富通基金管理有限公司 | ...

Group 1: Investor Relations Activities - The company organized an investor open day themed "Practicing the Chinese Dream: Approaching Listed Companies" in collaboration with the Shenzhen Stock Exchange and the Guangxi Securities Regulatory Bureau [5] - The event included a visit to the company's exhibition hall and technical research laboratory, where the financial director and technical director provided an overview of the company's development history and main business [6] - The event aimed to enhance communication between investors and the securities market, with approximately 12,000 participants in similar activities since May 2012 [7] Group 2: Financial Performance - In the first nine months of 2017, the company achieved operating revenue of 922 million CNY, a year-on-year increase of 61.61% [8] - The operating profit reached 82.74 million CNY, up 108.46% compared to the previous year, while the net profit attributable to shareholders was 75.46 million CNY, reflecting a growth of 134.66% [8] - As of September 2017, the company's total assets reached 3.56 billion CNY, with net assets of 1.075 billion CNY, indicating continuous and stable growth [8] Group 3: Business Expansion and Strategy - The company has established a comprehensive environmental service system covering various areas such as environmental assessment, monitoring, consulting design, equipment manufacturing, engineering construction, and investment operation [6] - The company has expanded its market presence to regions including Hunan, Hubei, Yunnan, Jiangsu, Guizhou, Hebei, Southeast Asia, and North America [8] - The company has successfully secured large orders, including a 9.18 billion CNY project for the governance of black and odorous water bodies in Nanning [11] Group 4: Compliance and Corporate Governance - The company emphasizes compliance with information disclosure obligations, having received the highest rating of A in the information disclosure assessment in its first year of listing [9] - The company has implemented a stock incentive plan to enhance employee cohesion and support long-term stable development [9] - The company maintains a focus on legal and compliant operations, ensuring timely and complete information disclosure to investors [8] Group 5: Talent Strategy - The company has over 1,800 employees, including nearly 500 technical personnel, with a significant number holding advanced degrees [12] - The company has developed a comprehensive human resource management system and incentive mechanisms to attract and retain talent [12] - The company holds 111 patents, emphasizing the importance of original technology and research in maintaining competitive advantage [12]

编号：2019-03 博览世界 科技为先 证券代码：300422 证券简称：博世科 债券代码：123010 债券简称：博世转债 广西博世科环保科技股份有限公司 2019 年 7 月 30 日投资者关系活动记录表 | --- | --- | --- | --- | |----------------|-------------|------------------------------|-----------------| | | √ | 特定对象调研 □ 分析师会议 | | | | □ | 媒体采访 □ 业绩说明会 | | | 投资机构关系活 | □ | 新闻发布会 □ 路演活动 | | | 动类别 | √ 现场参观 | | | | | □ 其他 | | | | 参与单位名称及 | 姓名 | 单位 | 职务 | | 人员姓名 | 刘思甸 | 博时基金管理有限公司 | 基金经理 | | | 朱玮琳 | 银华基金管理有限公司 | 基金经理 | | | | 上海远策投资管理中心（有限合 | 副总经理 / 投资 | | | 李 健 | 伙） | 经理 | | | 庞蔚勍 | 广西荣和企业集团有限责任公司 | 投资经 ...

Financial Performance - In 2018, the company achieved operating revenue of 2,724.02 million CNY, a year-on-year increase of 85.49% [4] - The operating profit for 2018 was 277.20 million CNY, up by 66.40% compared to the previous year [4] - The net profit attributable to shareholders was 235.26 million CNY, reflecting a growth of 60.37% year-on-year [4] - For Q1 2019, the company reported operating revenue of 640.96 million CNY, a 23.37% increase from the same period last year [4] - The net profit attributable to shareholders in Q1 2019 was 70.83 million CNY, up by 16.91% year-on-year [4] Market and Investor Relations - The company emphasizes the importance of market value management and aims to maximize shareholder interests [5] - The company maintains independence in its financial operations, ensuring no shared "fund collection accounts" with related parties [5] - The management is committed to enhancing communication with investors and improving operational management to boost profitability [5] Business Development and Strategy - The company is actively expanding its solid waste disposal and soil remediation services, with significant projects in various provinces [8] - As of April 2019, the company had contracts worth approximately 657 million CNY in soil remediation, including 416 million CNY for oil sludge disposal projects [8] - The company is focusing on technological innovation and has established multiple research and development platforms to enhance its competitive edge [9] Debt and Financing - The company has a high bank credit limit, with approximately 1 billion CNY available for financing, indicating no current obstacles in bank financing [7] - Measures to reduce the asset-liability ratio include improving receivables collection and promoting high-quality revenue growth [7] Stock Options and Incentives - The company has implemented a stock option incentive plan, issuing 15 million shares with a strike price of 11.76 CNY per share [20] - The options will be exercised in three phases over three years, contingent on meeting performance conditions [20] Future Outlook - The management expresses confidence in achieving a net profit growth of no less than 40% in 2019 compared to 2018 [20] - The company plans to continue its focus on core business areas to enhance performance valuation levels [5]

博览世界 科技为先 证券代码：300422 证券简称：博世科 广西博世科环保科技股份有限公司 投资者关系活动记录表 编号：2018-03 | --- | --- | --- | --- | --- | |----------------|--------------------------------|-------|--------------------------------------|----------------------| | | | | | | | | □ 特定对象调研 □ 分析师会议 | | | | | | □ 媒体采访 √ 业绩说明会 | | | | | 投资机构关系活 | □ 新闻发布会 √ 路演活动 | | | | | 动类别 | □ 现场参观 | | | | | | □ 其他 | | | | | 参与单位名称及 | 姓名 | | 单位 | 职务 | | 人员姓名 | 本次业绩说明会的所有线上投资者 | | | | | | | | | | | 时间 | 2018 年 5 月 8 日 | | 14:00-16:00 | | | | | | 现场：广西博世科环保科技股份有限公司 | 8 ...

博览世界 科技为先 证券代码：300422 证券简称：博世科 广西博世科环保科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------------|-----------------------------------------------| | | □ | 特定对象调研 □ 分析师会议 | | 投资者关系活动 | □ | 媒体采访 □ 业绩说明会 | | 类别 | □ 新闻发布会 □ 路演活动 | | | | □ | 现场参观 ■ 其他 （投资者网上集体接待日活动 ） | | | | 广西证监局党委委员、副局长：聂旺标 | | | | 广西证监局公司监管处处长：周海东 | | | | 广西上市公司协会常务副会长：梁君 | | | 广西上市公司协会副会长：秦敏 | | | 参与对象 | | 广西上市公司协会监事长：周宁星 | | | | 深圳证券交易所投教中心助理经理：刘然 | | | | 深圳市全景网络有限公司常务副总经理 ：黄玫 | | | 广西地区 37 | 家上市公司董事长或总经理、董秘、财务总 ...