证券日报网1月30日讯 ，博实结在接受调研者提问时表示，基于客户的功能需求，为其提供智能化产品 落地方案是公司业务发展的核心策略。自设立起，公司由设立时的商用车监控终端的单一业务，逐步拓 展了智能交通、智慧出行、智能睡眠、移动支付等数十个业务场景。公司跨领域拓展能力源于公司在通 信、定位、存储、AI等底层技术的应用经验积累，这是公司不断拓展产品应用领域的技术基础。同 时，公司基于对物联网行业高度分散化特点的深刻理解，打造了"模组底座+AI驱动+云端服务+智能终 端"的业务模式，通过"标准化开发+场景定制"的模组和云端开发模式，重点围绕"AI视觉"核心能力，为 物联网不同应用场景提供具有竞争力的终端解决方案。目前，公司在智慧校园、智慧城市、智能运动、 智慧办公等十余个场景均有产品布局，以电子学生证、智能穿戴手表、便携式错题打印机等产品为代表 的其他智能硬件收入稳步增长。未来，公司将依托"通信+定位+AI"底层核心技术和"模组底座+AI驱动 +云端服务+智能终端"的业务模式，积极寻求国内外"AI端侧"市场的业务机会，实现公司长期稳健发 展。 （编辑 袁冠琳） ...

（编辑 袁冠琳） 证券日报网1月30日讯 ，博实结在接受调研者提问时表示，2023年以来，公司与客户建立了稳定的合作 关系，并持续合作开发新的产品种类。从客户处获悉，公司智能睡眠终端产品销售区域持续增加。国内 市场推广的具体进展，请以公司在法定媒体披露的信息和客户发布的信息为准。 ...

南财智讯1月30日电，博实结在投资者关系活动中表示，产品"出海"是公司未来几年的主要战略之一， 也是公司未来收入的重要增长点；公司在智能车载终端领域持续深耕非洲、东南亚、南美等市场，并将 欧美发达地区作为长期的业务开拓重点区域，同时积极拓展海外商用车和乘用车的前后装市场；在智能 睡眠终端领域，公司基于海外客户需求丰富产品种类，预期相关收入将稳步增长。 ...

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, an increase of 0.81% [1] - For the first three quarters of 2025, the company reported a revenue of CNY 1.272 billion, up 21.66%, and a net profit of CNY 180 million, an increase of 33.95% [2] Group 2: Growth Strategies - Continuous product innovation and expansion of application scenarios are key long-term growth strategies for the company [2] - The company has established stable partnerships with well-known enterprises in various IoT sectors, contributing to steady revenue and profit growth [2] - The strategy of "going global" is identified as a major growth point for future revenue, with a focus on markets in Africa, Southeast Asia, and South America [3] Group 3: Product Diversification and Innovation - The company has expanded its product offerings from commercial vehicle monitoring to various IoT applications, including smart transportation, smart sleep, and mobile payment [3][4] - The core capability for product diversification stems from the company's experience in communication, positioning, storage, and AI technologies [4] - The business model emphasizes "module base + AI drive + cloud service + intelligent terminal," providing competitive solutions for different IoT application scenarios [4] Group 4: Market Expansion and Client Collaboration - The company has established stable collaborations with clients in the smart sleep terminal sector, with sales areas continuously increasing [4] - The domestic market promotion of smart sleep terminals is based on information disclosed by the company in legal media and client announcements [4]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 002970 | 锐明技术 | 60.91 | 10.01% | | 17.18万 | 10.44亿 | | 300275 | 梅安森 | 13.69 | 3.79% | | 24.33万 | 3.30亿 | | 300368 | 汇金股份 | 13.36 | 1.37% | | 26.99万 | 3.55亿 | | 600100 | 同方股份 | 9.57 | 1.16% | | 169.28万 | 16.14亿 | | 300302 | 同有科技 | 21.79 | 1.16% | | 40.46万 | 8.91亿 | | 920190 | 雷神科技 | 27.36 | 1.11% | | 2.88万 | 7956.24万 | | 300789 | 唐源电气 | 22.95 | 1.10% | | 3.40万 | 7793.81万 | | 002835 | 同为股份 | 17.39 | 1.05% | | 9.68万 | 1.7 ...

南财投研通数据显示，1月26日，券商给予上市公司目标价共9次，按最新收盘价计算，目标价涨幅排名居前的公司有百利天恒、洛阳钼业、三七互娱，目标 价涨幅分别为368.30%、37.88%、29.53%，分别属于化学制药、工业金属、游戏行业。 | 证券代码 | 证券名称 | 机构 | 最新评级 | 最高目标价 | 目标涨幅 | | --- | --- | --- | --- | --- | --- | | | | | | (元) | (%) | | 688506 | 百利天恒 | 中信证券 | 买人 | 1322.00 | 368.30 | | 603993 | 洛阳辑业 | 中信证券 | 买人 | 34.00 | 37.88 | | 002555 | 三七互娱 | 中信证券 | 买人 | 35.00 | 29.53 | | 002142 | 宁波银行 | 国泰海通证券 | 增持 | 38.89 | 28.39 | | 688599 | 天合光能 | 国泰海通证券 | 增持 | 26.42 | 28.13 | | 300401 | 花园生物 | 中信证券 | 买人 | 22.00 | 25.28 | | 60042 ...

Investment Rating - The report gives a "Strong Buy" rating for the company, marking its first coverage [4]. Core Insights - The company leverages an integrated "end-cloud" architecture and AI to lead in the AIoT full-scenario smart terminal market, addressing the fragmentation challenges in IoT applications [7]. - The overseas business has seen significant growth, with a 25.96% year-on-year increase in overseas revenue in the first half of 2025, indicating improved quality of growth [7]. - The smart sleep terminal business is experiencing explosive growth, projected to increase from 10.08 million yuan in 2023 to 199.00 million yuan in 2024, marking a 1871.25% increase [7]. - The company's financial performance shows strong growth potential, with a 33.95% year-on-year increase in net profit for the first three quarters of 2025 [7]. Financial Data and Valuation - Total revenue is projected to grow from 1,123 million yuan in 2023 to 2,906 million yuan in 2027, with a compound annual growth rate (CAGR) of approximately 29% [3]. - Net profit is expected to rise from 174 million yuan in 2023 to 386 million yuan in 2027, reflecting a consistent growth trajectory [3]. - The company’s price-to-earnings (PE) ratio is projected to decrease from 49.6 in 2023 to 22.4 in 2027, indicating improving valuation metrics [3]. Company Overview - The company operates in the core areas of smart sleep, smart vehicle, smart travel, and smart payment, with a focus on integrating communication, positioning, and AI technologies [11][12]. - The company has a strong shareholder structure, with the largest shareholder holding 33.88% of the shares, indicating concentrated ownership [22]. Industry Situation - The global IoT market is expected to grow from $714.48 billion in 2024 to $4,062.34 billion by 2032, indicating robust growth prospects [41]. - The Chinese IoT market has expanded significantly, with a compound annual growth rate exceeding 20% from 2012 to 2023 [41]. - The AIoT solutions market in China is projected to grow from 541 million yuan in 2020 to 1,287 million yuan in 2025, reflecting a strong upward trend [44].

证券日报网讯1月23日，博实结（301608）在互动平台回答投资者提问时表示，截至2026年1月20日收市 后，公司合并普通账户和融资融券信用账户的股东人数为8160户。 ...

1月20日，博实结跌5.08%，截至发稿，报93.20元/股，成交1.60亿元，换手率4.19%，总市值82.94亿 元。博实结股价已经连续3天下跌，区间累计跌幅6.18%。 资料显示，深圳市博实结科技股份有限公司位于广东省深圳市龙华区民治街道北站社区汇德大厦1号楼 2701、2702、2703，成立日期2009年6月4日，上市日期2024年8月1日，公司主营业务涉及智能车载终 端、智慧出行组件、智能支付硬件、无线通信模组及其他智能硬件等物联网智能化硬件产品的研发设 计、生产和销售。主营业务收入构成为：智能车载终端38.80%，智慧出行组件28.42%，其他智能硬件 23.20%，智能支付硬件4.94%，无线通信模组及其他4.62%。 从博实结十大流通股东角度 信澳新能源产业股票A（001410）成立日期2015年7月31日，最新规模72.65亿。今年以来收益12.17%， 同类排名616/5542；近一年收益52.81%，同类排名1150/4235；成立以来收益492.4%。 信澳新能源产业股票A（001410）基金经理为冯明远。 截至发稿，冯明远累计任职时间9年96天，现任基金资产总规模148.42亿元， ...

证券日报网讯 1月16日，博实结在互动平台回答投资者提问时表示，公司在AI算法尤其是AI视觉算法方 面积累了一定的经验，并将其应用于公司智能交通、智能安防、智慧睡眠等领域。未来，公司将持续深 化该技术的研发投入，重点围绕"AI视觉"核心能力，为不同应用场景提供具有竞争力的"AI端侧"解决方 案。 （编辑 王雪儿） ...