BOTON TECHNOLOGY(300031) 财联社·2024-12-28 08:24Core 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]