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东土科技:4月24日接受机构调研,博时基金、成泉资本等多家机构参与

Core Viewpoint - Dongtu Technology (300353) is experiencing positive growth in its industrial network communication business due to increased demand for industrial network upgrades and its competitive advantages in self-developed technology [2][4]. Group 1: Company Overview - Dongtu Technology held an institutional research meeting on April 24, 2025, attended by various investment firms [1]. - The company specializes in industrial network technology and intelligent control technology [8]. Group 2: Business Performance - In Q1 2025, Dongtu Technology reported a main revenue of 140 million yuan, a year-on-year increase of 3.08% [8]. - The net profit attributable to shareholders was -49.88 million yuan, showing a year-on-year increase of 44.03% [8]. - The company's gross profit margin stands at 39.5% [8]. Group 3: Industrial Network Communication Business - The industrial network communication business is expected to grow due to the increasing demand for smart factory upgrades and the urgent need for domestic alternatives in key infrastructure sectors such as electricity and rail transit [2]. - The company has a cost advantage and competitive edge due to its fully self-developed technology [2]. Group 4: I Robot Operating System - Dongtu Technology is strategically positioning itself in the I robot operating system market, leveraging its extensive experience in industrial applications [3]. - The I robot operating system features a hybrid architecture that enhances real-time performance and reduces costs, addressing the needs of future large-scale applications [4][5]. - The system's core code has a 100% self-developed rate, which improves interaction speed and performance metrics [4]. Group 5: Market Sentiment and Predictions - In the last 90 days, two institutions rated the stock as a buy, with an average target price of 16.17 yuan [9]. - Recent financing data indicates a net inflow of 455 million yuan in the last three months, suggesting increased investor interest [10].