【私募调研记录】汐泰投资调研宝通科技

Group 1 - The core viewpoint of the news highlights that Baotong Technology is experiencing a decline in revenue but a significant increase in net profit, indicating a strong performance despite market challenges [1] - Baotong Technology's operating revenue decreased by 9.67%, while the net profit attributable to shareholders grew by 97.93%, showcasing resilience in its financial performance [1] - The company's industrial internet business faced an 8.10% revenue decline due to macroeconomic changes and intensified market competition [1] Group 2 - Baotong Technology is actively embracing AI technology and is advancing its smart transformation in industrial and mobile internet businesses [1] - The company is collaborating with Yushu Technology to develop quadruped robots, which are currently being tested in industries such as steel and electricity, with expectations for commercialization this year [1] - In the mobile internet sector, Baotong Technology plans to explore AI applications in game development and operations to enhance user engagement [1] Group 3 - Baotong Technology is progressing with the construction of a digital conveyor belt project in Thailand, with the first conveyor belt successfully trial-produced [1] - The company aims to increase its investment in AI research and development, optimize business processes, and enhance core competitiveness [1] - A talent incentive mechanism is being implemented to ensure the stability of its core talent team [1]