京基智农(000048.SZ):汇博机器人2026-2028年业绩承诺每年收入增长率不低于30%

Core Viewpoint - The company, Jingji Zhino (000048.SZ), has committed to an annual revenue growth rate of no less than 30% for Huibo Robotics from 2026 to 2028, supported by solid business foundations and growth potential in various sectors [1] Group 1: Education Equipment Sector - Huibo Robotics has partnered with nearly 2,000 educational institutions, establishing a virtuous cycle of "industry empowering education and education feeding back into industry" [1] - The company is actively introducing embodied intelligence technology as a new growth point, particularly in the context of national support for vocational skills education [1] - There is potential for continued growth in both domestic and international markets, especially along the "Belt and Road" initiative [1] Group 2: New Energy Intelligent Operation and Maintenance Sector - The company adopts a forward-looking "product + operation and maintenance service" model, focusing on photovoltaic power station scenarios [2] - Collaborations with industry leaders such as Southern Power Grid, China National Nuclear Corporation, and others have led to the development of reliable and cost-effective modular photovoltaic cleaning robots and intelligent operation systems [2] - A recent successful bid for a nearly 100 million yuan order from China Energy Construction indicates strong market validation and potential for rapid revenue growth [2] Group 3: Emerging Scene Expansion - The company leverages its core technology of "robot + embodied intelligence" to focus on high-value, practical application scenarios [2] - The development of waterproof, dustproof, and corrosion-resistant core components aims to facilitate the deployment of embodied intelligent robots in complex environments [2] - The company is exploring commercial applications in pig farming, hotels, and property management, which will drive industry upgrades towards intelligence and science [2] - Ongoing product development and order fulfillment are planned, with a new generation of products set to be released [2] - The collaboration between Jingji Zhino and Huibo Robotics will accelerate the establishment of an embodied robotics research institute, focusing on core technology development and transformation [2]