步科股份分析师会议-2025-03-11

Investment Rating - The report does not explicitly state an investment rating for the specialized equipment industry or the specific company being analyzed [1]. Core Insights - The company operates two major manufacturing bases in Shenzhen and Changzhou, currently running at full capacity, with plans for an additional intelligent manufacturing base in Changzhou to produce 1.81 million industrial control products [19]. - The company is actively expanding its international market presence, focusing on regions such as the Middle East, Europe, Southeast Asia, and the Americas, with established local marketing teams in India and Indonesia [19]. - The company is positioned to meet the increasing demand for domestic products in the high-end manufacturing sector, with its human-machine interface (HMI) products capable of competing with international brands [20]. - The medical imaging equipment sector is identified as a stable strategic industry for the company, with ongoing collaborations with major clients like Siemens and United Imaging, and plans to expand into new client relationships as domestic healthcare develops [20]. Summary by Sections 1. Basic Research Information - The research was conducted on the company Buke Co., Ltd., which belongs to the specialized equipment industry, on March 4, 2025 [13]. 2. Detailed Research Institutions - Various institutions participated in the research, including Zhejiang Securities, Huaxi Securities, and several fund management companies [14][15]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [17]. 4. Main Content Information - The company is focused on expanding its production capacity and enhancing its international market strategy, with a strong emphasis on high-end manufacturing and medical imaging sectors [19][20].