BOSHI(SZ:002698) Dong Jian Yan Bao·2025-03-13 23:30Investment 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, Boshi Co., specializes in intelligent manufacturing equipment, serving various sectors including petrochemicals, new energy, and food processing, and is focused on promoting smart factory solutions [21][22]. - The company's competitive advantage lies in its technological leadership, having developed proprietary intelligent equipment that has replaced imported devices, contributing to the localization of major equipment [21][22]. - The company has a dual-engine growth model combining intelligent equipment and industrial services, which has significantly supported its revenue growth [21][22][26]. Summary by Sections 01 Research Overview - The research was conducted on Boshi Co., a company in the specialized equipment industry, on March 12, 2025, with participation from Hangzhou Zhongda Junyue Investment [1][13]. 02 Detailed Research Institutions - The only participating institution was Hangzhou Zhongda Junyue Investment, represented by Qu Fang and Wu Jixuan [16]. 03 Research Institution Proportion - 100% of the participating institutions were investment companies [19]. 04 Main Content Information - The company’s intelligent manufacturing equipment is widely applied across multiple industries, and it aims to assist in the intelligent transformation of these sectors [21]. - The company maintains a leading position in technology and has developed a range of intelligent manufacturing solutions, including high-temperature operation robots for the calcium carbide industry, which have garnered significant orders [21][22]. - The company’s strategy involves a path of "point → line → surface" for product development, starting with key equipment and expanding to complete solutions [25]. - The industrial services team provides comprehensive operational management services, enhancing customer focus on core competencies and contributing to the company's revenue growth [26]. - The company’s industrial services and intelligent manufacturing equipment sales create a synergistic effect, enhancing customer loyalty and extending the industry chain [28].