两业融合
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探寻“广州屏”成长秘籍:新型显示产业已成城市新支柱
Nan Fang Du Shi Bao· 2025-03-25 12:36
探寻"广州屏"成长秘籍:新型显示产业已成城市新 支柱 12218,是广州构建现代化产业体系的"密码"。即日起,南方都市报广州新闻部以深调研的方式记录这 场"产业竞速赛",深入工厂车间,探寻企业"智造"动能,推出广州观察之走读"12218"系列报道,敬请 垂注。 2月17日在北京召开的民营企业座谈会上,广州开发区的一位民营企业家出圈了。广州视源电子科技股 份有限公司(下称"视源电子")董事王毅然受邀参加会议。 这让公众注意到了视源电子背后的广州新型显示产业,其已然成长为广州新的支柱性产业。在今年初广 州提出的"12218"现代化产业体系中,"超高清视频与新型显示"被定位为"6个新兴支柱产业"之一。 3月20日,在广州"12218"现代化产业体系媒体调研行中,媒体记者走进了视源电子等位于广州开发区的 三家企业,探寻随广州新兴产业一同成长崛起的行业龙头企业的"成长秘籍"。 "两业融合"在企业上演 硬件生产商也是智慧教育服务商 视源电子于2005年12月在广州成立,以显示主控板卡业务起家,并逐渐向硬件制造的下游发展业务,成 长为一家同时具备软硬件技术的行业龙头企业。王毅然在接受媒体采访时表示,视源电子在广州以1.4 ...
博实股份分析师会议-2025-03-14
Dong Jian Yan Bao· 2025-03-13 23:30
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, 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].