Workflow
三个战略成长曲线
icon
Search documents
新北洋:着力构建“三个战略成长曲线”
Zheng Quan Ri Bao Wang· 2025-12-17 14:12
证券日报网讯 12月17日,新北洋(002376)在互动平台回答投资者提问时表示,新北洋坚持"一体两 翼、八大业务"战略,着力构建"三个战略成长曲线",努力实现公司业绩可持续、可预期的有质量增 长。第一战略成长曲线,即打印扫描产品、智能自助终端、智慧金融设备、智能物流装备业务,夯实聚 焦,稳扎稳打,支撑公司未来2至3年收入和利润的持续稳定增长。第二战略成长曲线,即新零售综合运 营、物流自动化分拣运营、设备综合运维服务业务,拓展聚焦,全力以赴,打造公司未来3至5年新的快 速增长点。第三战略成长曲线,即关键基础零部件业务,尝试聚焦,长期坚持,培育公司未来5至7年后 的长远竞争优势与新兴增长极。同时,公司积极拓展海外市场,海外市场收入规模的快速增长,有效支 撑公司整体业绩实现有质量的持续增长。 ...
新北洋(002376) - 2025年5月15日投资者关系活动记录表(2)
2025-05-17 07:09
Group 1: Company Overview - New Beiyang has completed the strategic layout of "one body, two wings, and eight major businesses" since its second entrepreneurship began in 2015, focusing on automation and specific market segments such as finance, logistics, and healthcare [3] - The "one body" consists of two specialized product solutions and two scenario-based product solutions, which serve as the core development foundation [3] - The "two wings" include upstream key component solutions and downstream service operation solutions, promoting collaboration across the industry chain [3] Group 2: Strategic Growth Curves - The first strategic growth curve focuses on specialized product solutions and scenario-based product solutions, aiming for stable revenue and profit growth over the next 2 to 3 years [4] - The second strategic growth curve targets service operation solutions, extending downstream to create new growth points over the next 3 to 5 years [4] - The third strategic growth curve involves advancing upstream with key component business, aiming for long-term competitive advantages over the next 5 to 7 years [5] Group 3: Financial Performance - As of the end of 2024, the revenue from the intelligent self-service terminal business is approximately CNY 5.13 billion, representing a year-on-year growth of 34.22% [9] - The revenue from the new retail comprehensive operation business is about CNY 1.6 billion, with a year-on-year growth exceeding 50% [9] Group 4: Business Model and Innovation - New Beiyang's new retail business model integrates public and commercial points, enhancing service capabilities through partnerships with government functions [10] - The company employs a "city focus" strategy to build competitive advantages in specific urban areas, aiming for a scalable business model [11] - The new retail business is still in its growth phase, primarily generating revenue from product sales while exploring diversified value-added services [11] Group 5: Future Plans and Market Position - New Beiyang plans to focus on logistics automation key components, aiming to achieve a leading market position in the logistics sector [12] - The company is actively promoting its self-developed components to other integrators to achieve mass cooperation [12] - The strategic plan includes three phases: focusing on logistics sorting automation components, then logistics automation components, and finally robotics automation components [13]