4 问：想了解公司未来的主要业务发展方向。 证券代码：002698 证券简称：博实股份 哈尔滨博实自动化股份有限公司投资者关系活动记录表 编号：2025-008 投资者关系活动类别 □√特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（电话会议） 会议 现场调研 时间 2025 年 10 月 9 日 15:00 至 16:00 参与单位名称 及人员姓名 招商证券股份有限公司 方嘉敏 大家资产管理有限责任公司 蔡 云 地点 公司会议室 上市公司接待人员姓名 董事、董事会秘书 陈博 投资者关系活动主要 内容介绍 主要交流内容： 1 问：想了解公司智能制造装备在产品应用领域的主要竞争优势。 答：在智能制造装备产品线方面，公司产品具备高速、高精度、运行高可靠性的技术优势， 精准聚焦高端智能制造装备市场，满足客户对高效、安全、精细化生产的严苛要求。在智能 制造整体解决方案领域，公司深度融合机器视觉、深度学习、机器人控制算法等人工智能技 术，打造多品类创新产品方案，为客户构建数字化、智能化的生产场景。公司提供固体物料 后处理、电石矿热炉冶炼作业智能车间等智能制造整体解决方 ...

Group 1: Company Overview and Market Position - Harbin Boshi Automation Co., Ltd. focuses on intelligent manufacturing equipment, emphasizing innovation and technological leadership as core competitive advantages [2] - The company maintains a leading position in domestic technology and product performance, achieving international advanced levels in some applications [2] Group 2: Product and Service Offerings - The company offers a comprehensive lifecycle management service system for intelligent manufacturing equipment, covering consulting, spare parts sales, equipment maintenance, and production operation management [2] - The integration of intelligent equipment and industrial services enhances customer loyalty and mitigates risks associated with fluctuations in intelligent equipment business [2] Group 3: Innovation and Development Strategy - The company adopts a systematic innovation approach, progressing from key single equipment ("point") to automated production lines ("line") and ultimately to comprehensive intelligent manufacturing solutions ("surface") [4] - The development path includes addressing critical industry pain points and leveraging accumulated technology to enhance core competitiveness [5] Group 4: Impact of National Policies - National policies supporting the "Manufacturing Power" strategy provide a robust framework for the development of high-end intelligent manufacturing equipment, facilitating technological innovation and market expansion [3] - The company benefits from a conducive policy environment that promotes investment, consumption, and demand, which is crucial for its growth [3] Group 5: Future Prospects and Projects - The company successfully delivered two intelligent factory projects in 2024 and is actively promoting the digital transformation of the electric stone industry [6] - Ongoing development of humanoid robots aims to meet high standards for mobility, operation, and intelligence, with prototypes expected to be showcased in Q4 2025 [7]

Core Viewpoint - The joint issuance of the "Guiding Opinions on Accelerating the Digital Development of Quality Certification" by multiple government departments aims to enhance the digital transformation of industries and improve the quality of economic and social development through digital quality certification [1][3]. Group 1: Goals - By 2030, the goal is to gradually improve the top-level institutional design for digital quality certification, establish digital evaluation rules and technical standards, and explore successful cases of certification empowering digital transformation in key industries [3]. - By 2035, the aim is to fully establish a clear and innovative digital quality certification system and implementation framework, accelerating the construction of high-level new quality infrastructure to meet the development needs of various industries [3]. Group 2: Key Tasks - Promote the innovative application of digital technology in quality certification, enabling real-time online collection and analysis of key evidence for certification business, and exploring AI-assisted review models to enhance certification effectiveness and credibility [4]. - Explore digital certification for smart farms, smart pastures, and smart fishing grounds, while increasing the supply of high-standard service certification systems in education, healthcare, elderly care, smart cities, digital communities, and fintech [4]. - Strengthen key technological innovations in certification for digital infrastructure such as operating systems, cloud computing, and data centers, while continuously improving the certification system for cybersecurity, data security, and personal information protection [4]. - Enhance the unified collection, deep mining, and effective utilization of data to enable quality prediction and full-process traceability of certified products, creating a new model for intelligent regulation [4].

Core Viewpoint - The article discusses the joint issuance of guidelines by various government departments in China to accelerate the digital development of quality certification, emphasizing its role in empowering industrial digital transformation and enhancing high-quality economic development [1]. Group 1: Goals - By 2030, the aim is to gradually improve the top-level institutional design for quality certification digitalization, establish digital evaluation rules and technical standards, and explore successful cases of certification empowering digital transformation in key industries [3]. - By 2035, the goal is to fully establish a clear and innovative quality certification digital technology system and implementation framework, creating high-level new quality infrastructure that meets the development needs of various industries [3]. Group 2: Key Tasks - Promote the innovative application of digital technology in quality certification, enabling real-time online collection and analysis of key evidence for certification business, and exploring AI-assisted review models to enhance certification effectiveness and credibility [4]. - Explore digital certification for smart farms, smart pastures, and smart fishing grounds, while increasing high-standard service certification in education, healthcare, elderly care, smart cities, digital communities, and fintech [4]. - Strengthen key technological innovations in digital infrastructure certification, including operating systems, cloud computing, and data centers, while continuously improving certification systems in cybersecurity, data security, and personal information protection [4]. - Enhance data collection, deep mining, and effective utilization to enable quality prediction and full-process traceability of certified products, creating a new model for intelligent regulation [4].

Core Viewpoint - The company emphasizes its strategic focus on promoting smart workshops and factories, leveraging national policies to enhance its competitive edge in the high-end intelligent manufacturing equipment sector [1] Group 1: Business Promotion and Market Space - The company promotes its products through successful demonstration applications and participation in industry conferences [1] - The market space is supported by national policies aimed at advancing intelligent manufacturing and digital economy, particularly during the 14th Five-Year Plan period [1] Group 2: Competitive Advantage - The company adopts a differentiated competition strategy based on technological leadership, product innovation, and comprehensive industrial service capabilities [1] - Significant differences from competitors are established through technical research and development, product innovation, and engineering implementation experience [1] Group 3: Application Fields - The company's products are widely used across various industries, including petrochemical, new energy, food, pharmaceuticals, and logistics, providing efficient smart manufacturing equipment [1] - There is a long-term positive outlook for leading enterprises in the application fields, driven by demands for automation, digitalization, and upgrades in intelligent manufacturing [1]

Group 1 - Zhejiang's economy is a significant reflection of China's high-quality economic development, showcasing resilience and vitality [1] - The event "Innovation and Transformation of Chinese Enterprises in Zhejiang" aims to facilitate information sharing and communication among listed companies, investors, and industry analysts [1] - The event features discussions on advanced technologies such as autonomous driving and smart transportation systems, highlighting their impact on future traffic management [1][2] Group 2 - The macroeconomic analysis by Zheshang Securities emphasizes the global economic slowdown and complex trade dynamics, providing valuable insights for companies to navigate challenges [2] - A roundtable discussion addresses industry competition, market potential, and emerging technology applications, fostering a dialogue between analysts and corporate executives [2] - Zhejiang listed companies are actively pursuing digital and intelligent development, contributing to the national modernization process through technological innovation [3] Group 3 - The event includes site visits to key companies like Zhejiang Expressway, Alibaba, and Hikvision, allowing participants to observe innovations in smart transportation and digital economy [3] - The initiative aligns with national policies aimed at enhancing the capital market's support for the real economy, creating a platform for multi-party engagement [3] - The event serves as a crucial window for Zhejiang listed companies to showcase innovations and connect with capital resources, facilitating a better understanding of industry dynamics [3]