Group 1: Company Performance - Zhongchong Co., Ltd. had 251 institutions conducting research, with a projected revenue of 2.432 billion yuan for the first half of 2025, representing a year-on-year growth of 24.32%, and a net profit of 203 million yuan, up 42.56% [1] - Hikvision achieved total revenue of 41.818 billion yuan in the first half of the year, a year-on-year increase of 1.48%, and a net profit of 5.657 billion yuan, up 11.71% [3] - The average increase of stocks under institutional research was 3.89% over the past week, with Guojijinggong and Feilong Co., Ltd. both exceeding 20% growth [5] Group 2: Strategic Initiatives - Zhongchong Co., Ltd. is accelerating its global supply chain layout with 22 modern production bases established worldwide and over 10 new projects in progress [1] - Hikvision aims for over 10% growth in net profit for the entire year of 2025, focusing on high-quality revenue growth and embracing AI technology [3] - Feilong Co., Ltd. is integrating thermal management technology with various advanced fields, including AI and data centers [5][6] Group 3: Market Trends and Collaborations - Xiaxia Precision is supplying precision gears and reducers for humanoid robots, with small-scale orders expected to have minimal impact on current revenue [6] - Baotong Technology has made significant breakthroughs in collaboration with BHP, the world's largest mining group, for the development of quadruped and biped robots [6] - Estun is integrating AI technology into its next-generation controllers, enhancing product intelligence through the application of cutting-edge technologies [7]

宝通科技8月7日在投资者关系活动中透露，公司与宇树科技合作的机器人在工业场景成功应用，并已与 全球第一大矿业集团必和必拓达成合作，其已订购公司二次开发的四足及二足机器人。此外，公司还与 必和必拓共同研发野外长距离输送的无人化巡检新路径。通过与必和必拓的合作，将积累更多的经验与 技术储备，未来会围绕客户需求批量开展落地，目前正与智利国家铜业等客户开展沟通与场景适配，公 司将深化工业智能化这一战略，力图打造更多的行业解决方案。 ...

证券代码：300031 证券简称：宝通科技 无锡宝通科技股份有限公司投资者关系活动记录表 编号：20250807 问题 4：未来还有什么什么计划？ 答：通过与必和必拓（BHP）的合作，我们将积累更多的经 验与技术储备，未来会围绕客户需求批量开展落地，目前我们正 与智利国家铜业（CODELCO）等客户开展沟通与场景适配，公司 将深化工业智能化这一战略，力图打造更多的行业解决方案。 | | □特定对象调研 □分析师会议 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | | | | 类别 | □新闻发布会 □路演活动 | | | | | | | | □现场参观 | | | | | | | | ☑其他 (电话会议) | | | | | | | | 东北证券、恒泰证券、易方达基金、鹏华基金、兴华基金、中庚 基金、泰信基金、正圆私募基金、泰康资产管理、上海通晟资产 | | | | | | | 参与单位名称及 | 管理、海富通基金、诺安基金、红土创新基金、青骊投资管理、 | | | | | | | ...