Core Viewpoint - The company is focusing on enhancing its research and development capabilities in artificial intelligence and robotics, aiming to integrate hardware into its solutions to better meet industry needs [2][5]. R&D Focus - The company will concentrate on artificial intelligence, developing scenario-level solutions across various industries, and enhancing technical capabilities [2]. - Robotics will also be a key area, with plans to introduce practical cases in certain business lines and collaborate with universities and strategic investments [2]. - The company aims to deepen its own solution capabilities while actively partnering with hardware manufacturers to create integrated solutions [2]. Partnership with Alibaba - Alibaba is a significant client and partner, with over 10 years of collaboration, providing R&D, operation, and technical support for Alibaba's products [3]. - The company has participated in the development of 57 financial intelligent solutions with Alibaba, focusing on credit risk control and compliance quality inspection [3]. Employee Planning - Future personnel planning will focus on business structure upgrades and operational efficiency rather than personnel expansion, aiming to enhance per capita revenue [4]. - The overall employee scale is expected to remain stable or slightly adjusted, with an emphasis on improving output efficiency through technology [4]. 2025 Performance Outlook - The company anticipates steady revenue growth in 2025, focusing on strategic large clients in finance, internet, and high-tech sectors [5]. - New business areas such as digital agriculture and smart energy will be prioritized, with a goal to enhance solution capabilities and provide comprehensive lifecycle services [5]. - In 2024, the company signed contracts worth over 810 million yuan, with expectations for rapid revenue growth from new business in 2025 [5]. Financial Performance - In Q1 2025, the company reported a main revenue of 1.652 billion yuan, a year-on-year increase of 0.76%, and a net profit of 71.6942 million yuan, up 271.83% [6]. - The company’s gross profit margin stood at 19.58%, with a debt ratio of 27.69% [6]. Profit Forecast - Various institutions have provided profit forecasts for the company, with expected net profits of 2.18 billion yuan in 2025 and 2.64 billion yuan in 2026 [7]. - The company has seen a net inflow of 100 million yuan in financing over the past three months, indicating positive market sentiment [7].

证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：2025-002 | □ | 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（请文字说明其他活动内容） | | | 本次活动采用现场路演+策略会小范围的形式，参会人员共计 15 | | | 人，来自 8 家机构，具体名单如下： | | | 所属公司 姓名 | | | 华夏基金管理有限公司 刘平、李彦、贾静雯 | | | 摩根士丹利华鑫基金管理有限公司 雷志勇 | | | 开源证券股份有限公司 陈宝健、李海强 | | 参与单位名称及 | 上海鹏石投资管理有限公司 宁屹 | | 人员姓名 | 北京明澄私募基金管理有限公司 侯子骄 | | | 首创证券股份管理有限公司 邓睿祺 | | | 李登虎、程广飞、孙晟、何珅 建信基金管理有限责任公司 | | | 华、刘志威 | | | 国泰海通证券股份有限公司 宋亮 | | | 在交流活动中，我公司严格遵守相关规定，保证信息披露真实 ...