Core Viewpoint - Baoxin Software is actively integrating into the development of Shanghai, focusing on digital transformation in manufacturing during the 14th Five-Year Plan period [2] Group 1: Company Strategy - The company aims to enhance collaboration with Shanghai enterprises, universities, and research institutions in areas such as artificial intelligence, industrial internet platforms, computing power, and rail transit [2] - Baoxin Software has made breakthroughs in key core technologies for large PLC products, achieving full-stack autonomy with its Tianxing series T3 and T4 products [2] Group 2: Market Applications - The full-stack autonomous products have been applied on a large scale in new cold-rolling lines at Guangxi Hongwang and have achieved breakthroughs with leading semiconductor manufacturers and major port machinery clients [2]

Group 1: Investor Relations Activities - The company conducted multiple investor relations activities from January 5 to January 16, 2026, including phone conferences, on-site research, and strategy meetings with various investment firms [2][3][4][5][6][8] - A total of 39 participants attended the strategy meeting on January 7, while 51 participants joined the strategy meeting on January 13 [3][4] Group 2: Product and Business Development - The company has expanded its product line from frequency converters to servo systems and electric control systems for new energy vehicles, driven by core technology and customer demand [4][5] - The company aims to provide comprehensive solutions by integrating various products, including robotics, vision products, sensors, and precision machinery, to enhance production efficiency and safety [4] Group 3: Focus on Process Industry - The company has made significant progress in the process industry, which is expected to be a key growth area, focusing on reliability and system solutions [4][5] - The company plans to launch a large PLC product for continuous production applications by 2025, addressing the trend of localization in the process industry [4] Group 4: Internationalization Strategy - The company aims to increase the proportion of its overseas business, focusing on brand building and establishing international platforms for sales, R&D, and supply chain [5][6] - The strategy includes exporting customized solutions to multinational clients based on the company's experience in the Chinese market [6] Group 5: Developments in Humanoid Robotics - The company is actively researching humanoid robotics, with plans to develop key components such as bionic arms and actuators by 2025 [7] - The focus will be on providing scene-based products and solutions tailored to customer needs in the manufacturing sector [7] Group 6: Response to Raw Material Price Increases - The company has raised prices on certain products starting January 8, 2026, due to increased production costs from rising prices of chips and raw materials [8] - Continuous product iteration and optimization are being implemented to maintain quality and reduce costs despite market pressures [8]

Group 1: Investor Relations Activities - The company conducted multiple investor relations activities from November 24 to December 5, 2025, including on-site research and telephone conferences, with participation from various investment firms totaling 78 individuals [2][3][4]. - Notable participants included AGCM Group with 10 individuals and a large group of 55 from various asset management firms during a telephone conference [3][4]. Group 2: Automation Business Growth - The company aims to enhance its market share in automation through multi-product solutions, focusing on servo systems, variable frequency drives, small PLCs, and industrial robots, which have shown strong market presence in China [4][5]. - The company is expanding its presence in fragmented and project-based markets, as well as targeting international markets to boost global product share [4][5]. Group 3: New Product Development - Recent product extensions include precision machinery, pneumatic products, and sensors, which are being marketed through bundled sales strategies to meet customer needs [4][5]. - The company anticipates significant growth potential for these new products, which are expected to support its general automation business [4][5]. Group 4: PLC Product Expansion - The company has successfully sold various PLC products, including small, medium, and large PLCs, with a current market share of approximately 5.1% for large PLCs, ranking sixth in China [5][6]. - Continuous investment in R&D for PLC products is planned to enhance capabilities and market penetration [5][6]. Group 5: Internationalization Strategy - The company aims to increase its overseas business share, focusing on brand building, establishing international platforms, and leveraging customized solutions for multinational clients [7]. - The international strategy includes enhancing sales, R&D, and supply chain capabilities to support global expansion [7]. Group 6: Elevator Business Outlook - The elevator business is expected to maintain steady growth, with strategies to expand into multinational enterprises and enhance product offerings in overseas markets [8][9]. - The company is also focusing on after-service markets, capitalizing on the growing demand for elevator maintenance and upgrades [8][9]. Group 7: R&D Investment Focus - The company plans to allocate 8% to 10% of its revenue to R&D, targeting software development, international product offerings, and humanoid robotics [9]. - This investment is aimed at maintaining technological leadership and supporting strategic business initiatives [9].