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 ...

Economic Growth and Development - China's economy has crossed significant milestones, reaching over 110 trillion yuan, 120 trillion yuan, and 130 trillion yuan during the "14th Five-Year Plan" period, with an expected growth to around 140 trillion yuan by 2025 [19] - The innovation capability is continuously improving, with R&D investment intensity projected to reach 2.68% in 2024, surpassing the average level of EU countries [19] - The three major economic regions—Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area—account for over 40% of the national economy in 2024 [19] Green Development - National forest coverage has reached 25.09%, an increase of approximately 2 percentage points since 2020 [19] - By 2024, the energy consumption per unit of GDP is expected to decrease by 11.6% compared to the end of the "13th Five-Year Plan," making China one of the fastest countries in energy intensity reduction globally [19] - The installed capacity of renewable energy generation has historically surpassed that of coal power, establishing the world's largest clean power system [19] Trade and Openness - The number of free trade pilot zones in China has reached 22, covering all regions [19] - China has become one of the top three trading partners for 157 countries and regions [19] - In 2024, the total import and export volume with countries involved in the Belt and Road Initiative is projected to reach 22.07 trillion yuan, accounting for over 50% of China's total trade [19] Social Development - Resident income growth is in sync with economic growth, and the income gap between urban and rural areas has further narrowed [19] - By the end of 2024, the urbanization rate of the permanent population is expected to reach 67%, an increase of 3.11 percentage points since the end of 2020 [19] - The scale of employed population from poverty alleviation efforts has remained stable at over 30 million for four consecutive years [19]

从核心技术上看，具身智能硬件中，灵巧手、高精度关节等成果涌现；软件方面，多模态感知算法等不 断优化。 今年以来，具身智能IPO热潮涌动，多家明星企业在冲刺IPO前的股改动作频频。 对此，何兆烽表示，股改常是企业走向更高透明度和治理标准的信号，有助于提升投资者信心，降低治 理风险。具身智能企业仍处于技术验证和应用推广的关键阶段，具备长期增长潜力。因此，一级市场的 融资热度预计将一定时间内持续。同时，投资者应关注企业财务健康度、商业化可行性和技术落地能 力。 安永和复旦大学共同举办的"2025最具潜力企业"评选近日揭晓结果，26家企业荣膺"最具潜力企业奖"， 8家企业获颁"最具潜力种子企业奖"。其中，14家企业来自具身智能赛道，成为本次评选的最大亮点， 它们主攻家庭服务、教育场景的通用机器人、制造业协作机器人等方向。 对于上述企业，何兆烽谈到，它们拥有全产业链协同、部分关键技术突破等优势，有望立于不败之 地。"中国具身智能行业形成了'核心零部件—本体制造—场景应用'的全产业链布局，比如深圳具备全 球最完善的硬件供应链，伺服电机、传感器等关键组件可在本地快速匹配，大幅降低研发成本。" 近两年，具身智能赛道群雄逐鹿， ...

该企业技术支持工程师徐梓祥介绍，激光三维扫描仪不受工作环境束缚，无论是在狭小空间中，还是面 对庞然大物，都能随时随地展开3D测量，在扫描如深槽、流道等隐蔽部位时具有独特优势。由于扫描 精度高，即便是肉眼难以发现的细微裂缝也逃不过扫描仪的"火眼金睛"。 中新网杭州9月27日电(鲍梦妮)将一辆汽车扫描进电脑，需要多久？在浙江杭州，这个答案是3分钟，且 扫描精度高达0.02毫米，约等于头发丝直径的五分之一。 当下，浙江正致力于在以科技创新塑造发展新优势上走在前列。面向高端制造业的光学三维数字化扫 描，是实现智能制造"补链强链"、建设制造强国的关键技术，能够有效提升中高端制造的精度和品质。 外籍媒体 体验3D扫描。 鲍梦妮 摄 日前，缅甸国际广播电台主持人波波西达走进思看科技(杭州)股份有限公司，体验被"复刻"出3D"分 身"。随着扫描仪在其身边扫描，电脑同步呈现逼真的三维模型。"我们需要这样的技术去解决各种问 题，很神奇。"她说。 目前该企业多款产品已成功应用于中国空间站、C919大飞机等国家重大工程项目，以及三星堆遗址、 云冈石窟等文物数字化保护工程。"我们还参与中国与埃及联合开展的考古项目，用3D数字化技术扫描 ...

浙江大学医学院附属邵逸夫医院前不久研发出能治疗粉碎性骨折的"胶水"，断骨黏合只需3分钟，展现 出科技创新领域的"硬核"实力；由浙江大学多学科团队参与编纂的"中国历代绘画大系"已出版64卷244 册，成为浙江大学乃至全国文化传播与创新领域的"金名片"；9月迎新季，浙江大学"一带一路"国际医 学院各国新生陆续报到，筹建至今累计招收来自全球60多个国家逾300名国际本科生，彰显了国际化办 学成效…… 创新是世界一流大学的灵魂和核心竞争力。20年来，浙江大学在科技创新领域实现"深蹲起跳"，硕果累 累——3次刷新超导芯片量子态制备世界纪录、构建中国首例临床侵入式运动脑机接口、解决微分几何 中的曲率积分猜想和有限测度猜想……一系列重大突破接连涌现。 78类学科竞赛项目搭建舞台，28处竞赛基地提供沃土，人工智能等科研训练专项点燃创新火种……浙江 大学构建起以专业学习、学科竞赛、科研训练为核心的创新能力培养机制。 "20年来，学校获得的国家科学技术奖励增加了97项，牵头和参与建设的全国重点实验室，分别从7家、 3家增长到12家、8家。在CS主刊年度发文也实现了从0篇到27篇的跨越。"浙江大学政策研究室主任徐 贤春介绍。 从" ...

在企业的发展进程中，募投项目扮演着至关重要的角色。募投项目是指企业通过募集资金所进行的投资 项目。这些项目通常是企业为了实现特定的战略目标、拓展业务领域、提升竞争力或者满足市场需求而 策划和实施的。 在资本市场的大潮中，募投项目如同航行的船只，承载着企业的希望与投资者的期待。然而，受不同因 素的影响不少募投项目却患上了"拖延症"，一拖再拖，甚至无疾而终。2025年上半年已有多家 仪器仪 表 企业公告募投项目延期或终止。 普源精电 3月17日晚间，普源精电(688337)发布公告，公司于2025年3月17日召开第二届董事会第二十四次会议， 第二届监事会第二十二次会议，审议通过了《关于部分募集资金投资项目延期的议案》，同意公司在对 募集资金投资项目(以下简称"募投项目")实施主体、实施地点不发生改变的前提下，对公司首次公开发 行股票募投项目"上海研发中心建设项目"进行延期。 募投项目延期的原因：2023年12月，公司召开第二届董事会第十二次会议和第二届监事会第十一次会 议，同意上海研发中心建设项目的实施方式从租赁房产变更为通过中国(上海)自由贸易试验区临港 综合 区04PD-0107单元的自有房产(以下简称"上海 ...

Group 1 - The company showcased its development dynamics and potential in financial technology and smart transportation during recent investor research activities [1][2] - The GEC 2025 Summit, themed "AI Empowerment, Digital Innovation, Smart Finance," attracted nearly 400 professionals from over 70 countries, highlighting the company's innovative achievements [3] - The company has established a strong presence in the international market, with eight branches covering 120+ countries, leveraging its domestic digital transformation experience [3] Group 2 - The smart transportation business has made significant progress, with successful bids for multiple overseas projects in regions like India and Thailand [3] - The company has a solid technological foundation in vertical scene robotics, collaborating with major banks to enhance operational efficiency [3] - The Guangdian Wuzhou's revenue and profit have both increased, capitalizing on domestic opportunities and deepening partnerships with major tech firms [3] Group 3 - The North Bay Digital RMB platform has launched two nationwide first scenarios, promoting the application of digital RMB in cross-border trade [3] - The "Digital RMB + Smart Contracts + Border Trade" model is central to the platform's strategy, attracting over 2000 merchants to accelerate regional adoption [3]

Group 1: Financial Technology Summit and Innovations - The recent Financial Technology Summit attracted over 400 global financial professionals and showcased innovations such as AI-powered solutions and digital transformation strategies [2][3] - The company signed strategic cooperation agreements with partners from Indonesia and Bangladesh, and secured bulk orders for local transformation projects in Angola and Zimbabwe, enhancing its market position in Africa [3] Group 2: Competitive Advantages in International Markets - The company leverages its leading technology and extensive domestic experience to create synergies between domestic and international markets, enhancing its competitive edge [4] - It has established eight branches globally, covering five regions: Asia-Pacific, Middle East, Europe, Africa, and the Americas, with products available in over 120 countries [4] Group 3: Smart Transportation Business Expansion - The smart transportation business has made significant strides in Southeast Asia, with successful bids for projects in Kazakhstan, Pakistan, and Colombia [5] - The company focuses on a "technology + standards + service" approach to penetrate high-potential markets in Southeast Asia, the Middle East, and Latin America [5] Group 4: Robotics Development and Applications - The company has developed various vertical scene robots, including inspection and security robots, and is collaborating with major banks for pilot projects [6] - The inspection robots have been deployed in data centers to enhance operational efficiency through intelligent monitoring systems [6] Group 5: Performance of Guangdian Wuzhou - Guangdian Wuzhou achieved revenue and profit growth in the first half of the year, driven by strategic partnerships and product innovation [7] - The company has diversified its product offerings, including the launch of advanced AI and cooling technology solutions [7] Group 6: Digital Renminbi Service Platform - The North Bay Digital Renminbi Comprehensive Service Platform integrates digital currency with smart contracts and border trade, marking a significant development in the company's digital finance strategy [7] - The platform launched the first cross-institution digital currency consumption solution and facilitated over 190 million yuan in trade orders, involving over 240 participants [7]

Core Viewpoint - HanShuo Technology (301275.SZ) is a well-known provider of digital solutions for retail stores, focusing on electronic price tag systems as part of its smart retail comprehensive solutions [1] Group 1: Company Overview - The company offers a complete digital store solution product portfolio, which includes AI cameras, inspection robots, and smart shopping carts, built around the electronic price tag system [1] - HanShuo Technology emphasizes its investment and layout in the field of artificial intelligence, aiming to enhance the digitalization level of retail stores through technologies like machine vision [1] Group 2: Market Strategy - The company will continue to monitor the application of cutting-edge technologies such as robots (including humanoid robots) and artificial intelligence in retail stores [1] - HanShuo Technology maintains an open attitude towards market opportunities, planning to expand through self-research or collaboration with outstanding enterprises in the field [1]

Group 1 - The Guangzhou high-end equipment industry supply and demand matching conference focused on intelligent equipment and robotics, attracting over 300 representatives from various sectors including financial institutions, universities, and media [1] - The Guangzhou Municipal Bureau of Industry and Information Technology released a "Robot+" application scenario demand list, outlining 80 typical applications across seven categories, aimed at accelerating the implementation of robotics in various public and private sectors [1][2] - The conference distributed a manual featuring 726 products from 541 companies across 14 sub-sectors, providing a clear overview of quality equipment products available in the city [1] Group 2 - The intelligent equipment and robotics industry is a key emerging pillar in Guangzhou's "12218" modern industrial system, with significant growth and support, including a projected 33% increase in industrial robot production to 20,000 units in 2024 [2] - Guangzhou has established a three-tiered innovation center system to enhance the manufacturing capabilities of robotics and intelligent detection equipment, supporting events like the sixth Guangdong-Hong Kong-Macao Robotics and AI Conference [2] - The conference facilitated cross-industry demand matching, with 70 diverse equipment users and 150 suppliers participating, highlighting the need for robotics in education, healthcare, and urban management [3] Group 3 - Various organizations, including educational institutions and corporations, expressed specific procurement needs for diverse robotic applications, such as underwater robots for programming education and medical robots for simulation teaching [3] - The event showcased nearly 30 high-tech products, including inspection and cleaning robots, aimed at creating a direct matching platform for supply and demand [3] - Eight supplier companies, including Guangzhou Baiyun Electric Equipment Co., Ltd., presented new products related to intelligent power systems and IoT solutions for medical and logistics applications [4]