"公司的工业服务收入可随着智能装备产品销售和客户生产运行设备基数的增长而稳步提升；同时，公 司承接规模较大的生产运维服务项目也会为服务收入带来阶梯式上升的增量。这种服务与产品的协同发 展模式不仅增强了客户黏性，还能有效对冲智能装备业务的负面波动，提升了公司整体经营的抗风险能 力，形成核心竞争力。"博实股份表示。 在谈及近年来驱动公司业务发展的主要因素时，博实股份表示，公司通过实施技术领先的差异化竞争策 略，注重研发投入和产品创新，持续开拓新市场，引导市场需求。公司长期积累的核心技术能力，丰富 的产业应用实践经验，"点→线→面"高效的技术开发路径，以及主攻高技术壁垒的研发定位，构成公司 持续健康发展、形成核心竞争力的重要内在驱动因素。中国智能制造2025、2035年等中长期战略规划， 密集出台的智能制造、机器人、数字经济等产业促进政策，以及制造业企业对自动化、数字化、智能制 造的内生需求，构成公司高质量发展的外在动因。 博实股份认为，在新一轮科技革命和产业变革的浪潮中，科技创新与产业融合发展，重大前沿技术与颠 覆性技术不断涌现。培育未来产业已成为引领科技进步、带动产业升级、开辟新赛道、塑造新质生产力 的重要战略 ...

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 ...

Core Viewpoint - 博实股份 has secured two significant contracts in September, totaling approximately 332 million yuan, indicating strong growth in its industrial services segment [1][2] Group 1: Contract Wins - On September 22, 博实股份 announced a contract with Guoneng Baotou Coal Chemical Co., with a total value of 96.99 million yuan, expected to contribute 2.43% to the company's 2024 revenue [1] - This follows a previous announcement on September 12, where the company secured a 235 million yuan industrial services contract, highlighting a robust month for new business [1] Group 2: Financial Performance - For the first half of 2025, 博实股份 reported a revenue of 1.362 billion yuan, a decrease of 6.2% year-on-year, while net profit attributable to shareholders increased by 1.71% to 277 million yuan [2] - The company's cash position improved significantly, with cash and cash equivalents reaching 770 million yuan, up 387.49% from the previous year [2] - The asset-liability ratio has been continuously optimized, standing at 41.08% as of mid-2025, down from 42.75% in the previous year [2] Group 3: Shareholder Returns - 博实股份 has been proactive in returning value to shareholders, having distributed cash dividends 13 times since its listing, totaling 1.791 billion yuan, with a payout ratio of 48.77% [2]

Group 1: Financial Market Insights - The chairman of the China Securities Regulatory Commission emphasized the need to enhance the role of long-term funds as a stabilizer and attract more global capital to invest in China [1] - Following the Federal Reserve's decision to lower the federal funds rate by 25 basis points, some banks in Beijing still offer dollar deposit rates above 3%, but a decrease is expected soon [2] - The global PC gaming hardware market is projected to grow by 35% year-on-year in 2025, reaching $44.5 billion, driven by the end of Windows 10 [2] Group 2: Commodity and Material Trends - After the Fed's rate cut, copper prices stabilized, and the waste copper market showed resilience, with improved processing profits and a potential for price rebound [3] - The price of centralized components has slightly decreased, with a forecasted production drop of about 1GW in September due to reduced project evaluations [3] Group 3: Corporate Developments - OpenAI is reportedly collaborating with domestic supply chains, including Luxshare Precision, to develop consumer-grade devices [4] - JD Industrial Co., Ltd. has filed for overseas listing, planning to issue up to 253 million shares on the Hong Kong Stock Exchange [5] - Chery Automobile is expected to set its Hong Kong IPO price at the upper end of the range due to strong investor demand, potentially raising HKD 9.1 billion [6] Group 4: Project and Contract Announcements - New Xiang Chemical announced a production line will be shut down for renovation, expected to impact profits by approximately 48 million yuan [7] - Hai Xing Electric is a recommended candidate for a National Grid procurement project, with an estimated contract value of about 128 million yuan [8] - Samsung Medical is also a recommended candidate for multiple National Grid procurement projects, with a total expected contract value of approximately 193 million yuan [9] - Youxunda is projected to win a National Grid procurement project worth about 107 million yuan, representing 10.55% of its 2024 revenue [10] - Pulaide signed a strategic cooperation agreement with an international electric tool brand, with a total procurement amount exceeding 700 million yuan over five years [11] - Boshi Co. signed an industrial service contract worth approximately 96.99 million yuan with Guoneng Baotou Coal Chemical [12] Group 5: Market Performance - The STAR 50 Index surged by 3.38%, with several chip stocks reaching historical highs, while the overall market saw a mixed performance with significant movements in various sectors [12]

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]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘好，网传贵公司与埃克森美孚签了合作协 议，是否属实？合作内容是什么？能为公司带来新的业务增量吗？ 博实股份（002698.SZ）9月19日在投资者互动平台表示，埃克森美孚（惠州）化工有限公司是公司智能 制造装备产品应用客户和工业服务长期服务客户。未来公司与埃克森美孚亚太研发有限公司将在现有产 品解决方案的优化升级等方向进行协作。 ...

Core Insights - The company reported total operating revenue of RMB 4.658 billion for the six months ending June 30, 2025, representing a year-on-year increase of 9.2% [1] - Net profit attributable to the parent company was RMB 416 million, showing a significant year-on-year growth of 53.8% [1] - Basic earnings per share were RMB 0.11, with a proposed interim dividend of RMB 0.01 per share (tax included) [1] Segment Performance - The clean energy equipment segment generated approximately RMB 3.738 billion in revenue, accounting for about 80.3% of total revenue, with a growth of 11.3% [1] - The high-end intelligent manufacturing segment reported revenue of approximately RMB 880.9 million, representing about 18.9% of total revenue, with a modest growth of 1.1% [1] - The industrial services segment had revenue of approximately RMB 31.9 million, making up about 0.7% of total revenue, experiencing a decline of 8.3% [1]

Core Insights - Chongqing Machinery and Electric Co., Ltd. reported a total revenue of 4.658 billion RMB for the six months ending June 30, 2025, representing a year-on-year growth of 9.2% [1] - The net profit attributable to the parent company was 416 million RMB, showing a significant increase of 53.8% year-on-year [1] - The basic earnings per share were 0.11 RMB, with a proposed interim dividend of 0.01 RMB per share (tax included) [1] Revenue Breakdown - The clean energy equipment segment generated approximately 3.738 billion RMB, accounting for about 80.3% of total revenue, with a growth of approximately 11.3% [1] - The high-end intelligent manufacturing segment reported revenue of about 880.9 million RMB, making up around 18.9% of total revenue, with a growth of about 1.1% [1] - The industrial services segment had revenue of approximately 31.9 million RMB, representing about 0.7% of total revenue, with a decline of approximately 8.3% [1] Future Outlook - The company expects stable growth in overall sales revenue for the entire year of 2025 [1]

Core Viewpoint - Chongqing Machinery and Electric Co., Ltd. reported a total revenue of 4.658 billion RMB for the six months ending June 30, 2025, reflecting a year-on-year growth of 9.2% [1] - The net profit attributable to the parent company reached 416 million RMB, marking a significant increase of 53.8% year-on-year [1] - The company proposed an interim dividend of 0.01 RMB per share (tax included) [1] Revenue Breakdown - The clean energy equipment segment generated approximately 3.738 billion RMB, accounting for about 80.3% of total revenue, with a growth of approximately 11.3% [1] - The high-end intelligent manufacturing segment reported revenue of about 880.9 million RMB, representing around 18.9% of total revenue, with a growth of approximately 1.1% [1] - The industrial services segment had revenue of about 31.9 million RMB, making up about 0.7% of total revenue, experiencing a decline of approximately 8.3% [1] Future Outlook - The company anticipates stable growth in overall sales revenue for the entire year of 2025 [1]

Core Viewpoint - The 2025 China International Industrial Expo focuses on the theme "Digital Transformation · Intelligent Manufacturing Rebirth," highlighting the integration of new-generation information technology with the manufacturing industry [4]. Group 1: Exhibition Overview - The exhibition will take place from September 23 to 27, 2025, at the National Exhibition and Convention Center (Shanghai), specifically in Hall 5.2 [3][21]. - The New Generation Information Technology and Application Exhibition (ICTS) is a key professional exhibition within the China International Industrial Expo, showcasing cutting-edge results of the deep integration of new-generation information technology and manufacturing [4][6]. Group 2: Key Focus Areas - ICTS will address critical topics such as new-generation mobile communication technology, industrial internet, industrial operating systems and software applications, industrial AI applications, IoT, edge computing, information security, new-generation data storage and chips, digital factories, and digital supply chains [6][8]. - The exhibition aims to serve as a benchmark event for industry professionals, providing a platform for communication and showcasing industrial digitalization developments [8]. Group 3: Exhibition Highlights - Three main highlights will be presented: 1. "The Secret of Computing Power" showcasing breakthroughs in semiconductor industry autonomy and collaborative innovation [9]. 2. "AI's Rebellion" focusing on the digital transformation of industrial software under AI empowerment [9]. 3. "Smart Driving Disassembly" emphasizing a "technology + service" dual-driven approach to create a comprehensive digital service matrix for manufacturing transformation [9]. Group 4: Exhibition Areas - The exhibition will feature several specialized areas: 1. Integrated Circuit Exhibition Area: Showcasing semiconductor manufacturing, key equipment, components, advanced packaging technology, semiconductor materials, and IC design support systems [11]. 2. Digital Technology Exhibition Area: Highlighting new-generation information technology, AI, algorithms, industrial IoT, and operating systems [11]. 3. Industrial Software Exhibition Area: Featuring basic software, industry-specific software, embedded software, and trusted computing software [11]. 4. Industrial Service Exhibition Area: Covering industrial supply chain services, consulting, testing, certification, and education [11]. 5. Application Scenario Exhibition Area: Including sectors like equipment manufacturing, information communication, energy, transportation, logistics, and 3C electronics [11]. 6. Innovation Application Exhibition Area: Focusing on smart cockpits, low-altitude economy, embodied intelligence, and incubation acceleration [11]. Group 5: Concurrent Forums - The event will host several forums, including: 1. Industrial Software and Intelligent Manufacturing Forum 2. Industrial Edge AI Forum 3. Building the Industrial Computing Power "Core" Engine 4. Embodied Intelligence Chip Forum 5. Industrial Control Chip Special Session 6. Integrated Circuit ESG Green Development Forum 7. Semiconductor Equipment Materials Collaborative Innovation Development Forum [15][16].