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建科智能(300823) - 2025年09月11日投资者关系活动记录表
2025-09-11 09:24
Group 1: Production Capacity and Cost Management - The new intelligent production base is expected to achieve planned production capacity, with a specific percentage reduction in unit manufacturing costs compared to before the renovation [1] - The automation rate in production has increased by a specific percentage compared to the same period last year [2] - The company aims to enhance operational efficiency through digital transformation and supply chain optimization [2] Group 2: Product Development and Market Strategy - The revenue growth rate of the building information management software business in the first half of the year has surpassed that of traditional equipment business [2] - The company has established a complete product matrix from intelligent equipment to digital twins, including three hardware sectors and three software systems [2] - The company is focusing R&D investments on AI visual recognition and flexible production to meet the rising demand for intelligent equipment in the construction industry [2] Group 3: Environmental and Social Responsibility - The company emphasizes environmental protection and has implemented advanced ventilation and dust removal facilities, adhering to ISO14001 standards [4] - The company promotes a paperless office and encourages employees to conserve resources, such as electricity and water [5] - The company’s environmental investment as a percentage of revenue is aimed at achieving industry-leading levels [4] Group 4: Financial Performance and Market Expansion - The company’s export revenue accounted for 45.72% of total revenue in the first half of 2025, with significant market penetration in Southeast Asia and the Middle East [11] - The company has not provided guidance for the full-year revenue growth for 2025 [11] - The company has established long-term relationships with major clients, enhancing its market competitiveness [11] Group 5: Innovation and Technology Development - The company has increased its patent portfolio, with a total of 633 valid patents as of June 30, 2025, reflecting a growth in proprietary technology [12] - The company collaborates with top universities for research and development, enhancing its technological foresight [12] - The company’s focus on digital supply chain management has led to cost savings in procurement [12]