证券日报网讯博实股份10月10日发布公告，在公司回答调研者提问时表示，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选择。进入21世纪，5G、工业 互联网、新材料、大数据、云计算、深度学习、人工智能等数字技术的迅猛发展，为公司产品从"自动 化"迈向"数字化""智能化"提供了有力支撑。公司把握时代机遇，融合先进制造与信息技术，赋能制造 业数字化、智能化、绿色化发展，产品从智能制造装备延展至数字化车间、智能工厂，公司在产品创新 能力、研发体系建设、市场营销工作等方面屡创佳绩。展望未来，公司将坚持以市场需求为导向，以创 新驱动技术领先，以自主可控确保核心技术安全，加速推进智能制造装备研发与工业服务业务拓展，推 动高危、繁重环境人工作业的智能化替代，实现少人、无人、安全、高效、绿色生产。 （文章来源：证券日报） ...

"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 - The "Mechanical Industry Stabilization Growth Work Plan (2025-2026)" aims for an average revenue growth rate of approximately 3.5% and a revenue target exceeding 10 trillion yuan by 2026, addressing challenges such as external shocks, insufficient domestic demand, and irrational competition [1][2]. Group 1: Key Objectives - The plan emphasizes the importance of the mechanical industry as a cornerstone of industrial economy and a vehicle for modern industrial system development [1]. - It sets a target for the mechanical industry to achieve an average revenue growth rate of around 3.5% and to surpass 10 trillion yuan in revenue by 2026 [1]. - The plan aims to cultivate competitive small and medium enterprises and industry clusters with international competitiveness [1]. Group 2: Key Tasks - The plan outlines 14 key tasks focusing on both supply and demand sides, including enhancing effective demand by tapping into existing market potential and fostering new economic sectors [2]. - It emphasizes the need for significant technological upgrades and the replacement of outdated equipment, particularly in sectors like automotive, aerospace, and clean energy [2]. - The plan also highlights the importance of improving the supply capacity of quality equipment through innovation and enhancing the resilience of the industrial supply chain [2]. Group 3: Implementation Measures - To ensure successful implementation, the plan includes measures such as strengthening departmental collaboration, encouraging local governments to develop supportive policies, and enhancing financial support for technological innovation [3]. - It calls for the establishment of a risk warning mechanism for the mechanical industry to monitor and address stability issues [3]. - The plan aims to create a market-oriented, legal, and international business environment while addressing irrational competition within the industry [3].

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]

Core Viewpoint - The company is committed to innovation and development in the field of intelligent manufacturing equipment, achieving domestic equipment replacement of imports and ensuring core technology autonomy [1] Group 1: Company Strategy - The company implements a differentiated competitive strategy focused on technological leadership, emphasizing R&D investment and product innovation [1] - The company has accumulated core technological capabilities and extensive industry application experience, which are key drivers for sustainable development and core competitiveness [1] Group 2: Market Dynamics - The company is actively expanding into new markets and guiding market demand through its innovative approaches [1] - External factors such as China's "Intelligent Manufacturing 2025" and "2035" strategic plans, along with various policies promoting intelligent manufacturing, robotics, and the digital economy, are significant drivers for the company's high-quality development [1]

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]

Core Insights - The BRICS countries are focusing on industrial capabilities and digital transformation, with a particular emphasis on artificial intelligence as a key driver for industrialization and innovation [1][2][4] Group 1: Industrial Development and AI Integration - The BRICS New Industrial Revolution Partnership Forum highlighted the importance of new information technologies, such as AI, 5G, and cloud computing, in driving the transformation of the manufacturing sector [1] - The Chinese government is accelerating the integration of AI across all industrial processes, including design, production, and service operations, to enhance smart manufacturing capabilities [4] - The establishment of the BRICS Industrial Capability China Center aims to foster collaboration in technology innovation, digital transformation, and green low-carbon initiatives among BRICS nations [5] Group 2: Investment and Infrastructure - The BRICS New Development Bank is committed to supporting the development of digital infrastructure, vocational education, smart manufacturing, and green economy projects in developing countries [2] - The forum announced the expansion of the New Industrialization International Cooperation Initiative to include 19 countries, enhancing the potential for industrial collaboration within the BRICS framework [5] - A total of 14 industrial cooperation projects were signed, focusing on new materials, AI, green energy, and financial services, indicating a strong commitment to innovation and sustainable development [5]

Core Insights - Chongqing officially released the third batch of major technological equipment products at the 2025 World Intelligent Industry Expo, featuring 64 new products across six key areas: intelligent manufacturing equipment, energy-saving and environmental protection equipment, power and electrical equipment, transportation equipment, intelligent detection equipment, and medical equipment [1] Group 1 - The initiative aims to promote the first equipment in a cycle of "innovation-application-re-innovation," allowing more "first breakthroughs" to evolve into "complete advantages" [1] - The Chongqing Economic and Information Technology Commission reported that since 2015, nearly 700 equipment products have been included in the first promotion directory, continuously driving the transformation of technological breakthroughs into real productivity [1] - The strategy also emphasizes collaboration within the Chengdu-Chongqing economic circle to build a world-class equipment manufacturing industry cluster and explore new market development opportunities [1]

Group 1 - The stock price of Haosen Intelligent closed at 22.33 yuan on August 27, down 5.58% from the previous trading day, with a minimum intraday price of 22.30 yuan and a trading volume of 230 million yuan [1] - Haosen Intelligent is primarily engaged in the research, production, and sales of intelligent manufacturing equipment, with applications in the automotive and engineering machinery industries, and is classified under the specialized equipment manufacturing sector, including robotics [1] - The latest financial data reveals that Haosen Intelligent reported a net profit attributable to the parent company of -151 million yuan for the first half of the year, compared to a profit of 10.05 million yuan in the same period last year [1] Group 2 - On August 27, the net outflow of main funds was 29.735 million yuan, accounting for 0.79% of the circulating market value, with a cumulative net outflow of 33.0145 million yuan over the past five trading days [1]