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调研速递|博实(苏州)智能科技接受招商证券等3家机构调研,透露关键要点
Xin Lang Cai Jing· 2025-09-22 01:16
Group 1 - The core driving force for the company's development is innovation, with a focus on technological leadership as a key competitive advantage [1][2] - The company's products are characterized by high speed, high precision, and high reliability, targeting the high-end market [1] - The company has established a comprehensive operation and maintenance management service system covering the entire lifecycle of equipment, leading the industry in service scale and capability [1][2] Group 2 - Domestic policies related to smart manufacturing provide momentum for the company's growth, although global economic challenges and the need to boost domestic demand remain concerns [2] - The company follows a "point → line → surface" development model, starting with key single equipment to penetrate new industries and then expanding to automated production lines [2] - Key business drivers include internal strategies of technological differentiation, R&D investment, and external factors such as national smart manufacturing strategies and the endogenous demand of manufacturing enterprises [2] Group 3 - The company is actively promoting its intelligent factory solutions, with a successful showcase of its electric stone intelligent factory at a meeting in Wuhai in April 2025 [2]
博实股份: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
Mei Ri Jing Ji Xin Wen· 2025-09-19 08:32
(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。 ...
博实股份:公司存货(特别是发出商品)与未来收入呈正相关性
Zheng Quan Ri Bao· 2025-08-04 08:41
证券日报网讯博实股份8月4日发布公告,在公司回答调研者提问时表示,公司存货分为原材料、在产 品、低值易耗品、库存商品、发出商品等。公司智能制造装备产品以销定产,对公司行业来讲,此类存 货量是代表未来可交付的产品,公司存货(特别是发出商品)与未来收入呈正相关性。 (文章来源:证券日报) ...