New Products and Technologies - Bozhon Instruments has focused on the research, production, and sales of transmission electron microscope products since its establishment, achieving self-control over core technologies and key components such as ultra-high stability high-voltage power supplies and field emission electron guns [1] - In the first half of 2024, Bozhon Instruments launched the second generation of Bozhon F200 TEM and Bozhon T200 TEM, enhancing functionality and performance [2] - Bozhon Instruments has won the bid for the "Guangdong-Hong Kong-Macao Greater Bay Area National Innovation Center Particle Application Center Solenoid Procurement Project," undertaking specific design, research, and manufacturing [2] - The company has achieved mass production of domestically produced 200kV transmission electron microscopes and core components, with delivery expected to start in 2025 [2] Low-altitude Economy - Bozhon Precision's low-altitude economy business, undertaken by its subsidiary Bozhon Robotics, focuses on providing comprehensive low-altitude inspection solutions for smart city governance [3] - The system includes drones, automatic airport systems, low-altitude communication systems, and AI automatic recognition platforms, applying various high-tech solutions [3] - The company aims to provide large-scale, grid-based low-altitude inspection solutions for government and enterprise clients, differentiating itself from competitors who primarily focus on single-point deployments [4] Business Model - The company's sales model is primarily direct sales, with orders obtained through existing customer recommendations and public bidding [5] - The company has established a sales management system to regulate sales activities and maintain long-term relationships with clients [5] - The procurement model includes raw material procurement and customized processing, ensuring quality and timely delivery through a structured approval process [7] Production and R&D Models - The production model is order-driven, with a focus on customized automation equipment based on client needs [8] - The R&D model combines engineering departments and innovation centers to address both current application needs and long-term technological breakthroughs [9] Industry Situation - The global automation equipment market is projected to grow from $484.97 billion in 2024 to $639.67 billion by 2030, indicating significant potential for growth [11] - The domestic automation equipment industry has made notable progress, with local companies increasingly capable of producing mid-to-low-end automation equipment [12] - The company has established itself as a leading player in the intelligent manufacturing sector, recognized for its stable product quality and strong service capabilities [13] Emerging Technologies and Trends - The demand for automation equipment is driven by advancements in consumer electronics, new energy vehicles, and semiconductor manufacturing [14] - The flexible modular production line developed by the company has been successfully mass-produced, enhancing efficiency and reducing labor costs [15][16] - The electric vehicle market is expanding, with battery swapping stations gaining attention as a cost-effective solution for consumers [18] Market Opportunities - The transmission electron microscope market is expected to grow significantly, with a projected global market size of $729 million in 2024, driven by domestic demand for high-end scientific instruments [23][24]

Core Viewpoint - The article emphasizes the growth potential of the company in the 3C automation equipment sector, driven by advancements in consumer electronics and the integration of flexible automation solutions with MR devices [3]. Group 1: 3C Automation Equipment - The company is a leading manufacturer in the 3C automation equipment field, with the capability to cover the FATP segment, having successfully delivered over 40 flexible modular production lines in 2023 [3]. - As consumer electronics evolve with AI advancements, the company is positioned to benefit from product innovation and increased automation rates, anticipating expansion into more process segments and other consumer electronic product categories [3]. Group 2: Diversified Business Layout - In the renewable energy sector, the company offers lithium battery specialized equipment, smart charging and swapping station equipment, and automotive automation equipment, with significant orders from major clients like CATL and others [4]. - The semiconductor sector is strategically targeted, with products including die bonding machines and AOI inspection equipment, having secured bulk orders for 400G/800G die bonding machines [4]. - The core components business is managed by a subsidiary, focusing on self-supply and external sales, with applications extending across various industries including 3C, renewable energy, and healthcare [4]. - The low-altitude economy segment, also managed by a subsidiary, is projected to reach a market size of trillions in China, indicating significant growth potential [4].