Core Viewpoint - The company, 博深股份有限公司, held an investor meeting to discuss its performance and future strategies, focusing on its vision to become a leading provider of advanced materials and high-end equipment solutions [2]. Group 1: Company Strategy and Vision - The company aims to leverage its position as a key player in the advanced materials and high-end equipment sectors, with a vision of becoming an "internationally leading, domestically first-class comprehensive solution provider" [2]. - 博深股份 intends to combine internal growth with external acquisitions to enhance its market position and capitalize on available resources [2]. - The company is exploring opportunities in the new energy, new materials, and new equipment sectors, with a focus on technological integration and potential mergers and acquisitions [2]. Group 2: Shareholder and Market Information - Shareholder 陈怀荣 has reduced his stake by 2,872,400 shares, leaving him and his associates with 26,341,824 shares, which is approximately 5% of the total share capital [2]. - The company emphasizes its commitment to market value management and stable dividend policies to reward investors [2]. Group 3: Research and Development - 博深股份 plans to increase its R&D investment to nearly 60 million yuan in 2024, focusing on expanding the application of its products and enhancing competitiveness [2]. - The company is actively working on the development of artificial diamond materials, which are crucial for its tool production, and aims to capture new business opportunities through increased R&D efforts [2]. Group 4: Business Operations and Opportunities - The company’s rail transit equipment components are utilized in high-speed train operations and manufacturing, with potential opportunities arising from the new railway projects [2]. - 博深股份 is committed to providing customized solutions that enhance value along the supply chain, thereby improving its competitive edge [2].

Group 1: Company Vision and Market Position - The company aims to become an "international leader and domestic first-class provider of advanced materials and high-end equipment comprehensive solutions" [2][4] - Current market capitalization is below 4 billion RMB, indicating a need for growth to reach a target of 10 billion RMB or more [2][4] - The company emphasizes the importance of operational performance, development planning, and market conditions in determining market value [2][5] Group 2: Strategic Development and Mergers - The company is focused on internal growth and external mergers to enhance its business operations [2][3] - There are ongoing efforts to identify quality targets for mergers that align with the company's strategic development [3][4] - No significant merger announcements have been made yet, but the company is actively pursuing opportunities [3][4] Group 3: Financial Management and Shareholder Engagement - The company has a stable dividend policy and aims to improve profitability to reward shareholders [3][5] - Shareholder Chen Huairong's share reduction plan will conclude on September 25, 2025, with a total of 2,872,400 shares already sold [3][6] - The management is open to share buyback plans to boost investor confidence if necessary [6] Group 4: Research and Development Initiatives - The company plans to invest approximately 60 million RMB in R&D in 2024 to enhance product competitiveness [5][6] - There is a focus on expanding the application of materials and technologies in new fields, including semiconductor materials [5][6] - Recent advancements include improvements in ceramic abrasive products and high-speed train brake discs, contributing to domestic production efforts [5][6]