Group 1: Company Overview - Beijing North Self Technology Development Co., Ltd. has over 40 years of experience in the logistics field, specializing in automated warehouse control systems and management software [3] - The company provides a "turnkey" one-stop service for intelligent logistics systems, including planning, equipment customization, software development, installation, integration, and training [3] - Major suppliers include Shanghai Jingxing, Shichang Intelligent, and others in the equipment and electrical sectors [3] Group 2: Revenue and Market Dynamics - The company’s revenue is significantly derived from industries such as chemical fiber, food and beverage, and home appliances, with these sectors being the main growth drivers in recent years [4] - The company aims to expand into new national strategic industries and military business qualifications to create more intelligent logistics solutions [4] Group 3: Product Development and Strategy - The company has developed its own digital twin industrial software, IntelliTwin, which is now maturing and began sales in 2023 [5] - The strategy to produce core components in-house aims to reduce material costs and enhance customization capabilities for specific applications [5] Group 4: Market Expansion and Future Outlook - As of the end of 2023, the company has an order backlog of 4.769 billion yuan, with project delivery cycles typically ranging from 1.5 to 2.5 years [6] - The demand for intelligent logistics systems is expected to remain sustainable due to rising labor costs and the need for efficiency in manufacturing [6] - The company is actively expanding into overseas markets, successfully exporting solutions to Europe [6] Group 5: Industry Challenges and Adaptation - The company recognizes that the chemical fiber industry is closely tied to the textile sector, which remains a vital consumer market, ensuring ongoing demand [6] - Approximately 70% of the company's technical experience is transferable across different industries, with 30% requiring customization based on specific industry characteristics [7]
北自科技(603082) - 2024年6月14日投资者关系活动记录表