Group 1: Company Overview and Financial Performance - The company, Shenzhen Bosijie Technology Co., Ltd., specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - In October 2024, the company reported a revenue of 1.045 billion yuan, representing a year-on-year increase of 23.60% [1] - The net profit attributable to shareholders for the same period was 135 million yuan, showing a slight increase of 0.17% compared to the previous year [1] Group 2: Future Business Growth Areas - Future revenue growth is expected from three main areas: 1. Expansion into overseas markets, with overseas revenue reaching 158.54 million yuan in the first half of 2024, surpassing the total for 2023 [2] 2. Diversification of product offerings, including smart vehicle terminals and intelligent payment hardware, with a focus on IoT applications [2] 3. Continuous product innovation and enhancement in existing application areas, leveraging advancements in communication, positioning, and AI technologies [2] Group 3: Competitive Advantages - The company's core competitive advantage lies in its accumulated experience in communication, positioning, and AI algorithm technologies, addressing industry pain points such as trajectory accuracy and device longevity [2] - The "module + terminal + platform" business model allows for reduced R&D cycles and lower technical risks, enhancing overall product competitiveness [2] Group 4: Industry Trends and Opportunities - The commercial vehicle monitoring industry is transitioning from 2G to 4G technology, with an increasing demand for advanced features such as video monitoring and driver assistance [3] - This trend is expected to create higher entry barriers, increase product prices and margins, and accelerate the upgrade cycle driven by policy support [3] - The company aims to capitalize on these trends by exploring overseas business opportunities in established product areas such as intelligent transportation and smart payment hardware [3]
博实结(301608) - 投资者关系活动记录表2024年10月28日