Group 1: Company Overview - Shenzhen Bosijie Technology Co., Ltd. specializes in the research, development, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [2][3] - The company achieved a revenue of 1.045 billion CNY from January to September 2024, representing a 23.60% increase year-on-year [3] - The net profit attributable to shareholders for the same period was 135 million CNY, an increase of 0.17% compared to the previous year [3] Group 2: Business Segments and Growth Opportunities - Future business growth in the commercial vehicle monitoring sector is expected from both domestic and overseas markets, with a shift towards intelligent video driving recorders [4] - In the passenger vehicle positioning sector, the company aims to stabilize domestic business while exploring overseas opportunities [4] - The introduction of safety standards for electric bicycles is anticipated to positively impact the company's smart mobility components [4] Group 3: Product Development and Innovation - The company emphasizes product innovation, expanding into various IoT applications, including smart traffic, smart mobility, and intelligent payment hardware [5] - New products include a smart sleep management system, which has seen significant overseas revenue growth since its launch in 2023 [5] Group 4: Market Strategy and Challenges - The company maintains a price advantage in overseas markets, with minimal impact from U.S. tariff increases on its products [6] - The passenger vehicle positioning products primarily target the aftermarket, focusing on product development and sales to vehicle operation service providers [7] Group 5: Supply Chain and Procurement - The wireless communication modules used by the company are mainly self-developed and produced, with some external procurement based on cost-effectiveness [8]
博实结(301608) - 301608投资者关系活动记录表2025年2月11日