Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - For the period of January to September 2024, the company achieved a revenue of CNY 1.045 billion, a 23.60% increase year-on-year, and a net profit of CNY 135 million, a 0.17% increase year-on-year [1] Group 2: Business Growth Areas - Future business growth in the commercial vehicle monitoring sector is expected to come from both domestic and overseas markets, with a shift towards intelligent vehicle-mounted video recorders [2] - The company has made breakthroughs in the overseas market for passenger vehicle positioning and aims to increase revenue from this segment [2] - The introduction of safety standards for electric bicycles is anticipated to positively impact the company's business in the smart mobility component sector [2] Group 3: International Market Expansion - The company employs a "product sales overseas" strategy, with significant sales of passenger vehicle positioning products in Africa and smart sleep management systems in Europe and the U.S. [3] - The company is actively developing customer relationships in regions including Europe, Southeast Asia, South America, and Africa [3] Group 4: Financial Projections - As the company increases investment in overseas business development, the total amount of period expenses is expected to rise, but the expense ratio is projected to decrease with the growth of overseas revenue [3] Group 5: Risk Disclaimer - The content provided does not constitute a commitment or guarantee from the company or its management regarding industry forecasts or company development strategies [4]
博实结(301608) - 301608投资者关系活动记录表2025年3月5日