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博创科技(300548) - 博创科技2024年度业绩说明会投资者活动记录表
EverProXEverProX(SZ:300548)2025-04-18 13:03

Group 1: Industry Outlook - The telecommunications market is currently under pressure, but growth is expected in data communication, consumer, and industrial internet sectors due to the increasing demand for computing power driven by cloud computing, artificial intelligence, and big data technologies [2][3] Group 2: Order Status and Export - The company has a normal order backlog, and some products are currently exempt from tariffs [4] - The impact of tariff policies on the company is still under observation, with plans to enhance overseas production capacity to mitigate tariff effects [8] Group 3: Financial Performance - The company will disclose its Q1 2025 financial report at the end of April, and specific details regarding profitability will be available then [5][7][12] Group 4: Growth Drivers - Future profit growth is expected to be driven by stable international conditions, proactive fiscal policies, sustained AI demand, and technological breakthroughs in high-speed internet [6] Group 5: Strategic Partnerships and Technology - The company is continuously researching and preparing technologies in response to market trends and customer needs, including advancements in 6G technology [10] - Customer information, including partnerships with major firms like Huawei and ByteDance, is considered confidential [11]