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] - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, an increase of 0.81% [1] - In Q1 2025, the company reported a revenue of CNY 348 million, a 40.28% increase year-on-year, and a net profit of CNY 40 million, up 14.42% [2] Group 2: Product Development and Technology - The company continuously launches new products based on core technologies such as communication, positioning, and AI, which serve as the foundation for expanding into various IoT application scenarios [2][3] - The company has developed a modular and standardized cloud management platform to meet diverse industry needs, enhancing product performance and reducing production costs [3] - In 2024, revenue from other smart hardware reached CNY 142 million, a growth of 21.70% compared to 2023 [3] Group 3: Product Applications - The company offers over twenty types of IoT products, including electronic student ID cards, smart wearable watches, portable mistake printers, and smart security cameras, currently in market development and incubation stages [4] - The electronic student ID card focuses on "safe campus" applications, providing features like student tracking and SOS alerts [5] - The smart wearable watch targets "elderly care" and "safe campus" scenarios, boasting a battery life of over 12 days on a single charge [5] Group 4: Market Impact and Risks - The company’s smart vehicle terminal products are primarily sold in Africa, Southeast Asia, and West Asia, while smart payment hardware is mainly distributed in Southeast Asia [5] - Changes in U.S. tariff policies have minimal impact on the company, as the customer bears the costs associated with tariffs under the EXW delivery model [5] - The company advises investors to make rational decisions and be aware of investment risks related to industry forecasts and strategic planning [5]
博实结(301608) - 301608投资者关系活动记录表2025年6月6日