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 year-on-year increase of 40.28%, and a net profit of CNY 40 million, an increase of 14.42% [2] Group 2: Future Development Strategy - "Going global" is a key development strategy for the company, with overseas business expansion being an important revenue growth point [2] - Key product lines for overseas expansion include smart vehicle terminals, smart sleep terminals, and smart payment hardware [2] - The company aims to enhance its influence in the mobile payment market in Southeast Asia while expanding its product offerings based on overseas customer needs [2] Group 3: Product Focus and Market Strategy - The company’s commercial vehicle monitoring terminals include vehicle-mounted driving recorders and smart video driving recorders, targeting heavy-duty trucks, ride-hailing services, and urban public transport [3] - The passenger vehicle positioning terminals are designed based on GPS/Beidou technology, focusing on applications in automotive finance, cargo tracking, vehicle management, and insurance claims [3] - The company has established long-term stable partnerships with vehicle operation service providers in both domestic and overseas markets, gaining a competitive advantage in the smart transportation aftermarket [3]
博实结(301608) - 301608投资者关系活动记录表2025年6月9日