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新北洋(002376) - 2025年6月13日投资者关系活动记录表
SNBCSNBC(SZ:002376)2025-06-16 09:00

Group 1: Company Overview and Strategy - New Beiyang has implemented a strategic layout of "one body, two wings, and eight major businesses" since its second entrepreneurship began in 2015, focusing on automation and specific market segments such as finance, logistics, and healthcare [3] - The "one body" consists of two specialized product solutions and two scenario-based product solutions, which serve as the core development foundation [3] - The "two wings" include upstream key component solutions and downstream service operation solutions, promoting collaboration across the industry chain [3] Group 2: Strategic Growth Curves - The first strategic growth curve focuses on specialized product solutions, aiming for stable revenue and profit growth over the next 2 to 3 years [4] - The second strategic growth curve targets service operation solutions, aiming to create new growth points over the next 3 to 5 years [4] - The third strategic growth curve involves developing key component businesses to establish long-term competitive advantages over the next 5 to 7 years [4] Group 3: Financial Performance and Market Position - In 2023, New Beiyang achieved profitability, marking a turning point in its development [5] - The company aims to increase its market share to 30% in the financial equipment sector, currently holding the second position in the domestic market [10] - By the end of 2024, the new retail comprehensive operation business is expected to generate approximately 160 million yuan, with a year-on-year growth exceeding 50% [8] Group 4: New Retail and Operational Models - New Beiyang has developed a comprehensive operation model for new retail, integrating self-service vending machines with public service functions [9] - The company is exploring diversified revenue streams, including membership, advertising, and brand marketing, to enhance profitability [9] - The operational strategy emphasizes a "public point + commercial point" approach, focusing on urban and regional market penetration [9] Group 5: Employee Structure - As of the end of 2024, New Beiyang employs 4,203 individuals, with over 1,200 in R&D, representing approximately 30% of the total workforce [14]