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 compared to the same period last year, with a net profit of CNY 40 million, up 14.42% [2] Group 2: Product Highlights - The smart sleep terminal, centered around a smart bed cover, monitors key physiological indicators and optimizes the sleep environment, generating a revenue of CNY 199 million in 2024, a staggering growth of 1,871.25% from 2023 [2] - The product is primarily sold in North America and Europe, with plans to expand into East Asia, the Middle East, and eventually the Chinese market [2] Group 3: Strategic Initiatives - The company has developed a "module + platform + terminal" business model and a "standardized development + scenario customization" R&D model to enhance efficiency and reduce repetitive foundational research [2] - An overseas division has been established to focus on international market expansion, with a steady growth plan for the overseas marketing team in 2025 [3] Group 4: Risk Management - The company advises investors to make rational decisions and be aware of investment risks, particularly regarding industry forecasts and strategic planning [4]
博实结(301608) - 301608投资者关系活动记录表2025年6月27日