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: AI Technology Applications - AI algorithms are a core application technology, utilized in intelligent terminal products and cloud management platforms [2] - In the intelligent transportation sector, AI visual algorithms are applied in products like smart vehicle video recorders, enabling features such as Advanced Driver Assistance Systems (ADAS) and Driver State Monitoring (DSM) [2] - The company has localized the deployment of the DeepSeek large language model and integrated it into its cloud management platforms, enhancing user experience and reducing R&D costs [2] Group 3: Smart Payment Hardware - The company's smart payment hardware includes products like cloud payment speakers and cloud printing machines, which enhance transaction efficiency and reduce errors in non-cash payments [3] - The company is a key partner of Tenpay (a Tencent subsidiary) in the smart payment hardware sector, with products already commercialized in markets like India and Vietnam [3] - Future plans include optimizing the diversity of smart payment terminal customers and increasing market promotion efforts in Southeast Asia [3] Group 4: Market Opportunities and Risks - The IoT industry is characterized as a fragmented market, with AI technology expanding application demands and hardware needs [2] - The company emphasizes the importance of rational decision-making and awareness of investment risks 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30日