Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, recognized as a high-tech enterprise and a "specialized and innovative" small giant [1] - The company achieved a revenue of CNY 1.402 billion in 2024, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, an increase of 0.81% [1] - In the first three quarters of 2025, the company reported a revenue of CNY 1.272 billion, up 21.66% year-on-year, and a net profit of CNY 180 million, an increase of 33.95% [2] Group 2: AI Product Development - The company has developed AI edge products such as commercial vehicle monitoring terminals and smart sleep terminals, addressing industry pain points [2] - AI algorithms are applied across various fields, including smart sports, security, and office solutions, enhancing the company's product offerings [2] - The company has localized the DeepSeek large language model and integrated it into its cloud management platforms, improving AI service delivery [2] Group 3: Market Insights - The IoT industry is characterized as a fragmented market, with growing demand for diverse AI edge applications driven by expanding IoT needs [2] - The smart sleep terminal focuses on health and does not rely on the real estate sector, fitting into the consumer AI product landscape [2] - The sleep economy market is experiencing growth due to rising consumer expectations for sleep quality and increasing acceptance of smart home technologies [2]
博实结(301608) - 301608投资者关系活动记录表2025年12月2日