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] - It aims to become a global expert in IoT intelligent application solutions, adhering to the mission of "empowering wisdom for a better future" [1] Group 2: Financial Performance - 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, up by 0.81% [2] - For the first three quarters of 2025, the company reported a revenue of CNY 1.272 billion, a 21.66% increase year-on-year, and a net profit of CNY 180 million, reflecting a 33.95% growth [2] Group 3: Market Outlook - The demand for smart vehicle terminals and smart sleep terminals is expected to continue growing, supported by favorable market conditions [2] - The installation penetration rate of smart vehicle video recorders in the domestic heavy-duty truck sector is currently low, indicating potential growth opportunities [2] Group 4: International Expansion - The company is leveraging the "Belt and Road" initiative to expand its market presence in Africa, Southeast Asia, and Central Asia, while also targeting developed markets in Europe and North America [3] - It has successfully entered the supplier system of an overseas automotive brand, beginning small-scale supply [3] Group 5: Product Diversification - The company has diversified its product offerings across various scenarios, including smart transportation, smart sleep, and mobile payment, with a focus on customer-driven solutions [4] - The smart sleep terminal can track and analyze users' sleep states, adjusting the environment for optimal sleep quality [5] Group 6: Core Competencies - The company's ability to adapt technology to various application scenarios is a key strength, supported by extensive experience in core technologies such as communication, positioning, and AI [4] - The fragmented nature of the IoT market allows the company to customize solutions effectively, enhancing product competitiveness [4] Group 7: Supply Chain Management - Storage chips are primarily used in commercial vehicle monitoring terminals, with their cost impact on the company being relatively low due to existing reserves [6]
博实结(301608) - 301608投资者关系活动记录表（2025年12月9日-2025年12月11日）