博实结(301608) - 301608投资者关系活动记录表（2025年12月24日-2025年12月25日）

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 everything with wisdom" [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: Product Strategy - The company’s product strategy focuses on "meeting customer needs and solving industry pain points," with a core emphasis on "Internet of Everything" [2] - Key products include intelligent sleep terminals, intelligent vehicle terminals, smart travel components, and intelligent payment hardware, all based on core technologies of communication and positioning [2] Group 4: Business Model and Technology - The company has developed a multi-faceted business system comprising "module base + AI drive + cloud services + intelligent terminals" [3] - The self-developed wireless communication module is crucial for the reliability and competitiveness of the company's terminal products [3] Group 5: International Expansion - As of Q3 2025, the intelligent vehicle terminal products have been sold to dozens of countries and regions, including Africa, Central Asia, and South America [4] - The company has entered the qualified supplier list of a foreign automotive brand, indicating successful international collaboration [4] Group 6: Future Growth and Innovations - The intelligent sleep terminal focuses on enhancing sleep quality through smart bed covers, with revenue reported under other intelligent hardware for confidentiality reasons [5] - The company is committed to deepening customer relationships and expanding product categories to drive revenue growth [5] - AI algorithms are being applied across various products, including intelligent transportation and smart sleep, with plans to develop a "visual AI" product ecosystem [5]