京基智农(000048) - 000048京基智农投资者关系管理信息20260104

Group 1: Investment Strategy - The company plans to acquire control of Huibo Robotics through a combination of capital increase, share transfer, and board representation [3] - This acquisition aligns with the company's core development strategy of "stable main business + technology empowerment" [4] - The transaction is expected to position the company in the "robotics + artificial intelligence" sector, marking a new development pattern of "agriculture + technology" [4] Group 2: Huibo Robotics Overview - As of September 2025, Huibo Robotics has total assets of CNY 1.004 billion and net assets of CNY 317 million [3] - The company has a strong core team with extensive experience in robotics and intelligent manufacturing, achieving significant innovations and national honors [5] - Huibo Robotics has established a comprehensive core technology system, including a production capacity of 30,000 integrated joints annually [5] Group 3: Market Applications and Growth Potential - Huibo Robotics' products are primarily used in four sectors: education, energy inspection, intelligent manufacturing, and commercial interaction [8] - The company commits to an annual revenue growth rate of no less than 30% from 2026 to 2028, supported by solid business layouts and growth potential [9] - In the education sector, Huibo has partnered with nearly 2,000 schools, creating a beneficial cycle between industry and education [9] Group 4: Future Business Development - The company is focusing on the renewable energy sector, developing modular photovoltaic cleaning robots and intelligent operation systems, with a recent contract worth nearly CNY 100 million [10] - Plans to explore new application scenarios in pig farming, hospitality, and property management, leveraging core technology features [10] - The collaboration with Huibo Robotics aims to accelerate the establishment of a robotics research institute, enhancing technology development and commercialization [10]