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博实股份(002698) - 2024年5月14日投资者关系活动记录表
002698BOSHI(002698)2024-05-14 08:35

Product Applications and Advantages - The company's intelligent manufacturing equipment is widely used in industries such as petrochemicals, mining, new energy, food, pharmaceuticals, and ports, providing efficient production solutions [1] - The solid material post-processing intelligent manufacturing equipment business is a major segment, characterized by high speed, precision, and reliability, which helps customers save material costs and improve production efficiency [1] - The company's products and technologies are leading in the domestic market, with high brand recognition, reputation, and customer loyalty [1] Competitive Landscape and R&D Strategy - The company has no competitors of similar scale in the domestic market, maintaining a leading position in technology and product applications [1] - The R&D strategy focuses on high technical barriers and market demand, adopting a "point → line → surface" approach: starting with single equipment, then forming automated production lines, and finally developing comprehensive intelligent manufacturing solutions [1][2] - This strategy reduces development risks, improves R&D efficiency, and expands market potential, with intelligent manufacturing solutions offering significantly larger market opportunities compared to single equipment sales [2] Sales and Market Expansion - Future sales growth is expected in new projects, upgrades, and multi-category expansions, with export projects also anticipated to grow [3] - The company will continue to follow the "point → line → surface" path to drive automation, digitalization, and intelligent transformation in product applications [3] Industrial Services and Revenue Growth - Industrial services, a core growth business, accounted for 96% of the company's total revenue in 2023, supported by the integration of intelligent equipment and services [4] - The industrial service business is expected to grow steadily, driven by the increasing base of intelligent equipment sales and new large-scale service projects [4] - The company's integrated industrial services and intelligent equipment sales form a mutually reinforcing cycle, promoting long-term growth [4]