BOSHI(SZ:002698)2023-06-05 03:14Group 1: Company Overview and Performance - The company, Harbin Boshi Automation Co., Ltd., focuses on high-end intelligent manufacturing equipment, primarily serving the petrochemical, new energy, and mineral furnace sectors [4]. - As of the end of 2022, the company reported a strong order backlog, indicating a favorable business outlook for the current year [4]. Group 2: Order and Delivery Cycle - The typical order-to-delivery cycle for intelligent manufacturing equipment ranges from 6 to 18 months, depending on the product and project type [5]. - Larger new projects generally have longer order cycles compared to upgrade projects [5]. Group 3: Product Upgrades and Market Position - Customers often require upgrades for equipment that has exceeded its lifespan, and the company’s products help enhance production efficiency and reduce costs [6]. - The company holds a competitive advantage in the domestic market for intelligent manufacturing equipment, with no direct competitors of similar scale [7]. Group 4: Market Expansion and R&D - The company has successfully developed high-temperature special operation robots for the calcium carbide industry, contributing approximately 200 million yuan in revenue [10]. - The company is expanding its product offerings to include high-temperature special operation robots for silicon manganese, silicon iron, and industrial silicon furnaces, with ongoing R&D efforts [10]. Group 5: Intelligent Logistics and Industrial Services - The intelligent logistics solutions have achieved revenue exceeding 50 million yuan in 2022, with significant growth potential due to a large order backlog [11]. - The company’s industrial service network is increasingly recognized for its commercial value, providing opportunities beyond its product offerings [12]. Group 6: Production Capacity and Future Plans - The company is actively increasing production capacity through partnerships and resource expansion, with the Kunshan regional headquarters expected to complete construction by the end of 2023 [13]. - The Kunshan facility will focus on intelligent manufacturing solutions for new energy enterprises and special operation robots, complementing the Harbin headquarters [13].