BOSHI(SZ:002698)2023-05-04 10:14Group 1: Market Outlook and Product Development - The company has successfully developed high-temperature special operation robots for the silicon manganese, silicon iron, and industrial silicon furnace fields, with significant market potential expected to expand several times [2] - The first silicon manganese furnace robot has completed customer acceptance and is ready for market promotion, while a cost-effective version is under development [2] - The company anticipates a substantial increase in market space for high-temperature special operation robots, aiming to transform traditional industries with high-tech products [2] Group 2: Financial Performance and Projections - As of December 31, 2022, the company has a total order backlog of 6.202 billion RMB, including 4.858 billion RMB in intelligent manufacturing equipment and 1.014 billion RMB in industrial services [6] - The company expects a 30%-50% revenue growth in the environmental protection business in 2023, recovering to normal profit margins [6] - The projected net profit for 2023 after deducting non-recurring items is 800 million RMB [6] Group 3: Corporate Governance and Shareholder Engagement - The company plans to distribute a cash dividend of 2.50 RMB per 10 shares, pending approval at the annual shareholder meeting [7] - The management is open to suggestions regarding stock buybacks to enhance market value [3] - The company has not expanded its share capital for four consecutive years, maintaining a stable approach to shareholder returns [6] Group 4: Operational Efficiency and Capacity Management - The company is actively expanding production capacity through partnerships with external manufacturers and optimizing production organization [6] - The new product supporting factory project in Harbin is expected to be operational by August 2023 to meet production needs [6] - The company has a robust cash flow and does not foresee any funding pressure or risks in cash management [6] Group 5: Industry Trends and Strategic Initiatives - The company is focusing on the integration of intelligent manufacturing and industrial services, which are expected to grow significantly in the coming years [8] - The company is leveraging advancements in artificial intelligence and industrial internet technologies to enhance its smart factory solutions [4] - The company is well-positioned to capitalize on the growing demand for intelligent manufacturing equipment and services in various industries [8]