BOSHI(SZ:002698)2023-03-22 17:36Group 1: Company Overview and Competitive Advantage - Harbin Boshi Automation Co., Ltd. has a significant competitive advantage in solid material post-processing intelligent manufacturing equipment, characterized by high speed, precision, and stability, which helps reduce material costs for clients [2][3] - The company's FFS (Form-Fill-Seal) technology offers economic, sealing, and environmental advantages over traditional packaging methods, leading to increased customer preference [3][4] Group 2: Product Development and Market Demand - The company has successfully developed FFS high-efficiency weighing packaging products for PVC (powder materials) based on its previous technology for granular materials, expanding its application in various powder packaging fields [3] - The demand for upgrading equipment is driven by the introduction of new high-performance products that enhance economic efficiency and reduce production costs [4] Group 3: Financial Impact and Order Cycle - Contracts for intelligent manufacturing equipment are expected to positively impact revenues primarily in 2023 and 2024, based on delivery timelines and installation requirements [4] - The order cycle for intelligent manufacturing equipment typically ranges from 6 to 18 months, influenced by project types and customer site conditions [4] Group 4: Industrial Services and Integration - The company's industrial services include spare parts sales, equipment maintenance, and integrated production operation services, which can significantly reduce clients' labor and operational costs [4][5] - The integration of industrial services with intelligent manufacturing equipment sales creates a mutually beneficial relationship, enhancing customer loyalty and extending the industry chain [4] Group 5: Future Growth and Development - The company is positioned to benefit from national policies promoting the integration of advanced manufacturing and modern service industries, with a focus on expanding its industrial service offerings [5] - In 2021, the company's industrial service revenue reached 615 million yuan, indicating significant growth potential in this sector [5]