博实股份(002698) - 2023年2月15日投资者关系活动记录表

Group 1: Investor Relations Activities - The company conducted a series of investor relations activities, including specific object research, analyst meetings, and telephone conferences, with notable participation from various financial institutions [2][3][4]. - Key dates for these activities include February 1, February 6, February 10, February 12, February 13, and February 15, 2023, with meetings held in designated company conference rooms [2][3][4]. Group 2: Company Overview and Market Position - The company focuses on intelligent manufacturing equipment, emphasizing its core competitiveness and technological accumulation in the field [3][4]. - The company has developed a range of innovative products, including the electric furnace robot system and inspection robots, which are integral to its strategy of expanding into intelligent factory solutions [3][4]. Group 3: Product Development and Market Demand - The company has successfully developed high-efficiency packaging products, such as the FFS (Form-Fill-Seal) system, which has been applied to various material packaging, enhancing production efficiency [4][5]. - In 2022, the company announced contracts totaling approximately 1.6 billion, with 190 million announced in 2023, indicating significant growth in contract values and demand for its products [4][5]. Group 4: Strategic Initiatives and Future Outlook - The company aims to double its robot application by 2025, focusing on enhancing the depth and breadth of service robots and special robots in the market [3][4]. - The integration of industrial services with intelligent manufacturing equipment sales is a key strategy, enhancing customer loyalty and extending the industry chain [4][5]. Group 5: Operational Insights - The order cycle for intelligent manufacturing equipment typically ranges from 6 to 18 months, influenced by project types and customer site conditions [5][6]. - The company’s "point-line-surface" R&D approach allows for focused resource allocation and risk reduction, facilitating market expansion and enhancing core competitiveness [6][7].