BOSHI(SZ:002698)2022-12-14 08:14Group 1: Company Performance and Market Demand - The company has seen a significant increase in contract amounts due to its long-term commitment to the intelligent manufacturing equipment sector, leveraging core competitiveness and technological accumulation [2] - There is a strong demand for intelligent transformation and upgrading among Chinese manufacturing enterprises, which the company is well-positioned to meet with its innovative products and comprehensive solutions [2] - The market for intelligent equipment in the post-processing of polysilicon (irregular materials) is primarily driven by incremental demand rather than existing stock [3] Group 2: Product Development and Order Cycles - The order cycle for products varies, typically ranging from 6 to 18 months, influenced by product type and project nature [2] - New projects generally have longer order cycles, while upgrades and replacements tend to be shorter [2] - The company has successfully developed high-temperature operation robots for the calcium carbide industry, which has led to contracts totaling CNY 360 million [3] Group 3: Future Growth and Strategic Initiatives - The company is constructing a new industrial project in Kunshan focused on robotic and intelligent factory production, expected to be completed by the end of next year [4] - There is a persistent and long-term demand for intelligent manufacturing equipment and overall solutions, driven by the need for digitalization and automation in large-scale enterprises [4] - The Chinese government's industrial policies are expected to create numerous opportunities for intelligent manufacturing solutions in alignment with the 2035 vision [4]