BOTON TECHNOLOGY(SZ:300031)2022-11-21 15:38Group 1: Company Overview - The main business of Baotong Technology is industrial and mobile internet, with a strong development trend in both sectors [2] - The industrial internet segment has shifted from pure manufacturing to the service market for industrial bulk material transportation [2] - In 2021, the company increased R&D and marketing investments, establishing subsidiaries in Beijing and Shanghai [2] Group 2: Industrial Internet Business - The industrial internet business is divided into digital transportation systems and intelligent operation services, with a focus on smart transportation digital products and intelligent software [3] - In 2020, the digital transportation belt products generated revenue of 939 million CNY, with stable growth expected in 2021 [3] - The intelligent transportation system service generated revenue of 168 million CNY in 2020, with continued stable growth anticipated in 2021 [3] - The domestic smart transportation market is projected to reach 100 billion CNY by 2025 [3] Group 3: Future Plans and Market Outlook - The company expects to launch 3-4 self-developed products in 2022, with significant growth anticipated in the next 1-2 years [3] - The dual business model of "mobile internet + industrial internet" is expected to continue driving growth [4] - The company aims to integrate advanced technologies such as 5G, AI, and big data into its operations [4] Group 4: Game Development and Market Strategy - The mobile internet segment focuses on overseas game distribution, with 99% of revenue coming from international markets [8] - The company plans to launch multiple new games in 2022, including self-developed titles [7] - The company has established a competitive advantage in the mobile gaming market in regions like South Korea and Southeast Asia [8]