宝通科技(300031) - 宝通科技调研活动信息

Financial Performance - The company achieved a net profit attributable to shareholders of 396.55 million to 427.06 million CNY in 2020, representing a year-on-year increase of 30%-40% compared to 2019 [3] - In Q4 2020, the estimated net profit is projected to be between 80.35 million and 110.85 million CNY, showing a year-on-year growth of 11%-53% [3] - The growth is primarily driven by stable revenue from existing gaming products and contributions from the industrial internet sector [3] Mobile Internet Business - The mobile internet segment focuses on overseas distribution and operation of mobile games, with over 400 games released globally by the subsidiary Yihuan Network [4] - Yihuan Network has a user base across more than 130 countries and regions, utilizing multiple languages [4] - Hainan Gaotu, established in late 2018, has grown to over 170 employees and plans to launch its self-developed product "WTS" in mid-2021 [4][6] Industrial Internet Business - The industrial internet segment has seen significant growth, with international trade revenue increasing by over 100% year-on-year [5] - The digital conveyor belt product sales have shown a continuous compound growth rate of over 30% for three consecutive years [5] - The company is focusing on optimizing product structure and accelerating innovation in business models [5] Future Development Plans - The company aims to build a digital ecosystem for industrial bulk material transportation, integrating technologies like 5G, big data, and AI [7][8] - Plans to expand application scenarios in industries such as steel, coal, and ports, while enhancing software and hardware capabilities [7] - The dual business model of mobile internet and industrial internet is expected to continue thriving, with a focus on intelligent and digital solutions [9] Governance and Corporate Culture - The company maintains a governance structure with five board members, two of whom are from the mobile internet sector, ensuring cultural and resource integration [8] - The core values emphasize "benevolence, integrity, cooperation, and sharing," guiding the company's strategic direction and operational efficiency [9]