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博硕科技(300951) - 博硕科技投资者关系活动记录表
BSCTECHBSCTECH(SZ:300951)2023-10-26 13:24

Group 1: Financial Performance - The company achieved operating revenue of 927 million yuan in the first three quarters of 2023, representing a year-on-year increase of 5.03% [2] - The net profit attributable to shareholders was 209 million yuan, a decrease of 16.82% compared to the previous year [2] - The precision functional components business showed steady growth in both revenue and profit, while the intelligent automation equipment business faced short-term pressure [2] Group 2: Business Development Focus - In 2024, the company will focus on resource integration, market expansion, and significant growth in business scale for intelligent automation equipment [2] - The main revenue sources are precision functional components and intelligent automation equipment, widely applied in consumer electronics and new energy sectors [3] - The company has established a presence in smart wearables, new energy, and healthcare sectors, which are expected to become important growth drivers [3] Group 3: Inventory and Operational Strategy - The inventory for the third quarter was 510 million yuan, primarily influenced by the expansion of the intelligent automation equipment business [3] - Increased inventory levels are a strategic decision to ensure timely delivery of precision functional components in the fourth quarter [3] - The company maintains stable cooperation with clients and is establishing a subsidiary in Vietnam to meet development needs [3]