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博众精工科技股份有限公司
688097BOZHON PRECISION INDUSTRY TECHNOLOGY CO.(688097) 上海证券报·2025-04-26 09:18

New Products and Technologies - Bozhon Instruments has focused on the research, production, and sales of transmission electron microscope products since its establishment, achieving self-control over core technologies and key components such as ultra-high stability high-voltage power supplies and field emission electron guns [1] - In the first half of 2024, Bozhon Instruments launched the second generation of Bozhon F200 TEM and Bozhon T200 TEM, enhancing functionality and performance [2] - Bozhon Instruments has won the bid for the "Guangdong-Hong Kong-Macao Greater Bay Area National Innovation Center Particle Application Center Solenoid Procurement Project," undertaking specific design, research, and manufacturing [2] - The company has achieved mass production of domestically produced 200kV transmission electron microscopes and core components, with delivery expected to start in 2025 [2] Low-altitude Economy - Bozhon Precision's low-altitude economy business, undertaken by its subsidiary Bozhon Robotics, focuses on providing comprehensive low-altitude inspection solutions for smart city governance [3] - The system includes drones, automatic airport systems, low-altitude communication systems, and AI automatic recognition platforms, applying various high-tech solutions [3] - The company aims to provide large-scale, grid-based low-altitude inspection solutions for government and enterprise clients, differentiating itself from competitors who primarily focus on single-point deployments [4] Business Model - The company's sales model is primarily direct sales, with orders obtained through existing customer recommendations and public bidding [5] - The company has established a sales management system to regulate sales activities and maintain long-term relationships with clients [5] - The procurement model includes raw material procurement and customized processing, ensuring quality and timely delivery through a structured approval process [7] Production and R&D Models - The production model is order-driven, with a focus on customized automation equipment based on client needs [8] - The R&D model combines engineering departments and innovation centers to address both current application needs and long-term technological breakthroughs [9] Industry Situation - The global automation equipment market is projected to grow from 484.97billionin2024to484.97 billion in 2024 to 639.67 billion by 2030, indicating significant potential for growth [11] - The domestic automation equipment industry has made notable progress, with local companies increasingly capable of producing mid-to-low-end automation equipment [12] - The company has established itself as a leading player in the intelligent manufacturing sector, recognized for its stable product quality and strong service capabilities [13] Emerging Technologies and Trends - The demand for automation equipment is driven by advancements in consumer electronics, new energy vehicles, and semiconductor manufacturing [14] - The flexible modular production line developed by the company has been successfully mass-produced, enhancing efficiency and reducing labor costs [15][16] - The electric vehicle market is expanding, with battery swapping stations gaining attention as a cost-effective solution for consumers [18] Market Opportunities - The transmission electron microscope market is expected to grow significantly, with a projected global market size of $729 million in 2024, driven by domestic demand for high-end scientific instruments [23][24]