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博实股份(002698) - 2025年4月28日投资者关系活动记录表(一)
002698BOSHI(002698)2025-04-29 00:58

Group 1: Financial Performance - The company achieved a significant improvement in gross profit margin, reaching 40% in Q1 2025, attributed to a higher proportion of high-margin products in the revenue mix [2][3] - The company maintains its annual report expectations unchanged despite fluctuations in individual project profit margins [2] Group 2: Research and Development - The company is focusing on two main aspects for humanoid robot development: financial investment and R&D personnel input, with ongoing optimization of key components and performance testing [2][3] - The company emphasizes the importance of patience and awareness of risks associated with R&D, indicating a long path to industrial application [3] Group 3: International Business Strategy - The company acknowledges the complexity of overseas operations, including standards alignment and certification requirements, while aiming to increase the export of high-profit products [3] Group 4: Market Opportunities - The coal chemical sector significantly contributes to the company's revenue, with two service projects generating over 100 million annually for nearly a decade [3] - The company is expanding its smart system services in the steel industry, targeting new applications and aiming for gradual market penetration [3] Group 5: Industry Outlook - The company expresses optimism regarding the automation upgrade demand in the chemical industry, expecting sustained healthy growth in operational performance [3] - The company plans to leverage its competitive advantages in automation, digitalization, and intelligence to align with future development trends [3]