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研报掘金丨东北证券:博实股份业绩步入高速增长期,首予“买入”评级

Research report on capital gains | Northeast Securities: harbin boshi automation's performance enters a period of rapid growth, initially assigned a "buy" rating.

Gelonghui Finance ·  Nov 28 17:34  · Ratings

On November 28, Gelonghui reported that Harbin Boshi Automation (002698.SZ) leads in intelligent manufacturing equipment technology, especially accumulating strong advantages in petrochemical and new energy (such as polycrystalline silicon) industries. The company has long been focusing on the industrial robot field and successfully developed intelligent high-temperature furnace operation robots in 2015, leading the automation development in the calcium carbide industry with advanced remote control technology. The company's performance has entered a period of high-speed growth. By the end of 2023, the company had orders on hand totaling 6.483 billion yuan, with intelligent manufacturing equipment orders accounting for as high as 75% of the structure, while industrial services and environmental protection processes and equipment accounted for 20% and 5% respectively. A large number of orders on hand will enter the revenue confirmation period in 2025 and 2026, and the company's performance will grow rapidly. It received a "buy" rating for the first time in coverage.

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