证券代码：603325 证券简称：博隆技术 公告编号：2025-030 上海博隆装备技术股份有限公司 关于 2025 年中期现金分红方案的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ·每 10 股派发现金红利人民币 6 元（含税）。 ·本次利润分配以实施权益分派股权登记日登记的总股本为基数，具体日期 将在权益分派实施公告中明确。如在实施权益分派的股权登记日前公司总股本发 生变动的，拟维持每股分配比例不变，相应调整分配总额，并将另行公告具体调 整情况。 一、利润分配方案内容 根据公司 2025 年第三季度财务报表（未经审计），2025 年前三季度公司实现 归属于母公司股东净利润 321,945,206.62 元，母公司实现净利润 326,290,625.53 元。 截至 2025 年 9 月 30 日，公司母公司报表期末未分配利润为人民币 1,177,276,125.24 元。经董事会决议，公司 2025 年前三季度拟以实施权益分派股权登记日登记的总 股本为基数分配利润。本次利润分配方案如下： 如在实施 ...

证券代码：603325 证券简称：博隆技术 公告编号：2025-027 上海博隆装备技术股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、说明会类型 本次业绩说明会以网络互动形式召开，公司将针对 2025 年第三季度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 10 月 28 日（星期二）15:00-16:00。 1 重要内容提示： ·会议召开时间：2025 年 10 月 28 日（星期二）15:00-16:00。 ·会议召开地点：上海证券交易所上证路演中心（以下简称上证路演中心）（网 址：https://roadshow.sseinfo.com/）。 ·会议召开方式：上证路演中心网络互动。 ·投资者可于 2025 年 10 月 21 日（星期二）至 10 月 27 日（星期一）16:00 前登录上证路演中心网站首页，点击"提问预征 ...

Group 1 - The core viewpoint of the news is that Bolong Technology's stock performance and financial metrics indicate a high level of trading activity and significant growth in revenue and profit [1][2][3] Group 2 - On October 16, Bolong Technology's stock fell by 1.77%, with a trading volume of 74.11 million yuan. The margin trading data shows a net margin buy of -1.10 million yuan for the day, with a total margin balance of 288 million yuan, accounting for 10.10% of the circulating market value [1] - As of October 10, the number of shareholders of Bolong Technology increased by 4.05% to 10,800, while the average circulating shares per person decreased by 3.89% to 3,174 shares [2] - For the first half of 2025, Bolong Technology achieved an operating income of 725 million yuan, representing a year-on-year growth of 97.18%, and a net profit attributable to the parent company of 242 million yuan, up 145.82% year-on-year [2] - Since its A-share listing, Bolong Technology has distributed a total of 177 million yuan in dividends [3] - As of June 30, 2025, among the top ten circulating shareholders, Yongying Hongze One-Year Open Mixed Fund holds 458,700 shares, remaining unchanged from the previous period, while Taikang Strategy Preferred Mixed Fund and Taikang Quality Life Mixed A have exited the top ten circulating shareholders list [3]

证券代码：603325 证券简称：博隆技术 公告编号：2025-026 上海博隆装备技术股份有限公司 关于使用部分闲置募集资金进行现金管理 到期赎回的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 上海博隆装备技术股份有限公司（以下简称公司）于 2024 年 11 月 22 日召开 第二届董事会第五次会议和第二届监事会第五次会议，审议通过《关于使用部分 闲置募集资金进行现金管理的议案》，同意公司为提高募集资金使用效益，在确保 募集资金使用计划正常进行和募集资金安全的前提下，使用单日最高余额不超过 人民币 5 亿元的暂时闲置募集资金进行现金管理，用于购买安全性高、流动性好 的保本型产品，使用期限自前次授权到期之日起 12 个月内，即 2025 年 2 月 7 日 至 2026 年 2 月 6 日，在上述额度及期限内，可以循环使用。具体内容详见公司于 2024 年 11 月 23 日在上海证券交易所网站（www.sse.com.cn）披露的《关于使用 部分闲置募集资金进行现金管理的公告》（公告编号：2024-046）。 一、 ...

Company Overview - Full Name: Shanghai Bolong Equipment Technology Co., Ltd [1] - Abbreviation: Bolong Technology [1] - Stock Code: 603325.SH [1] - IPO Application Date: September 30, 2022 [1] - Listing Date: January 10, 2024 [1] - Listing Board: Shanghai Stock Exchange Main Board [1] - Industry: General Equipment Manufacturing [1] - IPO Sponsor: Guosen Securities [1] - IPO Underwriters: Guosen Securities [1] - IPO Legal Advisor: Guohao Law Firm (Shanghai) [1] - IPO Audit Firm: Shanghai Huahui Certified Public Accountants [1] Performance Evaluation - Disclosure Situation: Required to improve the specificity and relevance of risk factor disclosures and to accurately represent the company's industry position and competitive landscape [1] - Regulatory Penalties: No deductions [2] - Public Supervision: No deductions [2] - Listing Cycle: Bolong Technology's listing cycle is 467 days, shorter than the average of 629.45 days for 2024 A-share listings [2] - Multiple Applications: Not applicable, no deductions [3] Financial Metrics - Issuance Costs: Underwriting and sponsorship fees amount to 76.64 million, with a commission rate of 6.34%, lower than the average of 7.71% [3] - First Day Performance: Stock price increased by 17.21% on the first day of listing [3] - Three-Month Performance: Stock price decreased by 3.33% compared to the issuance price [4] - Issuance Price-Earnings Ratio: The issuance P/E ratio is 20.78 times, which is 68.97% of the industry average of 30.13 times [5] - Actual Fundraising Ratio: Expected fundraising of 1.11 billion, actual fundraising of 1.208 billion, with an oversubscription ratio of 8.85% [6] Short-Term Performance - Revenue for 2024 decreased by 5.43% year-on-year, while net profit attributable to shareholders increased by 3.32% year-on-year, and non-recurring net profit decreased by 6.48% year-on-year [7] - Abandonment Rate: 1.66% [8] Overall Score - Bolong Technology's IPO project received a total score of 89.5, classified as B-level. Negative factors affecting the score include the need for improved disclosure quality, a decline in stock price over three months, and a decrease in revenue and non-recurring net profit in the first accounting year [8]

Core Insights - Bolong Technology experienced a decline of 2.62% in stock price on September 18, with a trading volume of 187 million yuan [1] - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 725 million yuan, a year-on-year growth of 97.18%, and a net profit of 242 million yuan, up 145.82% [2] Financing and Trading Activity - On September 18, Bolong Technology had a financing buy-in amount of 31.18 million yuan and a financing repayment of 34.22 million yuan, resulting in a net financing buy of -3.03 million yuan [1] - The total financing and margin trading balance for Bolong Technology as of September 18 was 308 million yuan, accounting for 10.29% of its market capitalization, indicating a high level compared to the past year [1] - There were no short selling activities on September 18, with a short selling balance of 0.00 shares, also reflecting a high level compared to the past year [1] Shareholder and Dividend Information - As of September 10, the number of shareholders for Bolong Technology increased to 9,962, a rise of 11.74%, while the average circulating shares per person decreased by 10.51% to 3,431 shares [2] - Since its A-share listing, Bolong Technology has distributed a total of 177 million yuan in dividends [3] - As of June 30, 2025, the top ten circulating shareholders included Yongying Hongze One-Year Open Mixed Fund, holding 458,700 shares, with no change in the number of shares held [3]

Group 1 - On September 11, Bolong Technology's stock increased by 1.60%, with a trading volume of 98.38 million yuan [1] - The financing data on the same day showed a financing purchase amount of 15.98 million yuan and a net financing purchase of 2.22 million yuan, with a total financing and margin balance of 288 million yuan [1] - The financing balance of Bolong Technology accounts for 9.51% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of August 29, the number of shareholders of Bolong Technology increased by 1.94% to 8,915, while the average circulating shares per person decreased by 1.91% to 3,834 shares [2] - For the first half of 2025, Bolong Technology achieved an operating income of 725 million yuan, representing a year-on-year growth of 97.18%, and a net profit attributable to shareholders of 242 million yuan, up 145.82% year-on-year [2] Group 3 - Since its A-share listing, Bolong Technology has distributed a total of 177 million yuan in dividends [3] - As of June 30, 2025, among the top ten circulating shareholders, Yongying Hongze One-Year Open Mixed Fund held 458,700 shares, remaining unchanged from the previous period [3] - Taikang Strategy Preferred Mixed Fund and Taikang Quality Life Mixed A have exited the list of top ten circulating shareholders [3]

Core Viewpoint - The pneumatic conveying system industry is experiencing significant growth, with a projected global market size of $35.76 billion in 2024, reflecting a year-on-year increase of 9.66% [1][10]. Overview - Pneumatic conveying systems utilize airflow energy to transport bulk materials through closed pipelines, ensuring automated and safe operation [2][4]. Market Policies - The Chinese government has implemented various policies to support the development of the pneumatic conveying equipment industry, creating a favorable environment for growth [6]. Industry Chain - The industry chain consists of upstream suppliers of general machinery and materials, midstream manufacturers and system integrators, and downstream application markets across various sectors such as petrochemicals, food, and pharmaceuticals [7][9]. Development Status - The pneumatic conveying technology has evolved significantly since its inception in the late 19th century, becoming integral to industrial automation and smart manufacturing, with widespread applications in multiple sectors [1][10]. Competitive Landscape - The market is characterized by a polarized competition, with numerous small enterprises competing in low-requirement sectors, while a few large companies dominate high-tech fields [11][12]. Representative Domestic Enterprises - Shanghai Bolong Technology Co., Ltd. focuses on pneumatic conveying solutions, achieving a revenue of 1.157 billion yuan in 2024, with 99.91% from pneumatic conveying systems [12][13]. - Shanghai Jinshende Powder Engineering Co., Ltd. was established to reduce reliance on foreign technology and has developed advanced pneumatic conveying technologies [13]. Development Trends - Future trends indicate a shift towards energy efficiency driven by carbon reduction policies, with innovations in materials and technology to meet the increasing demands from emerging industries such as lithium batteries and biomedicine [14][15].

Group 1 - The stock price of Bolong Technology (603325) closed at 90.1 yuan on September 5, 2025, with an increase of 0.86% and a turnover rate of 5.37% [1] - The trading volume was 18,400 shares, with a total transaction amount of 163 million yuan [1] - On September 5, the net inflow of main funds was 1.2929 million yuan, accounting for 0.79% of the total transaction amount; the net inflow of speculative funds was 12.8614 million yuan, accounting for 7.89%; while retail investors had a net outflow of 14.1543 million yuan, accounting for 8.68% [1][3] Group 2 - Supervisor Feng Changjiang plans to reduce his holdings by no more than 600,000 shares, which is 0.75% of the company's total share capital, due to personal financial needs [1][3] - Feng Changjiang currently holds 2,409,600 shares, representing 3.01% of the total share capital [1] - The reduction will occur between September 26 and December 25, 2025, through centralized bidding, with the selling price determined by market conditions [1]

Group 1 - The stock price of Bolong Technology (603325) closed at 90.1 yuan on September 5, 2025, down 8.06% from 98.0 yuan the previous week [1] - The highest intraday price for Bolong Technology on September 1 was 100.9 yuan, while the lowest intraday price on September 5 was 86.65 yuan [1] - The current total market capitalization of Bolong Technology is 7.208 billion yuan, ranking 55th out of 177 in the specialized equipment sector and 2450th out of 5152 in the A-share market [1] Group 2 - Supervisor Feng Changjiang of Shanghai Bolong Equipment Technology Co., Ltd. plans to reduce his holdings by no more than 600,000 shares, which is 0.75% of the total share capital, from September 26 to December 25, 2025 [2] - Feng Changjiang currently holds 2,409,600 shares, accounting for 3.01% of the total share capital, and the shares to be reduced are from pre-IPO acquisitions [2] - The reduction plan is consistent with previous commitments, and there is no risk of a change in company control [2]