Group 1 - The core point of the news is that Bomin Electronics experienced a decline of 5.07% in its stock price, reaching 13.11 yuan per share, with a trading volume of 640 million yuan and a turnover rate of 7.54%, resulting in a total market capitalization of 8.265 billion yuan [1] - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, is located in Meizhou, Guangdong Province. The company specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related core electronic components [1] - The main revenue composition of Bomin Electronics includes printed circuit boards at 75.03%, customized electronic components at 21.05%, and other supplementary sources at 3.93% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under China Europe Fund holds a significant position in Bomin Electronics. The China Europe Small Cap Growth Mixed A Fund (015880) held 347,900 shares in the second quarter, accounting for 0.63% of the fund's net value, ranking as the fourth-largest heavy stock [2] - The China Europe Small Cap Growth Mixed A Fund (015880) was established on June 28, 2022, with a latest scale of 199 million yuan. Year-to-date, it has achieved a return of 53.55%, ranking 873 out of 8172 in its category, and a one-year return of 115.08%, ranking 366 out of 7995 [2] Group 3 - The fund managers of the China Europe Small Cap Growth Mixed A Fund (015880) are Qian Yating and Tang Minwei. As of the report, Qian Yating has a cumulative tenure of 3 years and 326 days, with the fund's total asset scale at 2.377 billion yuan, achieving a best return of 57.29% during the tenure [3] - Tang Minwei has a cumulative tenure of 63 days, with the fund's total asset scale at 517 million yuan, achieving a best return of 14.18% during the tenure [3]

Group 1 - EDR concept increased by 2.76%, ranking 8th among concept sectors, with 17 stocks rising, including Jing Sheng Electronics and Bo Min Electronics hitting the daily limit [1][2] - Notable gainers in the EDR sector include Xie Chuang Data and Hong Quan IoT, which rose by 13.10% and 6.79% respectively [1][2] - Major decliners in the sector include De Run Electronics, Xing Min Zhi Tong, and Wei Di Co., which fell by 2.88%, 0.96%, and 0.44% respectively [1][2] Group 2 - The EDR concept sector saw a net inflow of 846 million yuan, with 9 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow [2][3] - Bo Min Electronics led the net inflow with 320 million yuan, followed by Jing Sheng Electronics and Xie Chuang Data with net inflows of 227 million yuan and 122 million yuan respectively [2][3] - The net inflow ratios for Bo Min Electronics, Jing Sheng Electronics, and Guang Hong Technology were 18.71%, 13.12%, and 10.47% respectively [3]

Core Viewpoint - The AI PC concept sector has shown a positive performance, with a 2.82% increase, ranking 7th among various concept sectors, indicating strong investor interest and potential growth in this area [1]. Group 1: Sector Performance - As of September 16, the AI PC concept sector increased by 2.82%, with 38 stocks rising, including notable performers like Bomin Electronics and Kesen Technology, which hit the daily limit up [1]. - The top gainers in the sector included Zhongshi Technology, Changying Precision, and Danghong Technology, with increases of 11.40%, 8.94%, and 6.87% respectively [1]. Group 2: Capital Flow - The AI PC concept sector attracted a net inflow of 2.025 billion yuan from main funds, with 24 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2]. - Kesen Technology led the net inflow with 602.13 million yuan, followed by Changying Precision and Bomin Electronics with net inflows of 495.44 million yuan and 320.07 million yuan respectively [2]. Group 3: Capital Inflow Ratios - Kesen Technology, Bomin Electronics, and Victory Precision had the highest net inflow ratios at 32.92%, 18.71%, and 14.57% respectively, indicating strong investor confidence in these stocks [3].

Market Overview - The component sector increased by 2.47% on September 16, with Shiyun Circuit leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Component Sector - Shiyun Circuit (603920) closed at 46.07, up 10.00% with a trading volume of 561,300 shares [1] - Bomin Electronics (603936) also rose by 10.00% to 14.52, with a trading volume of 1,236,900 shares [1] - Other notable gainers include: - Yuandiwei (832491) up 6.06% to 34.50 [1] - Shenghong Technology (300476) up 5.29% to 346.99 [1] - Zhongfu Circuit (300814) up 5.19% to 51.70 [1] Decliners in Component Sector - ST Dongjing (002199) fell by 2.88% to 10.13, with a trading volume of 66,000 shares [2] - Other decliners include: - Si Hui Fu Ren (300852) down 1.32% to 45.50 [2] - Wanyuantong (920060) down 1.27% to 38.77 [2] Capital Flow Analysis - The component sector saw a net inflow of 724 million yuan from institutional investors, while retail investors experienced a net outflow of 534 million yuan [2][3] - Notable net inflows from major stocks include: - Bomin Electronics with a net inflow of 294 million yuan [3] - Shiyun Circuit with a net inflow of 260 million yuan [3] Summary of Trading Data - The trading volume and turnover for key stocks in the component sector indicate strong market activity, with significant movements in both directions [1][2][3] - The overall sentiment in the component sector appears positive, driven by strong performances from leading companies [1][3]

Core Viewpoint - Bomin Electronics has experienced a significant stock price increase, with a 5.91% rise on September 16, reaching 13.98 CNY per share, and a cumulative increase of 17.75% over four consecutive days [1] Group 1: Company Overview - Bomin Electronics Co., Ltd. is located in Meizhou, Guangdong Province, established on March 25, 2005, and listed on December 9, 2015 [1] - The company specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related core electronic components, with revenue composition as follows: PCBs 75.03%, customized electronic components 21.05%, and others 3.93% [1] Group 2: Fund Holdings - One fund under China Europe Fund holds a significant position in Bomin Electronics, specifically the China Europe Small Cap Growth Mixed A Fund (015880), which held 347,900 shares as of the second quarter, accounting for 0.63% of the fund's net value [2] - The fund has generated a floating profit of approximately 271,400 CNY today and 692,300 CNY during the four-day price increase [2] - The China Europe Small Cap Growth Mixed A Fund was established on June 28, 2022, with a current size of 199 million CNY and has achieved a year-to-date return of 51.46% [2]

Group 1 - The company will hold an investor briefing on September 19, 2025, from 15:30 to 17:00 [2][5] - The briefing will be conducted online via the "Panorama Roadshow" website, allowing investors to participate interactively [4][6] - The purpose of the meeting is to discuss the company's 2025 semi-annual performance, financial indicators, and development strategies [3][4] Group 2 - Key participants in the meeting will include the Chairman and General Manager, the Board Secretary, and the Chief Financial Officer [5] - Investors can access the meeting through the "Panorama Roadshow" website, WeChat public account, or by downloading the Panorama Roadshow APP [6] - After the meeting, investors can review the meeting's details and main content on the "Panorama Roadshow" website [8]

Group 1 - As of September 15, the EDR concept index rose by 1.28%, ranking 10th among concept sectors, with 10 stocks increasing in value, including Derun Electronics which hit the daily limit, and Junsheng Electronics, Ruiming Technology, and Bomin Electronics showing gains of 7.74%, 7.12%, and 5.01% respectively [1] - The EDR concept sector saw a net inflow of 0.68 billion yuan from main funds today, with 6 stocks receiving net inflows, and 5 stocks attracting over 300 million yuan, led by Junsheng Electronics with a net inflow of 3.07 billion yuan [2] - The top stocks by net inflow rate included Derun Electronics, Xingmin Zhitong, and Bomin Electronics, with net inflow rates of 32.40%, 12.10%, and 8.61% respectively [3] Group 2 - The stocks with the largest declines included Tianmai Technology, Shenyu Co., and Qiming Information, which fell by 3.78%, 2.21%, and 1.51% respectively [1][4] - The overall market saw various concept sectors with significant fluctuations, with the top gainers being in the pork sector at 2.82% and the top losers in military information technology at -1.35% [2] - The trading volume and turnover rates for key stocks in the EDR concept were notable, with Junsheng Electronics showing a turnover rate of 10.14% and Derun Electronics at 17.17% [3]

本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net/），或关注微信公众号：全景财经，或下载全景路演 APP，参与本次 互动交流。 证券代码：603936 证券简称：博敏电子 公告编号：临 2025-074 博敏电子股份有限公司 关于参加广东辖区上市公司 2025 年投资者 网上集体接待日活动的公告 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： （二）会议召开地点："全景路演"网站（https://rs.p5w.net/） 博敏电子股份有限公司（以下简称"公司"）已于 2025 年 8 月 23 日在上海证券交 易所网站（www.sse.com.cn）披露了公司《2025 年半年度报告》，为便于广大投资者更 全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 19 日 15:30-17:00 参加广东证监局、广东上市公司协会联合举办的"向新提质 价值领航 ——2025 年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明 ...

Company Overview - Bomin Electronics Co., Ltd. is located in Meizhou, Guangdong Province, established on March 25, 2005, and listed on December 9, 2015. The company specializes in the R&D, production, and sales of high-precision printed circuit boards (PCBs) and related core electronic components [2] - The main business revenue composition includes: PCBs 75.03%, customized electronic components 21.05%, and others 3.93% [2] - Bomin Electronics belongs to the Shenwan industry classification of Electronics - Components - Printed Circuit Boards, and is associated with concepts such as inductors, PCB concepts, robotics, new energy vehicles, and BYD concepts [2] Financial Performance - For the first half of 2025, Bomin Electronics achieved operating revenue of 1.705 billion yuan, a year-on-year increase of 12.71%. However, the net profit attributable to the parent company was 37.8944 million yuan, a decrease of 31.38% year-on-year [2] - As of June 30, 2025, the company had a total of 53,400 shareholders, an increase of 4.81% from the previous period, with an average of 11,812 circulating shares per person, a decrease of 4.59% [2] Stock Performance - On September 15, Bomin Electronics' stock price rose by 2.31%, reaching 12.86 yuan per share, with a trading volume of 245 million yuan and a turnover rate of 3.07%, resulting in a total market capitalization of 8.107 billion yuan [1] - Year-to-date, the stock price has increased by 52.73%, with a 9.08% rise over the last five trading days, an 8.07% increase over the last 20 days, and a 46.97% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on July 9, where the net buying on that day was -86.2656 million yuan, with total buying of 93.5055 million yuan (4.75% of total trading volume) and total selling of 180 million yuan (9.12% of total trading volume) [1] Dividend Information - Since its A-share listing, Bomin Electronics has distributed a total of 130 million yuan in dividends, with cumulative distributions of 25.2159 million yuan over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 4.2441 million shares, an increase of 1.7851 million shares from the previous period [3]

Group 1 - The core viewpoint of the article is that the company, Bomin Electronics, is currently producing printed circuit boards (PCBs) with a maximum of 68 layers and is continuously researching higher-layer PCB products [1] Group 2 - The company is actively engaged in the development of advanced PCB technology, indicating a commitment to innovation in the electronics industry [1] - The production capability of 68-layer PCBs positions the company competitively within the market, as higher-layer PCBs are often associated with enhanced performance and application in complex electronic devices [1]