Group 1 - The core viewpoint of the news is that Bomin Electronics has seen a significant increase in its stock price, rising by 5.58% to reach 12.30 CNY per share, with a trading volume of 594 million CNY and a turnover rate of 7.92%, resulting in a total market capitalization of 7.754 billion CNY [1] - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related core electronic components, with its main business revenue composition being 75.03% from printed circuit boards, 21.05% from customized electronic components, and 3.93% from other sources [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under China Europe Fund has a significant position in Bomin Electronics, specifically the China Europe Small Cap Growth Mixed A Fund (015880), which held 347,900 shares in the second quarter, accounting for 0.63% of the fund's net value, making it the fourth-largest holding [2] - The China Europe Small Cap Growth Mixed A Fund (015880) has achieved a year-to-date return of 48.6%, ranking 636 out of 8175 in its category, and a one-year return of 104.96%, ranking 294 out of 7982 [2]

Group 1 - The core viewpoint of the news highlights the recent stock performance and trading activity of Baomin Electronics, indicating a significant increase in stock price and trading volume [1] - As of September 11, Baomin Electronics' stock price rose by 2.06% to 11.89 CNY per share, with a total market capitalization of 7.495 billion CNY [1] - Year-to-date, Baomin Electronics' stock has increased by 41.21%, with a 10.09% rise over the last five trading days and a 41.89% increase over the last 60 days [1] Group 2 - Baomin Electronics, established on March 25, 2005, specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related electronic components [2] - The company's revenue composition includes 75.03% from printed circuit boards, 21.05% from customized electronic components, and 3.93% from other sources [2] - As of June 30, 2025, Baomin Electronics reported a revenue of 1.705 billion CNY, reflecting a year-on-year growth of 12.71%, while the net profit attributable to shareholders decreased by 31.38% to 37.8944 million CNY [2] Group 3 - Since its A-share listing, Baomin Electronics has distributed a total of 130 million CNY in dividends, with 25.2159 million CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders increased to 53,400, with an average of 11,812 shares held per shareholder, a decrease of 4.59% from the previous period [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 4.2441 million shares, an increase of 1.7851 million shares compared to the previous period [3]

Core Viewpoint - The company provides a guarantee for its subsidiary Jiangsu Bomin's bank credit application to support its operational and business development needs [2][8] Group 1: Guarantee Details - Jiangsu Bomin applied for a credit limit of RMB 100 million from the Bank of China, with a one-year term, and the company provided a joint liability guarantee [2][4] - The total guarantee amount that the company can provide for Jiangsu Bomin after this guarantee is RMB 105 million, within the approved limit [4][5] - The company has previously provided guarantees totaling RMB 1,067.43 million for Jiangsu Bomin [4][10] Group 2: Internal Decision-Making Process - The company’s board approved the external guarantee limit of up to RMB 2.25 billion for 2025, with specific limits for subsidiaries based on their asset-liability ratios [3][9] - The guarantee does not require additional board or shareholder approval as it falls within the previously approved limits [5][9] Group 3: Necessity and Reasonableness of the Guarantee - The guarantee is deemed necessary to meet the operational funding needs of the wholly-owned subsidiary, which is in good financial health [8][9] - The board believes that the guarantee poses controllable risks and will not adversely affect the company's normal operations or business development [8][9] Group 4: Cumulative Guarantee Situation - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amount to RMB 3,244.03 million, accounting for 76.16% of the latest audited net assets [10][12] - There are no overdue external guarantees, and the company has not provided guarantees for controlling shareholders or related parties [12]

博敏电子股份有限公司 为子公司申请银行授信提供担保的公告 证券代码：603936 证券简称：博敏电子 公告编号：临 2025-073 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。 为满足日常经营及业务发展资金需求，江苏博敏向中国银行股份有限公司盐 城大丰支行（以下简称"中国银行"）申请授信额度为人民币 10,000 万元，期限 为一年，博敏电子股份有限公司（以下简称"公司"）在前述授信额度内为江苏 博敏提供连带责任保证担保并于 2025 年 9 月 10 日与中国银行签署了《最高额保 证合同》。前述担保不存在反担保情况。 （二） 内部决策程序 公司分别于 2025 年 4 月 24 日、2025 年 5 月 23 日召开第五届董事会第十九 次会议、2024 年年度股东大会审议通过《关于公司 2025 年度对外担保额度预计 的议案》，为保证公司及子公司向业务合作方申请授信或其他经营业务的顺利开 展，同意公司 2025 年度为子公司及子公司之间就上述综合授信额度内的融资提 供合计不超过 22.50 亿元新增的担保额度（其中为下属 ...

Core Viewpoint - The company has decided to utilize part of its idle raised funds for cash management to enhance fund efficiency while ensuring that it does not affect the progress of investment projects and normal operations [3][7][12]. Summary by Sections Basic Information - The company held meetings on March 18, 2025, where the board approved the proposal to continue using part of the idle raised funds for cash management [2][9]. Cash Management Overview - The purpose of cash management is to improve the efficiency of idle raised funds while maximizing shareholder interests, ensuring that it does not impact the construction progress of investment projects [3][7]. - The total amount for cash management includes investments in structured deposits and 7-day notice deposits, each amounting to 40 million RMB [4]. Fund Source - The funds for cash management come from temporarily idle raised funds, which were fully in place as of March 27, 2023, totaling approximately 1.47 billion RMB after deducting issuance costs [5][6]. Investment Projects - The net amount raised will be allocated to various projects, with adjustments made to the initial planned investment amounts due to issuance costs [6]. Investment Method - The company will invest in low-risk, high-security, and liquid short-term financial products, ensuring that these funds are not used for pledging or securities investment purposes [6][9]. Cash Management Details - The cash management products purchased are low-risk, ensuring high safety and liquidity, and will be managed under strict oversight [10][11]. Impact on the Company - The cash management will not affect the normal operation of investment projects and is expected to enhance fund efficiency and increase returns for the company and its shareholders [12][13]. Opinions from Intermediaries - The company's sponsor, Huachuang Securities, has expressed that using idle raised funds for cash management is beneficial for improving fund efficiency and increasing investment returns, aligning with the interests of the company and its shareholders [13][14].

证券代码：603936 证券简称：博敏电子 公告编号：临 2025-072 博敏电子股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 基本情况 已履行的审议程序 2025 年 3 月 18 日，公司召开第五届董事会审计委员会第十二次会议、第 五届董事会第十八次会议及第五届监事会第十四次会议审议通过了《关于公 司继续使用部分闲置募集资金进行现金管理的议案》，具体内容详见公司于 2025 年 3 月 20 日在上海证券交易所网站（www.sse.com.cn）披露的《关于继 续使用部分闲置募集资金进行现金管理的公告》（公告编号：临 2025-024）。 特别风险提示 公司本次使用闲置募集资金投资产品为风险较低的投资产品，但金融市 场受宏观经济、财政及货币政策影响较大，公司进行现金管理的投资产品可 能受到市场波动的影响，投资收益存在不确定性。 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： | 投资金额 | 博敏电子股份有限公司（以下简称"公司"）使用募集 | | --- | --- | | | 资金购买 ...

格隆汇9月8日丨博敏电子(603936.SH)在投资者互动平台表示，公司现已为多家客户批量提供400G、 800G光模块产品。目前，公司专注于开发、完善现有产品线并积极开拓新产品领域，对于新技术的研 究，公司持续关注行业发展趋势和市场需求，如果未来有相关技术的研究或产品开发计划，公司会适时 分享最新进展。 ...

Group 1 - The company has begun mass production of 400G and 800G optical module products for multiple clients [1] - The company is focused on developing and improving its existing product line while actively exploring new product areas [1] - The company is continuously monitoring industry trends and market demands for future technology research and product development plans [1]

Core Viewpoint - CPO concept stocks are experiencing significant gains, indicating strong market interest and potential growth in this sector [1] Company Performance - Shengyi Electronics has risen over 15% [1] - New Yisheng has increased by more than 10% [1] - Bomeng Electronics has hit the daily limit up [1] - Dongshan Precision and Zhongji Xuchuang have both risen over 8% [1]

Summary of Key Points Core Viewpoint - The company has provided a guarantee for its subsidiary Shenzhen Bomin to meet its operational and business development funding needs, with a total guarantee amount of RMB 5 million from China Bank, effective from September 4, 2025, to December 30, 2025 [1][5]. Group 1: Guarantee Details - The company has approved a total external guarantee limit of up to RMB 2.25 billion for 2025, which includes RMB 1.85 billion for subsidiaries with a debt-to-asset ratio above 70% and RMB 400 million for those below [2]. - Prior to this guarantee, the company had already provided a guarantee balance of RMB 119.5 million to Shenzhen Bomin, and the new guarantee increases the total available guarantee to RMB 420 million [3][4]. - The guarantee is structured as a joint liability guarantee, with the guarantee period for each debt calculated individually, lasting three years from the debt's maturity [5][7]. Group 2: Necessity and Reasonableness of the Guarantee - The guarantee is deemed necessary and reasonable to support Shenzhen Bomin's daily operations and business growth, as the company has control over the subsidiary and its financial condition is stable [8]. - The board of directors has expressed that the guarantee will not harm the interests of the listed company or its shareholders, and it complies with relevant policies and regulations [8]. Group 3: Overall Guarantee Situation - As of the announcement date, the total external guarantee amount provided by the company and its subsidiaries is RMB 3.27 billion, which accounts for 76.86% of the company's latest audited net assets [8]. - There are no overdue external guarantees, and the company has not provided guarantees for its controlling shareholders or related parties [9].