证券日报网讯 1月21日，博敏电子发布公告称，公司因日常经营发展需要，向平安银行股份有限公司深 圳分行（简称"平安银行"）申请授信额度为人民币15，000万元，期限为12个月，由公司全资子公司深 圳市君天恒讯科技有限公司、江苏博敏电子有限公司（分别简称"君天恒讯""江苏博敏"）共同为上述授 信提供连带责任保证担保，担保金额为15，000万元。前述担保不存在反担保情况。根据相关规定，君 天恒讯、江苏博敏已就上述担保履行了内部决策程序，上述担保无需提交公司董事会、股东会审议。 （文章来源：证券日报） ...

Group 1 - The company, Bomin Electronics, announced that as of the date of the announcement, the total amount of external guarantees provided by the company and its controlling subsidiaries is approximately 2.909 billion yuan, which accounts for 68.3% of the company's most recent audited net assets [1]

博敏电子股份有限公司 关于子公司为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：2026-003 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： 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | 实际为其提供的 担保余额（不含本 | | 是否在前期预计 | 本次担保是否有 | | --- | --- | --- | --- | --- | --- | | | | 次担保金额） | | 额度内 | 反担保 | | 博敏电子股份有限 | | | | | | | 公司（以下简称"公 | 万元 15,000 | 225,647.08 | 万元 | 是 | 否 | | 司"） | | | | | | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股子公 | 290,941.31 | | 司对外担保总额（万元） | | | 对外担保总额占上市公司最近一期经 审计净资产的比例（%） | 68.30 | ...

Group 1 - Several listed companies categorized under the commercial aerospace concept have recently issued announcements or statements clarifying their low association with commercial aerospace business and indicating that their stock prices have significantly deviated from fundamentals [2] - Since December 2025, some companies in the commercial aerospace sector have seen astonishing stock price increases, with Aerospace Development's stock rising over 200% in 30 consecutive trading days, triggering severe abnormal fluctuation standards [2] - Aerospace Development announced that its subsidiary engaged in low-orbit satellite operations generated less than 1% of the company's total revenue in the first three quarters of 2025, indicating minimal impact on overall performance [2] Group 2 - Companies such as Shaoyang Hydraulic clarified that their products do not directly serve commercial aerospace clients, with related orders being sporadic and amounting to less than 500,000 yuan, accounting for less than 0.2% of annual revenue [2] - Multiple companies, including Aerospace Power, North Navigation, Aerospace Engineering, Star Ring Technology, and Aerospace Changfeng, publicly stated that their main businesses do not involve commercial aerospace [2] - In response to investor inquiries, companies like Xingxing Technology and Jindi Co. expressed that they do not have current development plans in the commercial aerospace sector, while Keli Sensor and Bomin Electronics acknowledged their awareness of the commercial aerospace trend but have not established substantial commercial cooperation [3] Group 3 - The clarifications and risk warnings highlight a significant divergence between soaring stock prices and company fundamentals, with industry leader China Satellite reporting a rolling P/E ratio exceeding 2400 and a more than 96% year-on-year decline in net profit for 2024 after excluding non-recurring gains [5] - Companies like Aerospace Electronics and China Satcom also announced that their stock prices exhibit a "hot potato effect" and have severely detached from fundamentals, indicating a potential for significant short-term declines [5] - Market analysis suggests that while the long-term growth logic of the commercial aerospace industry is clear, short-term irrational speculation has inflated valuations of many stocks lacking substantial business support [5]

Core Viewpoint - The company, Bomin Electronics, is expanding its business into aerospace and other high-value sectors, aiming to enhance shareholder value through new projects and market recovery [1] Group 1: Business Development - Bomin Electronics has already applied some of its PCB and ceramic substrate products in the aerospace sector, although this revenue currently represents a small portion of the overall income [1] - The company plans to actively explore new business opportunities, believing that as new projects mature and market demand recovers, it will be able to offer more high-value products and services [1]

博敏电子（603936.SH）1月16日在投资者互动平台表示，公司的PCB及陶瓷衬板产品已有部分应用于航 空航天等领域，相关收入占公司整体收入较小。未来，公司将积极开拓新业务，相信随着新项目的逐步 成熟和市场需求的回暖，公司将能够提供更多高附加值产品和业务，从而为股东创造更大的价值。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：商业航天发展前景这么好，为啥公司战略布局总是落 后一步，公司最近的扩展很难让投资者满意，请问公司今年的经营会有所改善么？ ...

Group 1 - The company has products in the satellite aerospace field, specifically PCB and ceramic substrates, which have seen some application in aerospace and related sectors [2] - The revenue generated from these aerospace-related products constitutes a small portion of the company's overall income [2]

Core Viewpoint - Bomin Electronics experienced a stock price decline of 2.03% on January 7, 2023, with a current price of 13.01 CNY per share and a total market capitalization of 8.201 billion CNY [1] Financial Performance - For the period from January to September 2025, Bomin Electronics reported a revenue of 2.592 billion CNY, reflecting a year-on-year growth of 10.87% [2] - The net profit attributable to shareholders for the same period was 40.129 million CNY, showing a year-on-year decrease of 21.26% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Bomin Electronics increased to 59,200, up by 10.95% from the previous period [2] - The average number of circulating shares per shareholder decreased by 9.87% to 10,646 shares [2] Dividend Distribution - Since its A-share listing, Bomin Electronics has distributed a total of 130 million CNY in dividends, with 25.216 million CNY distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth largest circulating shareholder, holding 10.5417 million shares, an increase of 6.2976 million shares from the previous period [3] Business Overview - 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 electronic components [1] - The company's revenue composition includes 75.03% from printed circuit boards, 21.05% from customized electronic components, and 3.93% from other sources [1] - Bomin Electronics operates within the electronics industry, specifically in the printed circuit board sector, and is involved in various concept sectors including aerospace, military, autonomous driving, integrated circuits, semiconductors, and third-generation semiconductors [1]

证券代码：603936 证券简称：博敏电子 公告编号：临 2026-002 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 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。 博敏电子股份有限公司（以下简称"公司"）于 2025 年 3 月 18 日召开第五 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）。 公司于 2025 年 9 月 30 日通过中国建设银行股份有限公司梅州扶贵支行（以 下简称"建设银行"）购买中国建设银行广东省分行单位人民币定制型结构性存 款，金额为 4,000 万元，具体内容详见公司于 2025 年 10 月 10 日在上海证券交 易所网站（www.sse.com.cn）披露的《关于使用部 ...

Group 1 - The company, Bomin Electronics (603936.SH), has confirmed that its printed circuit boards (PCBs) can currently reach a maximum of 68 layers during the sample phase [2] - The company is actively engaged in research and development to produce PCBs with even higher layer counts [2]