2024年1至12月份，博敏电子的营业收入构成为：印制电路板占比74.11%，定制化电子器件解决方案占 比20.43%，其他业务占比5.46%。 截至发稿，博敏电子市值为82亿元。 每经AI快讯，博敏电子（SH 603936，收盘价：12.95元）12月29日晚间发布公告称，截至本公告披露 日，公司及其控股子公司对外担保总额约为29.04亿元，占公司最近一期经审计净资产的68.17%。 （记者 王晓波） 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 ...

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 | | 深圳市博敏电子有 限公司（以下简称 "深圳博敏"） | 万元 3,300 | 12,452.77 | 万元 | 是 | 否 | | 江苏博敏电子有限 公司（以下简称"江 苏博敏"） | 万元 5,000 | 105,001.32 | 万元 | 是 | 否 | 证券代码：603936 证券简称：博敏电子 公告编号：临 2025-101 博敏电子股份有限公司 关于为控股子公司提供担保的公告 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： 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 子公司对外担保总额（万元） | 290,356.56 | | 对外担保总额占上市公 ...

Group 1 - The component sector increased by 2.02% on December 29, with Bomin Electronics leading the gains [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] - Key stocks in the component sector showed significant price increases, with Bomin Electronics rising by 10.03% to a closing price of 12.95 [1] Group 2 - The component sector saw a net inflow of 1.036 billion yuan from main funds, while retail investors experienced a net outflow of 406 million yuan [2] - The trading volume for Bomin Electronics reached 1.0203 million shares, contributing to a total transaction value of 1.301 billion yuan [1] - Other notable stocks included Huadian Co., which rose by 6.91% with a closing price of 76.74, and Jiangwang Electronics, which increased by 4.43% to 76.83 [1]

Group 1 - The core viewpoint of the news is that the commercial aerospace sector in the A-share market is experiencing significant growth, with multiple stocks showing strong performance following the release of new listing rules by the Shanghai Stock Exchange [1] - On December 26, the Shanghai Stock Exchange issued guidelines for commercial rocket companies, allowing them to apply for listing under the fifth set of standards on the Sci-Tech Innovation Board, effective immediately [1] - The commercial aerospace sector has gained substantial attention, with a surge in research reports and conference calls related to the industry, indicating a growing interest from analysts across various sectors [1] Group 2 - Notable stock performances include Guangwei Composites, which rose by 12.02%, and several other companies such as Zhongchao Holdings and Zhongheng Design, which both saw increases of over 10% [2] - The total market capitalization of Guangwei Composites is 32.5 billion, while Zhongchao Holdings has a market cap of 9.431 billion [2] - Year-to-date performance shows that Guangwei Composites has increased by 14.57%, and Zhongchao Holdings has surged by 152.38% [2]

Group 1 - The core viewpoint of the news is that the military exercises conducted by the Eastern Theater Command of the People's Liberation Army have led to a significant rally in the A-share market, particularly in the defense sector stocks [1] - The military exercise named "Mission of Justice-2025" commenced on December 29, involving various military branches including the army, navy, air force, and rocket force, focusing on combat readiness and joint operations [1] - The exercise serves as a serious warning to "Taiwan independence" forces and external interference, emphasizing the necessity of safeguarding national sovereignty and unity [1] Group 2 - Several defense-related stocks experienced notable gains, with companies like Hengda Gaoxin, Zhongchao Holdings, Haige Communication, Chuanrun Co., and others hitting the daily limit up [2] - Specific stock performance includes Hengda Gaoxin rising by 10.07% with a market cap of 2.462 billion, and Zhongchao Holdings increasing by 10.06% with a market cap of 9.431 billion [2] - The overall trend indicates a strong performance in the defense sector, with many stocks showing significant year-to-date increases, such as Shenjian Co. with a 167.97% increase [2]

Core Viewpoint - The commercial aerospace sector in the A-share market is experiencing significant growth, with various stocks showing strong performance following the release of new listing rules by the Shanghai Stock Exchange [1] Group 1: Market Performance - Commercial aerospace stocks have seen notable increases, with Guangwei Composites rising by 12%, and several other companies, including Zhongchao Holdings, Zhongheng Design, and Daye Co., reaching the daily limit of 10% [1] - Other companies such as Aerospace Hongtu and Huafeng Technology have increased by over 9%, while Zhongfu Shenying and Bomeng Electronics have risen by over 8% [1] - The total market capitalization of Guangwei Composites is 32.5 billion, with a year-to-date increase of 14.57% [2] Group 2: Regulatory Developments - On December 26, the Shanghai Stock Exchange issued guidelines for the listing of commercial rocket companies, effective immediately [1] - This regulatory change is expected to further stimulate interest and investment in the commercial aerospace sector [1] Group 3: Institutional Interest - The commercial aerospace sector has gained significant attention, with a surge in research reports and conference calls related to the industry [1] - In the past week alone, there has been a notable increase in deep research reports and cross-industry analysis from various brokers [1] - A total of 14 commercial aerospace-related companies have been investigated by institutions this month, with some popular companies attracting attention from over a hundred institutions [1]

（文章来源：证券日报） 证券日报网讯 12月26日，博敏电子发布公告称，公司143.25万元闲置募集资金购买的建行单位协定存款 已于12月25日提前终止，本金及4.65万元收益已全额划回募集资金专户。 ...

证券代码：603936 证券简称：博敏电子 公告编号：临 2025-100 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。 1 博敏电子股份有限公司董事会 2025 年 12 月 27 日 2 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 4 月 1 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"）签署了《人民币单位协定存款合同》，签署初始金额为 143.25 万 元 ， 具 体 内 容 详 见 公 司 于 2025 年 4 月 3 ...

Core Insights - As of December 25, a total of 150 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - China Mobile has the longest streak, with net inflows for 12 consecutive trading days [1] - Other notable stocks with significant net financing inflows include Xinle Energy, Industrial Fulian, Hengxing Technology, Lakala, Bomin Electronics, Yan'ao Co., Hangdian Co., and Yifan Transmission [1] Summary by Category - **Market Performance** - 150 stocks have recorded net financing inflows for five days or more [1] - China Mobile leads with 12 consecutive days of net inflows [1] - **Notable Stocks** - Other stocks with considerable net inflows include: - Xinle Energy - Industrial Fulian - Hengxing Technology - Lakala - Bomin Electronics - Yan'ao Co. - Hangdian Co. - Yifan Transmission [1]

Core Viewpoint - As of December 24, a total of 136 stocks in the Shanghai and Shenzhen markets have experienced net buying through financing for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Notable Financing Net Inflows - The stock with the longest consecutive net buying days is Innotek, which has seen net buying for 12 consecutive trading days [1] - Other stocks with significant consecutive net buying days include China Mobile, New Ray Energy, Industrial Fulian, High德 Infrared, Stellar Technology, Lakala, Bomin Electronics, and YK Medical [1]