Core Viewpoint - Jiangsu Boqian New Materials Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, driven by increased demand in the MLCC market and improvements in product structure [1][2]. Company Overview and Financial Indicators - The company achieved operating revenue of approximately 518.55 million yuan, an increase of 18.30% compared to the same period last year [2]. - The total profit reached approximately 116.86 million yuan, representing a 103.05% increase year-on-year [2]. - The net profit attributable to shareholders was approximately 105.52 million yuan, up 93.34% from the previous year [2]. - The net cash flow from operating activities was approximately 120.72 million yuan, down 34.80% compared to the previous year [2]. - The company's total assets increased by 7.89% to approximately 1.93 billion yuan, while net assets rose by 4.32% to approximately 1.60 billion yuan [2]. Industry and Main Business Analysis - The company's main business focuses on the research, production, and sales of high-end metal powder materials for electronic applications, particularly nickel and copper powders used in MLCC production [3][4]. - The global MLCC market is experiencing steady growth, driven by advancements in AI technology, increased penetration of electric vehicles, and a recovery in consumer electronics demand [3][4]. - The automotive electronics sector is the largest application market for MLCCs, accounting for 30.5% of the total market size [3]. - The demand for MLCCs is expected to grow significantly due to the rising production of AI servers and electric vehicles, which require high-performance electronic components [4][5]. Operational Performance and Strategic Focus - The company has optimized its product structure and increased R&D investment to enhance the performance of its core materials, particularly in response to the growing demand for high-performance MLCCs [6][7]. - The company is focusing on improving the preparation processes for nickel-based products and enhancing the quality of its metal powders to meet the evolving needs of the MLCC market [7][8]. - The company has established a comprehensive quality management system and has received multiple certifications, ensuring the reliability and performance of its products [11][12]. Competitive Advantages and Future Outlook - The company holds 185 valid patents, demonstrating its commitment to technological innovation and industry leadership [10][11]. - The management team has extensive experience in the metal powder materials industry, contributing to the company's strategic direction and market expansion [13][14]. - The company aims to maintain its competitive edge by continuously adapting to market trends and customer demands, particularly in the high-end MLCC segment [6][7].

| 公司代码：605376 | 江苏博迁新材料股份有限公司2025 年半年度报告摘要 公司简称：博迁新材 | | | --- | --- | --- | | 江苏博迁新材料股份有限公司 | | | | 江苏博迁新材料股份有限公司2025 | 年半年度报告摘要 | | | 第一节 | 重要提示 | | | 展规划，投资者应当到 www.sse.com.cn | 网站仔细阅读半年度报告全文。 | | | 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | 报告期内，公司不进行利润分配和资本公积转增股本。 | | | | 第二节 | 公司基本情况 | | | 公司股票简况 | | | | 股票种类 股票上市交易所 | 股票简称 | 股票代码 变更前股票简 | | 称 | | | | A股 上海证券交易所 | 博迁新材 605376 | 无 | | 联系人和联系方式 | 董事会秘书 | 证券事务代表 | | 姓名 蒋颖 | | 颜帆 | | 电话 0527-80805920 | 0527-80805920 | | | 宿迁市高新技术开发区江山大 | | 宿迁市高新技术开发区江山 ...

Group 1 - The core viewpoint of the article highlights that 博迁新材 (Bojian New Materials) held its third board meeting on August 20, 2025, to discuss the 2024 annual social responsibility report and other documents [1] - For the fiscal year 2024, the company's revenue composition is entirely from metal powder materials, accounting for 100.0% [1] - As of the report's release, 博迁新材 has a market capitalization of 12.6 billion yuan [1]

Buyback and Shareholder Actions - Sinopec plans to repurchase A-shares with a total fund of no less than RMB 5 billion and no more than RMB 10 billion, potentially reducing its registered capital [1] - Hengbang Mining intends to reduce its stake in the Hong Kong-listed company, WanGuo Gold, by up to 40 million shares, representing approximately 3.69% of WanGuo's total share capital [5] Product Approvals and Market Launches - Wantai Biological's nine-valent HPV vaccine has received the batch release certificate, marking its official market launch and enhancing the company's product lineup [1] - Changchun High-tech's subsidiary has received acceptance for the clinical trial application of GenSci143, a dual-specific antibody drug, which may provide new treatment options for certain tumors [7] Financial Performance - Hongxin Electronics reported a 15.01% increase in revenue to RMB 3.494 billion and a 9.85% rise in net profit to RMB 53.99 million for the first half of 2025 [2] - Sanwei Xinan experienced a net loss of RMB 29.39 million in the first half of 2025, despite a 15.19% increase in revenue to RMB 195 million [3] Corporate Developments - TianTan Bio received a commitment from its controlling shareholder to resolve new competition issues arising from a recent acquisition [4] - Feilu Co. announced a potential change in control, leading to a temporary suspension of its stock trading [8] Investment and Expansion - Jinbei Electric's subsidiary has signed a purchase agreement for a factory in Europe, marking significant progress in establishing its European production base [1] - Shengshi Technology plans to establish a wholly-owned subsidiary to integrate AI and humanoid robot technology with innovative toy products, investing RMB 10 million [6]

（编辑 任世碧） 证券日报网讯 8月21日晚间，博迁新材发布2025年半年度报告摘要称，2025年半年度公司实现营业收入 518，546，155.02元，同比增长18.30%；归属于上市公司股东的净利润为105，521，549.31元，同比增 长93.34%。 ...

（原标题：博迁新材(605376.SH)发布上半年业绩，归母净利润1.06亿元，同比增长93.34%） 智通财经APP讯，博迁新材(605376.SH)发布2025年半年度报告，报告期内，公司实现营业收入5.19亿 元，同比增长18.30%。实现归属于上市公司股东的净利润1.06亿元，同比增长93.34%。实现归属于上市 公司股东的扣除非经常性损益的净利润9807.27万元，同比增长124.62%。基本每股收益0.4元。 ...

证券代码： 605376 证券简称：博迁新材 公告编号：2025-043 江苏博迁新材料股份有限公司 关于全资子公司放弃参股公司股权转让优先购买权 暨关联交易的公告 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个别及连带责任。 重要内容提示： 宁波广科新材料有限公司（以下简称"广科新材"）系江苏博迁新材料 股份有限公司（以下简称"公司"）全资子公司宁波广新纳米材料有限 公司（以下简称"广新纳米"）的参股公司，广新纳米持股比例为 18.1915%。公司于近日接到通知，广科新材的股东郑国强先生（出资额 28 万元，持股比例 2.5468%），拟将其持有的广科新材 2.3649%（对应 出资额 26 万元）的股权以 988 万元的对价转让给尹必祥先生，拟将其 持有的广科新材 0.1819%（对应出资额 2 万元）的股权以 76 万元的对价 转让给宁波耘跃企业管理咨询合伙企业（有限合伙）。广新纳米拟放弃 上述股权转让的优先购买权。 广科新材系公司全资子公司的参股公司，且系公司实际控制人间接控制 的公司，根据《上海证券交易所股票上市规则》的规定 ...

证券代码:605376 证券简称:博迁新材 公告编号:2025-042 江苏博迁新材料股份有限公司 关于子公司新建超细镍粉扩产项目的公告 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： 1、本项目是基于公司发展战略的需要及对行业市场前景的判断，但行 业的发展趋势、市场行情的变化等均存在不确定性，并将对未来经营 效益的实现产生不确定性影响。 2、本项目目前处于筹建阶段，尚需履行部分审批手续，能否顺利实施 以及达到预期存在一定的不确定性。项目投资建设过程中还可能会受 到宏观经济、产业政策与市场环境等多种外部因素的影响，存在项目 项目名称：宁波广迁电子材料有限公司"超细镍粉扩产项目"/江苏广 豫储能材料有限公司"超细镍粉扩产项目"。 投资金额：宁波广迁电子材料有限公司"超细镍粉扩产项目"计划投 资金额约 1.27 亿元；江苏广豫储能材料有限公司"超细镍粉扩产项目" 计划投资金额约 1.7 亿元（具体以实际投资金额为准）。 本次交易不构成关联交易及重大资产重组事项，本次投资事项已经公 司第三届董事会第二十次会议审议通过 ...

Jiangsu Boqian New Materials Stock Co., Ltd. 2024 Social Responsibility Report Add: No.23 Jiangshan Avenue, High-tech Development Zone, Suqian City, Jiangsu Province Tel: 0527-80805772 Fax: 0527-80805929 E-mail: pvm@boqianpvm.com Website: www.boqianpvm.com Jiangsu Boqian New Materials Stock Co., Ltd. CONTENTS Opening | About this Report | 03 | | --- | --- | | Chairman's Message | 05 | | Introduction to the Company | 07 | | Key Performance Table | 81 | | --- | --- | | Indicator Index | 83 | | Feedback from R ...

江苏博迁新材料股份有限公司 2025年第二次独立董事专门会议决议 江苏博迁新材料股份有限公司 2025 年第二次独立董事专门会议决议 江苏博迁新材料股份有限公司(以下简称"公司")2025 年第二次独立董事 专门会议于 2025年 8 月 20 日在公司全资子公司宁波广新纳米材料有限公司会议 室以现场与通讯相结合的方式召开。本次会议于 2025年8月8日以邮件送达的 方式通知了全体独立董事。会议应到独立董事3人,实到3人。会议由独立董事 姜苏挺先生召集和主持,召集和召开的程序符合《中华人民共和国公司法》及公 司章程的规定。 本次会议以举手表决的方式,审议通过了下列议案: (一) 审议通过《关于公司全资子公司放弃参股公司股权转让优先购买权暨 关联交易的议案》 表决结果:同意3票,反对0票,弃权0票。 (本页以下无正文,后附签字页) 江苏博迁新材料股份有限公司 (本页无正文,为江苏博迁新材料股份有限公司 2025年第二次独立董事专门会 议决议之签字页) 出席会议的独立董事签字: 冷 军(签字): 2025年第二次独立董事专门会议决议 (本页无正文,为江苏博迁新材料股份有限公司 2025 年第二次独立董事专门会 议 ...