证券代码：688097 证券简称：博众精工 公告编号：2025-052 博众精工科技股份有限公司 关于股东提前终止减持计划暨减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持有股份的基本情况 本次减持计划实施前，博众精工科技股份有限公司（以下简称 "公司"）员 工持股平台苏州众二股权投资合伙企业（有限合伙）（以下简称"苏州众二"）、 苏州众六投资合伙企业（有限合伙）（以下简称"苏州众六"）、苏州众之七股权 投资合伙企业（有限合伙）（以下简称"苏州众之七"）、苏州众之八股权投资合 伙企业（有限合伙）（以下简称"苏州众之八"）及苏州众十投资合伙企业（有限 合伙）（以下简称"苏州众十"）合计直接持有公司 153,586,468 股股份，占公司 总股本的 34.39%。上述股份均为公司首次公开发行前取得的股份，该部分股份 已于 2024 年 5 月 13 日起上市流通。 2025 年 9 月 26 日，公司收到苏州众二、苏州众六、苏州众之七、苏州众之 1 八及苏州众十出具的《关于提 ...

Core Viewpoint - The shareholders of Bozhong Precision Engineering have decided to reduce their holdings by a total of 10.9837 million shares, representing 2.46% of the company's total equity, due to market conditions and funding needs [1] Summary by Category Shareholder Actions - Shareholders Suzhou Zhong Er, Suzhou Zhong Liu, Suzhou Zhong Zhi Qi, Suzhou Zhong Zhi Ba, and Suzhou Zhong Shi have collectively reduced their holdings by 10.9837 million shares from August 4 to September 26, 2025 [1] - The reduction includes 4.4665 million shares sold through centralized bidding at an average price of 34.71 yuan per share and 6.5172 million shares sold through block trading at an average price of 31.27 yuan per share [1] Market Impact - The decision to terminate the original plan to reduce no more than 13.3582 million shares was influenced by market judgment and the funding requirements of the shareholders [1]

Group 1 - The trading date for the transactions is September 26, 2025, indicating recent market activity for the company Bozhong Precision Engineering [1] - The stock price for Bozhong Precision Engineering (stock code: 688097) was 30.4 yuan during the transactions [1] - The total transaction amounts for Bozhong Precision Engineering on that date were 951.26 thousand yuan, 716.75 thousand yuan, and 232 thousand yuan respectively [1] Group 2 - The buying departments involved in the transactions include IC and a public investment firm, indicating diverse investor interest [1] - The selling department for one of the transactions was identified as 泰正寿股公有限, suggesting institutional involvement in the trading activity [1] - The volume of shares traded was 31.29, 23.58, and 7.63, reflecting varying levels of trading activity [1]

Core Viewpoint - The recent block trading activity of Bozhong Precision Engineering Co., Ltd. indicates significant institutional interest, with a total transaction volume of 772,800 shares and a transaction value of 23.49 million yuan on September 24, 2023, at a price of 30.40 yuan, reflecting a discount of 21.08% compared to the closing price [2][3]. Trading Activity Summary - On September 24, 2023, there were 8 block trades for Bozhong Precision, totaling 772,800 shares and 23.49 million yuan in value, with a uniform transaction price of 30.40 yuan [2]. - The stock's closing price on the same day was 38.52 yuan, which represents a 1.37% increase, with a turnover rate of 1.35% and a total trading volume of 229 million yuan [2]. - Over the past three months, the stock has seen a cumulative total of 46 block trades, amounting to 185 million yuan [2]. - Institutional trading desks participated in 4 of the block trades, with a total transaction value of 8.27 million yuan, indicating a net buying position of 8.27 million yuan [2][3]. Financing Data - The latest margin financing balance for Bozhong Precision is 18.3 million yuan, which has decreased by 8.72 million yuan over the past five days, representing a decline of 4.54% [3]. Company Background - Bozhong Precision Engineering Co., Ltd. was established on September 22, 2006, with a registered capital of 4.46647765 billion yuan [3].

Summary of Key Points Core Viewpoint - On September 24, 2025, Bozhong Precision Engineering executed a block trade of 772,800 shares, amounting to 23.49 million yuan, which represented 9.32% of the total trading volume for the day. The transaction price was 30.4 yuan, reflecting a discount of 21.08% compared to the market closing price of 38.52 yuan [1]. Group 1: Trading Details - The block trade involved a total of 772,800 shares at a price of 30.4 yuan per share [1]. - The total transaction value was 23.49 million yuan [1]. - The transaction accounted for 9.32% of the total trading volume on that day [1]. Group 2: Price Comparison - The transaction price of 30.4 yuan was at a discount of 21.08% from the market closing price of 38.52 yuan [1].

Summary of Key Points from the Conference Call Industry and Company Involved - The conference call focuses on the 3C device industry, particularly Apple's upcoming innovations and their impact on the supply chain and related companies [1][2][3]. Core Insights and Arguments - **Apple's Innovation Cycle**: Apple is set to restart its innovation cycle with significant hardware and AI advancements from 2026 to 2027, including the launch of a foldable smartphone and AI glasses, which are expected to generate substantial market interest and sales [2][3]. - **Production Estimates**: The initial production of the foldable smartphone is projected to be between 10 million to 20 million units, with potential for increased capacity based on market response [2]. - **Beneficiaries of Innovation**: Companies like Bozhong Precision and others in the assembly segment are expected to benefit significantly from the increased demand for equipment and production lines due to Apple's innovations [2][3]. - **AI Integration**: Apple plans to enhance user experience through the integration of AI in its devices, including the introduction of AI-powered home products and wearable devices with advanced features like infrared cameras [1][4]. - **Capital Expenditure Trends**: After a decline in capital expenditures since 2021, a growth trend is anticipated starting in 2025, driven by hardware updates and increased production needs [3][8]. Other Important but Potentially Overlooked Content - **User Upgrade Intentions**: Approximately 65-70% of iPhone users have devices older than three years, indicating a potential increase in upgrade intentions if Apple successfully innovates in hardware and software [3][7]. - **Strategic Partnerships**: Luxshare's collaboration with OpenAI is expected to enhance its supply chain capabilities, benefiting from the integration of AI technologies [9]. - **Recommended Companies**: A list of recommended companies includes Bozhong Precision, Lianying Laser, and others that are positioned to benefit from Apple's hardware innovations and software enhancements [10][13]. - **PCB Industry Insights**: The PCB industry is highlighted with key players such as Xingqi Microelectronics and Dongwei Technology, which are integral to the production and assembly processes [11]. This summary encapsulates the critical insights from the conference call, focusing on Apple's strategic direction and its implications for the 3C device industry and associated companies.

Company Overview - Bozhong Precision Engineering Co., Ltd. is located in Wujiang Economic and Technological Development Zone, Jiangsu Province, and was established on September 22, 2006. The company was listed on May 12, 2021. Its main business includes the research, design, production, sales, and technical services of automation equipment, flexible production lines, key automation components, and tooling fixtures. It also provides overall solutions for digital factories [1][2]. Financial Performance - For the first half of 2025, Bozhong Precision achieved operating revenue of 1.876 billion yuan, representing a year-on-year growth of 2.34%. The net profit attributable to the parent company was 163 million yuan, showing a significant year-on-year increase of 69.69% [2]. - Since its A-share listing, the company has distributed a total of 158 million yuan in dividends [3]. Stock Performance - As of September 24, Bozhong Precision's stock price increased by 2.00%, reaching 38.76 yuan per share, with a trading volume of 186 million yuan and a turnover rate of 1.10%. The total market capitalization is 17.312 billion yuan [1]. - The stock has seen a year-to-date increase of 48.45%, with a 2.68% rise over the last five trading days, an 8.57% increase over the last 20 days, and a 41.05% increase over the last 60 days [1]. Shareholder Information - As of September 19, the number of shareholders of Bozhong Precision reached 10,600, an increase of 5.18% from the previous period. The average circulating shares per person decreased by 4.93% to 42,017 shares [2]. - As of June 30, 2025, the top ten circulating shareholders included Huaxia CSI Robot ETF, which holds 2.9999 million shares as a new shareholder [3]. Industry Context - Bozhong Precision operates within the mechanical equipment sector, specifically in the automation equipment category. It is associated with various concept sectors, including lithium batteries, Apple supply chain, CATL concepts, solid-state batteries, and new energy vehicles [2].

Core Viewpoint - The announcement details a significant reduction in shareholding by major shareholders of Bozhong Precision Engineering Co., Ltd., indicating a planned divestment strategy that has been partially executed [1][2]. Shareholding Changes - From September 15 to September 22, 2025, major shareholders reduced their holdings by 5,495,885 shares, representing 1.23% of the total share capital [1]. - Following this reduction, the controlling shareholders' stake decreased from 65.00% to 63.77%, with total shares held dropping from 290,321,048 to 284,825,163 [1][2]. - The weighted average price of Bozhong Precision shares during this period was 37.43 CNY per share, resulting in a cash-out of approximately 206 million CNY for the shareholders involved [1]. Previous Shareholding Changes - Between August 4 and September 8, 2025, the same group of shareholders reduced their holdings by 4,090,107 shares, which accounted for 0.92% of the total share capital [4]. - This earlier reduction led to a decrease in the controlling shareholders' stake from 65.92% to 65.00%, with total shares held falling from 294,411,155 to 290,321,048 [4]. Company Background - Bozhong Precision Engineering was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on May 12, 2021, with an initial public offering price of 11.27 CNY per share [5]. - The company raised a total of 462.07 million CNY during its IPO, with net proceeds amounting to 406.70 million CNY after deducting issuance costs [5]. - The company has experienced fluctuating cash flow from operating activities over the past five years, with only the most recent year showing a positive net cash flow of 31.88 million CNY [5].

Group 1 - The company plans to transfer its 18.29% stake in Suzhou Linghou Robot for a consideration of 64 million yuan, which represents a premium of approximately 2.4 times the book value [1] - Following the transfer, the company's ownership in Suzhou Linghou will decrease to 21.61% [2] - The transaction is aligned with the company's development strategy, aimed at optimizing asset structure and improving asset liquidity and efficiency, while focusing on its core business to enhance competitive strength [2] Group 2 - Recently, the company experienced a reduction in shareholding by multiple shareholders, with a total of 4.09 million shares, or 0.92% of the total share capital, being sold between August 4 and September 8 [2]

Group 1: Company Announcements - Ganli Pharmaceutical signed a technology transfer and supply agreement with FZ and BIOMM, with a total supply framework agreement amount expected to be no less than 3 billion RMB [1] - Upwind New Materials completed the transfer of 121 million shares, changing its controlling shareholder to Zhiyuan Hengyue, associated with Zhiyuan Robotics [2] - Poly Developments plans to publicly issue corporate bonds not exceeding 15 billion RMB for various purposes including debt repayment and project construction [3] Group 2: Shareholder Actions - Lenovo Holdings reduced its stake in Lakala by 8.0781 million shares, decreasing its ownership from 25.00% to 23.97% [4] - Fenghuo Communication plans to repurchase shares with a budget between 75 million and 150 million RMB, with a maximum repurchase price of 40.53 RMB per share [5] - Hualing Cable intends to acquire control of San Bamboo Intelligent for no more than 270 million RMB to enhance its capabilities in robotics and high-frequency transmission [6] Group 3: Market Developments - Guiguang Network clarified that rumors regarding major collaborations with Huawei Cloud and restructuring with state-owned enterprises are untrue [7] - Dongshan Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international presence [8] - Wolong Nuclear Materials' subsidiary plans to invest up to 1 billion RMB in a new materials project in Suzhou [9] Group 4: Other Corporate Activities - Chao Xun Communication's management completed their share reduction plan, with specific shares sold by board members [10] - Various companies are involved in significant project bids and collaborations, including China Electric Research and others [15]