智通财经APP获悉，上海证券发布研报称，美元降息或将增强美国地区工业品和消费品资本开支意愿， 出口链企业有望因此受益。智元机器人加快具身智能商业化落地进程，推动产业从"技术探索"迈向"规 模商用"。另外芯片巨头英伟达推出的人工智能全新产品，被期待成为智能领域的重大突破。推荐关注 三一重工(600031.SH)、安徽合力(600761.SH)、拓普集团(601689.SH)、博众精工(688097.SH)等。 上海证券主要观点如下： 出口链：美元降息或将增强资本开支意愿 1)工程机械：三一重工、中联重科、徐工机械、柳工、山推股份、恒立液压等; 2)通用板块：叉车(安徽合力、杭叉集团)、机床(海天精工、豪迈科技、纽威股份、科德数控、华中数控 等)、刀具(华锐精密、欧科亿、鼎泰高科、新锐股份等); 3)人形机器人：建议关注技术壁垒高、价值量高、国产化率低的环节，如总成(拓普集团、三花智控、 恒立液压)、PEEK结构件(唯科科技、福赛科技、万朗磁塑、江苏博云等)、传感器(汉威科技、日盈电 子、东华测试、安培龙等)、减速器(宏昌科技等)、丝杠(恒立液压、浙江荣泰、福达股份、鼎泰高科 等)、电机(鸣志电器、江苏雷利、信捷 ...

据证券之星公开数据整理，近期博众精工（688097）发布2025年中报。截至本报告期末，公司营业总收 入18.76亿元，同比上升2.34%，归母净利润1.63亿元，同比上升69.69%。按单季度数据看，第二季度营 业总收入11.39亿元，同比上升4.48%，第二季度归母净利润1.94亿元，同比上升65.31%。本报告期博众 精工公司应收账款体量较大，当期应收账款占最新年报归母净利润比达692.68%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率32.64%，同比减9.98%，净利率8.21%，同比增 53.04%，销售费用、管理费用、财务费用总计3.12亿元，三费占营收比16.62%，同比减1.6%，每股净资 产10.21元，同比增8.57%，每股经营性现金流0.67元，同比增188.55%，每股收益0.36元，同比增68.52% 分析师工具显示：证券研究员普遍预期2025年业绩在5.17亿元，每股收益均值在1.16元。 | 博众精工 最新财务摘要 | | --- | | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入( ...

Summary of the Conference Call for 博众精工 Company Overview - 博众精工 is a technology-driven enterprise focused on intelligent manufacturing equipment, established in 2001. The company specializes in automation equipment, flexible production lines, and tooling, serving industries such as consumer electronics, new energy vehicles, semiconductors, and instrumentation [doc id='4'][doc id='5']. Financial Performance - In the first half of 2025, 博众精工 reported revenue of 1.876 billion yuan, a year-on-year increase of 2.34%. The net profit attributable to shareholders was 163 million yuan, up 69.69%. Operating cash flow improved significantly to 298 million yuan [doc id='2'][doc id='5']. - The company maintains its mid-term target of achieving 10 billion yuan in sales and 1 billion yuan in profit by 2027, expressing confidence in exceeding these goals [doc id='2'][doc id='6']. Business Segments - The revenue breakdown for the first half of 2025 shows that the 3C business accounted for approximately 60% of total revenue, while the new energy business contributed about 30% [doc id='15']. - The company has seen significant growth in the new energy sector, with orders exceeding 2.3 billion yuan, a year-on-year increase of over 500% [doc id='15']. - The semiconductor equipment segment is also a strategic focus, with expected orders reaching 300 million yuan in 2026 [doc id='18']. Strategic Developments - 博众精工 completed the acquisition of 上海沃点自动化, enhancing its capabilities in the automotive automation sector. 上海沃点 has a strong overseas market presence, with a net profit margin exceeding 18% and orders exceeding 700 million yuan [doc id='9'][doc id='10']. - The company has made progress in non-A customer segments, securing orders from vivo and OPPO for flexible screen production lines, with vivo's order exceeding 100 million yuan [doc id='16']. Investment and Partnerships - Following the divestiture of its subsidiary 灵猴, 博众精工 has seen a significant increase in investment income, with expectations for further growth as 灵猴's valuation rises [doc id='2'][doc id='8']. - The collaboration with 志远机器人 is progressing well, with an expected production of over 1,000 units this year [doc id='8']. Market Outlook - The company is optimistic about the future, particularly in the new energy sector, where it anticipates substantial order growth driven by major clients [doc id='26']. - 博众精工 is also exploring international expansion alongside domestic battery manufacturers, participating in projects in Hungary and North America [doc id='20']. Challenges and Risks - The impact of tariffs on the company is currently minimal, as it does not directly export equipment to North America [doc id='7']. - The competitive landscape in the automotive and new energy sectors is evolving, with 博众精工 maintaining a strong market share in both commercial and passenger vehicle segments [doc id='28']. Conclusion - 博众精工 is positioned for growth across multiple sectors, with a strong focus on innovation and strategic acquisitions. The company is confident in its ability to meet and exceed its financial targets while navigating market challenges effectively.

公司最新毛利率为32.64%，较上季度毛利率增加0.74个百分点。最新ROE为3.57%，较去年同期ROE增加1.28个百分点。 2025年8月27日，博众精工(688097.SH)发布2025年中报。 公司营业总收入为18.76亿元，较去年同报告期营业总收入增加4295.91万元，实现5年连续上涨，同比较去年同期上涨2.34%。归母净利润为1.63亿元，较去 年同报告期归母净利润增加6678.33万元，实现3年连续上涨，同比较去年同期上涨69.69%。经营活动现金净流入为2.98亿元，较去年同报告期经营活动现金 净流入增加6.35亿元。 公司最新资产负债率为57.32%。 公司股东户数为1.10万户，前十大股东持股数量为3.25亿股，占总股本比例为72.67%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 江苏博众智能科技集团有限公司 | 29.0 | | 2 | 苏州众二股权投资合伙企业(有限合伙) | 27.1 | | 3 | 天津信科弘创股权投资合伙企业(有限合伙) | 5.43 | | 4 | 苏州众一投资管理合伙企业(有限合伙) ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Bozhong Precision Engineering, indicating a positive trend in financing and stock performance [1][2]. - On August 26, Bozhong Precision Engineering's stock rose by 2.27%, with a trading volume of 260 million yuan. The net financing purchase on that day was 36.96 million yuan, with a total financing and securities balance of 243 million yuan [1]. - The company has a high financing balance, accounting for 1.57% of its market capitalization, which is above the 50th percentile level over the past year [1]. Group 2 - As of July 31, the number of shareholders for Bozhong Precision Engineering was 9,915, a decrease of 2.28% from the previous period, while the average circulating shares per person increased by 2.65% to 44,882 shares [2]. - For the first half of 2025, Bozhong Precision Engineering reported a revenue of 1.876 billion yuan, a year-on-year increase of 2.34%, and a net profit attributable to shareholders of 163 million yuan, reflecting a significant growth of 69.69% [2]. - The company has distributed a total of 158 million yuan in dividends since its A-share listing [3].

● 每股分配比例：每 10 股派发现金红利 0.93 元（含税），不进行公积金转增股 本，不送红股。 ● 本次利润分配以实施权益分派股权登记日登记的总股本扣减公司回购专用证券 账户中的股份为基数，具体日期将在权益分派实施公告中明确。 ● 在实施权益分派的股权登记日前公司总股本发生变动的，拟维持每股分配比例 证券代码：688097 证券简称：博众精工 公告编号：2025-042 博众精工科技股份有限公司 关于 2025 年半年度利润分配预案的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 监事会认为：公司 2025 年半年度利润分配预案充分考虑了公司所处的发展阶段、 自身经营情况及资金需求，以及全体股东的长远利益，符合法律、法规、其他规范性文 件及《公司章程》的相关规定，符合公司实际情况和长期发展规划的需要，不存在损害 公司及全体股东利益的情形。因此，监事会同意本次利润分配预案并同意将该预案提交 不变，相应调整分配总额，并将另行公告具体调整情况。 一、利润分配方案内容 截至 2025 年 6 月 30 ...

博众精工科技股份有限公司 本公司监事会及全体监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、准确性和完整性依法承担法律责任。 一、监事会会议召集情况 证券代码：688097 证券简称：博众精工 公告编号：2025-041 （二）审议通过《关于公司 2025 年半年度利润分配预案的议案》 经审议，监事会认为公司 2025 年半年度利润分配预案符合《中华人民共和国公司 法》《上市公司监管指引第 3 号——上市公司现金分红》及《公司章程》等有关规定， 与公司规模、发展阶段和经营能力相适应，在考量公司发展规划、盈利情况和资金需求 的基础上，充分尊重了公司股东特别是中小股东的利益，体现了公司分配政策的一致性， 实施该方案符合公司和全体股东的利益，不存在损害中小股东利益的情况。公司监事会 一致同意《关于公司 2025 年半年度利润分配方案的议案》。 博众精工科技股份有限公司（以下简称"公司"）第三届监事会第十四次会议通知 于 2025 年 8 月 15 日以书面形式发出，并于 2025 年 8 月 26 日在公司会议室以现场结合 通讯的方式召开。本次会议应出席监事 3 人，实际出席监事 ...

证券代码：688097 证券简称：博众精工 公告编号：2025-044 博众精工科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： ? 会议线上交流时间：2025 年 9 月 5 日（星期五）下午 15:00-16:00 ? 会议召开地点：上海证券报·中国证券网路演中心：https://roadshow.cnstock.com/ ? 会议召开方式：网络文字互动 ? 公司已于 2025 年 8 月 27 日披露公司《2025 年半年度报告》，为便于广大投 资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 交流。 一、说明会类型 本次说明会以网络文字互动形式召开，公司将针对 2025 年半年度经营成果及财 务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围内就投资者 普遍关注的问题进行回答。 二、说明会召开的时间、地点 会议召开地点：上海证券报·中国证券网路演中心：https://roadshow.cn ...

证券代码：688097 证券简称：博众精工 公告编号：2025-043 博众精工科技股份有限公司 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、准确性和完整性依法承担法律责任。 一、募集资金基本情况 （一）2022 年度向特定对象发行股票募集资金 经中国证券监督管理委员会出具的《关于同意博众精工科技股份有限公司向 特定对象发行股票注册的批复》（证监许可〔2022〕1825 号），本公司向特定对 象发行 A 股股票 40,404,040 股，每股面值 1 元，每股发行价格为人民币 24.75 元，募集资金总额为人民币 999,999,990.00 元，扣除发行费用后，募集资金净 额为人民币 982,949,093.27 元。立信会计师事务所（特殊普通合伙）已于 2022 年 11 月 24 日出具了信会师报字[2022]第 ZA16176 号验资报告，验证募集资金已 全部到位。 截至 2025 年 6 月 30 日止，募集资金使用和结余情况如下： 单位：人民币元 序号 项目 金额 [注 1]截止 2025 年 6 月 30 日募集资金专户余额=2022 年 ...

Core Viewpoint - The company has successfully implemented its "Quality Improvement and Efficiency Enhancement" action plan for the first half of 2025, focusing on core business operations and strategic expansion into high-growth sectors such as new energy batteries, automotive automation, and semiconductors, resulting in significant profit growth and operational improvements [2][5]. Group 1: Business Performance and Strategy - The company achieved a net profit of 163 million yuan, a substantial increase of 69.69% year-on-year, indicating improved overall operational quality [2]. - In the consumer electronics sector, the company's equipment applications have expanded to cover a wide range of products, including smartphones, tablets, and smart wearables, enhancing its competitive edge across the industry chain [3]. - The company has strategically focused on new energy battery equipment, with significant growth in orders for smart charging and battery swapping stations, completing over 300 stations during the reporting period [3]. Group 2: Technological Innovation - The company invested 236 million yuan in R&D, accounting for 12.55% of its revenue, to drive technological breakthroughs and enhance product competitiveness [5]. - The company has made significant advancements in semiconductor technology, leading to a rapid increase in order volume and improved profitability in this segment [4]. - The introduction of AI technologies for automated inspection and digital simulation has significantly improved development efficiency and system reliability [6]. Group 3: Corporate Governance and Investor Relations - The company has established a robust governance structure and internal management system, continuously optimizing its governance framework to enhance operational efficiency [8]. - The company has revised its articles of association to improve the responsibilities and composition of the board and committees, eliminating the supervisory board and transferring its functions to the audit committee [8]. - The company emphasizes shareholder returns, distributing cash dividends of 1.42 yuan per share, totaling approximately 63 million yuan, which represents 25.38% of the net profit attributable to shareholders for the first half of 2025 [9][10]. Group 4: Future Outlook - The company plans to continue its dual-track strategy of deepening core business and exploring emerging sectors, leveraging its strengths in consumer electronics and expanding into new energy and semiconductor markets [5]. - The company aims to enhance its technological innovation strategy, increasing investment in smart manufacturing and digitalization to foster new productive forces [7]. - The company is committed to maintaining high standards of corporate governance and compliance, ensuring sustainable development and protecting investor interests [12].