证券代码：688097 证券简称：博众精工 公告编号：2025-060 博众精工科技股份有限公司 关于 2023 年限制性股票激励计划第二个归属期、2024 年 限制性股票激励计划首次授予部分（第二批次）及预留授 予部分第一个归属期归属结果公告 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： 本次归属股票数量：1,054,940 股，其中，2023 年限制性股票激励计划首次授 予部分第二个归属期归属 971,535 股；2024 年限制性股票激励计划首次授予部分第一 个归属期（第二批次）及预留授予部分第一个归属期归属 83,405 股； 本次归属股票来源： 博众精工科技股份有限公司（以下简称"公司"）从二级 市场回购的公司 A 股普通股股票 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责任公司 有关业务规则的规定，公司于 2025 年 12 月 5 日收到中国证券登记结算有限责任公司出 具的《过户登记确认书》，公司 2023 年限制性股票激励计划首次授予部分第二个归属 期、2024 年限 ...

证券代码：688097 证券简称：博众精工 公告编号：2025-059 博众精工科技股份有限公司 关于增加 2025 年度日常关联交易预计的公告 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： 本次关联交易无需提交博众精工科技股份有限公司（以下简称"公司"）股东 会审议 日常关联交易对上市公司的影响：本次公司增加的关联交易系为满足公司正常 生产经营所需，属于正常生产经营业务的范畴，以市场价格为定价依据，遵循平等自愿 原则，交易风险可控，不存在损害公司及股东利益的情况。本次日常关联交易不会影响 公司的独立性，公司不会因上述交易而对关联方形成依赖。 一、日常关联交易基本情况 （一）日常关联交易履行审议程序 2025 年 12 月 2 日，公司召开第三届独立董事 2025 年第三次专门会议审议通过了 《关于增加 2025 年度日常关联交易预计的议案》。全体独立董事认为：公司本次增加 2025 年度日常关联交易预计系为满足公司正常生产经营所需，遵循公开、公平、公正 的原则，定价公允合理，不会对公司财务状况和经营成果 ...

2025年度苏锡常首台（套）重大装备拟认定名单近日公示。记者从名单中看到，来自吴江开发区的 博众精工、中科重仪、亨通智能装备、明志科技这4家企业的装备成功入选。截至目前，吴江开发区共 有29个产品通过江苏省首台（套）重大装备认定、15个产品通过苏锡常首台（套）重大装备认定，数量 均位居苏州大市前列。 首台（套）重大技术装备是实现重大技术突破、尚未取得市场业绩的高端装备，是衡量企业核心竞 争力、体现制造业高质量发展水平的重要标志，也是推动制造业高端化、智能化、绿色化发展的重要抓 手。 近年来，吴江开发区高度重视首台（套）重大技术装备的培育、研发与推广应用，通过强化政策引 导、优化创新生态、搭建对接平台，有效激发了企业的创新活力，一批具有核心竞争力的高端装备脱颖 而出。 博众精工此次入选的"隧道腔式大尺寸电芯高速高压注液装备"，是一款采用首创卧式双层隧道腔式 高压注液舱体结构工艺的电芯注液用大型集成化高端装备，实现了基于隧道式结构腔体的电解液恒定高 正压浸润技术等多项关键技术的突破，综合技术水平处于国际先进、行业领先地位，有效解决了针对大 尺寸电芯的注液效率与精度不足、浸润困难、杂质残留等瓶颈问题，有助于大尺寸锂 ...

Group 1 - The automation equipment sector increased by 1.21% on November 28, with Gokong Technology leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] - Gokong Technology's stock price rose by 14.24% to 34.50, with a trading volume of 288,400 shares and a transaction value of 962 million yuan [1] Group 2 - Other notable performers in the automation equipment sector included Anli Co., which rose by 12.35% to 98.81, and Bozhong Precision, which increased by 7.33% to 34.99 [1] - The sector saw a net inflow of 190 million yuan from main funds, while retail investors contributed a net inflow of 183 million yuan [1] - The overall trading activity in the sector included a significant net outflow of 372 million yuan from speculative funds [1]

Core Viewpoint - The Robot ETF (562500) shows resilience with a 0.11% increase, indicating strong recovery after a short-term profit-taking phase, with over 70% of constituent stocks in the green [1] Group 1: Market Performance - The Robot ETF has formed a solid "V" shape recovery pattern, demonstrating strong anti-drawdown resilience [1] - The trading volume has surpassed 5.37 billion yuan, indicating sustained active trading [1] Group 2: Stock Performance - Major stocks contributing to the ETF's performance include: - Boke Co., Ltd. leading with over 10% increase - Gokai Technology rising over 8% - Bozhong Precision Engineering up over 7% - Other stocks like Kuaike Intelligent and CITIC Heavy Industries also showing gains [1] Group 3: Company Developments - Recently, Zhishen Technology (Beijing) Co., Ltd. underwent a business change, adding Zhiyuan Innovation (Shanghai) Technology Co., Ltd. as a shareholder, with registered capital increasing to 21.4986 million yuan [1] - Zhishen Technology focuses on the field of embodied intelligence [1] Group 4: Industry Insights - According to Kaiyuan Securities, the decline of the manufacturing "demographic dividend" makes humanoid robots an effective choice to offset rising labor costs and ensure stable production [1] - Robots are seen as a means to directly replace repetitive labor positions, optimizing labor cost structures and enhancing capacity utilization and asset turnover rates [1]

Core Viewpoint - The A-share market is experiencing a strong performance in robotics concept stocks, with several companies showing significant gains in their stock prices [1] Company Performance - Xidi has seen a rise of over 15% - Lixing shares increased by nearly 15% - Changying Precision rose by over 13% - Bukexin shares grew by nearly 12% - Haon Automotive Electric increased by over 10% - Several companies, including Galaxy Electronics, Jinzhi Technology, Youa Shares, Sichuan Jinding, GAC Group, and Yuhuan CNC, reached the 10% daily limit increase - Haichang New Materials rose by over 8% - Fenglong shares and Huazi Technology increased by over 7% - Bozhong Precision, Jingzhida, Xinmeixing, Meihu Shares, and Haozhi Electromechanical rose by over 6% - Jingsong Intelligent and Zhongrun Optics increased by over 5% - Jiangbolong rose by over 3% [1]

Group 1 - The core viewpoint of the news is that Bozhong Precision Engineering Co., Ltd. has seen a stock price increase of 5.31%, reaching 34.33 CNY per share, with a trading volume of 153 million CNY and a turnover rate of 1.03%, resulting in a total market capitalization of 15.33 billion CNY [1] - Bozhong Precision Engineering, established on September 22, 2006, and listed on May 12, 2021, specializes in the research, design, production, sales, and technical services of automation equipment, flexible production lines, key automation components, and tooling [1] - The company's main business revenue composition includes 86.26% from automation equipment, 11.96% from tooling and spare parts, 1.66% from core components, and 0.12% from other sources [1] Group 2 - Among the top ten circulating shareholders of Bozhong Precision Engineering, Huaxia Fund's Huaxia CSI Robot ETF (562500) increased its holdings by 689,800 shares in the third quarter, now holding 3.6897 million shares, which accounts for 0.83% of the circulating shares [2] - The Huaxia CSI Robot ETF has a current scale of 22.798 billion CNY and has achieved a return of 21.19% this year, ranking 2253 out of 4206 in its category, with a one-year return of 24.59%, ranking 1641 out of 4008 [2]

Group 1 - The core viewpoint of the news is that Bozhong Precision Engineering has shown a decline in stock price and trading volume, with specific details on financing and stockholder changes [1][2]. - As of November 21, Bozhong Precision Engineering's stock price dropped by 0.58%, with a trading volume of 106 million yuan. The financing buy-in amount was 10.72 million yuan, while the net financing buy-in was 2.58 million yuan [1]. - The total financing and securities balance for Bozhong Precision Engineering reached 141 million yuan, which is 1.02% of its circulating market value, indicating a low financing balance compared to the past year [1]. Group 2 - For the period from January to September 2025, Bozhong Precision Engineering achieved an operating income of 3.653 billion yuan, reflecting a year-on-year growth of 11.57%. The net profit attributable to shareholders was 332 million yuan, marking a 30.94% increase year-on-year [2]. - The company has distributed a total of 200 million yuan in dividends since its A-share listing [3]. - As of September 30, 2025, the number of shareholders for Bozhong Precision Engineering was 10,000, a decrease of 0.93% from the previous period, while the average circulating shares per person increased by 0.94% to 44,469 shares [2][3].

Core Viewpoint - The automation equipment sector in the consumer electronics industry is expected to see significant order growth due to North American clients demanding increased automation from suppliers [1] Company Summary - The company, Bozhong Precision (688097.SH), reported a strong order situation for the year, with orders as of the end of October increasing by over 60% compared to the same period last year [1] - Orders in the new energy sector are experiencing rapid growth, while orders in the 3C (computer, communication, and consumer electronics) sector remain stable [1] - The company is optimistic about the order growth expectations for the 3C business segment in the coming year based on current sampling and business leads [1]

Investment Rating - The report maintains a "Buy" rating for the company [4][6]. Core Insights - The company achieved a revenue of 3.653 billion yuan in the first three quarters of 2025, representing a year-over-year increase of 11.57%. The net profit attributable to shareholders reached 332 million yuan, up 30.94% year-over-year [1]. - In Q3 2025, the company reported a revenue of 1.777 billion yuan, with a year-over-year growth of 23.31%. The net profit attributable to shareholders was 170 million yuan, reflecting a year-over-year increase of 7.44% [2]. - The company has established a multi-driver business model focusing on "3C + New Energy + Automotive" sectors, benefiting from the innovation cycle of Apple and strategic partnerships, particularly with CATL [3]. Summary by Sections Revenue and Profitability - For the first three quarters of 2025, the gross margin was 29.65%, and the net margin was 8.72%, with changes of -5.13 and +1.12 percentage points year-over-year, respectively [2]. - The company effectively controlled expenses, resulting in a decrease in the expense ratio across various categories [2]. Business Segments - The 3C business is expected to benefit from Apple's innovation cycle, while the new energy segment is becoming a significant growth driver through strategic partnerships [3]. - The semiconductor business is anticipated to expand following recent orders from leading domestic optical module companies [3]. Financial Projections - The company forecasts net profits of 515 million yuan, 733 million yuan, and 855 million yuan for 2025, 2026, and 2027, respectively, with corresponding EPS of 1.15, 1.64, and 1.91 yuan [4][5]. - The projected revenue growth rates for the next few years are 15.5% in 2025, 30.6% in 2026, and 14.9% in 2027 [5].