Group 1 - The core point of the article is that Bozhong Precision Engineering has disclosed the number of its shareholders, which is 10,459 as of December 10, 2025 [1]

Group 1 - The 3C supply chain is benefiting from the cyclical recovery of its industry and the accelerated penetration of AI at the edge, presenting growth opportunities [1] - The 3C supply chain's specialized manufacturing model of "components-modules-finished products" is well-suited for the mass production phase of humanoid robots [1] - Companies like Luxshare Precision and Lens Technology are leveraging their experience in the 3C sector to expand into humanoid robotics, focusing on module and finished product manufacturing [1] Group 2 - The 3C terminal market, represented by smartphones, is entering a recovery cycle, providing a foundation for industry growth [2] - Major tech companies are accelerating the deployment of AI at the edge, which is expected to drive a new replacement cycle for terminal products [2] - Companies like Apple, Google, and ByteDance are competing to enhance their mobile devices with AI capabilities, which could lead to significant growth in the 3C industry [2]

Core Viewpoint - The continuous decline in the number of shareholders for certain companies indicates a trend of increasing concentration of shares, with 122 companies experiencing a decrease for more than three consecutive periods, and some seeing declines for up to 13 periods [1] Group 1: Shareholder Trends - A total of 985 companies reported their latest shareholder numbers as of November 30, with 122 companies showing a continuous decline in shareholder numbers [1] - Notable companies with significant declines include ST Renzihang, which has seen a 23.81% drop in shareholder numbers over 13 periods, and Rundu Co., which has experienced a 40.50% decline over 11 periods [1] - Other companies with notable declines include Yihua New Materials and ST Huike, among others [1] Group 2: Market Performance - Among the companies with declining shareholder numbers, 36 have seen their stock prices rise, while 86 have experienced declines, with notable gainers including Shibu Testing (up 73.16%), Anlian Ruishi (up 58.15%), and Xianhe Environmental (up 32.00%) [2] - 37 companies, representing 30.33%, outperformed the Shanghai Composite Index during this period, with Shibu Testing, Anlian Ruishi, and Fuzheng Technology showing relative returns of 74.30%, 55.80%, and 32.87%, respectively [2] Group 3: Industry and Institutional Insights - The industries with the highest concentration of companies experiencing declining shareholder numbers include machinery, pharmaceuticals, and construction, with 18, 9, and 9 companies respectively [2] - In terms of market segments, 73 companies are listed on the main board, 47 on the ChiNext board, and 2 on the Sci-Tech Innovation board [2] - In the past month, 17 companies with declining shareholder numbers have been subject to institutional research, with Yunnan Copper, Great Wall Securities, and China Electric Port receiving the most attention [2]

Group 1: Robotics Industry - The U.S. government is focusing on the development of robotics, indicating that robotics technology is becoming a key frontier in U.S.-China competition, with potential for continued resonance between the two countries' industries [1] - The Trump administration's actions suggest a strategic elevation of the U.S. robotics industry, with domestic policies expected to follow suit [1] - U.S. companies are actively investing in the robotics sector, creating a closed loop of "model-simulation-hardware," while China's supply chain is accelerating the implementation of robotics in various scenarios [1] Group 2: Construction Machinery - In November, domestic excavator sales exceeded expectations, and exports maintained high growth rates despite a high base, indicating a strong overall fundamental outlook for the sector [2] - The upward trend in both domestic and international sales of construction machinery has been validated, with a focus on overseas markets where profits from exports account for about 70% of many companies [2] - The performance of companies in the construction machinery sector remains strong, with non-excavator domestic sales also showing significant growth [2] Group 3: Lithium Battery Equipment - The electrification of ships is expanding the application of lithium batteries into new scenarios, with a positive outlook for lithium battery equipment in the upcoming year [3] - The demand for lithium batteries is expected to increase as new technologies like solid-state and sodium-ion batteries emerge, enhancing the electrification rate across various sectors [3] - The mid-term acceptance of solid-state batteries is anticipated to be completed by the end of the year, leading to a new round of order tenders from leading battery manufacturers and vehicle manufacturers [3] Group 4: PCB Equipment - The PCB industry is experiencing a resurgence, characterized by high-end product development and factory establishment in Southeast Asia, which is driving the demand for PCB equipment upgrades [4] - Key segments of PCB equipment, such as drilling and plating, hold significant value and are critical for circuit board performance [4] - The industry is evolving towards higher layer counts and more precise wiring due to AI-driven advancements, necessitating improvements in processing technology [4] Group 5: Forklifts & Mobile Robots - Sales of large forklifts are maintaining growth, with domestic sales increasing by 5% to 16% and exports growing by 8% to 23% from July to October [5] - The industry is optimistic about the upward trend in demand for smart logistics and unmanned forklifts, with major companies launching intelligent logistics products in Q4 [5] Group 6: Recommended Companies in Machinery Sector - Key companies recommended include Hengli Hydraulic, Aibin Technology, LiuGong, XCMG, Jereh, Naipu Mining, SANY Heavy Industry, Zoomlion, Anhui Heli, Hangcha Group, Huace Testing, Shoucheng Holdings, Xian Dao Intelligent, Bozhong Precision, Haitai International, Yizhiming, Puyuan Precision Electronics, Zhongji United, and Maiwei Shares [6]

证券日报网讯12月8日，博众精工在互动平台回答投资者提问时表示，公司推出的全自动高精度共晶机- 星威EF8621、EH9721等已经在光通讯领域的头部企业形成批量销售，并出口至海外，用于目前主流的 400G、800G光模块贴合场景，其所具备的核心技术，如高精度拾取贴合系统、高效共晶加热系统、 wafer供料系统等均达到国际先进水平，同时公司针对下一代1.6T光模块产品的设备研发也正在进行之 中。子公司博众仪器目前经营一切正常，其在年中发布的200KV透射电子显微镜产品已获得批量订单， 目前正在生产交付过程中。 ...

博众精工在互动平台表示，公司推出的全自动高精度共晶机-星威EF8621、EH9721等已经在光通讯领域 的头部企业形成批量销售，并出口至海外，用于目前主流的400G、800G光模块贴合场景，其所具备的 核心技术，如高精度拾取贴合系统、高效共晶加热系统、wafer 供料系统等均达国际先进水平，同时公 司针对下一代1.6T光模块产品的设备研发也正在进行之中。 子公司博众仪器目前经营一切正常，其在 年中发布的200KV透射电子显微镜产品已获得批量订单，目前正在生产交付过程中。 (本文来自第一财经) ...

博众精工在互动平台表示，公司针对下一代1.6T光模块产品的设备研发也正在进行之中。子公司博众仪 器目前经营一切正常，其在年中发布的200KV透射电子显微镜产品已获得批量订单，目前正在生产交付 过程中。 ...

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 ...

Core Insights - The list of major equipment for the year 2025 has been publicly announced, highlighting four companies from Wujiang Development Zone that have successfully been recognized for their equipment [1] - The recognition of first sets of major technical equipment is crucial for measuring a company's core competitiveness and reflects the high-quality development level of the manufacturing industry [1] Group 1: Company Highlights - Bozhong Precision's "Tunnel Cavity Large Size Battery Cell High-Pressure Injection Equipment" features a unique horizontal double-layer tunnel cavity structure, achieving breakthroughs in key technologies that enhance the efficiency and precision of liquid injection for large battery cells [2] - Zhongke Heavy Instrument's "ZY316 Gallium Nitride Power Semiconductor MOCVD Equipment" introduces an innovative reaction chamber design that improves material uniformity and reduces production costs by 30%, addressing industry challenges and reducing reliance on imports [2] - Hengtong Intelligent Equipment's "TXLS-WJ80 New Generation Fully Automatic Optical Fiber Drawing Equipment" utilizes high-purity argon gas to replace helium, significantly lowering production costs and overcoming import dependencies in high-end special optical fiber drawing equipment [3] - Mingzhi Technology's "MZZX200 High-Efficiency Brake Disc Cold Core Box System" is designed for large-scale production of passenger car brake disc sand cores, integrating intelligent control systems to enhance efficiency and energy consumption [3] Group 2: Industry Development - Wujiang Development Zone has prioritized the cultivation, research, and application of first sets of major technical equipment, effectively stimulating innovation through policy guidance and optimized innovation ecosystems [1] - The zone plans to continue improving its support system, focusing on key technological breakthroughs and promoting collaboration and demonstration applications to facilitate the transition from "first set" to "first order" and market proliferation [3]