2026年1月20日，博菲电气（sz001255）触及跌停，跌停价44.72元，涨幅-10%，总市值38.66亿元，流通 市值31.78亿元，截止发稿，总成交额5.27亿元。 根据喜娜AI异动分析，博菲电气跌停原因可能如下，股东减持+业绩下滑+账款风险： 1、公司自身经营 困境：2025年博菲电气净利润同比下降41.91%，扣非净利润降54.84%，业绩大幅下滑。同时，应收账 款达2.56亿元，占流动资产48.73%，高企的应收账款增加了坏账风险，影响公司资金周转。此外，2026 年1月14日大股东减持67.69万股，这往往被市场视为负面信号，打击了投资者信心。 2、行业竞争压 力：绝缘材料行业集中度低，博菲电气面临上下游企业跨界竞争，行业竞争加剧使得公司市场份额和利 润空间受到挤压。并且公司客户集中度高，对中国中车销售占比25.72%，一旦主要客户需求发生变 化，公司业绩将受到较大影响。 3、概念题材与市场热点：博菲电气所处的绝缘材料概念，并非当前市 场热门题材，缺乏市场资金的关注和炒作。在市场资金倾向于追逐热门概念时，该股票容易被冷落，股 价表现不佳。 4、资金流向与技术面：从资金流向看，虽然2026年1 ...

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Market Overview - As of January 19, the Shanghai Composite Index closed at 4114.00 points, up 12.09 points, with a gain of 0.29% [1] - The Shenzhen Component Index closed at 14294.05 points, up 12.97 points, with a gain of 0.09% [1] - The ChiNext Index closed at 3337.61 points, down 23.41 points, with a decline of 0.70% [1] Stock Performance - A total of 86 A-shares had a turnover rate exceeding 20%, indicating significant trading activity [1] - Key stocks with high turnover rates included: - Kema Materials (科马材料) with a turnover rate of 62.05% and a closing price of 40.25 yuan, down 26.75% [1] - Kuntai Co. (坤泰股份) with a turnover rate of 54.99% and a closing price of 24.74 yuan, up 4.70% [1] - Sanbian Technology (三变科技) with a turnover rate of 48.63% and a closing price of 21.97 yuan, up 10.02% [1] - Nabichuan (纳百川) with a turnover rate of 44.29% and a closing price of 80.88 yuan, up 8.83% [1] - Hongxiang Co. (红相股份) with a turnover rate of 40.96% and a closing price of 17.99 yuan, up 15.17% [1] Notable Stocks - Other notable stocks with high turnover rates included: - Kangqiang Electronics (康强电子) at 40.96% turnover, closing at 23.48 yuan, up 7.46% [1] - Fangzheng Electric (方正电机) at 39.47% turnover, closing at 16.53 yuan, up 5.09% [1] - Shuangjie Electric (双杰电气) at 39.16% turnover, closing at 14.82 yuan, up 20.00% [1] - Deen Precision (德恩精工) at 39.15% turnover, closing at 24.19 yuan, up 2.76% [1] - C Zhi Xin (C至信) at 37.80% turnover, closing at 52.04 yuan, down 6.54% [1]

证券代码：001255 证券简称：博菲电气 公告编号：2026-011 浙江博菲电气股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回的公告 截至本公告披露日，公司已将上述到期的现金管理产品赎回，收回本金 1,000 万元，获得现金管理收益 0.75 万元。上述现金管理产品本金及收益已归 还至募集资金专项账户。 二、公告日前十二个月内公司使用闲置募集资金进行现金管理的情况 截至目前，公司在过去十二个月内使用闲置募集资金进行现金管理的情况如 下： 一、本次使用闲置募集资金进行现金管理到期赎回的情况 受托方 产品名称 产品类型 购买金额 （万元） 起息日 到期日 预计年化收益率 产品收益 （万元） 中国农业银行 股份有限公司 海宁市支行 "汇利丰"2025 年第 6493 期对公定制人 民币结构性存款产品 保本浮动收益 1,000 2025年 12月19 日 2026年 01月16 日 0.36%/年至 1.16%/年 0.75 | 序 号 | 受托方 | | 产品名称 | 产品类型 | 购买金 额 | 起息日 | 到期日 | 预计年化 | 备注（已 到期或未 | 截至公告 日实际损 益金额 | | -- ...

Market Performance - The A-share market showed mixed performance from January 12 to January 16, with the Shanghai Composite Index closing at 4101.91 points, down 0.45% for the week, while the Shenzhen Component Index rose 1.14% to 14281.08 points, and the ChiNext Index increased by 1.00% to 3361.02 points [1] - Over 54% of stocks experienced gains during the week, with 156 stocks rising over 15% and 50 stocks declining more than 15% [1] Sector Performance - Sectors that saw gains included Computer, Electronics, Non-ferrous Metals, Media, and Machinery Equipment, while sectors such as Defense, Real Estate, Agriculture, Coal, and Banking experienced declines [1] Top Gainers - The top-performing stock was Bofei Electric (001255.SZ) with a weekly increase of 61.06%, followed by Tongyuan Environment (688679.SH) at 58.66%, and several others exceeding 45% [3] - Bofei Electric operates in the chemical raw materials industry, focusing on the research, production, and sales of electrical insulation materials [4] Investment and Financials - Bofei Electric's stock closed at 55.21 yuan per share, marking five consecutive days of trading limit increases [5] - The State Grid Corporation announced a planned investment of 4 trillion yuan during the 14th Five-Year Plan, a 40% increase from the previous plan [5] - Bofei Electric announced an investment of 23.38 million yuan in Haining Qiyuan Real Estate Co., Ltd. to enhance local business connections [5] Top Losers - The worst-performing stock was Sunflower (300111.SZ) with a decline of 37.48%, followed by *ST Lifan (300344.SZ) and *ST Changyao (300391.SZ), both dropping over 26% [8] - Sunflower focuses on the pharmaceutical sector, primarily developing and selling drugs for infections, cardiovascular issues, and digestive systems [8] Regulatory Actions - The Zhejiang Securities Regulatory Bureau has initiated an investigation into Sunflower for misleading statements in its restructuring proposal [8][9] - The proposal involved acquiring 100% of Xipu Materials Technology Co., Ltd. and 40% of Beid Pharmaceutical Co., Ltd., but raised concerns regarding the actual production capacity of the target companies [10][12]

Market Overview - The plastic sector increased by 0.54% compared to the previous trading day, with Bofei Electric leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Top Gainers in the Plastic Sector - Bofei Electric (001255) closed at 55.21, up 10.00% with a trading volume of 25,500 lots and a transaction value of 138 million [1] - Jun Ding Da (301538) closed at 91.61, up 6.55% with a trading volume of 51,700 lots [1] - Qi De New Materials (300995) closed at 42.50, up 5.28% with a trading volume of 69,300 lots [1] - Other notable gainers include Zhongyan Co. (688716), Henghe Precision (300539), and Sidi Ke (300806) with respective increases of 4.92%, 4.83%, and 4.05% [1] Top Losers in the Plastic Sector - Shen Jian Co. (002361) closed at 14.68, down 9.99% with a trading volume of 54,200 lots [2] - He Shun Technology (301237) closed at 68.60, down 5.54% with a trading volume of 42,200 lots [2] - Guo Feng New Materials (000859) closed at 12.11, down 5.32% with a trading volume of 1,091,700 lots [2] - Other significant declines were seen in Mei Lian New Materials (300586) and Ningbo Color Master (301019) with decreases of 3.54% and 3.50% respectively [2] Capital Flow in the Plastic Sector - The plastic sector saw a net inflow of 93.99 million from institutional investors, while retail investors experienced a net outflow of 216 million [2][3] - Notable net inflows from institutional investors included Jinfa Technology (600143) with 31.1 million and Fule New Materials (605488) with 11 million [3] - Conversely, significant net outflows from retail investors were observed in Sidi Ke (300806) with 76.81 million and Henghe Precision (300539) with 32.16 million [3]

Group 1 - Zhongyuan Neipei plans to acquire 59% stake in Zhongyuan Jikean for 143 million yuan, making it a wholly-owned subsidiary [1] - HNA Holding reports a 2.8% year-on-year increase in passenger transport volume for December 2025, with international passenger transport volume up by 21.95% [2] - Haolai Ke expects a net profit decrease of 75.16% to 83.23% for 2025, projecting a profit of 13.5 million to 20 million yuan [3] Group 2 - Chengdu Investment Holdings reports a 71.41% year-on-year decrease in signed sales amount for Q4 2025, totaling 2.318 billion yuan [4] - Zhong Rare Metals signs a strategic cooperation agreement with Xian Dao Group to enhance market share in rare metals [5] - Bofei Electric plans to invest 23.38 million yuan in Haining Qiyuan alongside its controlling shareholder [6] Group 3 - Rongchang Bio plans to increase the maximum repurchase price to 116 yuan per share [7] - Filihua's controlling shareholders and executives plan to reduce their holdings by up to 1.05% of the company's shares [8] - Jiu Zhi Tang's general manager plans to reduce holdings by up to 2% of the company's shares [10] Group 4 - Aerospace Development's controlling shareholder reduced 12.26 million shares during stock trading fluctuations [11] - Nong Shang Environment's subsidiary faces delays in a computing infrastructure project due to funding issues [12] - Xinhua Department Store denies rumors of injecting semiconductor assets into the company [13] Group 5 - Jin Ao Bo expects a net profit increase of 40.24% to 59.58% for 2025, projecting a profit of 174 million to 198 million yuan [21] - Zhejing Pharmaceutical receives approval for clinical trials of ZGGS18 and ZG005 for advanced solid tumors [22] - Guangdong Hongtu anticipates a net profit decrease of 7.99% to 17.87% for 2025, projecting a profit of 341 million to 382 million yuan [23] Group 6 - Aijian Group expects to report a net loss for 2025 [24] - Shuangliang Energy also anticipates a net loss for 2025 [25] - Jia Mei Packaging announces early redemption of convertible bonds due to stock price conditions [26] Group 7 - Jindao Technology plans to issue convertible bonds to raise up to 306 million yuan for various projects [27] - Xinlei Co. extends the lock-up period for shares held by its controlling shareholder and actual controllers until January 19, 2027 [28] - Genesis expects a net profit decrease of 30% to 45% for 2025, projecting a profit of 131 million to 166 million yuan [29] Group 8 - Defu Technology plans to repurchase shares for employee stock ownership plans, with a budget of 75 million to 150 million yuan [30] - Huasheng Tiancheng states that AI-related revenue is currently a small portion of overall revenue [32] - Hongchuan Wisdom's shareholder plans to reduce holdings by up to 2% of the company's shares [33] Group 9 - Century Huatong's subsidiary plans to invest 50 million yuan in a financial development fund [34] - Liou shares will be suspended for trading due to significant stock price fluctuations [35] - Golden Dragon Fish plans to transfer stakes in two subsidiaries to Mars China for a total of 60 million USD [36] Group 10 - Mountain Outside Mountain's shareholder plans to reduce holdings by up to 1% of the company's shares [37] - Keheng Co. plans to sign a cooperation framework agreement with Gree Supply Chain for procurement [38] - Tian Sheng New Materials announces a change in actual controller and resumes trading [40] Group 11 - Xinghua New Materials plans to acquire at least 51% of Tian Kuan Technology for cash [41] - Rongbai Technology continues to delay responses to the Shanghai Stock Exchange's inquiries, leading to ongoing stock suspension [42] - Longxin Zhongke's shareholders plan to reduce holdings by up to 3.03% of the company's shares [43]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.15 | 9.99 | 7.22 | 7317.97 | | 2026.01.14 | 10.00 | 12.97 | 4174.22 | | 2026.01.13 | 10.00 | 6.35 | 10600.65 | | 2026.01.12 | 10.01 | 7.53 | 6481.83 | | 2026.01.09 | 0.06 | 5.56 | -276.41 | | 2026.01.08 | 0.47 | 7.25 | 223.41 | | 2026.01.07 | -4.80 | 11.77 | -1672.59 | | 2026.01.06 | 10.01 | 8.50 | 5749.54 | | 2026.01.05 | 1.65 | 3.29 | -132.53 | | 2025.12.31 | -0.40 | 2.60 | -282.50 | 博菲电气盘中涨停，已连收5个涨停板，截至9:33，该股报55.21元，换手率3 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001255 证券简称：博菲电气 公告编号：2026-008 浙江博菲电气股份有限公司 第三届董事会第二十五次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 浙江博菲电气股份有限公司（以下简称"公司"）第三届董事会第二十五次会议于2026年1月15日在公司 会议室以现场结合通讯的方式召开。会议通知已于2025年1月10日通过微信、短信、邮件等方式送达各 位董事。本次会议应出席董事9人，实际出席董事9人。 会议由董事长陆云峰先生主持，高管列席。会议召开符合有关法律、法规、规章和《公司章程》的规 定。经各位董事认真审议，会议形成了如下决议： 本次与关联方共同对外投资符合公司业务战略发展规划，不存在损害公司和股东利益的情形。董事会授 权管理层实施具体工作。 表决结果：7票同意，0票反对，0票弃权。 关联董事陆云峰、凌莉回避表决。 三、备查文件 1.第三届董事会第二十五次会议决议； 2.董事会独立董事专门会议决议； 3.董事会审计委员会会议决议。 特此公告。 二、董事会会 ...

证券日报网讯 1月15日，博菲电气发布公告称，公司第三届董事会第二十五次会议审议通过《关于与关 联人共同投资暨关联交易的议案》。 （文章来源：证券日报） ...