Core Viewpoint - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] Market Overview - As of September 3, there are 1,040 stocks with a circulating market value below 3 billion yuan, and 439 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,726 stocks have a total market value below 5 billion yuan, with 650 stocks below 3 billion yuan [1] Smallest Market Capitalization Stocks - The three stocks with the smallest circulating market values are: - *ST Zitian: 440 million yuan - Bofei Electric: 592 million yuan - Kuntai Co.: 613 million yuan [1] - The three stocks with the smallest total market values are: - *ST Zitian: 444 million yuan - *ST Yuancheng: 730 million yuan - *ST Suwu: 754 million yuan [1] Selected Stocks with Low Market Value - A list of stocks with circulating market values below 2 billion yuan includes: - *ST Zitian: Circulating market value 440 million yuan, total market value 444 million yuan, P/E ratio 39.34 [1] - Bofei Electric: Circulating market value 592 million yuan, total market value 2.595 billion yuan, P/E ratio 151.08 [1] - Kuntai Co.: Circulating market value 613 million yuan, total market value 2.220 billion yuan, P/E ratio 50.41 [1] - Other notable stocks include: - Hongming Co.: Circulating market value 622 million yuan, total market value 1.892 billion yuan [1] - Kangliyuan: Circulating market value 667 million yuan, total market value 2.613 billion yuan, P/E ratio 44.61 [1] - Yangzhou Jinqian: Circulating market value 668 million yuan, total market value 2.668 billion yuan, P/E ratio 20.33 [1]

Group 1 - The article highlights that small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] - As of September 2, there are 994 stocks with a circulating market value below 3 billion yuan, and 414 of these have a circulating market value below 2 billion yuan [1] - A total of 1,674 stocks have a total market value below 5 billion yuan, with 598 stocks having a total market value below 3 billion yuan [1] Group 2 - The three stocks with the smallest circulating market values are *ST Zitian at 440 million yuan, Bofei Electric at 608 million yuan, and Hongming Co. at 620 million yuan [1] - The three stocks with the smallest total market values are *ST Zitian at 444 million yuan, *ST Yuancheng at 726 million yuan, and *ST Suwu at 775 million yuan [1] - A detailed list of stocks with circulating market values below 2 billion yuan includes various sectors such as media, basic chemicals, machinery, and more, with notable examples like *ST Zitian and Bofei Electric [1][2]

Core Insights - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them potential market leaders [1] Market Overview - As of September 1, there are 977 stocks with a circulating market value below 3 billion yuan, and 400 of these have a circulating market value below 2 billion yuan [1] - A total of 1,633 stocks have a total market value below 5 billion yuan, with 581 stocks having a total market value below 3 billion yuan [1] Smallest Market Capitalization Stocks - The three stocks with the smallest circulating market values are: - *ST Zitian: 440 million yuan - Hongming Co.: 619 million yuan - Bofei Electric: 628 million yuan [1] - The three stocks with the smallest total market values are: - *ST Zitian: 444 million yuan - *ST Yuancheng: 733 million yuan - *ST Suwu: 739 million yuan [1] Selected Stocks with Low Market Capitalization - A list of stocks with circulating market values below 2 billion yuan includes: - *ST Zitian: Circulating market value 440 million yuan, total market value 444 million yuan, P/E ratio 39.34, industry: Media - Hongming Co.: Circulating market value 619 million yuan, total market value 1.884 billion yuan, P/E ratio not available, industry: Machinery - Bofei Electric: Circulating market value 628 million yuan, total market value 2.751 billion yuan, P/E ratio 160.16, industry: Basic Chemicals - Other notable stocks include: - Yangzhou Jinqian: 665 million yuan circulating market value, 2.654 billion yuan total market value, P/E ratio 20.22, industry: Textiles and Apparel - Kuntai Co.: 674 million yuan circulating market value, 2.441 billion yuan total market value, P/E ratio 55.45, industry: Automotive [1][2]

1.本次股东大会未出现否决提案的情形。 2.本次股东大会不涉及变更前次股东大会决议的事项。 一、会议召开和出席情况 证券代码：001255 证券简称：博菲电气 公告编号：2025-070 浙江博菲电气股份有限公司 2025 年第一次临时股东大会决议公告 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。 特别提示 （一）会议召开情况 1.会议召开的时间： （1）现场会议召开时间：2025 年 8 月 28 日（星期四）14:50； （2）网络投票时间：2025 年 8 月 28 日（星期四）； 其中通过深圳证券交易所交易系统进行网络投票的时间为：2025 年 8 月 28 日 9:15—9：25，9：30—11:30 和 13:00—15:00；通过深圳证券交易所互联网系 统投票的具体时间为：2025 年 8 月 28 日 9:15-15:00 期间的任意时间。 2.现场会议地点：浙江省嘉兴市海宁市海宁经济开发区漕河泾路 88 号普泰 大厦七楼会议室。 3.会议召开方式：本次股东大会采取现场投票表决与网络投票相结合的方式 召开。 4.股东大会召集人：公司董事会。 ...

上海市锦天城律师事务所 关于浙江博菲电气股份有限公司 2025 年第一次临时股东大会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于浙江博菲电气股份有限公司 一、 本次股东大会召集人资格及召集、召开的程序 （一）本次股东大会的召集 上海市锦天城律师事务所 法律意见书 2025 年第一次临时股东大会的 法律意见书 致：浙江博菲电气股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受浙江博菲电气股份有限 公司（以下简称"公司"）委托，就公司召开 2025 年第一次临时股东大会（以 下简称"本次股东大会"）的有关事宜，根据《中华人民共和国公司法》（以下 简称《公司法》）《上市公司股东会规则》等法律、法规、规章和其他规范性文 件以及《浙江博菲电气股份有限公司章程》（以下简称《公司章程》）的有关规 定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务 ...

Market Performance - The plastic sector increased by 1.55% compared to the previous trading day, with Shangwei New Materials leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Top Gainers in Plastic Sector - Shangwei New Materials (688585) closed at 87.61, up 10.79% with a trading volume of 206,700 shares and a transaction value of 1.732 billion [1] - Dongcai Technology (601208) closed at 19.40, up 9.98% with a trading volume of 1,260,700 shares and a transaction value of 2.374 billion [1] - Wankai New Materials (301216) closed at 17.32, up 5.61% with a trading volume of 261,900 shares and a transaction value of 444 million [1] Market Capital Flow - The plastic sector experienced a net outflow of 685 million from institutional investors, while retail investors saw a net inflow of 563 million [2] - The overall market showed a mixed trend with significant movements in individual stocks, indicating varied investor sentiment [2] Individual Stock Capital Flow - Dongcai Technology had a net inflow of 306 million from institutional investors, but a net outflow of 15.4 million from retail investors [3] - Shangwei New Materials saw a net inflow of 46.74 million from institutional investors, with retail investors experiencing a net outflow of 31.81 million [3] - Anli Co. (300218) had a net inflow of 11.4 million from institutional investors, while retail investors faced a net outflow of 81.15 million [3]

Overview - Zhejiang Bofei Electric Co., Ltd. has announced the acquisition of a 10% stake in Zhuzhou Times Insulation Co., Ltd. through a public bidding process, which will make Times Insulation a wholly-owned subsidiary of the company [1] Progress Update - The company has invested CNY 17.2 million to acquire the 10% stake from Zhuzhou Times New Materials Technology Co., Ltd. [1] - Times Insulation has completed its business registration and obtained a business license from the Market Supervision Administration of Zhuzhou City [2] - The registered capital of Times Insulation is CNY 113.7 million, and it was established on December 29, 2001 [2] Organizational Structure Adjustment - To enhance decision-making efficiency, the company has decided to abolish the board of directors of Times Insulation and appoint a single executive director [2]

证券代码：001255 证券简称：博菲电气 公告编号：2025-069 浙江博菲电气股份有限公司 关于公司以公开摘牌方式收购时代绝缘 10%股权暨关联交易 的进展公告 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、概述 浙江博菲电气股份有限公司（以下简称"公司"）于 2025 年 3 月 21 日召开 第三届董事会第十二次会议审议通过了《关于公司拟以公开摘牌方式收购时代绝 缘 10%股权暨关联交易的议案》，同意公司使用自有资金以公开摘牌方式参与时 代绝缘 10%股权转让项目，株洲时代电气绝缘有限责任公司（以下简称"时代绝 缘"）将成为公司的全资子公司。具体内容详见公司在 2025 年 3 月 25 日刊登在 《中国证券报》《上海证券报》《证券日报》《证券时报》及巨潮资讯网 （www.cninfo.com.cn）的《关于公司拟以公开摘牌方式收购时代绝缘 10%股权 暨关联交易的公告》（公告编号：2025-018）。现将该交易事项进展情况披露如 下： 二、进展情况 2025 年 4 月 14 日，公司与株洲时代新材料科技股份有限公司签订《产权交 易合同》，公 ...

Company Overview - Zhejiang Bofei Electric Co., Ltd. is located in Haining Economic Development Zone, Zhejiang Province, established on March 7, 2007, and listed on September 30, 2022. The company specializes in the research, production, and sales of electrical insulation materials and other polymer composite materials [1]. Business Composition - The main business revenue composition includes: - Insulation resin: 49.46% - Slot wedges and laminated products: 22.51% - Mica products: 10.85% - Fiber products: 7.50% - Others: 6.12% - Binding products: 3.56% [1]. Stock Performance - On August 27, Bofei Electric's stock fell by 5.02%, trading at 33.85 CNY per share, with a transaction volume of 105 million CNY and a turnover rate of 16.28%. The total market capitalization is 2.751 billion CNY [1]. Major Shareholders - CITIC Prudential Fund's multi-strategy mixed fund (LOF) A (165531) is among the top ten circulating shareholders of Bofei Electric, having increased its holdings by 318,500 shares in Q2, now holding 500,000 shares, which accounts for 2.69% of the circulating shares. The estimated floating loss today is approximately 895,000 CNY [2]. Fund Performance - The fund manager of CITIC Prudential Multi-Strategy Mixed Fund (LOF) A is Jiang Feng and Wang Ying. - Jiang Feng has a tenure of 5 years and 137 days, with a total fund asset size of 5.782 billion CNY, achieving a best fund return of 118.36% during his tenure. - Wang Ying has a tenure of 8 years and 195 days, with a total fund asset size of 3.835 billion CNY, achieving a best fund return of 52.12% during his tenure [3].

Group 1 - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] - As of August 26, there are 927 stocks with a circulating market value below 3 billion yuan, and 378 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,585 stocks have a total market value below 5 billion yuan, with 533 stocks having a total market value below 3 billion yuan [1] Group 2 - The three stocks with the smallest circulating market values are *ST Zitian at 440 million yuan, Liren Technology at 603 million yuan, and Bofei Electric at 661 million yuan [1] - The three stocks with the smallest total market values are *ST Zitian at 444 million yuan, *ST Yuancheng at 765 million yuan, and *ST Suwu at 789 million yuan [1] - A detailed list of stocks with circulating market values below 2 billion yuan includes various sectors such as media, home appliances, and basic chemicals, with notable high P/E ratios [1][2]