Core Viewpoint - On September 30, a total of 5 listed companies experienced the lifting of restrictions on their shares, with a total market value of approximately 7.641 billion yuan [1] Summary by Category Restricted Shares Release - The companies and their respective restricted shares released are as follows: - Fantuo Shuchuang (凡拓数创) - Stock Code: 301313 - Type: Pre-issue restricted shares - Released Shares: 33.5425 million [1] - Hasanlian (哈三联) - Stock Code: 002900 - Type: Equity incentive restricted shares - Released Shares: 1.9816 million [1] - Oujing Technology (欧晶科技) - Stock Code: 001269 - Type: Pre-issue restricted shares - Released Shares: 10.9 million [1] - Bofei Electric (博菲电气) - Stock Code: 001255 - Type: Pre-issue restricted shares - Released Shares: 6 million [1] - Helin Weina (和林微纳) - Stock Code: 688661 - Type: Not specified - Released Shares: 141,200 [1]

Core Insights - On September 30, a total of 18 companies had their restricted shares unlocked, with a total unlock volume of 236 million shares, equating to a market value of 7.838 billion yuan based on the latest closing prices [1] Group 1: Unlock Volume - Four companies had unlock volumes exceeding 10 million shares, with Oujing Technology, Bofei Electric, and Weiteou leading the list with unlock volumes of 109 million shares, 60 million shares, and 32.6918 million shares respectively [1] Group 2: Unlock Market Value - Four companies had unlock market values exceeding 100 million yuan, with Oujing Technology, Bofei Electric, and Weiteou again at the forefront, having unlock market values of 2.918 billion yuan, 1.943 billion yuan, and 1.574 billion yuan respectively [1] Group 3: Unlock Ratio - Five companies had unlock ratios exceeding 10% of their total share capital, with Bofei Electric, Oujing Technology, and Weiteou having the highest ratios at 73.82%, 56.39%, and 26.3% respectively [1]

Group 1 - The company has supplied insulation products such as water-based semi-inorganic silicon steel sheet paint, mica tape, expanded rope, and high-strength anti-corona binding tape for key national projects like the Baihetan Hydropower Station [1] - As of the date of the response, the company has not established formal business connections with the Yaxia Hydropower Station project, and related technical adaptation and market expansion efforts are still in the preliminary research phase [1] - The construction cycle for hydropower stations on the lower reaches of the Yarlung Tsangpo River is long and has high technical standards, leading to uncertainty regarding the company's future participation [1]

Group 1 - A total of 36 stocks will face unlock restrictions in the next two trading days before the National Day holiday, with a combined unlock market value of 40.081 billion yuan [1] - Ningbo Port will have 3.647 billion shares listed for circulation, primarily from the allocation of shares to targeted placement institutions, with an unlock market value of 13.202 billion yuan [1] - Wankai New Materials will have 230 million shares listed for circulation, mainly from the original shareholders' restricted shares, with an unlock market value of 4.665 billion yuan [1] Group 2 - The companies with the highest unlock ratios include Zhaoxun Media, Bofei Electric, Fujilai, and Oujing Technology, all exceeding 50% [2]

证券代码：001255 证券简称：博菲电气 公告编号：2025-076 浙江博菲电气股份有限公司 首次公开发行前已发行股份上市流通提示性公告 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。 1. 本次解除首发限售股的股东8名，解除限售的股份数量为：60,000,000股， 占公司总股本的73.8153%； 2. 本次解除限售股份的上市流通日期为2025年9月30日（星期二）。 （一）首次公开发行股份情况 经中国证券监督管理委员会《关于核准浙江博菲电气股份有限公司首次公开 发行股票的批复》（证监许可〔2022〕1715号）核准，浙江博菲电气股份有限公 司（以下简称"公司"）首次公开发行人民币普通股（A股）股票20,000,000股。 经深圳证券交易所《关于浙江博菲电气股份有限公司人民币普通股股票上市的通 知》（深证上〔2022〕970号）批准，公司于2022年9月30日在深圳证券交易所上 市，首次公开发行前公司总股本60,000,000股，发行后公司总股本由60,000,000 股变更为80,000,000股。 （二）公司上市后股本变动情况 2025年6月12日 ...

（一）首次公开发行股份情况 经中国证券监督管理委员会《关于核准浙江博菲电气股份有限公司首次公开 发行股票的批复》（证监许可〔2022〕1715 号）核准，浙江博菲电气股份有限公 司首次公开发行人民币普通股（A 股）股票 20,000,000 股。经深圳证券交易所 《关于浙江博菲电气股份有限公司人民币普通股股票上市的通知》（深证上〔2022〕 970 号）批准，公司于 2022 年 9 月 30 日在深圳证券交易所上市，首次公开发行 前公司总股本 60,000,000 股，发行后公司总股本由 60,000,000 股变更为 80,000,000 股。 （二）公司上市后股本变动情况 财通证券股份有限公司 关于浙江博菲电气股份有限公司 首次公开发行前已发行股份上市流通事项的核查意见 财通证券股份有限公司（以下简称"财通证券"或"保荐机构"）作为浙江 博菲电气股份有限公司（以下简称"博菲电气"、"发行人"或"公司"）首次 公开发行股票并上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号— —主板上市公司规范运作》等有关规定，对博菲电气首次 ...

Core Viewpoint - Bofei Electric experienced a 5.1% decline in stock price on September 23, closing at 29.80 CNY per share, with a total market capitalization of 2.422 billion CNY, marking a cumulative drop of 4.5% over four consecutive days [1] Company Overview - Bofei Electric, established on March 7, 2007, is located in Haining Economic Development Zone, Zhejiang Province. The company specializes in the research, production, and sales of electrical insulation materials and polymer composite materials [1] - The main 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] Shareholder Analysis - 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, totaling 500,000 shares, which represents 2.69% of the circulating shares [2] - The fund has incurred a floating loss of approximately 800,000 CNY today, with a cumulative floating loss of 740,000 CNY during the four-day decline [2] - The fund was established on June 16, 2017, with a current size of 1.245 billion CNY. Year-to-date returns stand at 37.35%, ranking 2094 out of 8172 in its category, while the one-year return is 75.25%, ranking 1493 out of 7995 [2] - The fund managers, Jiang Feng and Wang Ying, have tenures of 5 years and 8 years respectively, with significant returns during their management periods [2]

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 September 17, there are 953 stocks with a circulating market value below 3 billion yuan, and 388 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,630 stocks have a total market value below 5 billion yuan, with 556 stocks having a total market value below 3 billion yuan [1] Group 2 - The three stocks with the smallest circulating market values are: Zitian Tui at 0.90 million yuan, Bofei Electric at 6.05 million yuan, and *ST Gaohong at 6.11 million yuan [1] - The three stocks with the smallest total market values are: Zitian Tui at 0.91 million yuan, *ST Yuancheng at 6.19 million yuan, and *ST Gaohong at 6.25 million yuan [1] - A detailed list of stocks with circulating market values below 2 billion yuan includes various sectors such as media, basic chemicals, telecommunications, and more [1][2]

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 September 15, there are 977 stocks with a circulating market value below 3 billion yuan, and 402 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,659 stocks have a total market value below 5 billion yuan, with 570 stocks having a total market value below 3 billion yuan [1] Group 2 - The three stocks with the smallest circulating market values are: Zitian Tui at 101 million yuan, *ST Yuancheng at 560 million yuan, and Bofei Electric at 609 million yuan [1] - The three stocks with the smallest total market values are: Zitian Tui at 102 million yuan, *ST Yuancheng at 560 million yuan, and *ST Suwu at 675 million yuan [1] - A detailed list of stocks with circulating market values below 2 billion yuan includes various sectors such as media, construction decoration, and basic chemicals, with notable stocks like Bofei Electric having a P/E ratio of 155.38 [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 12, there are 976 stocks with a circulating market value below 3 billion yuan, and 397 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,656 stocks have a total market value below 5 billion yuan, with 577 stocks below 3 billion yuan [1] Smallest Market Capitalization Stocks - The three stocks with the smallest circulating market values are: - Zitian Tui: 440 million yuan - *ST Yuancheng: 577 million yuan - Bofei Electric: 611 million yuan [1] - The three stocks with the smallest total market values are: - Zitian Tui: 444 million yuan - *ST Yuancheng: 577 million yuan - *ST Suwu: 711 million yuan [1] Selected Stocks with Low Market Value - A list of stocks with circulating market values below 2 billion yuan includes: - Zitian Tui: 440 million yuan, PE ratio: 39.34, Industry: Media - *ST Yuancheng: 577 million yuan, PE ratio: N/A, Industry: Construction Decoration - Bofei Electric: 611 million yuan, PE ratio: 155.90, Industry: Basic Chemicals - Other notable stocks include: - Kuntai Co.: 632 million yuan, PE ratio: 51.97, Industry: Automotive - Hongming Co.: 691 million yuan, PE ratio: N/A, Industry: Machinery Equipment [1][2]