Group 1 - The core point of the article is that Guangbo Co., Ltd. has been awarded a procurement contract by State Grid Corporation of China for office supplies and general industrial products for the year 2025 [1] - Guangbo's revenue composition for the first half of 2025 shows that the stationery industry accounts for 97.06%, while cross-border e-commerce contributes 2.94% [1] - As of the report date, Guangbo's market capitalization is 5.1 billion yuan [1]

Core Viewpoint - The company has been awarded a procurement contract by State Grid Corporation of China, which is expected to enhance its market competitiveness and share, positively impacting its operational performance [1] Group 1 - The company received a "Notice of Award" from the State Grid Corporation of China on September 28, 2025 [1] - The company is one of the successful bidders for the "Office Supplies Package 1-6" and "General Industrial Supplies Package 1" in the procurement project [1] - Successful implementation of this project is anticipated to have a positive effect on the company's business performance [1]

广博集团于2025年9月25日接待了建信养老、长江证券等2家机构的特定对象调研及现场参观。以下为本 次投资者关系活动的详细情况： 基本信息投资者活动关系类别：特定对象调研、现场参观时间：2025年9月25日地点：公司会议室参与 单位名称：建信养老（刘洋，周文菁）、长江证券（章颖佳）上市公司接待人员姓名：董事会秘书、副 总经理江淑莹；证券事务代表王秀娜 投资者关系活动主要内容公司展厅参观与产品介绍：广博集团向调研机构展示了公司产品，现阶段公司 持续拓宽产品边界，构建覆盖多元兴趣需求的时尚品类矩阵。除经典文具系列与二次元潮玩产品线外， 还开辟了收藏卡牌、软萌毛绒、生活周边三大新赛道。收藏卡牌：通过剧情联动，产品发售获年轻玩家 青睐，奠定卡牌品类布局根基，彰显公司在IP联名与潮流单品开发实力。毛绒品类：加速孵化多元化产 品线，近期"面包超人"经典IP系列与"初音未来"二次元偶像系列毛绒挂件已在线上线下同步发售。产品 以萌系造型设计，兼具潮流配饰与居家摆件功能，强化了公司在软萌潮流品类的市场影响力。生活周边 系列：以"潮流融入日常"为理念，推出高颜值水杯、个性家居饰品等多元单品，融合二次元元素、潮流 设计与实用功能， ...

Group 1: Product Development - The company is expanding its product range to include diverse categories such as collectible cards, plush toys, and lifestyle products, targeting young consumers with trendy options [2][3] - A collectible card series in collaboration with the popular IP "Zhu Xian" was launched in August, gaining significant popularity among young players [3] - New plush products featuring classic IPs like "Bread Man" and "Hatsune Miku" have been released, enhancing the company's market influence in the soft toy category [3] Group 2: Market Strategy - The company is focusing on the booming trend of creative toys, aligning its product development with popular categories such as badges, cards, and plush toys [4] - A strategic emphasis on brand building, IP resource integration, and self-owned IP incubation is driving the company's transformation and continuous growth [4] Group 3: Sales and Distribution - Future efforts will concentrate on expanding channels for creative products, particularly through partnerships with boutique toy stores and cultural lifestyle shops [5] - The company plans to enhance customer engagement through pop-up events in popular shopping districts, aiming to increase product category representation and sales revenue [5] Group 4: IP Management - The company is strengthening its IP resource acquisition and collaboration, focusing on both major and niche IPs to meet market demands [7] - Major IPs like "Detective Conan" are expected to drive significant traffic to products, while niche IPs will target specific consumer segments, creating a complementary effect [7]

Market Overview - The entertainment products sector experienced a decline of 1.07% on September 24, with Chuangyuan Co. leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Huali Technology (301011) saw a closing price of 30.35, with a gain of 5.31% and a trading volume of 104,100 shares, amounting to a transaction value of 319 million yuan [1] - Yingpais (002899) closed at 21.04, up 3.09%, with a trading volume of 47,100 shares and a transaction value of 98.21 million yuan [1] - Chuangyuan Co. (300703) closed at 32.24, down 2.60%, with a trading volume of 84,200 shares and a transaction value of 272 million yuan [2] Capital Flow Analysis - The entertainment products sector saw a net outflow of 138 million yuan from institutional investors, while retail investors had a net inflow of 88.81 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed interest [2][3] Notable Stock Movements - Morning Light Co. (603899) had a net inflow of 5.77% from institutional investors, despite a net outflow from retail investors [3] - High乐股份 (002348) experienced a net inflow of 5.80% from institutional investors, while also facing a net outflow from retail investors [3] - The overall trend shows that while some stocks attracted institutional interest, others faced selling pressure from retail investors [3]

广博股份分析师会议 调研日期：2025年09月23日 调研行业：家用轻工 参与调研的机构：兴业证券、东方财富证券等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | ...

证券日报网讯 广博股份9月23日发布公告，在公司回答调研者提问时表示，2025年，公司聚焦新品类拓 展，重点推进卡牌、毛绒等新项目的孵化工作，并取得阶段性成果。作为公司重点布局的卡牌赛道首款 落地产品，"诛仙"卡牌依托经典IP的影响力与优质内容设计，顺利完成研发与生产，并成功推向市场。 在首发阶段，该产品凭借对"诛仙"IP核心元素的精准还原、精致的卡牌工艺，迅速获得目标用户群体的 关注与青睐，为公司卡牌品类的后续发展奠定了坚实基础。在毛绒品类孵化中，最新研发的"面包超 人""初音未来"系列毛绒挂件已于近期在线上线下渠道同步销售。其他IP联名毛绒挂件的开发工作正稳 步推进。 （编辑 任世碧） ...

证券日报网讯 广博股份9月23日发布公告，在公司回答调研者提问时表示，外销方面，公司聚焦世界主 要文具及文创产品消费国家，持续深耕并完善营销网络布局。今年上半年公司境外收入4.43亿元，占营 业收入的比例为37.83%，同比增长11.54%。近年来公司陆续在越南、柬埔寨、马来西亚等地建设海外 生产基地，构建起多区域协同的生产基础，高度贴合客户需求，并与多个海外客户建立了长期、稳定、 双赢的合作伙伴关系。 （编辑 任世碧） ...

（编辑 任世碧） 证券日报网讯 广博股份9月23日发布公告，在公司回答调研者提问时表示，2025年上半年，公司休闲生 活产品销售收入达1.48亿元，同比上升40.38%，休闲生活品类的增长得益于公司在海外市场的渠道拓展 与产品布局成效初显，契合了当地消费者对于生活周边产品的需求，进而拉动了该品类整体销售收入的 提升。 ...

Core Viewpoint - Guangbo Co., Ltd. is shifting its sales strategy from traditional stationery channels to creative products, collaborating with boutique toy stores and cultural lifestyle shops, and utilizing pop-up events to engage customers and enhance fan interaction [1] Group 1: Business Strategy - The company plans to integrate multiple factors such as market environment, brand positioning, and resource planning to determine its business layout and channel strategy [1] - Future strategies include deepening channel penetration and selecting quality customers, leveraging exhibitions to enhance industry visibility, and focusing on top-tier toy chain channels [1] Group 2: Online Marketing - The company aims to strengthen its presence in traditional e-commerce while expanding into social e-commerce, utilizing platforms like Xiaohongshu and WeChat for online marketing [1] - By creating engaging IP-related content and product previews, the company seeks to attract fan attention and guide them to e-commerce platforms for effective conversion of online traffic into sales and brand strength [1]