Core Viewpoint - The company has established a significant presence in the diamond tool market, with operations in both Thailand and the United States, allowing it to navigate tariff implications effectively [1]. Group 1: Company Operations - The company has a subsidiary, 博深工具（泰国）有限责任公司, located in Rayong, Thailand, which serves as an important overseas production base for diamond tools [1]. - In the United States, the company operates through 先锋工具有限公司, which is primarily responsible for the sales of diamond tool products in the U.S. market [1]. Group 2: Tariff Implications - The diamond tool products sold in the U.S. market mainly originate from Thailand, and the company adheres to the tariff policies between the U.S. and Thailand [1].

Core Insights - The company, Boshen Co., Ltd., engaged in a specific investor survey with Dacheng Fund, discussing future development strategies, asset injection plans from the controlling shareholder, and reasons for high gross margins in diamond products [1][2]. Group 1: Future Development Strategy - Boshen Co., Ltd. adheres to a "technology innovation + mergers and acquisitions" strategy, focusing on optimizing production processes and accelerating product iterations through existing R&D resources [1]. - The company plans to establish a three-tier R&D system ("Group - Boshen - Business Segment") to foster new growth engines [1]. - In terms of mergers and acquisitions, the company aims to seek breakthroughs in emerging industries to upgrade its business [1][2]. Group 2: Controlling Shareholder and Asset Injection - Shandong Iron Investment Group, as the controlling shareholder, is positioned to support comprehensive transportation construction and industrial integration in Shandong Province, focusing on developing new energy, new materials, and new equipment [2]. - Boshen Co., Ltd. will combine internal growth with external mergers and acquisitions, leveraging group and market resources to accelerate development [2]. Group 3: High Gross Margin in Diamond Products - Over 75% of revenue from the diamond tool business comes from overseas markets, primarily the United States, where higher value-added products such as laser slices and large diameter saw blades are sold [2]. - The company's U.S. subsidiary's profit from sales distribution is consolidated, contributing to the high gross margin of this business segment [2].

Group 1 - The core point of the article is that 博深股份 (BoShen Co., Ltd.) will hold a research meeting with 大成基金 (Da Cheng Fund) on October 14, 2025, where the company's board secretary will participate and address investor questions [1] - For the first half of 2025, the revenue composition of 博深股份 is as follows: the coated abrasive industry accounts for 52.32%, the hardware tools industry accounts for 24.48%, the rail transit equipment components industry accounts for 21.17%, and the leasing industry accounts for 2.03% [1] - As of the time of reporting, 博深股份 has a market capitalization of 3.8 billion yuan [2]

Core Insights - The company, Boshen Co., stated that over 75% of its revenue from diamond tool business comes from overseas markets, primarily covering the United States, Europe, and Southeast Asia [1] - The high-margin products in the US and European markets include laser slices and large diameter saw blades, contributing to the overall profitability of the business segment [1] - The profits from the sales distribution channel of the company's US subsidiary are included in the financial statements, which further enhances the gross margin of this business segment [1]

Group 1: Company Development Strategy - The company adheres to a "technology innovation + mergers and acquisitions" strategy to enhance technological innovation and accelerate acquisition development [1] - The company plans to establish a three-tier R&D system to foster new growth engines and create a second growth curve [1] - The focus on mergers and acquisitions includes seeking targets that align with the existing industry chain and exploring breakthroughs in emerging industries [2] Group 2: Shareholder and Asset Injection Plans - Shandong Iron Investment Group aims to position the company as a key platform for new equipment industries, focusing on new energy, new materials, and new equipment [2] - The company will leverage internal and market resources to accelerate development and promote high-quality growth [2] Group 3: Profitability of Diamond Products - Over 75% of revenue from diamond tools comes from overseas markets, with the U.S. being the primary market [2] - The higher profit margin in diamond tools is attributed to the higher value-added products in the U.S. and Europe, such as laser slices and large diameter saw blades [2]

Group 1: Revenue Growth Factors - The revenue growth in the rail transit equipment parts sector is primarily driven by increased demand for new railway equipment and maintenance updates, particularly in the context of economic downturns [1] - The high-speed brake disc products from the subsidiary Hawei maintained growth in both revenue and profit during the reporting period, contributing significantly to the overall revenue and profit of the rail transit equipment business [1] Group 2: Future Development Strategy - The company plans to adhere to a "technology innovation + mergers and acquisitions" strategy, enhancing technological innovation and accelerating the pace of acquisitions [1] - In terms of technological innovation, the company aims to optimize production processes and accelerate product iterations, with a focus on increasing the market share of ceramic abrasive products and improving competitiveness in the coated abrasive industry [2] - The company is also developing a three-tier R&D system in collaboration with group resources to foster new growth engines and create a second growth curve [2] Group 3: Mergers and Acquisitions Focus - The company seeks acquisition targets that are highly synergistic with its existing main business, focusing on the industrial chain, product chain, and ecological chain [2] - Additionally, the company aims to explore breakthroughs in emerging industries in line with national industrial planning to gradually upgrade its business operations [2] Group 4: Disclosure Information - This investor relations activity did not involve any undisclosed significant information [2]

Core Points - The company BoShen Co., Ltd. announced that its shareholder and director, Mr. Chen Huairong, has completed his share reduction plan as of September 25, 2025 [2] - Mr. Chen has reduced his holdings by a total of 2,872,400 shares, which represents 0.54521% of the company's total share capital [2] - Following this reduction, Mr. Chen is no longer a shareholder with more than 5% ownership in the company [2]

证券代码：002282 股票简称：博深股份 公告编号：2025-047 博深股份有限公司 关于股东减持计划实施完毕的公告 股东陈怀荣先生保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 博深股份有限公司（以下简称"博深股份""公司"）于 2025 年 6 月 4 日 在《证券时报》和巨潮资讯网（http://www.cninfo.com.cn）披露了《关于持股 5% 以上股东暨公司董事减持股份预披露公告》（2025-034），股东暨公司董事陈怀 荣先生计划自公告披露之日起 15 个交易日后的 3 个月内（2025 年 6 月 26 日至 2025 年 9 月 25 日）通过证券交易所集中竞价或大宗交易方式减持本公司股份数 量不超过 7,274,403 股（占公司总股本的 1.38%）。 2025 年 7 月 1 日至 7 月 8 日，陈怀荣先生通过大宗交易方式累计减持公司 股份 2,872,400 股，占公司总股本 0.54521%。具体内容详见于 2025 年 7 月 9 日 在巨潮资讯网（http://w ...

Group 1 - The company, Boshen Co., Ltd. (002282.SZ), reported that its subsidiary, Jinniu Grinding, produces large rolls of sandpaper specifically for polishing printed circuit boards (PCBs) [2] - The annual sales revenue from the sandpaper products is approximately 2 million yuan [2] - The sandpaper is sold to downstream converters who process it into finished products for PCB polishing [2]

Core Viewpoint - The company, 博深股份有限公司, held an investor meeting to discuss its performance and future strategies, focusing on its vision to become a leading provider of advanced materials and high-end equipment solutions [2]. Group 1: Company Strategy and Vision - The company aims to leverage its position as a key player in the advanced materials and high-end equipment sectors, with a vision of becoming an "internationally leading, domestically first-class comprehensive solution provider" [2]. - 博深股份 intends to combine internal growth with external acquisitions to enhance its market position and capitalize on available resources [2]. - The company is exploring opportunities in the new energy, new materials, and new equipment sectors, with a focus on technological integration and potential mergers and acquisitions [2]. Group 2: Shareholder and Market Information - Shareholder 陈怀荣 has reduced his stake by 2,872,400 shares, leaving him and his associates with 26,341,824 shares, which is approximately 5% of the total share capital [2]. - The company emphasizes its commitment to market value management and stable dividend policies to reward investors [2]. Group 3: Research and Development - 博深股份 plans to increase its R&D investment to nearly 60 million yuan in 2024, focusing on expanding the application of its products and enhancing competitiveness [2]. - The company is actively working on the development of artificial diamond materials, which are crucial for its tool production, and aims to capture new business opportunities through increased R&D efforts [2]. Group 4: Business Operations and Opportunities - The company’s rail transit equipment components are utilized in high-speed train operations and manufacturing, with potential opportunities arising from the new railway projects [2]. - 博深股份 is committed to providing customized solutions that enhance value along the supply chain, thereby improving its competitive edge [2].