格隆汇10月31日丨博彦科技(002649.SZ)在互动平台表示，在机器人领域，公司与部分机器人厂商进行 生态合作，通过与数字解决方案融合，加速场景化落地。但是目前暂未与生产开源鸿蒙机器人的企业建 立合作，未来将根据市场需求持续探索相关机会。 ...

Core Insights - The company, Boyan Technology, is a leading information technology service provider in China, established in 1995 and listed on the Shenzhen Stock Exchange in 2012, with a focus on product solutions, R&D engineering services, and IT operations maintenance [1] Financial Performance - For Q3 2025, Boyan Technology reported a revenue of 4.971 billion yuan, ranking 14th in the industry out of 131 companies, with the industry leader, Digital China, achieving 102.365 billion yuan [2] - The net profit for the same period was 178 million yuan, placing the company 18th in the industry, while the top performer, Unisplendour, reported a net profit of 1.723 billion yuan [2] Financial Ratios - The company's debt-to-asset ratio stood at 24.28% in Q3 2025, down from 26.86% year-on-year, which is significantly lower than the industry average of 38.93%, indicating strong solvency [3] - The gross profit margin for the same period was 23.09%, a decrease from 24.38% year-on-year, and below the industry average of 29.96%, suggesting room for improvement in profitability [3] Executive Compensation - The chairman, Wang Bin, received a salary of 4.048 million yuan in 2024, an increase of 70,600 yuan from the previous year, while the general manager, Zhang Yang, saw a salary increase from 1.5202 million yuan to 1.8665 million yuan [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 1.27% to 56,600, with an average holding of 9,696 shares, a decrease of 1.25% [5] - Institutional holdings include Huabao Zhongzheng Financial Technology Theme ETF as the fifth-largest shareholder, increasing its stake by 4.5581 million shares [5] Business Highlights - The company has made significant progress in expanding its industry business, particularly in agriculture, energy, and chemicals, and has established collaborations with multiple institutions [5] - Boyan Technology is accelerating its global AI strategy in collaboration with Alibaba Cloud, launching innovative projects in Japan and Singapore [5] - The company expects earnings per share (EPS) of 0.37, 0.45, and 0.52 yuan for 2025 to 2027, maintaining a "buy" rating [5] Additional Insights - In the first half of 2025, the company reported a revenue of 3.347 billion yuan, remaining stable year-on-year, while net profit increased by 65.16% to 123 million yuan [6] - The total value of new contracts signed reached 269 million yuan, with positive developments in AI, data elements, and overseas business [6] - Revenue projections for 2025 to 2027 are 7.433 billion yuan, 8.218 billion yuan, and 9.174 billion yuan, with net profits expected to be 168 million yuan, 188 million yuan, and 221 million yuan respectively, also maintaining a "buy" rating [6]

10月31日，博彦科技盘中上涨2.00%，截至11:25，报13.74元/股，成交1.15亿元，换手率1.53%，总市值 80.43亿元。 截至9月30日，博彦科技股东户数5.66万，较上期增加1.27%；人均流通股9696股，较上期减少1.25%。 2025年1月-9月，博彦科技实现营业收入49.71亿元，同比减少2.50%；归母净利润1.83亿元，同比增长 2.65%。 分红方面，博彦科技A股上市后累计派现8.91亿元。近三年，累计派现2.35亿元。 机构持仓方面，截止2025年9月30日，博彦科技十大流通股东中，华宝中证金融科技主题ETF （159851）位居第五大流通股东，持股957.07万股，相比上期增加455.81万股。香港中央结算有限公司 位居第七大流通股东，持股584.94万股，相比上期增加169.03万股。南方中证1000ETF（512100）位居 第八大流通股东，持股535.93万股，相比上期减少4.44万股。 责任编辑：小浪快报 今年以来博彦科技已经1次登上龙虎榜，最近一次登上龙虎榜为2月13日，当日龙虎榜净买入299.06万 元；买入总计2.71亿元 ，占总成交额比10.67%；卖出总 ...

Investment Rating - The report maintains a "Buy" rating for the company, expecting a significant increase in stock price relative to the benchmark index over the next six months [2][8]. Core Insights - The company reported a revenue of 4.97 billion yuan for the first three quarters of 2025, a year-on-year decrease of 2.5%, while the net profit attributable to shareholders increased by 2.7% to 180 million yuan [4][7]. - The company has made significant progress in expanding its business into new industries, particularly in agriculture, energy, and chemicals, and has established strategic partnerships with various institutions and companies [7]. - The company is accelerating its global AI strategy, having established over 80 branches and R&D centers in 13 countries, enhancing its localized service network [7]. Company Overview - Latest closing price: 13.62 yuan - Total shares: 585 million, circulating shares: 549 million - Total market capitalization: 8 billion yuan, circulating market capitalization: 7.5 billion yuan - 52-week high/low: 16.94/10.65 yuan - Debt-to-asset ratio: 29.1% - Price-to-earnings ratio: 64.86 [3]. Financial Performance - In Q3, the company achieved a revenue of 1.62 billion yuan, a year-on-year decrease of 6.2% and a quarter-on-quarter decrease of 4.1%. The net profit attributable to shareholders was 60 million yuan, down 42.3% year-on-year but up 16.1% quarter-on-quarter [7]. - The comprehensive gross margin for Q3 was 25.49%, an increase of 0.72 percentage points year-on-year and 1.28 percentage points quarter-on-quarter. The net profit margin was 3.53%, a decrease of 2.42 percentage points year-on-year but an increase of 0.53 percentage points quarter-on-quarter [7]. Earnings Forecast - Expected EPS for 2025-2027: 0.37, 0.45, and 0.52 yuan, with corresponding P/E ratios of 36.36, 29.97, and 25.88 [8][9]. - Projected revenue growth rates for 2025-2027 are 8.35%, 7.46%, and 6.51% respectively [9].

博彦科技 20251028 同金额累计约 3.5 亿元，其中农业项目通过技术赋能提升生产效率和决策能力； 能源化工领域展示了基于鸿蒙系统的全栈式智能化解决方案，并获得多个奖项。 此外，公司与美景能源签署战略合作协议，中标河北省天然气智慧调度平台项 目。 博彦科技在创新业务方面有哪些进展？ 摘要 博彦科技前三季度营收 49.7 亿元，同比略降，归母净利润 1.83 亿元， 同比增长 2.65%。公司通过质量把控优化既有业务，同时积极拓展农业、 能源和化工等新行业，为未来发展注入增长动力。 公司在金融行业深化大数据和 AI 应用，互联网和高科技领域与头部客户 加强生态合作。农业、能源化工新签合同累计约 3.5 亿元，展示了鸿蒙 系统全栈式智能化解决方案，并与美景能源签署战略合作协议。 博彦科技设立东京、大岐、北京、新加坡四个创新实验室，推动 AI 技术 与产业场景耦合。在数据要素领域，探索建立独立第三方数据探查机制， 并与张江科学大数据创新实验室合作，推进多元数据治理。 公司以"一带一路"为契机，构建从咨询到本地化运营的完整服务体系， 并与北京联通、百胜软件达成战略合作，为中国企业出海提供端到端服 务保障。海外业 ...

博彦科技在投资者交流活动上披露，三季度是全年承上启下的时间。博彦科技以人工智能等前沿技术为核心驱动力，坚定 推动业务模式升级与收入结构优化，持续巩固在金融、互联网和高科技等既有业务领域的市场地位，同时积极在农业、能源、 化工等新拓行业布局，为公司可持续发展注入新的增长动力。在内部管理方面，该公司继续推进综合降本增效举措，依托AI工 具与数字化管理系统提升运营效率。本期公司各项成本费用有所下降，经营质量有所提升。 从财务结果来看，2025年前三季度该公司实现营业收入同比略有下降，这与公司既有业务主动调整业务结构、保持盈利能 力的经营策略有关。 本报讯 （记者贺王娟）10月28日，博彦科技股份有限公司（以下简称"博彦科技"）披露2025年三季报。公告显示，前三季 度博彦科技实现营业收入49.71亿元，同比下滑2.5%，归属于上市公司股东的净利润为1.83亿元，同比增长2.65%。 （编辑 郭之宸） ...

证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 | 编号：2025-004 | | --- | 在人工智能领域，一方面公司依托自有的两大开发平台——"人工 智能计算平台"和"AI Agent 平台"，持续为各行业客户部署 AI 应用； 同时，公司陆续设立了东京大崎、北京和新加坡创新孵化中心等创新实 | √ | 特定对象调研 □ | 分析师会议 | | --- | --- | --- | | □ 投资者关系活动 | 媒体采访 □ | 业绩说明会 | | □ 类别 | 新闻发布会 □ | 路演活动 | | □ | 现场参观 □ 其他（请文字说明其他活动内容） | | | 86 | 人，来自 本次活动采用网络+电话会议形式，在线参会人员共计 92 家机构，详细参会人员名单请参阅文末附表。 | | | 参与单位名称及 | | | | 人员姓名 | 因本次投资者调研活动采取网络和电话会议形式，参会者无法签署 | | | | 调研承诺函。但在交流活动中，我公司严格遵守相关规定，保证信息披 | | | | 露真实、准确、及时、公平，没有发生未公开重大信息泄露等情况。 | | | 时间 ...

Core Insights - The company reported a total revenue of 4.971 billion yuan for Q3 2025, a decrease of 127 million yuan or 2.50% compared to the same period last year [1] - The net profit attributable to shareholders was 183 million yuan, with a negative cash flow from operating activities amounting to 48.54 million yuan [1] Financial Performance - The latest asset-liability ratio stands at 24.28% [3] - The gross profit margin is 23.09%, down by 1.29 percentage points year-on-year [3] - The return on equity (ROE) is reported at 4.31% [3] - The diluted earnings per share (EPS) is 0.31 yuan [4] Efficiency Metrics - The total asset turnover ratio is 0.87 times, a decrease of 0.05 times or 5.25% compared to the previous year [4] - The inventory turnover ratio is 25.64 times, down by 15.70 times or 37.98% year-on-year [4] Shareholder Information - The number of shareholders is 56,600, with the top ten shareholders holding a total of 152 million shares, accounting for 25.94% of the total share capital [4] - The largest shareholder is Wang Bin, holding 8.33% of the shares [4]

Core Insights - The best-performing fund managed by fund manager Luo Shifeng is the Nord Cycle Strategy Mixed Fund (570008), which achieved a quarterly net value increase of 52.47% by the end of Q3 2025 [1] Fund Performance Summary - The Nord Value Advantage Mixed Fund (570001) has a total fund size of 24.81 billion, with an annualized return of 7.58% and a Q3 2025 increase of 44.93%, with its top holding being Sungrow Power [2] - The Nord Cycle Strategy Mixed Fund (570008) has a fund size of 9.26 billion, an annualized return of 15.18%, and a Q3 2025 increase of 52.47%, with its top holding being NewEase [2] - The Nord Value Discovery - Annual Holding Mixed Fund (012150) has a fund size of 5.39 billion, with a negative annualized return of -0.97% and a Q3 2025 increase of 26.73%, with its top holding also being Sungrow Power [2] Stock Trading Cases - Notable stock trading cases managed by Luo Shifeng include: - Sungrow Power: Bought in Q3 2020 and sold in Q1 2021, with an estimated return of 300.71% and a company performance growth of 25.15% during the holding period [3] - Longi Green Energy: Held from Q1 2018 to Q2 2023, with an estimated return of 231.97% and a company performance growth of 488.96% [3] - Midea Group: Held from Q2 2016 to Q4 2017, with an estimated return of 136.18% and a company performance growth of 51.35% [3] Underperforming Stock Cases - Underperforming stock cases include: - Opcon Vision: Bought in Q3 2021 and sold in Q1 2024, with an estimated return of -76.32% despite a company performance growth of 40.04% [4] - Tongce Medical: Held from Q3 2021 to Q2 2023, with an estimated return of -63.37% and a company performance growth of 2.37% [4] - Sanan Optoelectronics: Held from Q4 2017 to Q2 2019, with an estimated return of -51.40% [4]

每经头条（nbdtoutiao）——拉1人入伙返1500元，投10万元成亿万富翁？这家公司大肆宣传将房产海外 代币化，有交了钱的人称是"牙签撬动地球" （记者 贾运可） 2025年1至6月份，博彦科技的营业收入构成为：互联网占比38.18%，金融占比26.29%，高科技占比 22.49%，其他行业占比13.05%。 截至发稿，博彦科技市值为80亿元。 每经AI快讯，博彦科技（SZ 002649，收盘价：13.62元）10月27日晚间发布公告称，公司第五届第十四 次董事会临时会议于2025年10月27日以现场结合通讯方式召开。会议审议了《2025年第三季度报告》等 文件。 ...