Group 1 - The company, Boshi Co., Ltd. (002698), has signed a contract with Guoneng Baotou Coal Chemical Co., Ltd. for packaging operation services related to Baotou chemical dual polymer products, sulfur, and salt [1] - The total contract amount is tentatively set at 96.99 million yuan [1]

本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 | | | 哈尔滨博实自动化股份有限公司 重大合同公告 一、合同签署概况 近日，哈尔滨博实自动化股份有限公司（以下简称"博实股份"或"公司"） 收到与国能包头煤化工有限责任公司（以下简称"国能包头"）签订的《包头化工 双聚产品及硫磺、盐等产品包装运营服务合同》，合同金额暂定为人民币 9,699.27 万元。根据《哈尔滨博实自动化股份有限公司章程》等相关规定，该合同的签署权 限在总经理权限范围内。 二、交易对手方基本情况 1、名称：国能包头煤化工有限责任公司 2、住所：内蒙古自治区包头市九原工业园区神华科技园 1 号 3、法定代表人：郭亮东 4、注册资本：陆拾亿壹仟零叁拾柒万玖仟陆佰元（人民币） 5、经营范围：许可项目：危险化学品经营；危险化学品生产；危险废物经营； 热力生产和供应；发电业务、输电业务、供（配）电业务。一般项目：专用化学产 品销售（不含危险化学品）；专用化学产品制造（不含危险化学品）；基础化学原 料制造（不含危险化学品等许可类化学品的制造）；合成材料销售；合成材料制造 1 （不含危险化学品）；石灰和石膏销 ...

Core Viewpoint - The company has signed a contract with Guoneng Baotou Coal Chemical Co., Ltd. for packaging operation services, which is expected to positively impact its performance over the contract period [1] Group 1: Contract Details - The total contract amount is approximately 96.99 million yuan, with a tax-excluded amount of about 86.91 million yuan [1] - The service period is estimated to last for 15 months [1] Group 2: Financial Impact - The annual tax-excluded amount is projected to be around 69.53 million yuan, which represents 2.43% of the company's expected revenue for 2024 [1] - This contract is anticipated to account for 9.05% of the company's industrial service revenue for 2024 [1] - The agreed industrial service content is expected to have a positive impact on the company's performance during the contract period [1]

证券日报网讯博实股份（002698）9月22日发布公告，在公司回答调研者提问时表示，公司深耕智能制 造装备领域，构建了覆盖装备产品全生命周期的生产运维管理服务体系。公司的工业服务涵盖咨询、备 件销售、设备保运、检维修改造、生产运维管理等全场景应用形态，现已形成覆盖全国除港、澳、台、 西藏外的所有地区的服务网络，服务规模、能力业内领先。公司的服务一体化战略为客户提供了多维 度、高品质的装备运行保障服务和生产运维一体化解决方案，助力客户聚焦主业，实现连续、稳定和高 效生产。公司专业、优质、先进的服务模式已成为客户在复杂工业生产环境中提质增效的优先选择，为 客户创造价值的同时，形成双赢格局。智能装备与工业服务之间的相互促进和良性互动，形成了良好的 协同效应，不仅增强了客户粘性，还能有效对冲智能装备业务的负面波动，提升了公司整体经营的抗风 险能力，形成核心竞争力，推动公司业务的高质量发展。 ...

证券日报网讯博实股份（002698）9月22日在互动平台回答投资者提问时表示，公司收到的2025年9月19 日"合并普通账户和融资融券信用账户前N名明细数据表"中，股东户数(已合并)为48586户。 ...

投资者提问： 董秘回答(博实股份SZ002698)： 您好，感谢您关注博实股份。公司收到的2025年9月19日"合并普通账户和融资融券信用账户前N名明细 数据表"中，股东户数（已合并）为48,586。谢谢。查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 您好！请问截至9月19日收盘公司股东人数是多少，谢谢！ ...

每经AI快讯，博实股份（SZ 002698，收盘价：16.9元）发布公告称，2025年9月19日13:30至14:40，博 实股份接受招商证券股份有限公司调研，公司证券事务代表张俊辉参与接待，并回答了投资者提出的问 题。 （记者 王瀚黎） 每经头条（nbdtoutiao）——始祖鸟深陷"炸山"风波，母公司大中华区新总裁上任才两个多月，被赞"专 业能力深厚"！安踏体育最新回应→ 2025年1至6月份，博实股份的营业收入构成为：智能制造装备占比69.88%，工业服务占比27.24%，环 保工艺与装备占比2.89%。 ...

Group 1: Company Overview and Market Position - Harbin Boshi Automation Co., Ltd. focuses on intelligent manufacturing equipment, emphasizing innovation and technological leadership as core competitive advantages [2] - The company maintains a leading position in domestic technology and product performance, achieving international advanced levels in some applications [2] Group 2: Product and Service Offerings - The company offers a comprehensive lifecycle management service system for intelligent manufacturing equipment, covering consulting, spare parts sales, equipment maintenance, and production operation management [2] - The integration of intelligent equipment and industrial services enhances customer loyalty and mitigates risks associated with fluctuations in intelligent equipment business [2] Group 3: Innovation and Development Strategy - The company adopts a systematic innovation approach, progressing from key single equipment ("point") to automated production lines ("line") and ultimately to comprehensive intelligent manufacturing solutions ("surface") [4] - The development path includes addressing critical industry pain points and leveraging accumulated technology to enhance core competitiveness [5] Group 4: Impact of National Policies - National policies supporting the "Manufacturing Power" strategy provide a robust framework for the development of high-end intelligent manufacturing equipment, facilitating technological innovation and market expansion [3] - The company benefits from a conducive policy environment that promotes investment, consumption, and demand, which is crucial for its growth [3] Group 5: Future Prospects and Projects - The company successfully delivered two intelligent factory projects in 2024 and is actively promoting the digital transformation of the electric stone industry [6] - Ongoing development of humanoid robots aims to meet high standards for mobility, operation, and intelligence, with prototypes expected to be showcased in Q4 2025 [7]

Group 1 - The company confirmed a collaboration agreement with ExxonMobil, focusing on optimizing and upgrading existing product solutions [2] - ExxonMobil is identified as a long-term customer for the company's smart manufacturing equipment and industrial services [2] - The collaboration is expected to bring new business growth opportunities for the company [2]

Investment Rating - The report maintains an "Outperform" rating for the military industry [1] Core Views - The military industry is experiencing a revenue rebound, with significant increases in inventory and contract liabilities. In the first half of 2025, 141 listed companies in the military sector achieved a total revenue of 254.549 billion yuan, a year-on-year increase of 9.3%. However, the net profit attributable to shareholders decreased by 1.1% to 15.526 billion yuan [7][11][13] - The overall inventory of these companies reached 310.839 billion yuan, up 19.8%, while contract liabilities totaled 152.030 billion yuan, increasing by 14.9% [11][13] - The report suggests focusing on specific sub-sectors for investment opportunities, including the aircraft and aero-engine supply chain, missile and unmanned combat equipment, and military trade-related enterprises [17] Summary by Sections Industry Overview - The military industry is showing signs of recovery, with a notable increase in revenue and contract liabilities. The overall gross margin for the industry is 18.7%, which is a slight increase from the previous year [13][16] - The report indicates a shift in industry dynamics, with upstream electronic components benefiting first, followed by downstream core components and equipment [16] Market Performance - In the first two weeks of September 2025, the military sector indices experienced significant adjustments, with the defense and military industry index dropping by 7.90%, underperforming compared to the broader market [18][24] - The report highlights that the military sector's performance was negatively impacted after the "September 3" military parade, leading to a sell-off in military stocks [18][20] Company Dynamics - Notable companies in the sector include: - **博实股份**: Signed a major contract worth approximately 235.1132 million yuan [43] - **埃斯顿**: Became the first domestic robot brand to lead the Chinese industrial robot market with a market share of 10.5% [44] - **融发核电**: Reported a sufficient backlog of orders and is progressing according to production plans [46] - **中航西飞**: Expanding strategic cooperation with Airbus to meet production needs for the A320 series [47] - **晶盛机电**: Achieved domestic production of semiconductor equipment and is advancing global customer validation for silicon carbide substrates [48] Investment Recommendations - The report recommends focusing on ETFs related to the military sector, such as 富国中证军工龙头 ETF and 国泰中证军工 ETF, as potential investment vehicles [2]