证券日报网讯 2月26日，博杰股份在互动平台回答投资者提问时表示，随着AI服务器领域的技术突破与 市场扩张，MLCC的市场需求也将迎来爆发式增长。公司看好MLCC设备业务的发展。 （文章来源：证券日报） ...

格隆汇2月26日丨博杰股份(002975.SZ)在投资者互动平台表示，公司MLCC设备全面覆盖国内头部元器 件厂商，并进一步开拓海外市场，实现对欧美、日韩市场的销售。 ...

（记者 张明双） 博杰股份（002975.SZ）2月26日在投资者互动平台表示，公司MLCC设备全面覆盖国内头部元器件厂 商，并进一步开拓海外市场，实现对欧美、日韩市场的销售。 每经AI快讯，有投资者在投资者互动平台提问：公司的MLCC设备的下游客户包含哪些？ ...

证券日报网讯2月26日，博杰股份（002975）在互动平台回答投资者提问时表示，公司高速测试分选机 已实现放量，叠层机在客户端已实现小规模发货。关于不同产品的定价，受技术复杂度、定制化程度、 市场竞争等多重因素影响。 ...

2026马年春晚圆满落幕，本届春晚人形机器人参与多类节目演出，成为串联春晚的主线构成。我们 认为，春晚作为国民级的品牌传播平台，对人形机器人品牌破圈、商业化提速具有正向积极作用，有望 加速产业落地进程。目前人形机器人行业维持高景气，国内已有多家公司开展IPO进程，海外方面特斯 拉OptimusGen3推出在即，行业仍有值得重点关注的催化事件，2026年作为人形机器人行业发展关键节 点，建议持续关注产业链投资布局机会。 早盘机器人ETF（562500）弱势横盘震荡后强势反弹，截至10点25分，机器人ETF（562500）上涨 0.37%，最新价报1.08元，成分股大族激光上涨10.00%，云天励飞上涨6.02%，天准科技上涨4.17%，快 克智能上涨2.97%，博杰股份上涨2.21%。流动性方面，机器人ETF盘中换手1.5%，成交4.04亿元。拉长 时间看，截至2月25日，机器人ETF近1周日均成交15.55亿元，排名可比基金第一。 资金流入方面，机器人ETF（562500）近4个交易日内有3日资金净流入，合计"吸金"9.01亿元，日 均净流入达2.25亿元。规模方面，机器人ETF近2周规模增长6.35亿元，实 ...

（文章来源：证券日报） 证券日报网讯 2月25日，博杰股份在互动平台回答投资者提问时表示，截至2026年2月10日下午收市， 公司登记在册的全体股东户数（含信用账户合并）为20909户。 ...

（文章来源：证券日报） 证券日报网讯 2月24日，博杰股份在互动平台回答投资者提问时表示，截至目前，公司暂无专用于光模 块测试设备。 ...

格隆汇2月24日丨博杰股份(002975.SZ)在投资者互动平台表示，截至目前，公司暂无专用于光模块测试 设备。 ...

Group 1 - The core viewpoint of the news highlights the significant stock performance of Bojie Co., Ltd. (博杰股份) driven by the liquid cooling concept sector, particularly following the financial report of its supplier, Vertiv [1] - On February 12, 2026, Bojie Co., Ltd. reached its daily limit up, reflecting strong investor interest and confidence in the liquid cooling server concept [1] - The company has signed a three-year agreement with its controlling shareholder to maintain stable control, which is crucial for investor confidence [1] Group 2 - In the recent week, Bojie Co., Ltd. experienced notable stock price fluctuations, with a drop of 1.94% on February 11, followed by a 10% increase to 83.03 yuan on February 12, and a slight rise to 83.91 yuan on February 13 [2] - The stock showed active trading with a turnover rate of 9.44% and a transaction amount of 849 million yuan, indicating strong market activity [2] - On February 12, there was a net inflow of 111 million yuan from main funds, suggesting renewed investor interest [2] Group 3 - The company's 2025 annual performance forecast indicates a projected net profit of 130 million to 160 million yuan, representing a year-on-year growth of 484.16% to 618.97%, primarily driven by AI server and new energy vehicle businesses [3] - The Q3 2025 report shows revenue of 1.117 billion yuan, a year-on-year increase of 35.61%, with a net profit attributable to shareholders of 106 million yuan, reflecting a staggering growth of 6760.54% [3] Group 4 - Over the past 90 days, multiple institutions have rated Bojie Co., Ltd. as a buy, with target prices ranging from 90 to 100 yuan, driven by optimism regarding AI server testing orders and growth potential in the robotics business [4]

Core Viewpoints - The mechanical industry is expected to embrace "technology + going global" as its dual main lines in 2026, focusing on high elasticity growth opportunities and performance certainty from overseas expansion [13][9][7] 2025 Review Market Performance - In 2025, the mechanical sector achieved a 41% increase, significantly outperforming the CSI 300 index, which rose by 18%, ranking fifth among A-share sub-industries [6][16] - The sub-sectors that performed well included PCB equipment (+252%), 3C equipment (+129%), controllable nuclear fusion (+119%), data centers (+112%), and humanoid robots (+85%) [20][6] Demand Side - Domestic demand showed signs of bottoming out, with a marginal improvement towards the end of 2025, while external demand began to recover positively [31][35] - The manufacturing PMI in December 2025 rebounded to 50.1, indicating a return to expansion territory, driven by large enterprises and high-tech manufacturing [32][35] Cost Side - The cost structure showed a continuous improvement trend, with PPI declining by 2.6% year-on-year in 2025, reflecting insufficient industrial demand [31][33] 2026 Outlook Macro Perspective - The macro narrative for the next five years is centered around "AI commercialization + global re-industrialization," with expectations of a cyclical recovery driven by proactive fiscal policies [6][7] Mid-level Perspective - Technology - The technology sector is expected to see explosive growth, with key areas including data centers, PCB equipment, semiconductor equipment, humanoid robots, and commercial aerospace [7][9] Mid-level Perspective - Going Global - The overseas production capacity is anticipated to enter a release phase in 2026, with significant revenue and profit growth expected for companies in the machinery and equipment sectors [7][8] Investment Recommendations - Investment strategies should focus on high-certainty directions with strong industry trends and competitive advantages, prioritizing stock selection based on industry trends, competitive positioning, and valuation [7][8] - Long-term investments should consider companies with platform capabilities that offer sustainable value [7][8]