格隆汇12月8日丨博杰股份(002975.SZ)公布，收到员工持股平台珠海横琴博展投资咨询企业（有限合 伙）（简称"博展投资"）、珠海横琴博望投资咨询企业（有限合伙）（简称"博望投资"）以及公司董 事、总经理陈均先生的通知，博展投资、博望投资计划以集中竞价及/或大宗交易的方式，预计合计减 持无限售条件流通股不超过624,275股，不超过公司目前总股本159,462,046股（不含公司回购专户股 份）的0.39%（若减持期间公司实施送股、资本公积金转增股本、配股等除权事项以及可转债转股事 项，则对该数量进行相应调整）。陈均先生计划以集中竞价及/或大宗交易的方式，预计减持无限售条 件流通股不超过100万股，不超过公司目前总股本159,462,046股（不含公司回购专户股份）的0.63% （若减持期间公司实施送股、资本公积金转增股本、配股等除权事项以及可转债转股事项，则对该数量 进行相应调整）。博展投资、博望投资以及陈均先生通过集中竞价及/或大宗交易方式的减持期间为自 本次减持计划披露之日起15个交易日后的3个月内（2025年12月31日至2026年3月30日，根据中国证监会 及深圳证券交易所相关规定禁止减持的期间 ...

格隆汇12月8日丨博杰股份(002975.SZ)公布，收到员工持股平台珠海横琴博展投资咨询企业（有限合 伙）（简称"博展投资"）、珠海横琴博望投资咨询企业（有限合伙）（简称"博望投资"）以及公司董 事、总经理陈均先生的通知，博展投资、博望投资计划以集中竞价及/或大宗交易的方式，预计合计减 持无限售条件流通股不超过624,275股，不超过公司目前总股本159,462,046股（不含公司回购专户股 份）的0.39%（若减持期间公司实施送股、资本公积金转增股本、配股等除权事项以及可转债转股事 项，则对该数量进行相应调整）。陈均先生计划以集中竞价及/或大宗交易的方式，预计减持无限售条 件流通股不超过100万股，不超过公司目前总股本159,462,046股（不含公司回购专户股份）的0.63% （若减持期间公司实施送股、资本公积金转增股本、配股等除权事项以及可转债转股事项，则对该数量 进行相应调整）。博展投资、博望投资以及陈均先生通过集中竞价及/或大宗交易方式的减持期间为自 本次减持计划披露之日起15个交易日后的3个月内（2025年12月31日至2026年3月30日，根据中国证监会 及深圳证券交易所相关规定禁止减持的期间 ...

智通财经APP讯，博杰股份(002975.SZ)公告，公司收到公司控股股东的部分一致行动人博展投资、博望 投资以及公司董事、总经理陈均先生的《减持计划告知函》。博展投资、博望投资合计减持不超过 62.43万股，陈均先生减持不超过100万股。 ...

证券代码：002975 证券简称：博杰股份 公告编号：2025-119 珠海博杰电子股份有限公司 关于股东及公司董事兼高管减持股份的预披露公告 股东珠海横琴博展投资咨询企业（有限合伙）、珠海横琴博望投资咨询企业 （有限合伙）以及公司董事、总经理陈均先生保证向本公司提供的信息内容真 实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 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。 特别提示： 珠海博杰电子股份有限公司（以下简称"公司"） 收到员工持股平台珠海横 琴博展投资咨询企业（有限合伙）（以下简称"博展投资"）、珠海横琴博望投资 咨询企业（有限合伙）（以下简称"博望投资"）以及公司董事、总经理陈均先生 的通知，博展投资、博望投资计划以集中竞价及/或大宗交易的方式，预计合计减 持无限售条件流通股不超过 624,275 股，不超过公司目前总股本 159,462,046 股 1 （不含公司回购专户股份）的 0.39%（若减持期间公司实施送股、资本公积金转增 股本、配股等除权事项以及可转债转股事项，则对该数量进行相应调整）。陈均先 生计划以集中竞价及/或大宗交易的方式，预计减持无限售条件流通股 ...

证券日报网讯 12月8日，博杰股份在互动平台回答投资者提问时表示，公司一直在动态招人，产能不算 满产，还可以继续增加，公司也可以把一些组装迁到越南和墨西哥工厂进行，以满足客户的需求。 （文章来源：证券日报） ...

Core Viewpoint - The company has established a presence in the robotics components sector, with a focus on specific products and technologies related to robotics [1] Group 1: Company Developments - The company has relevant technological reserves in the robotics components field and invested in a robotics company four to five years ago [1] - The company has a deep understanding of components used in robotics, such as harmonic reducers, robotic arm components, and motors [1] - Currently, the company's robotics business is primarily aligned with the testing needs of T customers, involving various components like IMU, cameras, electronic skin force sensors, and microphones [1] Group 2: Product and R&D Insights - The company has begun small-scale shipments of IMU devices, with a unit price exceeding one million [1] - The company is also developing electronic skin testing equipment, which is still in the laboratory phase [1]

Group 1 - The core viewpoint of the news highlights the strong performance of the robot ETF (562500), which is showing a "V" shaped recovery despite a slight decline of 0.21%, indicating strong bullish resistance [1] - Notable stocks within the ETF include Boke Co., which surged over 8%, and Hechuan Technology, which rose over 4%, while stocks like Gogo Technology and Haimeixing faced short-term pressure [1] - The liquidity in the market is impressive, with a trading volume exceeding 3.32 billion yuan within the first half hour of trading, indicating robust market activity [1] Group 2 - The robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [2] - According to CITIC Securities, the performance of the humanoid robot index is primarily influenced by the progress of the T-chain, including performance iteration, hardware finalization, and mass production guidance [1] - Although the Gen3 hardware finalization and large-scale production have been postponed to 2026, the sector still exhibits resilience [1]

Core Viewpoint - The A-share market is witnessing strong performance in AI glasses concept stocks, driven by recent product launches and industry collaborations [1] Group 1: Market Performance - As of the half-day close, several AI glasses stocks have shown significant gains, with 可川科技 reaching the daily limit up, 中富通 increasing over 9%, 博士眼镜 up over 8%, 统联精密 up over 6%, 长盈精密 up over 5%, and both 联创电子 and 博杰股份 increasing over 4% [1] Group 2: Recent Developments - On December 3, 理想汽车 launched its first AI glasses, Livis, marking a significant entry into the market [1] - On November 27, 阿里巴巴's subsidiary launched the 夸克AI眼镜S1, further expanding the AI glasses product offerings [1] - 阿里巴巴 has formed the 夸克AI眼镜产业生态联盟 in collaboration with Qualcomm, 立讯精密, 博士眼镜, and 至格科技, indicating a strategic move to enhance the ecosystem around AI glasses [1]

证券日报网12月4日讯博杰股份（002975）在12月3日回答调研者提问时表示，公司的冷板是应用在公司 的测试设备上，已小批量发货给N客户及其CM厂富士康，下一步想往机柜里做。机柜内的零部件需要 较高的机加工能力，公司会积极整合供应链资源实现零部件供应商的目标。 ...

Core Viewpoint - The company reported a diversified revenue structure for the first three quarters, with significant contributions from AI server and automotive electronics businesses, indicating growth potential in these sectors [2] Revenue Structure - Traditional 3C business accounts for over 40% of total revenue [2] - AI server business contributes over 20% of total revenue, with over 100 million in revenue confirmed in the third quarter, consistent with the first half of the year [2] - Automotive electronics also represent over 20% of total revenue, with B customers expected to contribute around 70% of profits in this segment [2] - MLCC business constitutes approximately 20% of total revenue, showing signs of market demand recovery since last year [2]