Core Viewpoint - The company, Zhuhai Bojie Electronics Co., Ltd., has initiated a share repurchase plan to enhance shareholder value through stock buybacks, with a total repurchase amount set between RMB 30 million and RMB 50 million, and a maximum repurchase price of RMB 53.35 per share [1] Group 1: Share Repurchase Plan - The company approved a share repurchase plan on April 21, 2025, intending to buy back shares using self-owned or raised funds for employee stock ownership plans [1] - The repurchase will occur within 12 months from the board's approval date, with a total amount not less than RMB 30 million and not exceeding RMB 50 million [1] Group 2: Implementation Progress - As of November 30, 2025, the company has repurchased 840,547 shares, accounting for 0.53% of the total share capital, with a total expenditure of approximately RMB 27.22 million [3] - The highest and lowest prices for the repurchased shares were RMB 35.15 and RMB 27.55, respectively, and the repurchase adhered to the established plan and legal regulations [3] Group 3: Adjustments and Compliance - The maximum repurchase price was adjusted to RMB 53.22 per share starting June 27, 2025, due to the company's annual equity distribution [2] - The company has complied with regulations regarding the timing and conditions under which shares can be repurchased, ensuring that no repurchases occurred during sensitive periods or when trading restrictions were in place [4][5]

证券代码：002975 证券简称：博杰股份 公告编号：2025-118 珠海博杰电子股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 珠海博杰电子股份有限公司（以下简称"公司"） 于 2025 年 4 月 21 日召开 了第三届董事会第十二次会议，审议通过了《关于回购公司股份方案的议案》， 公司拟以自有资金或自筹资金以集中竞价交易方式回购部分社会公众股份，用于 实施股权激励计划或员工持股计划，回购股份的金额总额不低于人民币 3,000 万 元（含），不超过人民币 5,000 万元（含），回购价格不超过人民币 53.35 元/ 股，回购股份的实施期限为自公司董事会审议通过股份回购方案之日起 12 个月。 具体内容详见公司于 2025 年 4 月 22 日在指定信息披露媒体《中国证券报》《上 海证券报》《证券时报》《证券日报》和巨潮资讯网（www.cninfo.com.cn）上披 露的《关于回购公司股份方案的公告》《回购报告书》。 公司回购股份的时间、回购股份数量、回购股份价格及集中竞价交易的委托 时段符合公司股份回购方案及 ...

Core Viewpoint - The A-share market has shown a significant rebound this week, with major indices such as the CSI 300, ChiNext 300, STAR 50, CSI 500, and CSI 1000 recording weekly gains of 1.64%, 4.68%, 3.21%, 3.14%, and 3.77% respectively, with the ChiNext 300 showing the most notable recovery [1] Weekly Market Review - The performance of humanoid robot stocks has been mixed this week, with the top five gainers being Lixing Co., Changying Precision, Chaojie Co., Ruineng Technology, and GAC Group, while the top five losers include Huada Technology, Runhe Software, Jiangte Electric, Tonghui Electronics, and Lihexing [1] Recent Hotspots and Event Review - Invech's AI temperature control solution has helped data centers achieve over 22% energy savings, addressing high energy consumption issues in the manufacturing industry's digital transformation [2] - The energy consumption of data center air conditioning systems exceeds 30%, and Invech's solution optimizes cooling system control strategies without altering building structures, ensuring seamless installation and maintenance [2] Current Perspectives - Humanoid robots are considered an important downstream application of AI technology, with domestic industrial manufacturing levels leading globally. Companies like Hengshuai Co., Anpeilong, and Lens Technology are expected to benefit from the maturation of products from manufacturers like Tesla and Zhiyuan [3] - The application of diamond heat dissipation is gaining recognition among downstream customers, as the semiconductor industry progresses towards 2nm, 1nm, and even atomic-level developments. Companies such as Guoji Precision, World, and Sifangda are positioned for growth in this area [3] - The 2025 Intel Technology Innovation and Industry Ecosystem Conference has opened in Chongqing, where the first dual-plate liquid cooling server was launched, indicating a potential increase in demand for liquid cooling equipment driven by AI data center construction. Relevant companies include Invech, Bojie Co., and Fengmao Co. [3] - The development of Optical Circuit Switch (OCS) technology by Google is accelerating the progress of the industry chain, with companies like Chip Motion and Tengjing Technology being key players [3]

Core Viewpoint - Bojie Co., Ltd. experienced a 5.01% decline in stock price, closing at 78.84 CNY per share, with a trading volume of 657 million CNY and a turnover rate of 7.79%, resulting in a total market capitalization of 12.638 billion CNY [1] Group 1: Company Overview - Bojie Co., Ltd. is located in Zhuhai, Guangdong Province, established on May 30, 2005, and listed on February 5, 2020 [1] - The company's main business involves the research, production, sales, and related technical services of industrial automation equipment and components [1] - The revenue composition of the company is as follows: 83.72% from industrial automation equipment, 8.27% from equipment components, and 8.00% from technical services [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Bojie Co., Ltd., a fund under Huaxia Fund holds a significant position [2] - Huaxia CSI Robotics ETF (562500) increased its holdings by 488,900 shares in the third quarter, totaling 2.6212 million shares, which represents 2.48% of the circulating shares [2] - The estimated floating loss for the ETF today is approximately 10.9041 million CNY [2] Group 3: Fund Performance - Huaxia CSI Robotics ETF (562500) was established on December 17, 2021, with a latest scale of 22.798 billion CNY [2] - Year-to-date return for the fund is 21.19%, ranking 2253 out of 4206 in its category; the one-year return is 24.59%, ranking 1641 out of 4008 [2] - Since its inception, the fund has experienced a loss of 5.84% [2] - The fund manager, Hualong, has a total asset scale of 35.957 billion CNY, with a best return of 108.33% and a worst return of -15.08% during his tenure of 3 years and 100 days [2]

证券之星消息，11月27日自动化设备板块较上一交易日上涨0.13%，博杰股份领涨。当日上证指数报收 于3875.26，上涨0.29%。深证成指报收于12875.19，下跌0.25%。自动化设备板块个股涨跌见下表： 从资金流向上来看，当日自动化设备板块主力资金净流入1.22亿元，游资资金净流出6318.87万元，散户 资金净流出5884.62万元。自动化设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001266 | 宏英智能 | 31.70 | -4.86% | 5.36万 | 1.73亿 | | 688889 | 圆田换 | 45.03 | -2.28% | 12.99万 | 5.97亿 | | 920405 | 海希通讯 | 27.07 | -1.78% | 4.82万 | 1.31亿 | | 920593 | 鼎智科技 | 31.95 | -1.45% | 1.71万 | 5522.54万 | | 688698 | 伟创电气 | 85.50 | -1.36% ...

Core Insights - The Robot ETF (159770) has seen significant trading activity, with a transaction volume of 178 million yuan as of November 27, 2025, and a notable increase in its scale and shares over the past week [1] - The Sci-Tech Innovation Index ETF Tianhong (589860) also performed well, with a trading volume of 23.52 million yuan and a strong increase in its tracked index [1] - The domestic open-source AI model, Tongyi Qianwen, has been adopted for a national-level project in Singapore, marking a significant breakthrough for Chinese open-source AI models in the global market [5] - The establishment of a standardization committee for humanoid robots in China is progressing, with key figures from leading companies appointed to important positions, indicating a move towards high-quality and large-scale development in the humanoid robot industry [6] Group 1: ETF Performance - The Robot ETF (159770) is the largest robot-themed ETF in the Shenzhen market, covering various segments of the robot industry, allowing investors to easily access the entire supply chain [2] - The Robot ETF has experienced a net inflow of 2.94 million yuan recently, with a total of 83.07 million yuan in net inflows over the past five trading days [1] - The Sci-Tech Innovation Index ETF Tianhong (589860) has a turnover rate of 7.51% and is designed to help investors capture opportunities in the technology growth market [2] Group 2: Industry Developments - The adoption of the Tongyi Qianwen model in Singapore's national AI strategy signifies the growing influence of Chinese open-source AI technologies in international markets [5] - The formation of the humanoid robot standardization committee in China is a crucial step towards establishing industry standards, which will enhance the competitive position of Chinese companies in the global humanoid robot sector [6]

机器人ETF（562500） 是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工 业机器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏 中证机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 截至10点24分，机器人ETF（562500）上涨0.74%，早盘回踩分时均线后震荡走高，当前维持在日 内高位运行，多头情绪显著。持仓股方面呈现"涨多跌少"的普涨态势，近九成成分股飘红，博杰股份强 势领涨超7%，晶品特装、快克智能、南网科技等个股涨幅超3%。流动性方面，盘中成交额已达3.87亿 元，交投十分火爆。资金流向方面，机器人ETF近期备受资金青睐，近5个交易日连续获得资金净流 入，累计"吸金"近9亿元，规模稳步增长，配置窗口或已打开。 消息方面，前特斯拉Optimus灵巧手团队成员卢泽宇已加入小米机器人团队，负责灵巧手，他在个 人社交平台上表示，希望能和更多志同道合的优秀同学一起加速灵巧手技术路径收敛和工程化落地。在 卢泽宇的个人社交平台上，其自我介绍为小米机器人灵巧手负责人。 开源证券表示，汽车供应链是人形机器人发展 ...

Group 1: Customer Collaboration - The company has been collaborating with customer G since 2021, with order amounts reaching 100 million yuan this year, and products are being shipped with revenue recognition pending project acceptance [2][3] - Collaboration with customer N began three years ago, focusing on supplying electrical measurement and functional testing equipment, with small batch deliveries expected by year-end and larger supply arrangements planned for next year [2][3] Group 2: Product Pricing and Lifespan - The company's product price range is between hundreds of thousands to over a million yuan, with more complex products commanding higher prices; equipment can continue to be used if there are no changes in customer products [3] Group 3: Robotics Business Progress - The robotics business is primarily driven by customer T's testing needs, with IMU devices being shipped in small batches, each priced over a million yuan [4] Group 4: AOI Equipment Status - AOI equipment is still in the early stages, initially used in the 3C consumer electronics sector, with new applications for detecting surface defects in liquid cooling components; several units are being supplied for customer validation [5] Group 5: Business Outlook for Next Year - The AI server testing business is expected to grow significantly, with major clients like Amazon, Google, and Microsoft showing strong capital expenditure forecasts; AI server testing equipment revenue contributed significantly in Q3 [6] - The automotive electronics sector is projected to account for 20% of revenue this year, with continued demand expected next year [6] - Consumer electronics revenue is around 40% this year, with stable performance anticipated for mobile and tablet testing equipment, and potential growth in AI glasses-related business [6] - MLCC revenue is expected to maintain high growth due to ongoing expansion cycles among domestic clients, contributing about 10% to this year's revenue [7] Group 6: Strategic Positioning in Robotics - The company has strategic positioning in the robotics sector, with plans to explore components like harmonic reducers and robotic arms, leveraging past investments and technical expertise [8]

Core Viewpoint - Bojie Co., Ltd. has confirmed that customer orders have been shipped, and revenue recognition is pending specific project acceptance [2] Group 1 - The company is actively responding to investor inquiries regarding order fulfillment [2] - Revenue recognition will depend on the acceptance of specific projects, indicating a structured approach to revenue reporting [2]

证券日报网讯博杰股份（002975）11月26日在互动平台回答投资者提问时表示，截至2025年11月20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18982户。 ...