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]

Core Viewpoint - The company, Bojie Co., Ltd. (002975), is actively integrating supply chain resources to enhance its machining capabilities for components used in cabinets, following initial small-scale shipments of cold plates to clients including Foxconn [1] Group 1 - The company's cold plates are utilized in its testing equipment and have been shipped in small quantities to client N and its contract manufacturer, Foxconn [1] - The next step for the company is to expand the application of cold plates into cabinets, which require higher machining capabilities for their components [1] - The company aims to actively integrate supply chain resources to achieve its goal of securing component suppliers [1]

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]

据博杰股份介绍，当前公司的机器人业务主要是与T客户的机器人测试需求进行对接，从imu、 camera、电子皮肤力传感器到麦克风检测等，imu设备小批量发货，单台价格上百万。另外公司也在同 步研发一些电子皮肤测试设备，现在还是实验室环节，"除了上述业务，公司与T客户在汽车、robotaxi 都有合作，如车载大屏检测与组装等。"博杰股份表示。 对于汽车电子业务，博杰股份表示，汽车电子市场需求主要是跟新车型的发布相关。预计明年B客户还 会继续放量，整个车载摄像头模组年产量有望突破2亿—3亿个，所以还会有扩产周期，对应的汽车电子 业务的市场需求也会继续增长。 "3C业务预计是结构性的机会，如M客户的AI眼镜今年订单量接近1亿元，往年在小几千万元。"博杰股 份表示，明年3C业务的增量机会主要看AI眼镜的市场需求情况。 博杰股份（002975）12月4日披露投资者关系活动记录表，公司于12月3日接待华金证券、华福证券、招 商证券、华安合鑫、平安基金、国泰海通等机构调研，并就AI服务器出货情况、机器人业务的进展情 况等进行了回应。 "AI服务器测试产品每月能出货一百多台"，博杰股份表示，今年主要的大客户是G客户。公司与G客 ...

Group 1 - The core viewpoint of the news is that Bojie Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 141.91% but a recent decline of 11.59% over the last five trading days [1] - As of November 28, 2023, Bojie Co., Ltd. reported a total revenue of 1.117 billion yuan for the period from January to September 2025, representing a year-on-year growth of 35.61% [2] - The company achieved a net profit attributable to shareholders of 106 million yuan during the same period, showing a remarkable year-on-year increase of 6760.54% [2] Group 2 - Bojie Co., Ltd. is primarily engaged in the research, production, and sales of industrial automation equipment and related technical services, with its main business revenue composition being 83.72% from industrial automation equipment, 8.27% from equipment accessories, and 8.00% from technical services [1] - The company has a total market capitalization of 11.763 billion yuan and a trading volume of 133 million yuan as of December 4, 2023 [1] - The number of shareholders increased by 24.43% to 23,600 as of November 28, 2023, while the average number of circulating shares per shareholder decreased by 19.63% to 4,481 shares [2]

证券代码：002975 证券简称：博杰股份 珠海博杰电子股份有限公司投资者关系活动记录表 编号：2025-015 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | √现场参观 | | | □其他（电话会议） | | 参与单位名称 | 博普资产 刘世昌；华金证券 王臣复；华福证券 卢大炜； | | 及人员姓名 | 招商证券 郭倩倩、朱艺晴；玖时 刘项寅；华安合鑫 吴函亮； | | | 平安基金 江正清；国泰海通 任苒威。 | | 时间 | 2025 年 12 月 3 日 15:30-18:00 | | 地点 | 楼会议室 公司产线/12 | | 上市公司接待人员 | 董事会秘书 黄璨 | | | 带领投资者参观产线，然后回会议室交流。 | | | 投资者提出的问题及公司回复情况： | | | 1、前三季度营收结构如何？以及增长亮点是哪块？ | | | 答：公司前三季度营收结构大概是传统 3C 业务占 40%多，AI 服务器业务占 | | | 20%多，汽车电子业务占 20%多，MLCC ...

Group 1 - The establishment of Jingdezhen Deyu Smart City Operation Management Co., Ltd. has been officially registered with a capital of 5 million RMB [1] - The company is fully owned by Shenzhen Yuhua Tian Smart City Operation Group Co., Ltd. [1] - The business scope includes urban waste management services, municipal facility management, urban greening management, property management, and various technical services [1] Group 2 - The legal representative of the new company is Song Yongsheng [1] - The company is classified under the national standard industry of water conservancy, environment, and public facility management [1] - The registered address is located at the Smart Corridor Building, No. 4 Station Front Road, Zhushan District, Jingdezhen City, Jiangxi Province [1]