Bojay(002975)
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博杰股份:公司目前在墨西哥、美国、越南、印度等地均有生产布局匹配客户在当地供应链的需求
Zheng Quan Ri Bao· 2025-10-21 13:41
Core Insights - The company has proactively addressed tariff issues by establishing production facilities in multiple countries, including Mexico, the United States, Vietnam, and India, to align with local supply chain demands [2] Group 1 - The company views tariff policies as a force majeure and has been preparing for these challenges for several years [2] - The short-term impact of tariff issues on the company's operations is expected to be minimal due to its diversified production layout [2]
博杰股份:公司布局标品设备,强化设备通用性
Zheng Quan Ri Bao· 2025-10-21 13:41
Core Viewpoint - The company aims to break through the ceiling of its main business by enhancing the versatility of its equipment and focusing on high-potential downstream application areas [2] Group 1 - The company is focusing on standard equipment and strengthening the generality of its devices [2] - The company plans to continue its strategy of targeting major clients and will consider transitioning from a single equipment supplier to a component supplier based on the needs of these clients [2]
博杰股份:公司截至2025年9月30日的股东信息将于10月30日披露
Zheng Quan Ri Bao· 2025-10-21 13:41
证券日报网讯博杰股份10月21日在互动平台回答投资者提问时表示,公司截至2025年9月30日的股东信 息将于10月30日在公司披露的2025年第三季报报告时予以披露。 (文章来源:证券日报) ...
博杰股份:控股子公司博捷芯的划片机可以应用在半导体行业
Zheng Quan Ri Bao· 2025-10-21 13:41
Core Viewpoint - Bojie Co., Ltd. is focusing on the semiconductor industry through its subsidiary Bojie Chip, which is developing equipment applicable to both front-end wafer fabs and back-end testing factories, aiming to compete with international leaders in technology while offering more competitive pricing [2] Group 1: Company Strategy - The company is targeting the semiconductor sector, specifically front-end wafer fabs and back-end testing factories, as key customers for its products [2] - Bojie Chip's products are positioned to match the performance of international leading companies, placing them in the first to second tier domestically [2] - The company plans to enhance Bojie Chip's sales and mass production capabilities while implementing lean management systems to improve market sales efficiency in the semiconductor field [2] Group 2: Talent Management - The company is implementing equity incentives to retain technical talent within Bojie Chip [2]
博杰股份:截至2025年10月10日收市,公司股东户数为25868户
Zheng Quan Ri Bao· 2025-10-21 11:37
证券日报网讯博杰股份10月21日在互动平台回答投资者提问时表示,截至2025年10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25,868户。 (文章来源:证券日报) ...
博杰股份:公司拟定在10月30日披露第三季度报告
Zheng Quan Ri Bao· 2025-10-21 11:12
证券日报网讯博杰股份10月21日在互动平台回答投资者提问时表示,公司财务结合自身工作安排,拟定 在10月30日披露第三季度报告。 (文章来源:证券日报) ...
博杰股份:将于10月30日披露2025年三季报
Mei Ri Jing Ji Xin Wen· 2025-10-21 01:16
博杰股份(002975.SZ)10月21日在投资者互动平台表示,公司截止至2025年9月30日的股东信息将于10 月30日在公司披露的2025年第三季度报告时予以披露。 每经AI快讯,有投资者在投资者互动平台提问:请问截止至2025年9月30日收盘公司股东人数为多少? (记者 王晓波) ...
博杰股份:液冷零部件是公司未来的发展方向
Zheng Quan Ri Bao Wang· 2025-10-15 08:41
Core Viewpoint - The company, Bojie Co., Ltd. (002975), is focusing on liquid cooling components as a key direction for future development, currently in progress [1] Group 1 - The company has announced that its self-developed liquid cooling module products are being applied in its testing equipment [1] - The company is providing liquid cooling solutions to customers and is collaborating with the industry chain and universities for the research and development of various materials needed for its products [1] - The company does not manufacture the materials required for liquid cooling solutions itself [1]
博杰股份:大数据及云服务器测试领域整体占公司营收25%左右
Zheng Quan Ri Bao Wang· 2025-10-15 08:41
Group 1 - The core point of the article is that Bojie Co., Ltd. (002975) announced that the big data and cloud service testing sector accounts for approximately 25% of the company's revenue [1]
博杰股份:今年AI服务器相关的测试设备的订单预计会比较乐观
Zheng Quan Ri Bao Wang· 2025-10-15 08:41
Group 1 - The company expects optimistic orders for AI server-related testing equipment based on the needs of N customers and others this year [1] - There is a rapid growth in automotive electronics orders, with current orders already ready for delivery [1] - Orders in the 3C sector remain stable [1] Group 2 - The MLCC industry has been recovering since last year, with strong purchasing activity from customers leading to a fast growth in MLCC equipment orders [1] - In the semiconductor sector, revenue from dicing machines is growing quickly, although the overall contribution is still small [1]