Core Viewpoint - The company announced that its stock experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on September 1 and 2, 2025 [1] Summary by Relevant Sections - **Stock Performance** The company's stock price showed a significant increase, indicating potential investor interest or market speculation [1] - **Company's Response** The company confirmed that there were no corrections or supplements needed for previously disclosed information, and that there have been no significant changes in its operational situation or external business environment [1] - **Disclosure and Investor Advisory** The company emphasized that all information should be based on announcements made in designated media and urged investors to make rational investment decisions while being aware of risks [1]

证券代码：002975 证券简称：博杰股份 公告编号：2025-106 珠海博杰电子股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的情况介绍 珠海博杰电子股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：博杰股份，证券代码：002975）于 2025 年 9 月 1 日、9 月 2 日连续 2 个 交易日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的 有关规定，属于股票交易异常波动的情形。 二、关注并核实情况的说明 针对公司股票异常波动，公司董事会通过书面问询的方式，对公司控股股东、 实际控制人就有关事项进行了核查，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或者已经对公司股票交易价格产生 较大影响的未公开的重大信息； 3、近期公司经营情况及内外部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项，或处于筹划阶段的重大事项； 5、公司控股股东、实际控制人不存在在 ...

有市场传闻称机器人明年T3有量产指引。传闻称上午特斯拉和供应商开电话会，明年三季度指引上修 至周产1000-10000台，对应年化5-50w台。传闻靠谱性未知。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 831906 | 舜宇精工 | 1 | 29.98 | 27.89亿 | 153.84 | | 688585 | 上纬新材 | 1 | 20.00 | 412亿 | 1439.90 | | 300953 | 震裕科技 | 1 | 15.16 | 279亿 | 222.19 | | 301488 | 豪恩汽电 | 1 | 14.87 | 124亿 | 144.85 | | 833533 | 骏创科技 | | 14.49 | 50.63亿 | 125.63 | | 301550 | 斯麦股份 | 策 | 14.43 | 185亿 | 131.68 | | 300007 | 汉威科技 | 1 | 13.16 | 173亿 | 158.08 | | 688709 | 成都华微 | 1 | 11.21 | ...

每经AI快讯，人形机器人概念股持续拉升，安培龙盘中触及20%涨停，秦川机床、博杰股份、浙江荣 泰、五洲新春多股封板涨停，埃夫特、夏厦精密、豪恩汽电涨幅居前。 （文章来源：每日经济新闻） ...

| 代码 *● | 名称 | | 最新 涨幅%↓ | 金额 | | --- | --- | --- | --- | --- | | 688585 | 上纬新材 ■◆ | 98.49 | | 15.71 15.31亿 | | 688709 成都华微 圆�t | | 51.08 | 11.00 | 13.16 乙 | | 002547 春兴精工 ®◆ | | 5.05 | 10.02 | 5.91亿 | | 603119 浙江荣泰 圆♦* | | 86.27 | 10.00 | 10.20 乙 | | 002975 | 博杰股份 .. | 58.08 | 10.00 | 1.05亿 | | 000837 | 秦川机床 圆◆ | 13.90 | 9.62 | 18.82 乙 | | 831906 舜宇精工 圆♦↕ | | 35.97 | 8.93 | 3.18 乙 | | 601689 | 拓普集团 圆◆ | 66.70 | 8.44 | 34.52 乙 | | 830896 旺成科技 ■◆ | | 22.49 | 7.50 | 1.08亿 | | 002347 泰尔股份 | . | 7.72 | 7.07 | 2 ...

Group 1 - The industrial mother machine sector showed strong performance on September 2, with stocks such as Huadong CNC, Bojie Co., and Ningbo Jingda reaching the daily limit increase [1] - Notable gainers included Huadong CNC (+10.02% to 11.31), Bojie Co. (+10.00% to 58.08), and Ningbo Jingda (+10.00% to 11.00) [2] - The National Standardization Administration and the Ministry of Industry and Information Technology released a plan to establish a high-quality standard system for industrial mother machines by 2026, aiming to enhance product quality and equipment upgrades [3] Group 2 - In the first half of the year, 21 industrial mother machine concept stocks in the A-share market reported net profits exceeding 10 million, with seven stocks, including AVIC High-Tech and Changying Precision, exceeding 100 million [4] - Huadong CNC, Qiaofeng Intelligent, Genesis, and Guosheng Zhike reported significant year-on-year net profit growth of 140.53%, 56.43%, 47.38%, and 32% respectively [4]

Market Overview - A-shares experienced fluctuations in early trading on September 2, with the Shanghai Composite Index up 0.03%, the Shenzhen Component Index up 0.07%, and the ChiNext Index up 0.55% [1] - The industrial mother machine sector saw significant gains, with stocks like Bojie Co. and East China CNC hitting the daily limit [1] - Precious metals, including gold and silver, continued their strong performance, with silver stocks achieving consecutive gains [1][5] Key Sectors Industrial Mother Machine Sector - The industrial mother machine sector was active, with Bojie Co. and East China CNC reaching their daily limit, while other stocks like Huazhong CNC and Haitan Precision also saw increases [3] - The release of the "High-Quality Standard System Construction Plan for Industrial Mother Machines" aims to establish a comprehensive standard system by 2030, promoting domestic production and new industry opportunities [3] Precious Metals - Precious metals maintained their strong momentum, with silver prices surpassing $40 per ounce for the first time since 2011, and gold prices nearing historical highs [5] - The expectation of interest rate cuts is seen as a key driver for current gold prices, with long-term macroeconomic uncertainties enhancing gold's safe-haven appeal [5] Individual Stocks - Chengdu Huami saw a significant increase of over 15% after announcing a new high-precision RF ADC chip and receiving intention orders [2] Institutional Insights - Guotai Junan believes that the stock index will continue to reach new highs, with a diversified market participation and investment logic [7] - Galaxy Securities anticipates a short-term market operating at a high level, with potential for consolidation after previous gains, while maintaining active trading and structural opportunities [8] - Dongfang Securities asserts that short-term market fluctuations do not alter the bullish trend, with continued potential for upward movement in indices [10]

Market Overview - The A-share market opened with mixed performance among the three major indices, with the Shanghai Composite Index up by 0.04%, while the Shenzhen Component Index and the ChiNext Index were down by 0.09% and 0.18% respectively [1] Sector Performance - The precious metals sector remained active, with silver and non-ferrous metals stocks experiencing a two-day consecutive rise, including Hunan Silver and Western Gold, which both increased by over 5%. International gold prices reached a new high, and the spot silver price hit a nearly 14-year peak [1] - The industrial mother machine concept stocks opened high, with Huadong CNC and Bojie Co. hitting the daily limit up [1] - The cross-border payment concept stocks saw a decline at the start, with AsiaInfo Technology and Runhe Software dropping by over 4% [1]

Group 1: Aohua Endoscopy - The company anticipates a decline in overall gross margin due to an increase in overseas revenue share and changes in product structure by the first half of 2025 [1] - Sales, R&D, and management expenses have decreased year-on-year, primarily due to the reversal of share-based payment expenses [1] - The overseas business has shown growth due to the advancement of multi-country access and marketing strategies, with a continuous enhancement of global brand influence [1] - The domestic market strategy focuses on both tertiary hospitals and county-level markets, with multiple academic events and grassroots training conducted [1] - The demand for flexible endoscopes is driven by the popularization of early cancer screening, leading to sustained growth in new equipment, replacements, and endoscope body replacements [1] - The company is expanding its product lines beyond gastroenterology to include respiratory, urology, ENT, and hepatobiliary surgery [1] Group 2: Jingwang Electronics - The company achieved an operating revenue of 7.095 billion yuan in the first half of 2025, representing a year-on-year increase of 20.93% [2] - The net profit attributable to shareholders was 650 million yuan, a decrease of 1.06% year-on-year, but adjusted net profit excluding share-based payment impacts was 721 million yuan, up 9.55% [2] - Revenue from automotive electronics continues to grow rapidly, with increased shipments of AI servers and 800G optical modules [2] - Gross margin is under pressure due to metal material prices and the ramp-up of new factories, but it is expected to improve gradually [2] - The company is investing 5 billion yuan in the Zhuhai Jinwan base for high-end PCB capacity construction [2] - The main structure of the Thailand base has been completed, which will meet overseas customer demands for automotive electronics and AI server products [2] Group 3: Bojie Co., Ltd. - The company is committed to a major client strategy, expanding into server and automotive electronics sectors, with production capacity expected to increase by 2-3 times [3] - Liquid cooling modules have been tested for high-power demands from North American clients [3] - The company is supplying small batches of IMU testing equipment to clients and is investing in harmonic reducer enterprises [3] - The company is entering the automotive electronics market and has secured orders from B clients, while also focusing on semiconductor and MEMS testing [3] - Cost reduction and efficiency improvement initiatives are underway, with advantages expected to emerge from increased scale of shipments [3] - The value of server electrical testing equipment ranges from hundreds of thousands to over a million yuan [3] Group 4: Zhongwen Online - The company employs a content strategy of "emotional resonance + social insight," with daily active users around 600,000 and over 10 million downloads [4] - Approximately 60% of revenue comes from English-speaking regions such as the US [4] - The platform has launched over 2,000 short dramas and collaborates with more than ten overseas production companies [4] - The team consists of about 350 people, with recent hits including "Raising His Mistress's Child" [4] - The company plans to launch 10 AI-generated works by the end of September 2025, leveraging its "Chinese Xiaoyao" large model to enhance ROI [4] - Zhongwen Online is establishing subsidiaries in the US and Japan to create a "local creation + global distribution" system, with advantages in original IP, technology platforms, and local teams [4] - The Chinese micro-short drama market is projected to reach 50.5 billion yuan in 2024 and 63.43 billion yuan in 2025, with the overseas short drama market potential reaching 100 billion USD, indicating explosive growth in the next three years [4]

Group 1: Company Insights - Binglun Environment focuses on advanced system solutions in the energy and power sectors, with products applicable in food refrigeration, data centers, and nuclear power, and has introduced an "Industrial Full-Field Thermal Control Comprehensive Solution" for energy recovery [1] - Yanmai Technology's IMU testing equipment has reached industry-leading technical standards and is currently in the sample testing phase, with a commitment to shareholder returns through cash dividends [2] - Bojie Co. is expanding its capacity by 2-3 times, targeting server and automotive electronics markets, and has begun small-scale supply of IMU detection equipment to clients [3] - DiAo Micro achieved a revenue of 306 million yuan in the first half of 2025, a year-on-year increase of 15.11%, with a gross margin of 45.49% [4] - Yidong Electronics reported a revenue of 1.009 billion yuan in the first half of 2025, a 27.77% year-on-year increase, and has expanded its product offerings into liquid cooling structures for computing chips [5] Group 2: Market Trends and Developments - The demand for advanced cooling solutions in data centers and nuclear power is increasing, with companies like Binglun Environment providing innovative technologies [1] - The semiconductor testing equipment market is evolving, with Yanmai Technology focusing on integrating supply chains and R&D with its headquarters [2] - The automotive electronics sector is seeing growth, with Bojie Co. and Yidong Electronics both securing significant orders and expanding their product lines [3][5] - The AI and smart device markets are being targeted by companies like DiAo Micro, which is developing products for AI phones and PCs [4]