证券代码：002975 证券简称：博杰股份 公告编号：2025-100 珠海博杰电子股份有限公司 关于 2025 年限制性股票激励计划授予完成登记的公告 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。 上述具体内容详见公司分别于 2025 年 6 月 28 日、7 月 15 日、22 日、26 日 在巨潮资讯网（www.cninfo.com.cn）等指定信息披露媒体上披露的相关公告及 文件。 重要内容提示： 限制性股票授予登记完成日（上市日期）：2025 年 8 月 14 日 限制性股票授予价格：16.50 元/股 限制性股票授予数量：179.99 万股 限制性股票登记人数：153 人 股票来源：向激励对象定向发行公司 A 股普通股股票 根据中国证监会《上市公司股权激励管理办法》、深圳证券交易所、中国证 券登记结算有限责任公司深圳分公司有关规则的规定，珠海博杰电子股份有限公 司（以下简称"公司"）完成了 2025 年限制性股票激励计划的授予登记工作， 具体情况公告如下： 一、股权激励计划已履行的程序简述 1、2025 年 6 月 27 日，公司召开第三届董事会 ...

Group 1 - The core viewpoint of the news is that Zhuhai Bojie Electronics Co., Ltd. has obtained a patent for a "packaging lifting platform," which is designed to be simple in structure and does not require manual operation, making it suitable for use with production lines [1] - The patent was granted with the announcement number CN223201527U, and the application date was July 2024 [1] - The patent describes a utility model that includes platform components, a frame, and a drive component, featuring a scissor linkage mechanism that allows for efficient lifting and lowering [1] Group 2 - Zhuhai Bojie Electronics Co., Ltd. was established in 2005 and is located in Zhuhai City, primarily engaged in other manufacturing industries [2] - The company has a registered capital of 138.935656 million RMB and has made investments in 22 enterprises [2] - The company has participated in 19 bidding projects and holds 60 trademark registrations and 977 patent registrations, along with 69 administrative licenses [2]

Market Overview - A-shares continue to show a rebound with all three major indices rising, and the Shanghai Composite Index is close to breaking its yearly high [1] - Total trading volume in the Shenzhen and Shanghai markets reached 1,058.68 billion, slightly increasing from the previous trading day, with over 2,900 stocks rising [1] - Fund flows indicate a shift from high-position sectors like pharmaceuticals (down 3.6 billion) to relatively low-position sectors such as communication equipment (+2.7 billion) and semiconductors [1] Financing and Market Sentiment - Since August, leveraged funds have consistently entered the market, with net inflows exceeding 15 billion over three trading days as of August 5, bringing the total margin financing balance to 20,002.59 billion, a ten-year high [2][4] - The current financing balance has increased by approximately 12% compared to the end of April, with the financing balance accounting for 2.3% of the circulating market value, which is at the median level for the year [4] - The current market is characterized by a "rotating rise and low-position补涨" since the "62 3" policy, with a good profit-making effect attracting external funds [5] Robotics Sector Insights - The robotics sector has seen a strong performance, with stocks like Huami New Materials and Zhongdali De hitting the daily limit [7] - The upcoming World Robot Conference from August 8 to 12 in Beijing is expected to catalyze further interest in the robotics industry [8] - Recent product launches, such as the four-legged robot by Yushu Technology, and supportive policies from the Shanghai government for intelligent industries are driving investment back into the robotics sector [9][10] Human-shaped Robot Core Directions - The human-shaped robot market has three core directions: Tesla supply chain, Nvidia collaboration, and domestic human-shaped robots [11] - Key suppliers for Tesla include Top Group, Sanhua Intelligent Control, and Mingzhi Electric, with potential suppliers like Zhongdali De and Dingzhi Technology [11] - Companies collaborating with Nvidia include Bojie Co., which provides GPU testing equipment, and Buke Co., which has a significant market share in mobile robot platforms [12][14] Domestic Human-shaped Robot Industry Chain - The core areas of the human-shaped robot industry focus on key components such as ball screws, reducers, motors, and sensors, with significant changes expected in these sectors [16] - Notable players in the ball screw market include Best, which is introducing new equipment, and Qinchuan, which focuses on industrial mother machines [16] - In the reducer market, leading companies include Lide Harmony with a 25% market share and Shanghai Mechanical and Electrical, which leads in RV reducers [18]

证券之星消息，8月6日自动化设备板块较上一交易日上涨2.27%，机器人领涨。当日上证指数报收于3633.99，上涨0.45%。深证成指报收于 11177.78，上涨0.64%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300024 | 机器人 | 20.09 | 14.67% | 228.45万 | | 44.59亿 | | 002975 | 博杰股份 | 46.54 | 10.00% | 13.74万 | | 6.13亿 | | 688003 | 天准科技 | 54.10 | 9.96% | 12.40万 | | 6.46 亿 | | 873593 | 鼎智科技 | 66'65 | 8.91% | 15.00万 | | 5.82亿 | | 603416 | 信捷电气 | 58.60 | 7.11% | 7.31万 | | 4.19亿 | | 300276 | 三丰智能 | 11.15 | 7.11% | 150.88万 | | 16.70亿 ...

Core Insights - The report highlights the importance of urban areas as key drivers of economic development and innovation in China, emphasizing their role in high-quality growth and transformation of old and new economic drivers [1] Group 1: Urban Economic Development - The "2025 China Urban Economic High-Quality Development Research Report" was released by the CCID Consulting Urban Economic Research Center, revealing the top 100 urban districts in China for 2025 [1] - Shandong Province has six districts listed in the top 100, maintaining the same number as in 2024, with Yantai's Zhifu District being one of them [1] Group 2: Rankings and Performance - The six districts from Shandong that made the list are: Lixia District (28), Lanshan District (51), Shinan District (62), Licheng District (75), Laoshan District (78), and Zhifu District (89) [1][3] - The report indicates that the top 100 districts occupy only 0.6% of the land area but contribute to 16.7% of the national GDP, showcasing a significant concentration of economic resources [4] Group 3: Economic Indicators and Goals - Zhifu District's GDP for 2024 is projected at 1377.54 billion yuan, with a year-on-year growth of 6.2%, ranking 87th in the national high-quality development districts [5] - The district aims for a GDP growth of approximately 5.5% in 2025, with specific targets for public budget revenue, retail sales, industrial output, and fixed asset investment [5]

Core Viewpoint - The company is focusing on providing AI service testing equipment for overseas major clients, integrating self-developed liquid cooling solutions into the testing devices, and aiming for a strategic shift from equipment supply to component supply [2] Group 1 - The company has been actively responding to customer feedback regarding component needs and is collaborating to develop solutions [2] - The company is committed to implementing its strategy of serving major clients while enhancing its technological capabilities [2] - The company has accumulated relevant technical reserves and solutions related to its AI service testing equipment [2]

Core Viewpoint - The company is focusing on providing AI server testing equipment to overseas major clients, incorporating self-developed liquid cooling solutions and accumulating relevant technical reserves and solutions [1] Group 1 - The company is actively engaging with customer feedback regarding component needs and collaboratively researching to develop solutions [1] - The strategy aims to fulfill customer demands and implement the company's service strategy for major clients [1] - The company is seeking a strategic transition from equipment supply to component supply [1]

证券日报网讯博杰股份（002975）8月4日在互动平台回答投资者提问时表示，截至2025年7月31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22258户。 ...

证券日报网讯博杰股份（002975）8月4日在互动平台回答投资者提问时表示，近几年公司在欧盟地区开 发业务，持续有设备交付至欧盟区域。 ...

公司回答表示：您好，感谢您的关注。截至2025年7月31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22,258户。祝您投资顺利，谢谢。 金融界8月4日消息，有投资者在互动平台向博杰股份提问：请问截至2025年7月31日公司股东人数是多 少？谢谢~。 ...