Core Viewpoint - The company, Bojie Co., announced a share buyback plan, indicating a strategic move to enhance shareholder value and confidence in the company's future performance [2] Group 1: Share Buyback Details - As of July 31, 2025, the company plans to repurchase a total of 840,547 shares [2] - This repurchase represents 0.53% of the company's total share capital [2]

格隆汇8月1日丨博杰股份(002975.SZ)公布，截至2025年7月31日，公司通过回购股份专用证券账户以集 中竞价方式回购公司股份840,547股，占公司总股本的0.53%，最高成交价为35.15元/股，最低成交价为 27.55元/股，已使用资金总额2722.4997万元(不含交易费用)。 ...

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》。 公司于 2025 年 4 月 22 日首次通过回购专用证券账户以集中竞价方式实施 了本次回购，具体内容详见公司于 2025 年 4 月 23 日在《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 《关于首次回购公司股份的公告》。公司取得中信银行股份有限公 ...

Group 1 - The company, Bojie Co., Ltd. (002975.SZ), announced a share buyback program, repurchasing 840,547 shares, which represents 0.53% of its total share capital [1] - The highest transaction price during the buyback was 35.15 CNY per share, while the lowest was 27.55 CNY per share [1] - The total amount of funds used for the buyback reached approximately 27.224997 million CNY, excluding transaction fees [1]

Group 1 - The Robot ETF (562500) has increased by 0.23% as of 14:24 today, with leading stocks such as Obotlight rising by 6.46% and Dongjie Intelligent by 5.79% [1] - The trading volume indicates a turnover rate of 6.60% and a total transaction amount exceeding 1.05 billion, surpassing the average daily trading amount, making the Robot ETF a hotspot for capital amid market corrections [1] - IDC predicts that the global robot market will exceed 400 billion by 2029, with China accounting for nearly half of this market and leading with a compound annual growth rate of nearly 15% [1] Group 2 - Bohai Securities highlights that Tesla's Q2 earnings call reaffirmed its goal of reaching an annual production of one million units within five years [1] - The Unitree R1, a new product from Yushu, weighs only 25 kilograms, showcasing impressive lightweight performance [1] - The World Artificial Intelligence Conference held on July 28 attracted over 800 companies and showcased more than 3,000 cutting-edge technologies, indicating a clear path for mass production of humanoid robots and frequent industry catalysts [1] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the robot industry's upstream and downstream [2]

Group 1 - The humanoid robot concept is gaining traction, with companies like Changying Precision rising over 10%, Obit Zhongguang nearly 9%, and others like Ruikeda and Bojie shares increasing around 8% [1] - Yushu Technology launched its new humanoid robot Unitree R1 on July 25, priced starting at 39,900 yuan, featuring 26 joints and a weight of approximately 25 kg, integrating multimodal models for voice and image [1] - Tesla's CEO Elon Musk announced during the earnings call that the third version of the Optimus humanoid robot prototype will be released by the end of this year, with mass production expected to start in 2026, targeting an annual production of 1 million units within five years [1] Group 2 - According to Everbright Securities, 2025 is projected to be a breakthrough year for humanoid robot mass production, with the potential for tens of thousands of units to drive the downstream industry chain into a phase of significant growth [1] - The anticipated data collection and training from mass production is expected to address data scarcity issues, facilitating the evolution of humanoid robots towards more generalized and practical applications [1] - The company maintains a positive outlook on the humanoid robot industry based on current hardware technology trends and the progress of various manufacturers [1]

Group 1 - The Robot ETF (159770) experienced a slight decline of 0.85% on July 30, with a trading volume exceeding 600 million yuan and a premium rate of 0.06%, while real-time net subscriptions reached 13 million units [1] - Among the constituent stocks, Dongjie Intelligent rose over 8%, with other stocks like Leisai Intelligent and Yuntian Lefeiyu-U also showing gains. The Robot ETF has seen a net inflow of over 82 million yuan in the past two days, with a total increase of 9.09% since June, leading its peers [2] - The Robot ETF closely tracks the CSI Robot Index, with significant allocations in manufacturing and information technology sectors, featuring major holdings such as Huichuan Technology and iFlytek [2] Group 2 - The first global robot 6S store opened in Longgang District, Shenzhen, showcasing various types of robots and offering rental and customization services, enhancing the traditional 4S store model [3] - At the 2025 World Artificial Intelligence Conference, a fund of 3 million yuan was established to support research in humanoid robots, targeting young scholars in domestic universities and research institutions [3] - The WAIC 2025 event in Shanghai featured over 150 humanoid robots, marking the largest display of humanoid robots in China, indicating potential opportunities in the domestic core industry chain [4]

Core Viewpoint - The company has verified the list of incentive recipients for the 2025 Restricted Stock Incentive Plan, confirming compliance with relevant laws and regulations, and has set the grant date for July 24, 2025, at a price of 16.50 yuan per share for 154 recipients totaling 1,799,900 shares [1][2]. Group 1 - The verification was conducted by the company's Nomination and Compensation Committee in accordance with the Company Law, Securities Law, and the Management Measures for Equity Incentives of Listed Companies [1]. - The incentive recipients do not include independent directors, supervisors, shareholders holding more than 5% of shares, or their immediate family members [2]. - The conditions for granting restricted stock to the selected recipients have been met, and the list of recipients aligns with the approved scope of the incentive plan [2].

Core Viewpoint - The legal opinion from Beijing Deheng (Shenzhen) Law Firm confirms that Zhuhai Bojie Electronics Co., Ltd.'s 2025 Restricted Stock Incentive Plan has met the necessary approvals and complies with relevant laws and regulations [1][4][11]. Group 1: Approval and Authorization - The company has completed the necessary approval and decision-making processes for the incentive plan, including reviews by the Board of Directors and the Supervisory Committee [4][5][9]. - The plan was publicly announced internally from July 4 to July 14, 2025, with no objections received during the public notice period [5][8]. Group 2: Adjustments to the Incentive Plan - The number of incentive recipients has been adjusted from 185 to 154, and the total number of restricted shares granted has been modified from 1,800,000 shares to 1,799,900 shares due to voluntary forfeitures by some recipients [9][12]. - The adjustments are in accordance with the provisions of the incentive plan and relevant regulations [9][12]. Group 3: Grant Conditions - The company must meet specific conditions to grant restricted stock, including the absence of adverse audit opinions and compliance with regulatory requirements [10][12]. - As of the date of the legal opinion, both the company and the incentive recipients have not encountered any disqualifying events [10]. Group 4: Grant Details - The grant date for the restricted stock is set for July 24, 2025, with a grant price of 16.5 yuan per share for the 154 recipients [10][12]. - The grant date complies with the regulations, being within 60 days following the approval by the shareholders' meeting [10].

2025 年限制性股票激励计划授予激励对象名单（授予日） 一、激励对象名单及授出权益分配情况 珠海博杰电子股份有限公司（以下简称"公司"）2025年限制性股票激励计 划（以下简称"本激励计划"）授出权益在各激励对象间的分配情况如下表所示： 珠海博杰电子股份有限公司 珠海博杰电子股份有限公司董事会 2025 年 7 月 26 日 | 姓名 | 国籍 | 职务 | 获授的限制 性股票数量 | 占授予限制性 股票总数的比 | 占目前股本 总额的比例 | | --- | --- | --- | --- | --- | --- | | | | | （万股） | 例 | | | 陈龙 | 中国 | 副总经理 | 5.2 | 2.89% | 0.03% | | 刘晓勇 | 中国 | 副总经理 | 2.5 | 1.39% | 0.02% | | 张彩虹 | 中国 | 财务总监 | 3 | 1.67% | 0.02% | | 黄璨 | 中国 | 董事会秘书 | 3 | 1.67% | 0.02% | | | 中层管理人员、核心技术骨干 | | 166.29 | 92.39% | 1.05% | | | （150 人） | | ...