Core Viewpoint - Zhuhai Bojie Electronics Co., Ltd. held a conference call with 22 institutions to discuss its strategic layout, liquid cooling business, and robotics business, highlighting its future growth potential and operational strategies [1]. Group 1: Company Strategy and Business Development - The company has diversified its client base over the past few years, successfully transitioning from consumer electronics to server and automotive electronics, which supports its future growth for the next three years [1]. - The company aims to transform from a single equipment supplier to a component supplier, focusing on large customer needs and exploring additional component demands in areas like electronic skin and harmonic reducers [1]. - With the implementation of IPO and convertible bond projects, the company anticipates a production capacity increase of 2 to 3 times [1]. Group 2: Liquid Cooling and Robotics - The company has developed its own liquid cooling modules for testing equipment, responding to increased demand for high-power products due to advancements in customer technology [1]. - In the robotics sector, the company has invested in a robot company with self-developed harmonic reducer technology, aiming to leverage cost advantages and explore production applications [1]. Group 3: Financial Performance and Cost Management - The company is focused on cost and expense management, integrating information systems and talent structures to improve efficiency, especially after experiencing high management and R&D costs due to market uncertainties [1]. - The overall performance for 2025 can be referenced against the performance assessment indicators set in the restricted stock incentive plan for 2025-2027 [1]. Group 4: Product Development and Market Trends - The company has made significant investments in MLCC (Multi-Layer Ceramic Capacitor) equipment, developing four types of devices, including high-speed testing machines, which have begun small-scale deliveries [1]. - There is a notable increase in customer demand for optical testing equipment, which is expected to become a high-growth area for the company [1].

Group 1 - The core viewpoint of the news is that Bojie Co., Ltd. (SZ 002975) is actively engaging with investors, indicating a focus on transparency and communication regarding its business operations [1] - Bojie Co., Ltd. reported that its revenue composition for the first half of 2025 is entirely from the specialized equipment manufacturing industry, with a 100.0% share [2] - As of the latest update, Bojie Co., Ltd. has a market capitalization of 8.5 billion yuan [3]

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 答：IMU 传感器测试设备小批量发货直接对接 T 客户。另外也有送样麦克风、 声学领域的检测设备。公司在机器人方面布局了 4-5 年，公司投了一家机器人公司， 该公司有自研谐波减速器等技术基础，公司具备成本优势，积极寻找应用场景方案， 与客户探讨在工厂生产等应用场景进行机器人应用方案落地。 4、并表的广浩捷的情况？ 答：广浩捷主要做摄像头模组检测设备与自动化组装线，对标韩国公司，广浩 捷从消费电子起步，近几年切入汽车电子、车载摄像头模组，去年拿到 B 客户的订 单，充分说明广浩捷具备扎实的技术能力和交付管理能力，后续广浩捷会成为公司 在光学板块的重要抓手，公司在技术路径上围绕光学检测方面进行投资、研发投入。 公司在收购广浩捷时有业绩对赌条款，目前看其半年度的业绩考核已达成，广浩捷 反馈也有信心完成全年业绩考核。另外广浩捷经过多年的技术积累，广浩捷在半导 体检测设备、MEMS 检测设备有相关技术储备，未来 MEMS 下游需求的爆发，广浩捷 也会有较好的业务发展机会。 5、公司上半年的毛利率和业绩在修复，接下来降本增效目标？ ...

Core Insights - The company reported a total revenue of 672 million yuan for the first half of 2025, marking a year-on-year increase of 17.48% and a consecutive rise over two years [1] - The net profit attributable to shareholders reached 20.19 million yuan, up by 11.55% year-on-year, also reflecting two years of continuous growth [1] - The net cash inflow from operating activities was 68.71 million yuan, an increase of 281 million yuan compared to the same period last year [1] Financial Metrics - The latest debt-to-asset ratio stands at 28.84%, a decrease of 2.63 percentage points from the previous quarter and down 5.73 percentage points year-on-year [3] - The gross profit margin is reported at 44.09%, ranking 9th among disclosed peers [3] - The return on equity (ROE) is at 0.93% [3] - The diluted earnings per share (EPS) is 0.14 yuan, an increase of 0.01 yuan year-on-year, reflecting a 7.69% rise [3] - The total asset turnover ratio is 0.22 times, up by 2.53% year-on-year [3] - The inventory turnover ratio is 0.85 times [3] Shareholder Structure - The number of shareholders is 20,200, with the top ten shareholders holding 92.02 million shares, accounting for 58.06% of the total share capital [3] - The largest shareholder is Wang Zhaochun, holding 16.00% of the shares [3]

Market Overview - The automation equipment sector increased by 1.52% on September 1, with Dongjie Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Performers in Automation Equipment Sector - Dongjie Intelligent (300486) closed at 24.14, up 19.98% with a trading volume of 834,500 shares [1] - Jieput (688025) closed at 146.51, up 10.12% with a trading volume of 36,900 shares [1] - Bojie Co. (002975) closed at 52.80, up 10.00% with a trading volume of 39,200 shares [1] - Kaidi Co. (605288) closed at 86.80, up 10.00% with a trading volume of 43,200 shares [1] - Huagong Technology (000988) closed at 75.26, up 10.00% with a trading volume of 1,187,800 shares [1] Underperformers in Automation Equipment Sector - Oke Technology (001223) closed at 50.05, down 3.21% with a trading volume of 28,400 shares [2] - Changfu Co. (871396) closed at 32.23, down 2.98% with a trading volume of 24,300 shares [2] - Dazhu Laser (002008) closed at 36.37, down 2.91% with a trading volume of 499,200 shares [2] Capital Flow Analysis - The automation equipment sector experienced a net outflow of 597 million yuan from institutional investors, while retail investors saw a net inflow of 1.061 billion yuan [2][3] - Dongjie Intelligent had a net inflow of 227 million yuan from institutional investors, but a net outflow of 137 million yuan from retail investors [3] - Huagong Technology saw a net inflow of 557 million yuan from institutional investors, with a net outflow of 419 million yuan from retail investors [3]

Group 1 - The China Securities Robot Index decreased by 0.37% as of September 1, 2025, with mixed performance among constituent stocks [1] - Notable gainers included Dongjie Intelligent with a 20% limit up, Bojie Co. with a 10% limit up, and Jingye Intelligent rising by 4.99%, while Dazhong Laser led the decline [1] - The Robot ETF by Harvest (159526) underwent a downward adjustment [1] Group 2 - The Robot ETF by Harvest recorded a turnover rate of 4.65% and a transaction volume of 28.56 million yuan, with an average daily transaction volume of 63.91 million yuan over the past week [3] - The latest scale of the Robot ETF reached 612 million yuan, marking a three-month high, with a significant increase of 38 million shares over the past year [3] - The ETF experienced continuous net inflows over the past five days, with a peak single-day net inflow of 17.71 million yuan, totaling 40.19 million yuan [3] - As of August 29, 2025, the net value of the Robot ETF increased by 80.70% over the past year, with the highest monthly return since inception being 25.78% [3] Group 3 - The top ten weighted stocks in the China Securities Robot Index accounted for 50.36% of the index, including Huichuan Technology, iFlytek, and Stone Technology [3] - The performance of the top ten stocks showed slight declines, with Huichuan Technology down by 0.11% and iFlytek down by 0.47% [5] - According to Guohai Securities, the rise of humanoid robots is expected to create a market space broader than that of automobiles, presenting significant investment opportunities [5] - Everbright Securities anticipates that 2025 will be a breakthrough year for the mass production of humanoid robots [5]

据证券之星公开数据整理，近期博杰股份（002975）发布2025年中报。截至本报告期末，公司营业总收 入6.72亿元，同比上升17.48%，归母净利润2019.21万元，同比上升11.55%。按单季度数据看，第二季 度营业总收入4.67亿元，同比上升56.96%，第二季度归母净利润4084.33万元，同比上升446.66%。本报 告期博杰股份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达2939.9%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率44.09%，同比减0.61%，净利率3.86%，同比增 49.38%，销售费用、管理费用、财务费用总计1.71亿元，三费占营收比25.44%，同比增2.92%，每股净 资产13.75元，同比增20.15%，每股经营性现金流0.43元，同比增128.32%，每股收益0.14元，同比增 7.69% 建议关注财务费用状况（近3年经营活动产生的现金流净额均值为负） | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 5.72亿 | 6.72亿 | 17.48% | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002975 证券简称：博杰股份 公告编号：2025-103 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 □适用 √不适用 公司报告期控股股东未发生变更。 实际控 ...

每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 （记者 胡玲） 每经AI快讯，博杰股份（SZ 002975，收盘价：48元）8月30日发布公告称，公司第三届第十八次董事会 会议于2025年8月28日在公司12楼会议室，以现场结合通讯方式召开。会议审议了《关于2025年半年度 报告及摘要的议案》等文件。 2025年1至6月份，博杰股份的营业收入构成为：专用设备制造业占比100.0%。 ...

智通财经APP讯，博杰股份(002975.SZ)发布2025年半年度报告，该公司营业收入为6.72亿元，同比增长 17.48%。归属于上市公司股东的净利润为2019.21万元，同比增长11.55%。归属于上市公司股东的扣除 非经常性损益的净利润为1428.13万元，同比增长57.01%。基本每股收益为0.14元。 ...