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：2025-118 珠海博杰电子股份有限公司 关于回购公司股份的进展公告 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。 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 ...

证券代码：002975 证券简称：博杰股份 公告编号：2025-118 珠海博杰电子股份有限公司 关于回购公司股份的进展公告 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。 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》。 公司回购股份的时间、回购股份数量、回购股份价格及集中竞价交易的委托 时段符合公司股份回购方案及 ...

Core Viewpoint - The A-share market has shown a significant rebound this week, with major indices such as the CSI 300, ChiNext 300, STAR 50, CSI 500, and CSI 1000 recording weekly gains of 1.64%, 4.68%, 3.21%, 3.14%, and 3.77% respectively, with the ChiNext 300 showing the most notable recovery [1] Weekly Market Review - The performance of humanoid robot stocks has been mixed this week, with the top five gainers being Lixing Co., Changying Precision, Chaojie Co., Ruineng Technology, and GAC Group, while the top five losers include Huada Technology, Runhe Software, Jiangte Electric, Tonghui Electronics, and Lihexing [1] Recent Hotspots and Event Review - Invech's AI temperature control solution has helped data centers achieve over 22% energy savings, addressing high energy consumption issues in the manufacturing industry's digital transformation [2] - The energy consumption of data center air conditioning systems exceeds 30%, and Invech's solution optimizes cooling system control strategies without altering building structures, ensuring seamless installation and maintenance [2] Current Perspectives - Humanoid robots are considered an important downstream application of AI technology, with domestic industrial manufacturing levels leading globally. Companies like Hengshuai Co., Anpeilong, and Lens Technology are expected to benefit from the maturation of products from manufacturers like Tesla and Zhiyuan [3] - The application of diamond heat dissipation is gaining recognition among downstream customers, as the semiconductor industry progresses towards 2nm, 1nm, and even atomic-level developments. Companies such as Guoji Precision, World, and Sifangda are positioned for growth in this area [3] - The 2025 Intel Technology Innovation and Industry Ecosystem Conference has opened in Chongqing, where the first dual-plate liquid cooling server was launched, indicating a potential increase in demand for liquid cooling equipment driven by AI data center construction. Relevant companies include Invech, Bojie Co., and Fengmao Co. [3] - The development of Optical Circuit Switch (OCS) technology by Google is accelerating the progress of the industry chain, with companies like Chip Motion and Tengjing Technology being key players [3]

Core Viewpoint - Bojie Co., Ltd. experienced a 5.01% decline in stock price, closing at 78.84 CNY per share, with a trading volume of 657 million CNY and a turnover rate of 7.79%, resulting in a total market capitalization of 12.638 billion CNY [1] Group 1: Company Overview - Bojie Co., Ltd. is located in Zhuhai, Guangdong Province, established on May 30, 2005, and listed on February 5, 2020 [1] - The company's main business involves the research, production, sales, and related technical services of industrial automation equipment and components [1] - The revenue composition of the company is as follows: 83.72% from industrial automation equipment, 8.27% from equipment components, and 8.00% from technical services [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Bojie Co., Ltd., a fund under Huaxia Fund holds a significant position [2] - Huaxia CSI Robotics ETF (562500) increased its holdings by 488,900 shares in the third quarter, totaling 2.6212 million shares, which represents 2.48% of the circulating shares [2] - The estimated floating loss for the ETF today is approximately 10.9041 million CNY [2] Group 3: Fund Performance - Huaxia CSI Robotics ETF (562500) was established on December 17, 2021, with a latest scale of 22.798 billion CNY [2] - Year-to-date return for the fund is 21.19%, ranking 2253 out of 4206 in its category; the one-year return is 24.59%, ranking 1641 out of 4008 [2] - Since its inception, the fund has experienced a loss of 5.84% [2] - The fund manager, Hualong, has a total asset scale of 35.957 billion CNY, with a best return of 108.33% and a worst return of -15.08% during his tenure of 3 years and 100 days [2]

证券之星消息，11月27日自动化设备板块较上一交易日上涨0.13%，博杰股份领涨。当日上证指数报收 于3875.26，上涨0.29%。深证成指报收于12875.19，下跌0.25%。自动化设备板块个股涨跌见下表： 从资金流向上来看，当日自动化设备板块主力资金净流入1.22亿元，游资资金净流出6318.87万元，散户 资金净流出5884.62万元。自动化设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001266 | 宏英智能 | 31.70 | -4.86% | 5.36万 | 1.73亿 | | 688889 | 圆田换 | 45.03 | -2.28% | 12.99万 | 5.97亿 | | 920405 | 海希通讯 | 27.07 | -1.78% | 4.82万 | 1.31亿 | | 920593 | 鼎智科技 | 31.95 | -1.45% | 1.71万 | 5522.54万 | | 688698 | 伟创电气 | 85.50 | -1.36% ...

Core Insights - The Robot ETF (159770) has seen significant trading activity, with a transaction volume of 178 million yuan as of November 27, 2025, and a notable increase in its scale and shares over the past week [1] - The Sci-Tech Innovation Index ETF Tianhong (589860) also performed well, with a trading volume of 23.52 million yuan and a strong increase in its tracked index [1] - The domestic open-source AI model, Tongyi Qianwen, has been adopted for a national-level project in Singapore, marking a significant breakthrough for Chinese open-source AI models in the global market [5] - The establishment of a standardization committee for humanoid robots in China is progressing, with key figures from leading companies appointed to important positions, indicating a move towards high-quality and large-scale development in the humanoid robot industry [6] Group 1: ETF Performance - The Robot ETF (159770) is the largest robot-themed ETF in the Shenzhen market, covering various segments of the robot industry, allowing investors to easily access the entire supply chain [2] - The Robot ETF has experienced a net inflow of 2.94 million yuan recently, with a total of 83.07 million yuan in net inflows over the past five trading days [1] - The Sci-Tech Innovation Index ETF Tianhong (589860) has a turnover rate of 7.51% and is designed to help investors capture opportunities in the technology growth market [2] Group 2: Industry Developments - The adoption of the Tongyi Qianwen model in Singapore's national AI strategy signifies the growing influence of Chinese open-source AI technologies in international markets [5] - The formation of the humanoid robot standardization committee in China is a crucial step towards establishing industry standards, which will enhance the competitive position of Chinese companies in the global humanoid robot sector [6]

机器人ETF（562500） 是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工 业机器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏 中证机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 截至10点24分，机器人ETF（562500）上涨0.74%，早盘回踩分时均线后震荡走高，当前维持在日 内高位运行，多头情绪显著。持仓股方面呈现"涨多跌少"的普涨态势，近九成成分股飘红，博杰股份强 势领涨超7%，晶品特装、快克智能、南网科技等个股涨幅超3%。流动性方面，盘中成交额已达3.87亿 元，交投十分火爆。资金流向方面，机器人ETF近期备受资金青睐，近5个交易日连续获得资金净流 入，累计"吸金"近9亿元，规模稳步增长，配置窗口或已打开。 消息方面，前特斯拉Optimus灵巧手团队成员卢泽宇已加入小米机器人团队，负责灵巧手，他在个 人社交平台上表示，希望能和更多志同道合的优秀同学一起加速灵巧手技术路径收敛和工程化落地。在 卢泽宇的个人社交平台上，其自我介绍为小米机器人灵巧手负责人。 开源证券表示，汽车供应链是人形机器人发展 ...

| | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | √现场参观 | | | □其他（电话会议） | | 参与单位名称 | 创富兆业 刘姝仪；中信建投 朱源哲、汪洁；东北证券 陈敏佳； | | 及人员姓名 | 运舟资本 丁俊枫；中南资本 吴加为；三和创赢 陈朗；珠海聚亿 林铄； | | | 德懿禾资产 章景轩；浙商证券 王逢节。 | | 时间 | 年 月 日 2025 11 26 15:30-18:00 | | 地点 | 公司产线/12 楼会议室 | | 上市公司接待人员 | 董事会秘书 黄璨 | | | 带领投资者参观产线，然后回会议室交流。 | | | 投资者提出的问题及公司回复情况： | | | 1、 公司与 G 客户的合作情况？ | | | 答：公司与 G 客户已合作多年，自 2021 年云服务器放量的时候起，公司已 | | | 开始批量给 G 客户供应设备。今年公司与 G 客户的订单金额已实现亿元，当前 | | 投资者关系 | 产品已陆续发货，收入确认情况待具体项目验收。 | | ...

（文章来源：证券日报） 证券日报网讯博杰股份11月26日在互动平台回答投资者提问时表示，客户订单已陆续发货，收入确认情 况待具体项目验收。 ...

证券日报网讯博杰股份（002975）11月26日在互动平台回答投资者提问时表示，截至2025年11月20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18982户。 ...