证券日报网讯博杰股份9月18日在互动平台回答投资者提问时表示，截至2025年9月10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23763户。 （文章来源：证券日报） ...

Market Overview - On September 18, the automation equipment sector declined by 0.61%, with Jiechang Drive leading the losses [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers in the automation equipment sector included: - Kaidi Co., Ltd. (605288) with a closing price of 122.98, up 10.00% [1] - Bojie Co., Ltd. (002975) with a closing price of 69.78, up 9.99% [1] - Weichuang Electric (688698) with a closing price of 77.80, up 7.76% [1] - Conversely, Jiechang Drive (603583) saw a significant decline of 4.73%, closing at 44.12 [2] Trading Volume and Capital Flow - The automation equipment sector experienced a net outflow of 3.608 billion yuan from institutional investors, while retail investors saw a net inflow of 2.885 billion yuan [2][3] - The trading volume for notable stocks included: - Bojie Co., Ltd. with a trading volume of 215,800 shares and a transaction value of 1.477 billion yuan [1] - Weichuang Electric with a trading volume of 170,600 shares and a transaction value of 1.322 billion yuan [1] Individual Stock Capital Flow - Key capital flow data for selected stocks: - Bojie Co., Ltd. had a net inflow of 38.0992 million yuan from institutional investors, while retail investors had a net outflow of 60.6086 million yuan [3] - Huagong Technology (000988) saw a net inflow of 38.0992 million yuan from institutional investors, with a net outflow of 31.7 million yuan from retail investors [3]

Group 1 - The core viewpoint of the news highlights the significant rise in the computing hardware sector, driven by a report from Huawei predicting a 100,000-fold increase in total computing power by 2035 [2] - Several stocks in the computing hardware sector, including Zhongke Shuguang and Lihexing, reached new highs, with notable performances from companies like Bojie Co., Seagull Co., and Hengtong Optic-Electric [1][2] - Bojie Co. has established a deep cooperation network with global tech giants, providing critical testing services for NVIDIA and setting up dedicated laboratories for advanced technologies [2] Group 2 - Bojie Co.'s AI server testing business now accounts for 20% of its operations, serving major clients like Microsoft and Google, which diversifies its customer base [4] - The company has expanded into the automotive electronics sector through the acquisition of Guanghao Jie, with automotive electronic revenue expected to reach 15%-20% by 2024, creating synergies with its computing hardware business [4] - Bojie Co. has made significant advancements in the semiconductor field, launching several products that cover over 50% of the value of core MLCC processing equipment, positioning itself as a key player in the domestic high-end equipment replacement process [4]

Core Viewpoint - The company has confirmed that its machine vision technology is primarily used in appearance inspection and AOI (Automated Optical Inspection) detection, and it can also provide testing platforms for IMU sensors, cameras, force sensors, and microphones in the humanoid robot sector [2]. Group 1 - The company's machine vision technology is mainly applied in appearance inspection and AOI visual detection fields [2]. - The company can offer IMU sensor testing platforms and detection equipment for cameras, force sensors, and microphones for humanoid robots [2].

Group 1 - The Robot ETF (562500) has risen by 2.46% as of 10:02 AM, leading its category in intraday gains, with a strong upward trend and reaching new net value highs [1] - Major holdings such as Jilun Intelligent and Bojie Co. have hit the 10% limit up, while Shuanghuan Transmission, Keli'er, and Tuobang Co. have all surged over 6% [1] - The liquidity in the market is robust, with over 660 million yuan traded within the first half hour of opening, indicating strong investor interest [1] Group 2 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments including humanoid robots, industrial robots, and service robots [2] - The ETF allows investors to easily access the upstream, midstream, and downstream sectors of the robot industry [2] Group 3 - The Hong Kong market has seen a strong performance in robot concept stocks, with notable gains such as Shoucheng Holdings up over 11% and Dechang Motor Holdings up over 6% [1] - The market's perception of robots has evolved from focusing on operational capabilities to emphasizing the "brain" capabilities of robots, indicating a shift in investment focus towards practical applications in B-end or C-end scenarios [1]

Group 1 - The liquid cooling server sector has seen a rise in stock prices, indicating growing interest and potential in this market [1] - Companies such as Bojie Co., Ltd. (002975), Far East Holdings Group Co., Ltd. (600869), Dayuan Pump Industry Co., Ltd. (603757), and Hengtong Optic-Electric Co., Ltd. (600487) have reached their daily price limit [1] - Zhongke Shuguang (603019) has achieved a new intraday high in its stock price, reflecting strong market performance [1]

Core Viewpoint - Zhuhai Bojie Electronics Co., Ltd. is actively engaging with institutional investors to discuss its diverse business structure and growth opportunities in various sectors, including liquid cooling technology, the fruit chain, Meta glasses, MLCC business changes, and overseas expansion [1] Group 1: Business Structure and Revenue Breakdown - Bojie Electronics operates as a provider of automated testing and assembly equipment solutions, covering sectors such as consumer electronics, big data and AI computing, and new energy vehicles [2] - In the first half of the year, the revenue breakdown was as follows: consumer electronics accounted for 40.01%, big data cloud service equipment sales for 17.99%, and new energy vehicle-related equipment for 24.73% [2] - The company is focusing on innovation in the consumer electronics sector, expanding optical testing capabilities, and achieving a comprehensive layout from modules to complete machines in the big data and AI computing field [2] Group 2: Liquid Cooling Business Development - The company has been implementing liquid cooling solutions for testing equipment since three years ago, responding to the increasing demand for high-power products from clients [3] - Bojie Electronics is developing its own micro-channel layered water cooling heads and collaborating with universities for research and development [3] - Future plans include increasing R&D investment to meet North American client demands, leveraging early engagement advantages [3] Group 3: Opportunities from Fruit Chain and Meta Glasses - In the fruit chain sector, optical testing equipment is expected to be a high-growth area, with the company having technical reserves in AOI machine vision defect detection [4] - The launch of Meta glasses is beneficial for the company, as there is a significant demand for optical testing in the testing phase, and the company is actively engaging with domestic AI glasses clients [4] Group 4: MLCC Business Recovery and Overseas Expansion - The MLCC business is showing signs of recovery, with the company expanding its equipment offerings and experiencing order growth in the first half of the year [5] - The company has established production bases in Mexico and Vietnam, gradually increasing capacity [5] - Future strategies include a commitment to major client relationships and transitioning from equipment supplier to component supplier, aiming to capitalize on client component needs [5]

Group 1 - The company Bojie Co., Ltd. (SZ 002975) announced an investor meeting scheduled for September 17, 2025, from 10:00 to 12:00, where the company secretary Huang Can will participate and address investor inquiries [1] - For the first half of 2025, Bojie Co., Ltd. reported that its revenue composition was entirely from the specialized equipment manufacturing industry, with a 100.0% share [2]

Business Structure and Revenue Composition - The company operates as a provider of automation testing and assembly equipment solutions, with a business structure covering 3C, AI computing, and new energy vehicles [2][3] - In the first half of the year, revenue composition was as follows: 40.01% from consumer electronics, 17.99% from big data cloud services, and 24.73% from new energy vehicles [2] Strategic Focus and R&D Investment - The company plans to continue investing in R&D to meet customer needs in production and manufacturing, particularly in optical testing equipment [2][3] - There is a strategic shift from being an equipment supplier to a component supplier, driven by close collaboration with major clients [3][9] Market Opportunities and Growth Areas - The optical testing equipment market is expected to grow rapidly, with the company preparing for increased demand in this area [5] - The AI computing sector is driving significant growth in equipment demand, particularly in North America, where capital expenditures are expected to rise [5] New Product Developments - The company has developed liquid cooling solutions in response to high power product demands, with ongoing R&D efforts and collaborations with universities [4] - In the MLCC sector, the company has expanded its product offerings, including high-speed testing machines and layer machines, with a steady increase in orders [8] International Expansion and Client Diversification - The company has established production bases in Mexico and Vietnam, achieving project deliveries in the million-dollar range [9] - Future strategies include enhancing local capabilities overseas and diversifying client bases to strengthen market position [10]

Group 1 - The core viewpoint of the news is that Bojie Co., Ltd. has shown significant stock price growth and strong financial performance in recent months, indicating potential investment opportunities [1][2]. - As of September 12, Bojie Co., Ltd. shares increased by 110.82% year-to-date, with a recent 7.30% rise over the last five trading days and a 27.77% increase over the last 20 days [1]. - The company has a market capitalization of 10.251 billion yuan and reported a trading volume of 385 million yuan on September 12 [1]. Group 2 - Bojie Co., Ltd. operates in the mechanical equipment sector, specifically in automation equipment and industrial control devices, and is associated with major concepts such as Tesla and 5G [2]. - For the first half of 2025, Bojie Co., Ltd. achieved a revenue of 672 million yuan, representing a year-on-year growth of 17.48%, and a net profit of 20.192 million yuan, up 11.55% year-on-year [2]. - The company has distributed a total of 221 million yuan in dividends since its A-share listing, with 2 million yuan distributed in the last three years [3]. Group 3 - As of June 30, 2025, Bojie Co., Ltd. had 21,300 shareholders, with an average of 4,975 circulating shares per person, indicating a slight decrease in the average shareholding [2]. - The top ten circulating shareholders include the Huaxia CSI Robot ETF, which is a new shareholder holding 2.1323 million shares [3].