格隆汇11月26日丨博杰股份(002975.SZ)在投资者互动平台表示，公司为客户提供多代服务器测试设备 方案，公司会积极跟进匹配大客户的技术迭代带来的市场需求。 ...

Market Review - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) increased by 2.07% on November 25, with a strong early performance followed by a slight afternoon pullback, maintaining high-level fluctuations overall [1] - Notable stocks included Lingyun Optics, which surged by 10.18%, and Haitai Ruisheng, which rose by 9.29%, with several other stocks like Hengxuan Technology and Sikan Technology also showing gains exceeding 6%, indicating significant profitability in the sector [1] - The total trading volume exceeded 73 million yuan, reflecting active trading conditions. Despite a slight outflow of funds on that day, the trend of net inflows over the past five days and a peak single-day capital absorption of over 170 million yuan suggest ongoing investment in core assets of the AI industry chain [1] - The Robot ETF (562500) rose by 0.32%, demonstrating resilience with a "high-low pullback" pattern. Key stocks like Bojie Co. hit the daily limit, while Ruisheng Technology increased by over 4% [1] - The Robot ETF has seen net inflows for five consecutive trading days, accumulating over 1.3 billion yuan, indicating strong market interest and active reallocation of funds within the sector [1] Hot News - A announcement from Aowei New Materials stated that the first meeting of the fourth board of directors will be held on November 25, 2025, where Peng Zhihui was elected as chairman, and Tian Hua was appointed as CEO, with terms aligned with the board's duration [2] - Efort responded to investor inquiries about its super factory, confirming that the first phase of the global headquarters project commenced construction in September 2023 and is progressing as planned [2] - Obit Zhongguang highlighted the advantages of its Gemini series binocular structured light cameras and Femto series iToF cameras, which meet the perception and interaction needs of humanoid robots in complex environments, with successful adaptations to major manufacturers [2] Institutional Views - Open Source Securities predicts that by 2025, China's humanoid robot industry will thrive due to top-level design and collaborative innovation across the entire industry chain, with companies like Tesla and Xiaopeng setting clear mass production timelines and initiating robot factory construction [3] - The domestic production of core components is advancing rapidly, with significant breakthroughs in key technologies such as reducers and dexterous hands, enhancing the industry's self-control capabilities [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of China's robot industry chain, facilitating investors' access to the sector [4] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is described as the "brain" of robotics, with a 20% fluctuation limit and small-cap elasticity, aimed at capturing pivotal moments in the AI industry [4]

Core Viewpoint - Bojie Co., Ltd. has shown significant stock price growth and strong financial performance in 2023, indicating a positive investment opportunity in the automation equipment sector [1][2]. Financial Performance - As of November 10, 2023, Bojie Co., Ltd. achieved a revenue of 1.117 billion yuan, representing a year-on-year growth of 35.61% [2]. - The net profit attributable to shareholders for the same period was 106 million yuan, reflecting a remarkable year-on-year increase of 6760.54% [2]. - The company has distributed a total of 221 million yuan in dividends since its A-share listing, with 2.00491 million yuan distributed in the last three years [3]. Stock Market Activity - On November 26, 2023, Bojie Co., Ltd.'s stock price increased by 2.01%, reaching 78.55 yuan per share, with a trading volume of 290 million yuan and a turnover rate of 3.54% [1]. - The stock has appreciated by 158.95% year-to-date, with a 7.87% increase over the last five trading days, 25.46% over the last 20 days, and 65.58% over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a stock trading list) three times this year, with the most recent appearance on September 19, 2023, showing a net buy of -61.3071 million yuan [1]. Shareholder Information - As of November 10, 2023, the number of shareholders for Bojie Co., Ltd. was 19,400, a decrease of 20.76% from the previous period, while the average circulating shares per person increased by 26.19% to 5,456 shares [2]. - The seventh largest circulating shareholder is the Huaxia CSI Robot ETF, holding 2.6212 million shares, an increase of 488,900 shares compared to the previous period [3]. Business Overview - Bojie Co., Ltd. specializes in the research, production, sales, and technical services of industrial automation equipment and components, with 83.72% of its revenue coming from industrial automation equipment, 8.27% from components, and 8.00% from technical services [1].

证券之星消息，11月25日自动化设备板块较上一交易日上涨0.75%，博杰股份领涨。当日上证指数报收 于3870.02，上涨0.87%。深证成指报收于12777.31，上涨1.53%。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) | | --- | --- | --- | --- | --- | --- | | 002975 | 博杰股份 | 77.00 | 10.00% | 6.46万 | 4.87亿 | | 688125 | 安达智能 | 73.90 | 8.36% | 1.46万 | 1.05亿 | | 300757 | 罗博特科 | 203.76 | 5.98% | 8.16万 | 16.66亿 | | 688090 | 瑞松科技 | 36.85 | 4.24% | - 3.76万 | 1.40亿 | | 000988 | 华工科技 | 70.77 | 3.45% | 48.79万 | 34.80 乙 | | 688455 | 科捷智能 | 16.32 | 3.29% | 3.22万 | 5254.70万 | | 688170 | 德龙激 ...

Core Viewpoint - The Google concept sector experienced a significant surge, with multiple companies reaching their daily limit up [1] Group 1: Company Performance - Companies such as 欧陆通 (Oulutong) and 博杰股份 (Bojie Co.) hit the daily limit up [1] - Other notable performers include 易点天下 (Yidian Tianxia), 思泉新材 (Siquan New Materials), 紫建电子 (Zijian Electronics), and 歌尔股份 (Goer Tech), which showed substantial gains [1]

Summary of Key Points Core Viewpoint - A total of 851 stocks reported their latest shareholder numbers as of November 10, with 370 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 851 stocks, 27 stocks experienced a decline in shareholder numbers exceeding 10%, with the largest drop recorded by Kaidi Co., which saw a decrease of 23.09% to 5,298 shareholders [3]. - Guoguang Chain also reported a significant decline of 21.11%, bringing its total to 38,820 shareholders [3]. - The overall trend shows that 48% of concentrated stocks outperformed the Shanghai Composite Index since October 21, with an average increase of 3.04% compared to the index's 1.74% rise [2]. Group 2: Stock Performance - Haima Automobile had the highest increase among stocks with declining shareholder numbers, rising 57.19% since October 21 [2]. - Other notable performers include Ximai Food and Igor, which also showed significant gains [2]. - The average performance of concentrated stocks since November 1 has been a decline of 1.16%, with leading gainers including Shibu Testing, Zhongfu Electric, and Yahua Group, which increased by 57.06%, 35.83%, and 24.22% respectively [3]. Group 3: Industry Insights - The concentrated stocks are primarily found in the machinery, electronics, and computer sectors, with 52, 37, and 30 stocks respectively [3]. - The data indicates a shift in investor focus, with certain industries experiencing more significant changes in shareholder numbers and stock performance [3].

证券日报网讯博杰股份11月19日发布公告，在公司回答调研者提问时表示，公司不是两融标的和港股通 标的。该两项标的的入选规则是由交易所制定，定期或临时对标的证券范围进行调入调出。 （文章来源：证券日报） ...

（编辑 王雪儿） 证券日报网讯 博杰股份11月19日发布公告，在公司回答调研者提问时表示，在AI服务器测试业务领 域，可以看到AI服务器整个行业高速增长的态势，北美除了N客户，亚马逊、谷歌、微软等知名企业未 来都有比较明确的高增长资本支出预期。而公司在AI服务器测试领域的营收在第三季度几乎与上半年 的持平，公司对未来1-2年营收的预期也会比较乐观。 ...

Core Viewpoint - The company, Bojie Co., announced its strategic focus on liquid cooling module components, specifically targeting liquid cooling heads and cold plates, due to current technological capabilities and competitive conditions not adequately meeting market demand [1] Group 1: Product Development - The company plans to enter the liquid cooling materials sector to develop specific products [1] - The core advantage of the company in this transition is its reserve of high-quality customer resources [1] Group 2: Customer Engagement - The company's downstream clients are primarily world-renowned enterprises, allowing for in-depth communication regarding current and future product needs [1] - Long-term collaboration in the testing field enables the company to accurately capture customer pain points and provide tailored solutions [1] Group 3: Market Demand - There is a growing demand for liquid cooling solutions, not only from client N but also from other clients who are increasingly requesting liquid cooling proposals [1] - The company is actively reallocating internal resources to meet these customer demands [1]

Core Viewpoint - The company Bojie Co., Ltd. has announced a long-term collaboration with clients such as Google, indicating a strong position in the market for server product testing and supply [1] Group 1: Collaboration and Client Relationships - The company has been working with Google and other clients for several years, showcasing established relationships in the industry [1] - Collaboration with client N began three years ago, focusing on testing self-developed server products in their laboratories [1] Group 2: Product Development and Supply - The company has obtained a Vendor Code, allowing it to conduct electrical testing on components such as GPU modules and server motherboards [1] - Small batch shipments of products are expected by the end of the year, with a larger supply arrangement planned for the following year [1]