证券日报网讯博杰股份（002975）8月18日在互动平台回答投资者提问时表示，截至2025年8月8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21189户。 ...

Group 1 - A new company named Jingdezhen Jingyu Smart City Operation Management Co., Ltd. has been established with a registered capital of 2 million RMB [1] - The company is wholly owned by Shenzhen Yuhua Tian Smart City Operation Group Co., Ltd. [1] - The legal representative of the new company is Song Yongsheng [1] Group 2 - The business scope includes urban household waste management services, kitchen waste treatment, and road freight transportation (excluding hazardous goods) [1] - Other services offered include building cleaning, property management, termite prevention, flower and plant rental and management, agricultural product sales, urban greening management, and indoor air pollution control [1] - The company is registered in Jiangxi Province, specifically in the Changnan New District of Jingdezhen City [1]

截至8月13日收盘，英伟达概念上涨2.47%，位居概念板块涨幅第10，板块内，59股上涨，罗博特科20% 涨停，东方精工、博杰股份等涨停，胜宏科技、天孚通信、铂科新材等涨幅居前，分别上涨9.74%、 9.69%、7.36%。跌幅居前的有顺网科技、泰凌微、德赛西威等，分别下跌1.95%、1.53%、1.06%。 今日涨跌幅居前的概念板块 | 600699 | 均胜电 | 4.99 | 5.45 | 9482.87 | 6.67 | | --- | --- | --- | --- | --- | --- | | | 子 | | | | | | 300476 | 胜宏科 | 9.74 | 4.53 | 8426.09 | 0.95 | | | 技 | | | | | | 001339 | 智微智 | 3.63 | 20.78 | 7978.59 | 9.44 | | | 能 | | | | | | 300454 | 深信服 | 1.92 | 2.13 | 5751.91 | 9.23 | | 300698 | 万马科 | 3.85 | 14.56 | 5664.03 | 6.75 | | | 技 | | | | | ...

博杰股份发布公告称，2025年8月12日13：15-14：15，博杰股份接受民生证券等投资者调研，公司刘晓 勇、张王均参与接待，并回答了投资者提出的问题。 （文章来源：每日经济新闻） ...

格隆汇8月13日丨博杰股份(002975.SZ)于近期投资者关系活动表示，去年公司消费电子行业设备及系统 相关业务占比60%左右，今年占比略有下降，公司AI服务器在业务比重占20%左右，今年占比有提升， 公司汽车电子业务往年营收占比约5%-10%，今年占比有提升。 （原标题：博杰股份(002975.SZ)：AI服务器在业务比重占20%左右，今年占比有提升） ...

Core Viewpoint - The company, Bojie Co., Ltd. (002975.SZ), reported a significant increase in AI computing power orders in the second quarter of this year, indicating strong growth potential in the future [1] Company Summary - Bojie Co., Ltd. has experienced a substantial rise in orders related to AI computing power during the second quarter [1] - The company anticipates considerable growth expectations based on the industry's growth rate [1] Industry Summary - The industry is witnessing a notable increase in demand for AI computing power, which is expected to drive future growth [1]

Business Performance - The company's consumer electronics equipment and systems business accounted for approximately 60% last year, which has slightly decreased this year. The AI server business now represents about 20%, showing an increase, while the automotive electronics business has improved from 5%-10% to a higher percentage this year [2][4]. - Overall order volume in the first half of this year has significantly increased compared to the same period last year, particularly in AI computing orders, which are expected to grow substantially in the future [2][4]. Order and Revenue Insights - The high growth in product orders is attributed to increased testing demands from major clients and new feature testing requirements due to product iterations. The typical time lag between order and revenue realization is 3-6 months [2][4]. - The company collaborates with major clients such as Microsoft, Google, Amazon, META, Cisco, Tesla, and Qualcomm, with orders being placed either directly by end clients or through their OEMs like Foxconn and Luxshare Precision [3][4]. Product and Pricing Information - The company offers customized products with a price range varying from hundreds of thousands to millions, depending on the specific testing functions and client requirements [4][5]. - The company has developed self-researched liquid cooling solutions for AI server testing equipment, aiming to transition from equipment supply to component supply based on client needs [6][7]. Market Position and Competition - The company did not disclose specific market share or competitor information, indicating a focus on certain niche testing projects within the broader market [5][6]. Client Collaboration and Revenue - The company serves as a supplier for N clients, focusing on testing for self-developed server products, with testing times ranging from 4 to 24 hours due to strict quality requirements [4][5]. - Collaboration with T clients involves testing solutions for humanoid robots and automotive applications, with cooperation amounts reaching several tens of millions [8][9].

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601609 | 美田股份 | 1 | 10.06 | 140亿 | 62.03 | | 002148 | 北纬科技 | 1 | 10.04 | 70.43 乙 | 91.18 | | 002611 | 东方精工 | 1 | 10.03 | 231亿 | 96.72 | | 301196 | 唯科 技 | 1 | 10.02 | 124亿 | 202.82 | | 002879 | 长缆科技 | | 10.01 | 35.44 乙 | 23.59 | | 601137 | 博威合金 | 1 | 10.01 | 198亿 | 23.72 | | 002975 | 博杰股份 | 1 | 10.00 | 76.72亿 | 59.53 | | 002833 | 弘亚数控 | 1 | 10.00 | 83.06亿 | 19.19 | | 002779 | 中坚科技 | | 10.00 | 195亿 | 117.24 | | 600366 | 宁波韵升 | 1 | 9 ...

重要内容提示： 限制性股票授予登记完成日（上市日期）：2025 年 8 月 14 日 限制性股票授予价格：16.50 元/股 限制性股票授予数量：179.99 万股 限制性股票登记人数：153 人 证券代码：002975 证券简称：博杰股份 公告编号：2025-100 珠海博杰电子股份有限公司 关于 2025 年限制性股票激励计划授予完成登记的公告 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。 股票来源：向激励对象定向发行公司 A 股普通股股票 根据中国证监会《上市公司股权激励管理办法》、深圳证券交易所、中国证 券登记结算有限责任公司深圳分公司有关规则的规定，珠海博杰电子股份有限公 司（以下简称"公司"）完成了 2025 年限制性股票激励计划的授予登记工作， 具体情况公告如下： 一、股权激励计划已履行的程序简述 会第九次会议，审议通过了《关于<2025 年限制性股票激励计划（草案）>及其摘 要的议案》《关于<2025 年限制性股票激励计划实施考核管理办法>的议案》《关 于提请股东大会授权董事会办理股权激励相关事宜的议案》等议案。公司第三届 董事会提名与薪酬委 ...

证券代码：002975 证券简称：博杰股份 公告编号：2025-100 珠海博杰电子股份有限公司 关于 2025 年限制性股票激励计划授予完成登记的公告 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。 上述具体内容详见公司分别于 2025 年 6 月 28 日、7 月 15 日、22 日、26 日 在巨潮资讯网（www.cninfo.com.cn）等指定信息披露媒体上披露的相关公告及 文件。 重要内容提示： 限制性股票授予登记完成日（上市日期）：2025 年 8 月 14 日 限制性股票授予价格：16.50 元/股 限制性股票授予数量：179.99 万股 限制性股票登记人数：153 人 股票来源：向激励对象定向发行公司 A 股普通股股票 根据中国证监会《上市公司股权激励管理办法》、深圳证券交易所、中国证 券登记结算有限责任公司深圳分公司有关规则的规定，珠海博杰电子股份有限公 司（以下简称"公司"）完成了 2025 年限制性股票激励计划的授予登记工作， 具体情况公告如下： 一、股权激励计划已履行的程序简述 1、2025 年 6 月 27 日，公司召开第三届董事会 ...