（记者 曾健辉） 每经头条（nbdtoutiao）——一次自救，"奥特曼"竟埋下百亿元损失的"时间炸弹"，现在被引爆！有人 却在疯狂赚钱⋯⋯ 每经AI快讯，博杰股份发布公告称，2025年9月11日15：30-16:45，博杰股份接受天风机械等投资者调 研，公司副总经理刘晓勇，证券事务代表张王均参与接待，并回答了投资者提出的问题。 ...

Group 1: Core Competencies - The company has established strong relationships with high-profile clients such as Apple, META, Microsoft, Cisco, Tesla, Google, Amazon, Qualcomm, BYD, Foxconn, Quanta, and Compal, which enhances its competitive edge [2][3] - The company possesses significant technical capabilities in consumer electronics, servers, and passive components, allowing it to keep pace with client product iterations [2][3] - A proprietary management system enables the company to quickly match client needs and ensure high-quality, timely product delivery [2][3] Group 2: Client Collaboration and Development - The company has evolved from initial collaborations with Dell and HP in 2005 to partnerships with IBM and Cisco, gradually expanding to Microsoft and Apple [2][3] - Continuous collaboration with clients is supported by strong technical capabilities and a modular production approach, enhancing production capacity and meeting client demands [3] - The company has established production bases in Vietnam, Mexico, and the USA to align with clients' local supply chain needs [3] Group 3: Standardized Products and Market Potential - The company's standardized products include six-sided appearance inspection equipment, packaging machines, high-speed testers, laminators, and semiconductor dicing machines [4] - The MLCC and semiconductor sectors are projected to generate a market demand of hundreds of billions annually due to increasing complexity and precision in electronic products [4] Group 4: Business Adjustments and Future Outlook - A reduction in R&D personnel in 2024 is attributed to the optimization of projects as market trends become clearer [5] - The company’s Mexican operations are primarily supported by core technical personnel from China, as the local supply chain is still developing [5] - The consumer electronics segment is expected to remain stable, but its proportion may decrease due to growth in other business areas [6] Group 5: Strategic Initiatives and Financial Planning - The company is focused on the semiconductor sector through its investment in Bojie Chip, aiming for significant revenue growth [8] - Plans to engage in the automotive electronics market are underway, with a focus on high-margin products despite higher overall costs [9] - The company is exploring refinancing options to support expansion and strategic upgrades while solidifying its business foundation [11]

Market Overview - The automation equipment sector increased by 0.31% on September 10, with Bojie Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Performers - Bojie Co., Ltd. (002975) closed at 61.60, up 10.00% with a trading volume of 158,100 shares and a transaction value of 9.35 billion [1] - Weichuang Electric (688698) closed at 62.70, up 8.01% with a trading volume of 160,600 shares [1] - Jiejinfu (688025) closed at 159.24, up 6.86% with a trading volume of 24,400 shares and a transaction value of 376 million [1] Underperformers - Juneng Co., Ltd. (871478) closed at 32.31, down 5.11% with a trading volume of 30,900 shares and a transaction value of 102 million [2] - Zhili Fang (301312) closed at 55.91, down 4.44% with a trading volume of 65,800 shares and a transaction value of 376 million [2] - Haobotek (300757) closed at 253.30, down 3.19% with a trading volume of 74,300 shares and a transaction value of 1.901 billion [2] Capital Flow - The automation equipment sector experienced a net outflow of 748 million from institutional investors, while retail investors saw a net inflow of 181 million [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Bojie Co., Ltd. had a net inflow of 87.43 million from institutional investors, while it faced a net outflow of 54.89 million from retail investors [3] - Weichuang Electric saw a net inflow of 47.73 million from institutional investors, with a net outflow of 38.18 million from retail investors [3] - Jiejinfu had a net inflow of 21.13 million from institutional investors, while retail investors experienced a net outflow of 31.46 million [3]

华夏中证机器人ETF（562500）成立日期2021年12月17日，最新规模144.71亿。今年以来收益27.91%， 同类排名1305/4222；近一年收益75.34%，同类排名806/3795；成立以来亏损0.62%。 华夏中证机器人ETF（562500）基金经理为华龙。 截至发稿，华龙累计任职时间3年19天，现任基金资产总规模429.26亿元，任职期间最佳基金回报 96.99%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月8日，博杰股份跌5.03%，截至发稿，报56.60元/股，成交5.53亿元，换手率8.85%，总市值90.73亿 元。 资料显示，珠海博杰电子股份有限公司位于广东省珠海市香洲区科旺路66号，成立日期2005年5月30 日，上市日期2020年2月5日，公司主营业务涉及工业自动化设备与配件的研发、生产、销售及相关技术 服务。主营业务收入构成为：专用设备制造业100.00%。 从博杰股份十大流通股东角度 数 ...

资金流向方面，主力资金净流出281.69万元，特大单买入1.06亿元，占比17.41%，卖出1.13亿元，占比 18.63%；大单买入1.51亿元，占比24.81%，卖出1.46亿元，占比24.04%。 截至8月29日，博杰股份股东户数2.13万，较上期增加0.42%；人均流通股4975股，较上期减少0.42%。 2025年1月-6月，博杰股份实现营业收入6.72亿元，同比增长17.48%；归母净利润2019.21万元，同比增 长11.55%。 分红方面，博杰股份A股上市后累计派现2.21亿元。近三年，累计派现2004.91万元。 机构持仓方面，截止2025年6月30日，博杰股份十大流通股东中，华夏中证机器人ETF（562500）位居 第九大流通股东，持股213.23万股，为新进股东。 博杰股份今年以来股价涨106.30%，近5个交易日涨31.17%，近20日涨27.45%，近60日涨91.18%。 今年以来博杰股份已经2次登上龙虎榜，最近一次登上龙虎榜为9月3日，当日龙虎榜净买入4279.36万 元；买入总计2.38亿元 ，占总成交额比14.93%；卖出总计1.95亿元 ，占总成交额比12.25%。 资料显 ...

博杰股份（002975.SZ）9月9日在投资者互动平台表示，该零部件当前用于公司测试设备，而该热管理 所积累的相关技术储备和解决方案，是公司与客户就其反馈的产品中零部件需求共同进行探讨、研究并 输出解决方案，以期满足客户需求，实现从设备供应向零部件供应的战略转型的重要路径。 每经AI快讯，有投资者在投资者互动平台提问：公司的微通道冷头是终端客户产品上使用还是测试设 备用？ （文章来源：每日经济新闻） ...

博杰股份（002975.SZ）9月9日在投资者互动平台表示，目前有研发NPI订单，支持客户新产品的研 发。 每经AI快讯，有投资者在投资者互动平台提问：公司有人形机器人相关在手订单吗？ （文章来源：每日经济新闻） ...

New Stock Offerings - Fushun Special Steel (600399) is undergoing a tender offer period from August 12, 2025, to September 10, 2025[1] - *ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) has announced its latest updates on September 4, 2025[1] Market Alerts - Kaipu Cloud (688228) has reported severe abnormal fluctuations as of August 30, 2025[1] - Siquan New Materials (301489) and Xinhua Jin (600735) also reported significant market movements on August 22 and August 30, 2025, respectively[1] - Multiple companies including *ST Baoying (002047) and Wantong Development (600246) have updates as of September 4, 2025[1] Trading Notifications - A total of 30 companies have issued trading notifications with specific dates for announcements and updates, indicating active market participation[1] - The report includes links to detailed announcements for each company, ensuring transparency and accessibility of information[1]

Core Insights - The overall revenue of 39 listed companies in Zhuhai reached 182.33 billion yuan in the first half of 2025, reflecting a year-on-year growth of 6.2%, while net profit attributable to shareholders decreased by 8.9% to 17.4 billion yuan, indicating ongoing pressure from industry cycles and cost factors [1][2] - Operating cash flow surged over threefold to 42.866 billion yuan, highlighting enhanced efforts in asset revitalization, mergers and acquisitions, and operational improvements [1] - The hard technology sector emerged as a key growth driver, with companies in semiconductor design, new energy, and high-end radar equipment showing significant performance improvements [2][3] Revenue and Profit Performance - Among the 39 listed companies, 21 reported positive revenue growth, accounting for 54% of the total [2] - The top ten companies by revenue included Gree Electric, Huafa Group, and Lijun Group, while the top ten by net profit growth featured Gree Electric and Lijun Group, among others [2] - The hard technology sector saw companies like Nairui Radar and Juchip Technology achieve double-digit growth in both revenue and net profit, indicating strong demand in high-growth industries [2][3] Industry Trends - The demand for AI computing power and domestic substitution has become pivotal in the tech industry, with a surge in global AI server and data center needs driving growth in related sectors [3] - Companies like Nairui Radar and Juchip Technology are benefiting from increased orders and market share, with Nairui Radar's revenue soaring by 112.84% and net profit by 458.11% [3][4] - The focus on digital transformation in manufacturing is evident, with companies like Zhidi Technology carving out stable positions in niche markets [3] Mergers and Acquisitions - Mergers and acquisitions have become a crucial strategy for Zhuhai companies to enhance competitiveness, particularly in the optical communication and pharmaceutical sectors [6] - Guangku Technology has executed several key acquisitions to strengthen its position in the optical components market, resulting in significant revenue and profit growth [6][7] - Lijun Group's acquisition of a Vietnamese company aims to bolster its international presence and enhance its product offerings, with overseas revenue contributing to its overall growth [7] Market Valuation - The hard technology sector in Zhuhai is receiving high valuations from the capital market, reflecting investor confidence in the growth prospects driven by AI and industrial upgrades [8] - As of September 3, 2025, 15 listed companies in Zhuhai had market capitalizations exceeding 10 billion yuan, with private enterprises showing the fastest growth [8]

Market Overview - As of September 3, the Shanghai Composite Index closed at 3813.56 points, with a decline of 1.16%. The Shenzhen Component Index closed at 12472.00 points, down 0.65%, while the ChiNext Index rose by 0.95% to 2899.37 points [1]. Trading Volume Analysis - A total of 1761 stocks saw an increase in average transaction volume, with 21 stocks experiencing a rise of over 50%. Conversely, 2797 stocks reported a decrease in average transaction volume [1]. - Notable stocks with significant increases in average transaction volume include: - Hanbell Precise Machinery (10.00% daily increase, 1500 shares per transaction, 225.59% increase) - Shouke Co., Ltd. (9.85% daily increase, 7701 shares per transaction, 190.65% increase) - Eurasia Group (9.97% daily increase, 1602 shares per transaction, 167.39% increase) [1]. Active Stocks - The following stocks showed remarkable activity based on transaction counts: - *ST Weier (1.46% daily increase, 8432 transactions, 3630.97% increase) - Bojie Co., Ltd. (10.00% daily increase, 41982 transactions, 2275.89% increase) - ST Ruihe (1.14% daily increase, 9411 transactions, 2043.74% increase) [1]. Additional Insights - The average transaction volume and transaction counts for several other stocks also indicated significant changes, such as: - Renfu Pharmaceutical (9.99% daily increase, 1740 shares per transaction, 100.92% increase in transaction volume) - Hailianxun (20.03% daily increase, 1418 shares per transaction, 92.11% increase in transaction volume) [1][2].