Core Insights - A total of 813 stocks reported their latest shareholder numbers as of November 10, with 359 stocks showing a decline compared to the previous period [1] - Among the stocks with a decrease in shareholder numbers, notable declines were observed in companies such as Kaidi Co., Guoguang Chain, and Bojie Co. [4] Group 1: Shareholder Data - The number of shareholders decreased by over 10% for 25 stocks, with Kaidi Co. experiencing the largest drop of 23.09%, bringing its total to 5,298 shareholders [4] - Guoguang Chain saw a decline of 21.11%, with its latest shareholder count at 38,820 [4] - The average decline in shareholder numbers across the latest reporting period was significant, indicating a trend of reduced investor interest in certain stocks [4] Group 2: Stock Performance - Among the stocks with a decrease in shareholder numbers, Haima Automobile recorded the highest increase in stock price, rising by 54.94% since October 21 [3] - The average performance of concentrated stocks since November 1 showed a slight decline of 0.42%, with leading gainers including Shibu Testing, Worth Buying, and Jikai Co., which increased by 59.90%, 25.88%, and 24.40% respectively [2][4] - The concentrated stocks monitored showed that 51% outperformed the Shanghai Composite Index, which rose by 2.14% during the same period [2]

每经AI快讯，博杰股份（SZ 002975，收盘价：73.64元）发布公告称，2025年11月18日，博杰股份接受 中信证券等投资者调研，公司董事会秘书黄璨参与接待，并回答了投资者提出的问题。 2025年1至6月份，博杰股份的营业收入构成为：专用设备制造业占比100.0%。 （记者 王晓波） 每经头条（nbdtoutiao）——炒股亏了保险兜底，月收益高达100%？"安我股保"宣称推出全网首款炒股 保险，两大机构连忙撇清关系 ...

Group 1: Business Transition and Strategy - The company is transitioning from testing and automation products to liquid cooling module components, specifically targeting products like liquid cooling heads and cold plates due to current market demand [2] - The core advantage of this transition is the company's strong customer resource base, primarily consisting of well-known global enterprises, which allows for precise identification of customer needs [2] - There is a growing demand for liquid cooling solutions from various clients, not just the N client, prompting the company to allocate internal resources to meet these needs [2] Group 2: Business Performance and Future Outlook - Guanghao Jie, a subsidiary, focuses on camera module testing equipment and automated assembly lines, with significant revenue generated from automotive electronics and camera modules [3] - The AI server testing business is experiencing rapid growth, with major clients like Amazon, Google, and Microsoft expected to increase capital expenditures significantly [3] - The company's revenue from AI server testing in Q3 remained stable compared to the first half of the year, with optimistic revenue expectations for the next 1-2 years [3] Group 3: Client Relationships and Collaborations - The company has a long-standing partnership with clients like Google, and began collaborating with the N client three years ago, focusing on testing self-developed server products [3] - The company has obtained Vendor Code for testing GPU modules and server motherboards, with small batch deliveries expected by year-end and larger supply arrangements planned for the following year [3] Group 4: Regulatory and Market Position - The company is not included in the margin trading and Hong Kong Stock Connect lists, as these selections are determined by the exchange based on specific criteria [3] - The recent investor relations activity did not involve any major information that needs to be disclosed [3]

Core Insights - A total of 765 stocks reported their latest shareholder numbers as of November 10, with 343 stocks showing a decline compared to the previous period [1][3] - Among the stocks with a decline in shareholder numbers, 24 stocks experienced a drop of over 10% [3] - The stock with the largest decline in shareholder numbers was Kaidi Co., with a decrease of 23.09% [3] Shareholder Data - Kaidi Co. reported 5,298 shareholders, down 23.09% from the previous period, with a cumulative increase of 5.03% since the concentration of shares began [3] - Guoguang Chain reported 38,820 shareholders, down 21.11%, with a cumulative increase of 5.92% since the concentration of shares began [3] - Other notable declines include Bojie Co. with a 20.76% decrease in shareholder numbers [3] Market Performance - The average increase for concentrated stocks since November 1 was 0.88%, outperforming the broader market [3] - Haima Automobile had the highest increase among stocks with declining shareholder numbers, rising 72.16% since October 21 [2] - Other top performers included Taihe Technology and Ximai Food, with increases of 32.30% and 30.30%, respectively [2] Industry Concentration - The concentrated stocks are primarily found in the machinery, electronics, and computer sectors, with 49, 33, and 27 stocks respectively [3]

证券日报网讯博杰股份（002975）11月18日在互动平台回答投资者提问时表示，公司可以为谷歌客户云 服务器提供检测方案与检测设备。 ...

证券日报网讯博杰股份（002975）11月18日在互动平台回答投资者提问时表示，公司坚定执行大客户战 略，锐意进取，精准捕捉产业链机会促成战略转型。公司将持续做好信息披露及价值传递相关工作，以 期更好地呈现公司价值。 ...

证券日报网讯博杰股份（002975）11月18日在互动平台回答投资者提问时表示，公司为客户提供的液冷 服务器测试设备三季度已产生收入；公司会跟进客户每一代新产品的测试需求，陆续开始批量交付相关 液冷测试设备。 ...

证券日报网讯博杰股份11月18日在互动平台回答投资者提问时表示，截至2025年11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19402户。 （文章来源：证券日报） ...

证券代码：002975 证券简称：博杰股份 公告编号：2025-117 珠海博杰电子股份有限公司 关于选举职工董事的公告 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。 特此公告。 珠海博杰电子股份有限公司 董事会 2025 年 11 月 19 日 附件：简历 珠海博杰电子股份有限公司（以下简称"公司"） 于 2025 年 11 月 18 日召开 了职工代表大会，经全体与会职工代表表决通过，同意《关于制定<职工董事选 任制度>的议案》，并选举吴聚光先生（简历详见附件）为公司第三届董事会职 工董事，任期自本次职工代表大会通过之日起至第三届董事会董事任期届满之日 止。 吴聚光先生，男，1983 年出生，中国国籍，无境外居留权，大专学历。2007 年 10 月至 2023 年 9 月在珠海博杰电子股份有限公司历任销售经理、控股子公司 成都市博杰自动化设备有限公司厂长、BU2 销售总监、BU7 总经理，2023 年 10 月至今，在控股子公司珠海市奥德维科技有公司担任销售总监。 上述职工董事符合《公司法》有关董事任职的资格和条件。公司第三届董事 会成员中担任公司高级管 ...

格隆汇11月18日丨博杰股份(002975.SZ)在互动平台表示，公司可以为谷歌客户云服务器提供检测方案 与检测设备。 ...