投资者： 请问贵公司在军工方面占总营收多少？其中出口占比多少呀？ 董秘： 您好，相关信息涉及保密义务，暂无法对外披露。感谢您的关注！ 投资者： 请问截止9月23日股东人数是多少？ 董秘： 您好，关于公司股东人数请您关注公司披露的定期报告及季度报告。感谢您的关注！ 投资者： 请问贵公司与东信源芯微电子有限公司的关系，以后是否会加强芯片领域的投资合作？ 截至2025年10月23日收盘，优博讯(300531)报收于18.06元，上涨0.06%，换手率1.84%，成交量5.67万 手，成交额1.01亿元。 董秘： 您好，公司全资子公司持有东信源芯公司8.00%的股权。目前公司没有计划收购或增持东信源芯 的股份或将其纳为子公司，后续如有相关计划涉及需披露事项，将及时履行信息披露义务。感谢您的关 注！ 董秘最新回复 投资者： 尊敬的董秘 您好 优博讯是不是京东的长期技术合作伙伴？优博讯支付终端支持京东支付，且 曾为京东提供疫苗追溯解决方案中的区块链设备。优博讯推出的基于openharmony的智能金融POS可实 现稳定币交易的实时清算与数据溯源，技术方案已通过香港金管局"沙盒"测试。其智能终端设备兼容数 字人民币与稳定币 ...

格隆汇10月23日丨优博讯(300531.SZ)在投资者互动平台表示，公司于2021年11月2日与深开鸿签署了 《合作框架协议》，双方积极整合各自资源，在OpenHarmony技术开发能力和生态构建等方面进行深入 合作。公司目前没有参与人形机器人的开发。 ...

格隆汇10月23日丨优博讯(300531.SZ)在投资者互动平台表示，公司于2021年11月2日与深开鸿签署了 《合作框架协议》，双方积极整合各自资源，在OpenHarmony技术开发能力和生态构建等方面进行深入 合作。公司目前没有参与人形机器人的开发。 ...

特此公告。 深圳市优博讯科技股份有限公司（以下简称"公司"）于 2025 年 3 月 21 日召开的 2025 年第一次临时股东会审议通过了《关于变更注册资本、修订<公司 章程>并办理工商登记的议案》；公司于 2025 年 6 月 30 日召开的 2024 年年度股 东会审议通过了《关于变更经营范围、修订<公司章程>及附件并办理工商登记的 议案》《关于取消监事会的议案》。 近日，公司已完成上述事项的工商变更登记及《公司章程》备案手续，并取 得了深圳市市场监督管理局出具的登记通知书，本次变更备案不涉及换发营业执 照，《公司章程》全文详见公司于 2025 年 4 月 26 日刊登于巨潮资讯网的《公司 章程》（2025 年 4 月修订），本次工商变更登记的具体内容如下： | 变更项目 | 变更前 | 变更后 | | --- | --- | --- | | 注册资本 （万元） | 32993.7375 人民币 | 32107.8965 人民币 | | 投资人 | 限售条件流通股 1552.9919（万元） | 限售条件流通股 947.0627（万元） | | | 无限售流通股 31440.7456（万元） | 无限售 ...

Core Points - The company announced the repurchase and cancellation of 1.17206 million restricted shares, resulting in a reduction of total share capital to 32,107.8965 million shares [1] - This change led to a passive increase in the shareholding ratio of the controlling shareholder, Hong Kong Youbuxun Technology Holdings Group Co., Ltd., and its concerted parties from 31.99% to 32.10% [1] - The change will not affect the status of the company's controlling shareholder and actual controller [1]

证券代码：300531 证券简称：优博讯 公告编号：2025-067 深圳市优博讯科技股份有限公司 关于控股股东及其一致行动人权益变动触及 1%整数倍的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1.因深圳市优博讯科技股份有限公司（以下简称"公司"）回购注销限制性 股票，公司总股本减少导致公司控股股东香港优博讯科技控股集团有限公司（以 下简称"优博讯控股"）及其一致行动人合计持股比例被动变动触及 1%的整数倍。 公司于 2025 年 9 月 19 日在中国证券登记结算有限责任公司深圳分公司办理 完成 1,172,060 股限制性股票的回购注销手续，公司总股本由 322,251,025 股减 少至 321,078,965 股，公司控股股东优博讯控股及其一致行动人深圳市博通思创 咨询有限公司、GUO SONG 先生、CHEN YIHAN 女士、LIU DAN 女士合计持股比例被 动变动触及 1%的整数倍，具体情况如下： | 1.基本情况 | | | --- | --- | | 信息披露义务人 | 1 香港优博讯科技控股集团有限公司 | | 住 ...

关于已获授但尚未解锁的限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1.深圳市优博讯科技股份有限公司（以下简称"公司"）本次回购注销的限 制性股票数量为 1,172,060 股，占本次回购注销完成前公司总股本的 0.36%。 证券代码：300531 证券简称：优博讯 公告编号：2025-066 深圳市优博讯科技股份有限公司 2.本次限制性股票回购注销涉及 69 名激励对象。对于 4 名离职的激励对象， 其中 1 名首次授予的离职激励对象限制性股票回购价格为 7.80 元/股，3 名预留授 予的离职激励对象限制性股票回购价格为 8.98 元/股；对于因第三个解除限售期 的公司层面业绩考核未达标而不得解除限售的 58 名首次授予的激励对象限制性股 票回购价格为 7.80 元/股加上中国人民银行同期存款利息之和，因第二个解除限 售期公司业绩考核指标未达标而不得解除限售的 7 名预留授予的激励对象限制性 股票回购价格为 8.98 元/股加上中国人民银行同期存款利息之和；回购对价总额 共计人民币 10,047,003.86 元 ...

Core Insights - The industrial-grade PDA smart terminal is driving transformation in various industries by connecting the physical and digital worlds, designed for harsh environments with high durability and efficient data processing capabilities [1][9] - The market for industrial-grade PDA smart terminals in China is projected to grow from 6.5 billion yuan in 2017 to 20.7 billion yuan in 2024, with a compound annual growth rate (CAGR) of 18% [1][10] - The integration of AI, big data, and cloud computing technologies will further enhance the intelligence and multifunctionality of industrial-grade PDA smart terminals, expanding their application areas [1][10] Industry Overview - Industrial-grade PDA smart terminals are portable data collection devices designed for extreme industrial conditions, meeting IP64 standards and featuring drop resistance and vibration resistance [3] - Core functionalities include barcode scanning, multi-band RFID reading, wireless communication (Wi-Fi/Bluetooth/5G), and GPS positioning, with hardware equipped with industrial-grade processors and large memory [3][5] Market Demand and Growth - The demand for industrial-grade PDA smart terminals is increasing due to the rapid development of smart manufacturing and smart cities [1][9] - The Chinese sensor industry is also experiencing growth, with market size projected to rise from 169.08 billion yuan in 2017 to 406.12 billion yuan in 2024, at a CAGR of 13.34% [7][8] Application Areas - Industrial-grade PDA smart terminals are widely used in logistics and supply chain management for real-time tracking and status management, significantly improving operational efficiency and accuracy [8] - The total social logistics volume in China is expected to grow from 252.8 trillion yuan in 2017 to 360.6 trillion yuan in 2024, with a CAGR of 5.2% [8] Competitive Landscape - Key players in the global industrial-grade PDA smart terminal market include Zebra Technologies and Honeywell, which lead due to their strong R&D capabilities and innovative product offerings [10] - Notable domestic companies in China include Youbo Xun, Dongji Technology, and others, which are gaining market share through competitive pricing and customized solutions [11][12] Future Trends - The industry is expected to see increased integration of technologies and deeper functionality, with devices evolving beyond traditional scanning to include advanced sensor technologies and AI capabilities [14][15] - There will be a growing need for scenario-specific and customized solutions as industries undergo digital transformation, requiring manufacturers to provide comprehensive solutions tailored to specific operational processes [14][15]

Core Viewpoint - The recent financial report of Youboshun (300531) shows significant growth in revenue and net profit for the first half of 2025, indicating improved profitability and operational efficiency [1]. Financial Performance - Total revenue for the first half of 2025 reached 742 million yuan, an increase of 18.56% year-on-year [1]. - The net profit attributable to shareholders was 44.25 million yuan, reflecting a substantial increase of 1455.37% compared to the previous year [1]. - In Q2 2025, total revenue was 389 million yuan, up 26.34% year-on-year, with net profit reaching 23.05 million yuan, a rise of 2215.81% [1]. Profitability Metrics - Gross margin improved to 25.85%, an increase of 3.81% year-on-year [1]. - Net margin surged to 5.96%, marking a significant increase of 1227.3% compared to the previous year [1]. - The total of selling, administrative, and financial expenses was 76.99 million yuan, accounting for 10.38% of revenue, down 9.55% year-on-year [1]. Cash Flow and Debt Management - The net cash flow from investment activities increased by 244.71%, attributed to the maturity of financial products [2]. - The net increase in cash and cash equivalents rose by 115.15%, driven by improved cash flow from investment activities [2]. - The company’s interest-bearing debt decreased by 29.73%, indicating better debt management [1]. Historical Context - The company has shown a median Return on Invested Capital (ROIC) of 11.99% since its listing, although it faced a negative ROIC of -8.66% in 2023 [3]. - The historical financial performance has been mixed, with two years of losses since its IPO, suggesting a fragile business model [3]. Financial Health - The company maintains a healthy cash position, with cash assets being robust [4]. - The average operating cash flow over the past three years is only 19.76% of current liabilities, indicating a need for monitoring cash flow stability [5]. - The interest-bearing asset-liability ratio has reached 21.09%, highlighting the importance of managing debt levels [5].

Summary of Key Points Core Viewpoint - In August 2023, a total of 673 companies released their semi-annual reports for 2025, with 353 companies reporting a year-on-year increase in net profit, while 320 reported a decline. Additionally, 389 companies saw an increase in operating revenue, and 284 experienced a decrease. Notably, 255 companies had both net profit and operating revenue growth, while 186 companies reported declines in both metrics. The company with the highest profit growth was Huahong Technology, with an increase of 3480.57% [1]. Group 1: Company Performance - Huahong Technology reported a net profit of 79.63 million yuan, with a staggering year-on-year increase of 3480.57% and operating revenue of 315.94 million yuan, up 17.17% [1]. - Other notable performers include: - Guangda Tongchuang with a net profit of 23.22 million yuan, a year-on-year increase of 2699.69%, and operating revenue of 74.99 million yuan, up 48.31% [1]. - Qiming Information reported a net profit of 14.19 million yuan, up 2568.50%, with operating revenue of 32.99 million yuan, an increase of 6.51% [1]. - New Yisheng achieved a net profit of 394.23 million yuan, a 355.68% increase, with operating revenue of 1,043.72 million yuan, up 282.64% [1]. Group 2: Revenue Trends - A total of 71 companies experienced a doubling of their performance metrics, indicating strong growth potential in the market [1]. - The overall trend shows that while many companies are experiencing growth, there are also significant numbers reporting declines, highlighting a mixed performance landscape [1]. - Companies like Huafeng Technology and Yongding Co. also reported substantial increases in both net profit and operating revenue, with year-on-year growth rates of 940.64% and 917.66%, respectively [1].