长江商报消息 最新公布的业绩预告显示，2025年前三季度，博俊科技预计实现净利润5.52亿到6.62亿元，同比增长 50%到80%，上年同期为3.68亿元；扣除非经常性损益后的净利润（以下简称"扣非净利润"）5.51亿到 6.61亿元，同比增长50%至80%，上年同期为3.67亿元。 其中，博俊科技三季度的表现尤为突出。公司预计三季度实现净利润2.44亿至2.85亿元，同比增长80% 至110%；扣非净利润2.44亿至2.85亿元，同比增长80%至110%。两项业绩指标的同比增幅均超过2025年 一、二季度。 ●长江商报记者 杨蝶 长江商报记者注意到，近些年来，博俊科技的经营业绩表现优异，自2018年以来其营业收入、净利润和 扣非净利润已经连续七年半均实现增长。 新能源汽车精密制造领域头部企业博俊科技（300926.SZ）经营业绩创新高。 10月13日晚间，博俊科技发布业绩预告，2025年前三季度，公司预计归属于上市公司股东的净利润（以 下简称"净利润"）为5.52亿到6.62亿元，同比增长50%到80%，上年同期为3.68亿元。 长江商报记者注意到，这是博俊科技继2024年净利润6.13亿元创下年度历史新高 ...

Core Viewpoint - The report from Dongfang Securities indicates that Bojun Technology is expected to achieve a net profit attributable to shareholders of 552-662 million yuan in the first three quarters, representing a year-on-year growth of 50.0%-80.0% [1] Financial Performance - For the third quarter, the estimated net profit attributable to shareholders is projected to be 244-285 million yuan, reflecting a year-on-year increase of 80.0%-110.0% and a quarter-on-quarter growth of 20.3%-40.4% [1] - The revenue from the company's modular body products for new energy vehicles has further increased in the third quarter, contributing to the net profit growth through cost reduction and efficiency enhancement [1] Growth Drivers - The third quarter's profit growth outpaced the overall sales growth of major clients, primarily due to the release of scale effects, the introduction of new models, and the increased value per vehicle from modular body products [1] - The launch of multiple new vehicles by major clients is expected to further enhance profitability in the fourth quarter [1] Valuation - The comparable company average PE valuation for 2025 is estimated at 20 times, with a target price set at 42.2 yuan, maintaining a "buy" rating [1]

Core Viewpoint - Jiangsu Bojun Industrial Technology Co., Ltd. (Bojun Technology) expects a significant increase in net profit for the first three quarters of 2025, driven by the booming electric vehicle (EV) industry and increased orders [1] Financial Performance - The projected net profit for the first three quarters is between 552 million to 662 million yuan, representing a year-on-year growth of 50% to 80% [1] - For the third quarter alone, the expected net profit is between 244 million to 285 million yuan, showing a year-on-year increase of 80% to 110% [1] Industry Context - The EV industry continues to thrive, with increasing penetration rates in China, supported by policies favoring smart connectivity and high-end manufacturing [1] - The demand for body structure components is rising as downstream automakers accelerate production and model iterations [1] Competitive Advantages - Bojun Technology's core strengths lie in its modular body products and proprietary technology, which help reduce assembly time and costs for automakers [2] - The company has invested 68.39 million yuan in R&D in the first half of 2025, a 21.08% increase year-on-year, and holds 109 patents, enhancing its technological edge [2] Market and Capacity Expansion - Bojun Technology has established a production network covering key automotive industry clusters, with bases in Jiangsu, Chongqing, and plans for further expansion in various regions [3] - The company is positioned to benefit from the upcoming production cycles of new models from brands like Leap Motor and Geely [3] Long-term Outlook - The company is well-aligned with the industry's trend towards lightweight and modular components, which are expected to be crucial for future growth [4] - To maintain its market position, Bojun Technology needs to diversify its customer base and enhance product value [4]

Core Viewpoint - Bojun Technology's stock price experienced a significant increase of 13.77% as of 9:34 AM today, following the release of its latest earnings forecast, which indicates a projected net profit of 552 million to 662 million yuan for the first three quarters, representing a year-on-year growth of 50% to 80% [2] Group 1: Stock Performance - As of the latest update, Bojun Technology's stock traded 6.0146 million shares with a transaction value of 198 million yuan, resulting in a turnover rate of 2.12% [2] - Other companies that also reported strong stock performance today include Juxin Technology, Chuanjiang New Materials, and Yuegui Co., with respective stock price increases of 14.40%, 10.01%, and 9.99% [2] Group 2: Financial Data - The latest earnings forecast from Bojun Technology estimates a net profit of 552 million to 662 million yuan for the first three quarters, reflecting a year-on-year increase of 50% to 80% [2] - The stock has seen a net outflow of 5-day principal funds totaling 5.7364 million yuan, with a net outflow of 1.13264 million yuan on the previous trading day [2] - As of October 13, the margin trading balance for Bojun Technology stood at 260 million yuan, with a financing balance of 260 million yuan, and a decrease of 1.2457 million yuan in the financing balance over the past five days, representing a decline of 0.48% [2]

Core Viewpoint - The company Bojun Technology (300926) anticipates a significant increase in net profit for the first three quarters of 2025, driven by the booming electric vehicle industry and increased orders [1] Group 1: Financial Performance - The expected net profit attributable to shareholders is projected to be between 552 million and 662 million yuan, representing a year-on-year growth of 50% to 80% [1] - For the third quarter, the anticipated net profit is between 244 million and 285 million yuan, indicating a year-on-year increase of 80% to 110% [1] Group 2: Business Drivers - The growth in performance is primarily attributed to the high demand in the electric vehicle sector, leading to a continuous increase in orders [1] - The profitability of the company's modular products for electric vehicle bodies has improved, further enhancing profit margins [1] Group 3: Company Overview - Bojun Technology specializes in the manufacturing of precision automotive components and molds, focusing on research, design, production, and sales [1] - The company's product range includes complete vehicle body components, modular body products, and dashboard skeleton assemblies, covering various systems such as steering, power, doors, sunroofs, electronics, interiors, and seating [1]

Core Viewpoint - The company, Bojun Technology, anticipates a significant increase in net profit for the first three quarters of 2025, projecting a growth of 50% to 80% compared to the same period last year [2] Financial Performance - The expected net profit attributable to shareholders for the first three quarters of 2025 is estimated to be between 551.52 million and 661.83 million yuan [2]

Core Viewpoint - Bojun Technology (300926) announced a significant increase in net profit for the first three quarters, projecting a net profit between 552 million to 662 million yuan, representing a year-on-year growth of 50% to 80% [2] Financial Performance - The stock closed at 29.49 yuan, down 5.36% on the day of the announcement, with a turnover rate of 3.21% and a trading volume of 266 million yuan [2] - Over the past five days, the stock has declined by 7.44% [2] - A statistical analysis of stocks with over 50% profit growth forecasts shows that 78.26% experienced price increases on the announcement day, with six stocks hitting the daily limit [2] - In the five days following the announcement, 82.61% of these stocks saw price increases [2] Capital Flow - The stock experienced a net outflow of 11.32 million yuan in principal funds today, with a total net outflow of 5.7364 million yuan over the past five days [2] - As of October 10, the margin balance was 268 million yuan, with a financing balance of 268 million yuan, reflecting a decrease of 1.49% from the previous trading day, while the cumulative growth in financing balance over the past five days was 4.56% [2]

Group 1: Financial Performance - Xinhua Insurance expects a net profit of 29.986 billion to 34.122 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 45% to 65% due to reforms and improved investment returns [2] - Feirongda anticipates a net profit of 275 million to 300 million yuan for the first three quarters of 2025, reflecting a growth of 110.80% to 129.96% driven by increased R&D in AI and cooling technologies [2] - Lingyi Zhizao forecasts a net profit of 1.890 billion to 2.120 billion yuan for the first three quarters of 2025, marking a growth of 34.10% to 50.42% attributed to new product launches and increased overseas revenue [5] - Yilake Co. expects a net profit of 4.300 billion to 4.700 billion yuan for the first three quarters of 2025, with a significant increase of 36.89% to 49.62% driven by rising potassium chloride prices [6] - Bojun Technology projects a net profit increase of 50% to 80% for the first three quarters of 2025 [9] Group 2: Regulatory and Corporate Actions - Fudan Zhangjiang's application for the drug Obeticholic Acid for primary biliary cholangitis was not approved by the National Medical Products Administration, with a total R&D investment of approximately 125 million yuan [3] - Northern Rare Earth received a warning letter from the Inner Mongolia Securities Regulatory Bureau for failing to disclose non-operating fund occupation by an affiliate, totaling 8.9485 million yuan [7] - Tianji Co. announced that its major shareholders reduced their holdings by 2.9996% and have terminated their reduction plan ahead of schedule [8] Group 3: Market Trends and Developments - The demand for AI server cooling solutions and related materials has increased, contributing to Feirongda's revenue growth [2] - The overall market for potassium chloride has seen price increases, positively impacting Yilake Co.'s profitability [6] - The consumer electronics market is recovering, leading to increased demand for thermal management materials, benefiting Feirongda's market share [2]

Summary of Key Points Core Viewpoint - Several companies have reported significant year-on-year increases in net profit for the first three quarters, indicating strong financial performance across various sectors [1]. Company Performance - **楚江新材**: Net profit is expected to increase by 2057.62% to 2242.56% year-on-year [1]. - **新华保险**: Anticipates a net profit increase of 45% to 65% year-on-year [1]. - **三美股份**: Projects a net profit increase of 171.73% to 193.46% year-on-year [1]. - **东方铁塔**: Expects a net profit increase of 60.83% to 93% year-on-year [1]. - **隆鑫通用**: Forecasts a net profit increase of 69.13% to 80.26% year-on-year [1]. - **博俊科技**: Anticipates a net profit increase of 50% to 80% year-on-year [1]. - **道恩股份**: Projects a net profit increase of 30% to 40% year-on-year [1]. - **盐湖股份**: Expects a net profit increase of 36.89% to 49.62% year-on-year [1]. - **中石科技**: Forecasts a net profit increase of 74.16% to 104.45% year-on-year [1]. - **飞荣达**: Anticipates a net profit increase of 110.8% to 129.96% year-on-year [1]. - **晨光生物**: Projects a net profit increase of 344.05% to 401.55% year-on-year [1]. - **领益智造**: Expects a net profit increase of 34.1% to 50.42% year-on-year [1]. - **粤桂股份**: Forecasts a net profit increase of 86.87% to 109.11% year-on-year [1].

Company Announcements - Northern Rare Earth received a warning letter from the Inner Mongolia Securities Regulatory Bureau due to undisclosed non-operating fund occupation by related parties, amounting to 8.9485 million yuan, which has been fully repaid [2] - Aosheng Electronics reported that revenue from controllable nuclear fusion-related products will account for less than 1% of its main business revenue in the first half of 2025 [2] - Yiyi Co. is planning to acquire a pet food company, leading to a stock suspension [3] - Sanmei Co. expects a net profit increase of 172%-193% year-on-year for the first three quarters, driven by a significant rise in the average price of fluorinated refrigerants [4] - Feirongda anticipates a net profit increase of 111%-130% year-on-year for the first three quarters, with growth in AI server cooling-related business revenue [4] - Zhongshi Technology expects a net profit increase of 74%-104% year-on-year for the first three quarters, benefiting from increased shipments of thermal materials and components [4] - Juxin Technology forecasts a net profit increase of 113% year-on-year for the first three quarters, with sales revenue from edge AI processor chips increasing significantly [4] - Chuangjiang New Materials expects a staggering net profit increase of 2058%-2243% year-on-year for the first three quarters [4] - New China Life Insurance anticipates a net profit increase of 45%-65% year-on-year for the first three quarters [4] Investment & Contracts - Fostda plans to invest 1 billion yuan in the construction of an intelligent manufacturing project for marine engineering and equipment [11] Shareholding Changes - Dongxin Co. has set an initial transfer price of 82.5 yuan per share for its inquiry transfer, which is a 16% discount from the closing price [11] - China Jushi has obtained a commitment letter for a stock repurchase loan of up to 630 million yuan [12] - Tianji Co. has reduced its holdings by 2.9996% of the company's shares and has terminated its reduction plan early [3] Performance & Operations - Yingweike reported a net profit of 183 million yuan for the third quarter, an increase of 8.35% year-on-year [13] - Chenguang Biological expects a net profit increase of 344%-402% year-on-year for the first three quarters [14] - Meili Ecology's subsidiary won a bid for a 2.375 billion yuan urban renewal project in Shenzhen [18] Stock Price Movements - Hezhu Intelligent has not generated any revenue related to nuclear fusion concepts [19] - Jinli Yongci confirmed that its recent stock price fluctuations are not due to undisclosed significant matters [20] Other Developments - Heng Rui Medicine's subsidiary received approval for clinical trials of SHR-1905 injection [24] - Renfu Medicine received a drug registration certificate for Dapoxetine Hydrochloride Tablets, which are expected to generate approximately 1.1 billion yuan in sales in 2024 [26]