Group 1 - Niuwei Co., Ltd. reported a net profit of 637 million yuan for the first half of 2025, representing a year-on-year increase of 30.47% [1] - The company achieved a total operating revenue of 3.404 billion yuan, up 19.96% year-on-year [1] - Niuwei specializes in the research, manufacturing, and sales of industrial valves [2] Group 2 - Shandong Haohua plans to acquire a 29% stake in Zhongyan Alkali Industry with a total investment of 2.32 billion yuan [2] - The company is involved in the production of soda ash and caustic soda [3] Group 3 - Dongfang Co., Ltd. announced a partnership with Dongfang Import and Export Company to develop overseas marketing business [38] - The company focuses on the research, production, and sales of light commercial vehicles and powertrains [38] Group 4 - Xinyuan Technology reported a net profit of 52.6 million yuan for the first half of 2025, a year-on-year increase of 10.70% [12] - The company achieved an operating revenue of 2.871 billion yuan, up 3.86% year-on-year [12] - Xinyuan provides one-stop custom development and production services for pharmaceutical companies and research institutions [12] Group 5 - Zhuhai Piano announced that its subsidiary won the operating rights project for the Baihuazhai scenic area, with an investment of no less than 400 million yuan over 20 years [21] - The company specializes in the research, manufacturing, and sales of pianos and digital musical instruments [21] Group 6 - Zhenghong Technology reported a sales revenue of 26.02 million yuan from pig sales in July, a year-on-year increase of 288.69% [16] - The company sold 63,000 pigs in total from January to July 2025, with a cumulative sales revenue of 109 million yuan, representing a year-on-year increase of 38.06% [16] - Zhenghong focuses on feed products and pig farming [17] Group 7 - ST Nuotai received the cGMP certification from Brazil's National Health Surveillance Agency for its production facility [15] - The company specializes in the research and development of peptide drugs and small molecule pharmaceuticals [15] Group 8 - Guizhou Moutai has repurchased a total of 3.4517 million shares, accounting for 0.2748% of its total share capital, with a total expenditure of 5.301 billion yuan [48][49] - The company is engaged in the production and sales of Moutai liquor and related products [49]

本次变更后，公司的持续督导保荐代表人为刘俊清先生和陈华明先生。持续 督导期至中国证券监督管理委员会和深圳证券交易所规定的持续督导义务结束 为止。 证券代码：300926 证券简称：博俊科技 公告编号：2025-069 公司董事会对周天宇先生在公司2024年度以简易程序向特定对象发行股票 以及持续督导期间所作出的贡献表示衷心感谢！ 江苏博俊工业科技股份有限公司 陈华明先生的简历详见附件。 关于更换持续督导保荐代表人的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 江苏博俊工业科技股份有限公司（以下简称"公司"）于近日收到东方证券 股份有限公司（以下简称"东方证券"）的《关于更换江苏博俊工业科技股份有 限公司持续督导保荐代表人的情况说明》。 东方证券作为公司2024年度以简易程序向特定对象发行股票的保荐机构，原 指定保荐代表人周天宇先生因工作变动原因不再负责公司的持续督导保荐工作， 东方证券现指派陈华明先生为公司持续督导保荐代表人，继续履行保荐职责。 特此公告。 2025 年 8 月 5 日 1 / 2 附件： 陈华明 ...

Group 1 - The company, Bojun Technology, is a supplier of body parts for Changan Automobile, providing products for various models including Deep Blue, Avita, and Qiyuan [1] - The growth in the customer market is beneficial for the company's sales performance [1]

（编辑 袁冠琳） 证券日报网讯 博俊科技8月4日在互动平台回答投资者提问时表示，目前，公司部分主要的整车厂客户 已将付款周期调整为"支付账期不超过60天"，汽车整车厂缩短账期对企业降低应收账款规模、提高资产 周转率以及增强公司运营能力均有较大帮助，也能一定程度降低有息负债规模，提高公司整体盈利能 力。 ...

（记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：请问公司为长安汽车配套的情况如何？新央企成立是 否有利于公司拓展市场？增加订单？ 博俊科技（300926.SZ）8月4日在投资者互动平台表示，公司为长安汽车的车身件供应商，主要为长安 汽车供应车身件等相关产品，配套的车型包括深蓝、阿维塔、启源等品牌的相关车型。客户市场的增长 有利于公司销售业绩的增长。 ...

博俊科技（300926.SZ）8月4日在投资者互动平台表示，公司目前产品暂未涉及低空飞行器领域；如果 未来有客户的某些应用场景需要采用相关产品，公司将结合自身的情况和客户实际需求，酌情来推进相 关业务。后期若实际开拓相关领域并达到披露标准的，公司将依法进行信息披露。 每经AI快讯，有投资者在投资者互动平台提问：请问公司在低空飞行器产业是否有布局？ （文章来源：每日经济新闻） ...

8月1日，博俊科技发布公告称，近日，上述子公司完成工商注册登记，并取得了重庆市长寿区市场监督管理局颁发的《营业执 照》。 据介绍，该子公司名为重庆博俊轻量化科技有限公司，法定代表人为伍亚林，注册资本5000万元，一般经营项目包括：节能管 理服务；汽车零部件研发；汽车零部件及配件制造；汽车零配件零售；金属制品研发；金属制品销售；金属材料销售；有色金 属合金制造；高性能有色金属及合金材料销售；有色金属合金销售；塑料制品制造；塑料制品销售；模具制造；模具销售；五 金产品制造；五金产品零售；绘图、计算及测量仪器制造；通用设备制造(不含特种设备制造)；技术进出口；货物进出口。 博俊科技分别于2025年3月31日、2025年4月21日审议通过了《关于设立全资子公司暨建设综合生产基地项目的议案》，同意公 司在长寿经济技术开发区设立全资子公司及建设综合生产基地项目。 ...

证券代码：300926 证券简称：博俊科技 公告编号：2025-068 江苏博俊工业科技股份有限公司 关于设立全资子公司暨建设综合生产基地项目的进展公告 类型：有限责任公司（自然人投资或控股的法人独资） 法定代表人：伍亚林 注册资本：伍仟万元整 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、对外投资概述 江苏博俊工业科技股份有限公司（以下简称"公司"）分别于2025年3月31日召 开第五届董事会第十一次会议、2025年4月21日召开2024年年度股东会，审议通过 了《关于设立全资子公司暨建设综合生产基地项目的议案》，同意公司在长寿经济 技术开发区设立全资子公司及建设综合生产基地项目。具体内容详见公司于 2025 年4月1日在巨潮资讯网（www.cninfo.com.cn）披露的《关于设立全资子公司暨建设 综合生产基地项目的对外投资公告》（公告编号：2025-021）及2025年4月21日在巨 潮资讯网披露的《2024年年度股东会决议公告》（公告编号：2025-030）。 二、对外投资的进展情况 近日，上述子公司完成 ...

Core Viewpoint - The company is expected to achieve significant growth in net profit for the first half of 2025, driven by strong customer demand and improved production capacity [1][2]. Group 1: Financial Performance - The company forecasts a net profit attributable to shareholders of 341-387 million yuan for the first half of 2025, representing a year-on-year increase of 47.0%-67.0% [1]. - For Q2 2025, the estimated net profit is projected to be 215 million yuan, reflecting a year-on-year growth of 64.2% and a quarter-on-quarter increase of 44.4% [2]. Group 2: Customer and Market Dynamics - Key customers such as Seres, Li Auto, Geely, and BYD have shown significant sales growth, with Q2 sales increasing by 136%, 20%, 5%, and 14% respectively [2]. - The absence of holiday disruptions in Q2 allowed for a normalization of production and delivery schedules, contributing to the company's performance [2]. Group 3: Production and Capacity Expansion - The company is expanding its production capabilities, including the introduction of integrated die-casting products expected to enter mass production in Q2 2025 [3]. - The company has established 12 subsidiaries across various regions, including Southwest, Yangtze River Delta, Beijing-Tianjin-Hebei, and Pearl River Delta, to enhance collaboration with core customers [3]. Group 4: Revenue and Profit Forecast - The company anticipates revenues of 5.952 billion, 8.039 billion, and 9.970 billion yuan for 2025-2027, with year-on-year growth rates of 41%, 35%, and 24% respectively [4]. - The projected net profit for the same period is 859 million, 1.180 billion, and 1.418 billion yuan, with growth rates of 40%, 37%, and 20% respectively [4].

Core Insights - The AI Fund Changjiang New Energy Industry Mixed A (011446) reported a profit of 2.2596 million yuan for Q2 2025, with a weighted average profit per fund share of 0.0226 yuan [2] - The fund's net asset value (NAV) growth rate for the reporting period was 2.17%, and the fund size reached 110 million yuan by the end of Q2 [2][15] - The fund focuses on the new energy industry and its upstream and downstream sectors, seeking investment opportunities based on different stages and trends within various sub-industries [2] Performance Metrics - As of July 18, the fund's one-year cumulative net asset value growth rate was 18.29%, ranking 316 out of 601 comparable funds [3] - Over the past three months, the fund achieved a net asset value growth rate of 21.27%, ranking 65 out of 607 comparable funds [3] - The fund's three-year Sharpe ratio was -0.1567, placing it 347 out of 468 comparable funds [8] Risk and Drawdown - The fund's maximum drawdown over the past three years was 50.53%, ranking 56 out of 470 comparable funds [10] - The largest single-quarter drawdown occurred in Q2 2022, reaching 21.13% [10] Investment Strategy - The fund maintained an average stock position of 77.82% over the past three years, compared to a comparable average of 85.34% [13] - The fund's top ten holdings as of Q2 2025 included companies such as Huadian Electric, Huayang Group, and CATL [17]