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]

Group 1 - Pony.ai has launched mass production and road testing of its seventh-generation autonomous driving Robotaxi, the BAIC Arcfox Alpha T5, in Shenzhen [1] - The seventh-generation Robotaxi has multiple models entering mass production and public road testing, following the Guangzhou and Shenzhen road testing licenses obtained by GAC Aion's Robotaxi [1] - Since the initiation of the "Kunlun" mass production plan in 2023, Pony.ai has completed the entire process of research and development, production verification, and mass production of the seventh-generation Robotaxi over two years [1] Group 2 - As of July 15, 2025, the CSI Automotive Parts Theme Index (931230) has decreased by 0.05%, with component stocks showing mixed performance [2] - HaiLian JinHui (002537) led the gains with a rise of 7.01%, while General Motors (601500) experienced the largest decline at 2.97% [2] - The Automotive Parts ETF (159306) has decreased by 0.36%, with a latest price of 1.11 yuan, but has seen a cumulative increase of 1.83% over the past week as of July 14, 2025 [2] Group 3 - The management fee for the Automotive Parts ETF is 0.50%, and the custody fee is 0.10%, making it the lowest among comparable funds [3] - The CSI Automotive Parts Theme Index includes 100 listed companies involved in automotive systems, interiors, exteriors, electronics, and tires, reflecting the overall performance of automotive parts theme stocks [3] - As of June 30, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index account for 41.05% of the index, with companies like Huichuan Technology (300124) and Fuyao Glass (600660) among the leaders [3]

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 33.66 CNY, based on a comparable company PE average valuation of 17 times for 2025 [2][5]. Core Views - The company is expected to achieve significant profit growth driven by high-quality customer support and scale effects [1]. - The forecasted EPS for 2025-2027 is adjusted to 1.98, 2.59, and 3.38 CNY respectively, reflecting an increase from previous estimates [2]. - The company anticipates strong performance in the second quarter, with net profit expected to grow by 47.0%-67.0% year-on-year [9]. Financial Summary - The company's projected revenue for 2025 is 6,034 million CNY, with a year-on-year growth of 42.7% [3][11]. - Operating profit is expected to reach 1,013 million CNY in 2025, reflecting a 50.6% increase compared to the previous year [3][11]. - The net profit attributable to the parent company is forecasted at 861 million CNY for 2025, indicating a 40.5% year-on-year growth [3][11]. - The gross margin is projected to be 27.3% in 2025, while the net margin is expected to be 14.3% [3][11]. - The return on equity (ROE) is forecasted to be 28.3% in 2025 [3][11].

[2025 Semi-Annual Performance Forecast](index=1&type=section&id=Jiangsu%20Bojun%20Industrial%20Technology%20Co.,%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a year-on-year increase in its 2025 semi-annual performance, with net profit attributable to shareholders projected between **RMB 341 million and RMB 387 million**, representing a **47% to 67% increase**, and non-recurring net profit between **RMB 340 million and RMB 386 million**, also increasing by **47% to 67%** Performance Forecast for the Current Period | Item | Current Reporting Period (January 1 - June 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company (RMB million)** | **340.93 - 387.32** | 231.93 | | Year-on-Year Growth (%) | 47 - 67 | - | | **Net Profit After Deducting Non-Recurring Gains and Losses (RMB million)** | **340.14 - 386.42** | 231.39 | | Year-on-Year Growth (%) | 47 - 67 | - | [Communication with Accounting Firms](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firms) The financial data in this performance forecast has not been audited by an accounting firm - The financial data in this performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) Performance growth is primarily attributed to sustained revenue increase from abundant orders and the rapid development of the new energy vehicle sector, particularly hybrid and pure electric vehicles, which boosted the company's new energy vehicle body modular product revenue, with non-recurring gains and losses expected to have a minor impact of approximately **RMB 2 million** on net profit - The company maintained abundant orders and sustained revenue growth during the reporting period[5](index=5&type=chunk) - Driven by the rapid development and increasing volume in the new energy vehicle industry (hybrid and pure electric), the company's revenue from new energy vehicle body modular products continued to grow[5](index=5&type=chunk) - The company estimates that non-recurring gains and losses will impact net profit attributable to shareholders by approximately **RMB 2 million** for the first half of 2025[6](index=6&type=chunk) [Other Relevant Information](index=2&type=section&id=IV.%20Other%20Relevant%20Information) The company advises that this performance forecast is a preliminary estimate by the finance department, unaudited, and final figures will be detailed in the 2025 semi-annual report, urging investors to be aware of investment risks - This performance forecast represents preliminary estimates by the company's finance department, is unaudited, and final data will be fully disclosed in the 2025 semi-annual report[7](index=7&type=chunk) [Documents for Reference](index=2&type=section&id=V.%20Documents%20for%20Reference) The board of directors' explanation regarding the current period's performance forecast is available for reference - The board of directors' explanation regarding the current period's performance forecast serves as a reference document[8](index=8&type=chunk)

| 证券代码：300926 | 证券简称：博俊科技 | 公告编号：2025-066 | | --- | --- | --- | | 债券代码：123222 | 债券简称：博俊转债 | | 3、截至2025年第二季度末，江苏博俊工业科技股份有限公司（以下简称"公 司"）剩余可转换公司债券（以下简称"博俊转债"或"可转债"）为2,441,049张， 剩余可转债票面总金额为244,104,900.00元人民币。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第15号——可转换公司债券》等有关规定，公司现将2025年第二季度 可转债转股及公司总股本变动情况公告如下： 一、可转债基本概况 （一）可转债发行情况 江苏博俊工业科技股份有限公司 关于2025年第二季度可转换公司债券转股情况的公告 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。 特别提示： 1、"博俊转债"（债券代码：123222）转股期为2024 年 3 月 14 日至 2029 年 9 月 7 日；最新有效的转股价格为人民币 16.68 ...

Group 1 - The core point of the article is that the controlling shareholder's action partner, Jiaheng Investment, has completed its share reduction plan, selling 1.6638 million shares at an average price of 25.51 yuan per share, which represents a reduction of 0.3831% of the total shares [1] - After the reduction, Jiaheng Investment holds 32.5271 million shares, accounting for 7.49% of the company's total share capital [1] - The share reduction complies with relevant laws and regulations and will not lead to a change in the company's control [1]