| 证券代码：300926 | 证券简称：博俊科技 | 公告编号：2025-082 | | --- | --- | --- | | 债券代码：123222 | 债券简称：博俊转债 | | 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 元/股。 2、2025年第三季度，共有880张"博俊转债"完成转股（票面金额共计88,000.00 元人民币），合计转换成5,273股"博俊科技"股票（股票代码：300926）。 3、截至2025年第三季度末，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2,440,169张， 剩余可转债票面总金额为244,016,900.00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年第三季度 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 江苏博俊工业科技股份有限公司 关于2025年第三季度可转换公 ...

Investment Rating - The industry investment rating is Neutral (maintained) [5] Core Insights - The sales and market share of Hongmeng Intelligent Driving models are expected to continue to rise, benefiting companies in the supply chain [2][3] - The report highlights the strong performance of Hongmeng Intelligent Driving models during the National Day holiday, with a total of 41,300 units booked from October 1-7, representing a 44% year-on-year increase [8] - The report anticipates that the introduction of national standards for intelligent assisted driving will further enhance the market share of vehicles equipped with Huawei's intelligent driving systems [8] Summary by Sections Investment Recommendations and Targets - The report suggests focusing on Hongmeng Intelligent Driving vehicles and related companies, with specific buy recommendations for SAIC Motor (600104), Yanchai Automobile (600418), and several component manufacturers including Yinlun Co. (002126), Xinquan Co. (603179), and others [3] - The report notes that multiple new models are set to launch, which is expected to drive sales and market share upward [3] Market Performance - The report indicates that the high-end and luxury segments of Hongmeng Intelligent Driving models are leading in market share, with significant bookings for models like the Zun Jie S800 and Wanjie M9 [8] - The report projects that by 2026, the product matrix of Hongmeng Intelligent Driving will be further enhanced, allowing for a more comprehensive market presence in the mid-to-high-end new energy vehicle sector [8] Regulatory Developments - The report discusses the upcoming mandatory national standards for intelligent connected vehicles, which are expected to be implemented on January 1, 2027, and how this will impact the market dynamics for L2 level assisted driving systems [8]

Core Insights - Hongmeng Zhixing achieved impressive pre-sales during the National Day period, with multiple new models launched in September expected to drive sales and market share growth in Q4 [1] - The high-end and luxury vehicle market share of Hongmeng Zhixing is leading, with a more complete product matrix expected by 2026 [2] - The proposed national standard for intelligent assisted driving is expected to enhance the market share of vehicles equipped with Huawei's driving assistance technology [3] Group 1 - Hongmeng Zhixing's total pre-sales reached 41,300 units from October 1-7, a 44% year-on-year increase compared to 28,600 units last year [1] - In September, Hongmeng Zhixing's delivery volume reached 52,900 units, with new vehicle pre-sales hitting a record high of 110,000 units [1] - New models such as the Aito M7, Shangjie H5, and Xiangjie S9T have received strong pre-sales, indicating a positive outlook for Q4 sales [1] Group 2 - The Aito S800 has accumulated over 15,000 pre-sales in four months, significantly outperforming competitors like Porsche Panamera and Mercedes-Benz S-Class [2] - The Aito M9 has maintained its position as the market leader with over 500,000 units sold for 18 consecutive months [2] - By 2026, Hongmeng Zhixing plans to launch new models across its product lines, including new SUVs and off-road vehicles, to strengthen its market position [2] Group 3 - The Ministry of Industry and Information Technology is seeking public opinion on a mandatory national standard for intelligent connected vehicles, set to be implemented on January 1, 2027 [3] - The standard will establish stricter entry requirements for L2-level assisted driving systems, which may benefit vehicles equipped with Huawei's technology [3] - Huawei's advanced driving capabilities are expected to help high-end brands like Aito capture market share from traditional luxury vehicles [3] Group 4 - With the launch of new models and the impending implementation of the intelligent driving standard, Hongmeng Zhixing's sales and market share are expected to rise [4] - Recommended investment targets include SAIC Motor, Jianghuai Automobile, and various component suppliers such as Yinlun, Xinquan, and Bojun Technology [4]

Core Viewpoint - The company, Bojun Technology, is a sole supplier of body parts for the Seres Aito models M5, M7, M8, and M9, indicating a strong position in the supply chain for these electric vehicles [1] Company Summary - Bojun Technology confirmed its role as the exclusive supplier of body parts for the Seres Aito models, which includes M5, M7, M8, and M9 [1]

Core Viewpoint - The company has experienced significant investments in new factories and projects, leading to increased operational cash flow but a temporary decline in operating cash flow due to high equipment and personnel costs [2] Group 1: Investment and Cash Flow - The company has made substantial investments in new factories and projects in recent years [2] - There has been a significant increase in equipment and personnel costs, which has impacted operating cash flow [2] - The company anticipates that once the new factories and projects are completed and operational, there will be a noticeable improvement in operating cash flow [2] Group 2: Management Strategies - The company plans to enhance the management of accounts receivable to improve cash flow [2] - There will be an optimization of payment terms with suppliers and customers to further enhance cash flow [2]

第1笔成交价格为30.60元，成交7.00万股，成交金额214.20万元，溢价率为-3.95%，买方营业部为东兴 证券股份有限公司成都都江堰市彩虹大道证券营业部，卖方营业部为中国国际金融股份有限公司深圳分 公司。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为214.2万元。该股近5个交易日累计 上涨2.48%，主力资金合计净流入1855.77万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：小浪快报 9月26日，博俊科技收跌3.60%，收盘价为31.86元，发生1笔大宗交易，合计成交量7万股，成交金额 214.2万元。 ...

Core Viewpoint - The company emphasizes value management and shareholder interests, aiming to enhance intrinsic value through focused management of its core business [2] Group 1: Financial Performance - The company plans to distribute a total profit of 62,912,496.45 yuan (including tax) for the fiscal year 2024, representing a 50.42% increase in cash dividends compared to the previous year [2] Group 2: Corporate Governance - The company prioritizes corporate governance and compliance management, continuously improving information disclosure standards [2] - The company aims to build a communication bridge with investors and utilizes various capital market tools for effective value management [2]

Core Viewpoint - The company is focusing on integrated die-casting as a significant strategic direction, with high market expectations for its performance and profitability in the future [1] Group 1: Integrated Die-Casting Project - The company has purchased multiple sets of die-casting units ranging from 2500T to 9000T, primarily located in its subsidiaries Changzhou Bojun and Chengdu Bojun [1] - The current die-casting equipment deployed includes 5000T and 9000T in Changzhou Bojun, and 2500T, 3500T, and 5000T in Chengdu Bojun [1] - The company has existing orders related to integrated die-casting, including products such as rear floor, shock tower, front-end module, rear side inner panel, and front lower crossbeam assembly [1] Group 2: Production and Development Status - Some projects, including shock towers and rear floors, have already entered mass production, while others like front-end modules and front lower crossbeam assemblies are still in the product development phase [1] - The specific mass production timelines for these projects will depend on customer release schedules [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司在重庆、常州、广东等地的新建工厂进度备受关 注。请问目前这些新工厂的产能利用率处于什么水平？ 博俊科技（300926.SZ）9月26日在投资者互动平台表示，目前，广东博俊汽车零部件生产项目厂房已建 成，常州博俊汽车零部件的汽车轻量化零部件研发及生产基地项目和重庆博俊汽车科技的精密模具及汽 车零部件研发生产基地项目尚在建设阶段。 ...

博俊科技股价创出历史新高，截至9:54，该股上涨4.36%，股价报32.80元，成交量466.09万股，成交金 额1.51亿元，换手率1.65%，该股最新A股总市值达142.45亿元，该股A股流通市值92.92亿元。 两融数据显示，该股最新（9月24日）两融余额为2.35亿元，其中，融资余额为2.35亿元，近10日增加 1871.79万元，环比增长8.66%。 证券时报·数据宝统计显示，博俊科技所属的汽车行业，目前整体跌幅为0.47%，行业内，目前股价上涨 的有124只，涨幅居前的有N联合动、新坐标、日盈电子等，涨幅分别为156.89%、10.00%、10.00%。股 价下跌的有168只，跌幅居前的有C友升、光洋股份、中马传动等，跌幅分别为5.05%、4.31%、3.93%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 公司发布的半年报数据显示，上半年公司共实现营业收入25.12亿元，同比增长45.77%，实现净利润 3.52亿元，同比增长51.95%，基本每股收益为0.8350元，加权平均净资产收益率13.27%。（数据宝） ...