证券代码：300926 证券简称：博俊科技 公告编号：2025-085 江苏博俊工业科技股份有限公司 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》。 毛林永先生的简历详见附件。 特此公告。 江苏博俊工业科技股份有限公司董事会 2025 年 10 月 15 日 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 指定保荐代表人刘俊清先生因工作变动原因不再负责公司的持续督导保荐工作， 东方证券现指派毛林永先生为公司持续督导保荐代表人，继续履行保荐职责。 本次变更后，公司的持续督导保荐代表人为陈华明先生和毛林永先生。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。 公司董事会对刘俊清先生在公司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 ...

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 ...

东方证券研报指出，博俊科技前三季度预计归母净利润5.52-6.62亿元，同比增长50.0%-80.0%；3季度预 计归母净利润2.44-2.85亿元，同比增长80.0%-110.0%，环比增长20.3%-40.4%。3季度公司新能源汽车车 身模块化产品收入进一步提升，并通过降本增效促进净利润实现进一步增长。公司3季度盈利同环比增 速高于主要客户整体销量增速，预计主要是公司规模效应释放、新车型配套、车身模块化产品提高单车 配套价值量，共同促进盈利能力提升。预计主要客户多款新车上市将有望促进4季度盈利继续向好。可 比公司2025年PE平均估值20倍，目标价42.2元，维持"买入"评级。 ...

10月13日晚间，江苏博俊工业科技股份有限公司(以下简称"博俊科技（300926）")发布2025年前三季度 业绩预告，预计报告期内归属于上市公司股东的净利润为5.52亿元至6.62亿元，同比增长50%至80%； 其中第三季度单季表现尤为突出，归属于上市公司股东的净利润预计为2.44亿元至2.85亿元，同比增长 80%至110%。 记者了解到，2025年国内新能源汽车渗透率持续突破，叠加政策对智能网联、高端制造领域的支持，下 游车企加速扩产与车型迭代，直接带动上游车身结构件需求增长。凭借技术与供应链优势，博俊科技已 进入多家头部车企供应链体系，其半年报中"订单持续增加"的趋势在前三季度预告中进一步延续，印证 其在产业链中的份额稳定性。 市场与产能布局方面，博俊科技已形成覆盖核心汽车产业集群的生产网络。该公司现有主要生产基地位 于江苏省昆山市、常州市及重庆市，分别配套长三角与西南汽车产业集群，实现与客户的近距离对接及 快速响应；2024年投建的常州博俊二期基地，进一步扩充白车身业务产能与一体化压铸能力。同时，公 司在成都市布局高压铸铝、一体化压铸产品基地，在河北省燕郊镇筹建京津冀配套基地，在广东省肇庆 市建设珠 ...

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]

公司表示，业绩增长主要由于新能源汽车行业景气度高，公司订单持续增加，主营业务收入较上年同期 实现稳步增长；以及公司新能源汽车车身模块化产品盈利提升，盈利水平进一步增强等。 博俊科技（300926）10月13日晚发布2025年前三季度业绩预告，预计归属于上市公司股东的净利润为 5.52亿元-6.62亿元，比上年同期增长50%-80%；其中，预计第三季度实现净利润2.44亿元-2.85亿元，同 比增长80%至110%。 公开资料显示，博俊科技是汽车精密零部件和精密模具的专业制造企业，主要从事汽车精密零部件和精 密模具的研发、设计、生产和销售。公司产品覆盖整车上下车体，车身模块化产品，仪表台骨架总成 等；零部件产品种类覆盖转向系统、动力系统、车门系统、天窗系统、电子系统、内饰系统、座椅系统 等，向客户提供一站式的汽车零部件解决方案。 ...

证券日报网讯 10月13日晚间，博俊科技发布2025年前三季度业绩预告称，公司预计2025年前三季度归 属于上市公司股东的净利润为55，152.22万元-66，182.67万元，比上年同期增长50%-80%。 （文章来源：证券日报） ...

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].