证券日报网1月20日讯，博俊科技（300926）在接受调研者提问时表示，公司是2025年拿到的北汽享界 项目定点，预计2026年投产，主要有一体化压铸后地板、减震塔等。 ...

证券日报网1月20日讯，博俊科技（300926）在接受调研者提问时表示，各工厂厂房建设目前均在有序 推进中，重庆沙坪坝工厂生产厂房已建成；昆山二期工厂正在进行厂房主体结构施工；金华工厂2#厂房 已建成，1#厂房主钢构已吊装完成，正在进行墙面板等围护结构的施工；常州博俊汽车零部件工厂钢结 构厂房主钢构已吊装完成，目前也在进行墙面板等围护结构的施工。 ...

南财智讯1月20日电，博俊科技在投资者关系活动中表示，重庆沙坪坝工厂生产厂房已建成，昆山二 期、金华及常州博俊汽车零部件工厂正进行主体结构及围护施工，各工厂建设均以销定产，基于客户在 手订单和产能评估决策后推进。 ...

Core Viewpoint - The company is collaborating with Shanghai Electric to develop customized technology for intelligent robots, with prototype testing expected in the first half of 2026, which could lead to cost savings if successful [1] Group 1: Collaboration and Development - The company is engaged in a partnership with Shanghai Electric for the research and development of customized intelligent robot technology [1] - Prototype testing is anticipated to begin in the first half of 2026 [1] Group 2: Market Exploration - The company is in discussions with clients such as Xpeng to explore opportunities in the humanoid robot components sector [1]

南财智讯1月20日电，博俊科技在投资者关系活动中表示，公司于2025年获得北汽享界项目定点，预计 2026年投产，主要配套产品包括一体化压铸后地板、减震塔等，相关产品将在当年为公司贡献营收。 ...

| 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。公司 | | 拥有自主模具研发能力。公司主要生产工艺覆盖冲压、热成 | | 型冲压、机器人点焊、机器人气保焊、激光焊接、嵌件注塑、 | | 激光切割、一体化压铸及其他装配等生产工艺。 | | 公司与吉利汽车、长安汽车、长安福特、理想汽车、赛 | | 力斯、比亚迪、小鹏汽车、零跑汽车、蒂森克虏伯集团、伟 | | 巴斯特集团、麦格纳集团、凯毅德集团等国内外知名整车制 | | 造商和汽车零部件厂商建立了良好的合作关系，并形成战略 | | 合作。 | | 目前，公司在全国的子公司主要为以下 家： 16 | | 1. 重庆博俊工业科技有限公司，2017 年注册成立 | | 2. 成都博俊科技有限公司，2017 年注册成立 | | 年注册成立 3. 常州博俊科技有限公司，2021 | | 西安博俊汽车零部件有限公司，2022 年注册成立 4. | | 浙江博俊工业科技有限公司，2022 年注册成立 5. | | 6. 济南博俊汽车零部件有限公司，2022 年注册成立 | | 7. 河北博俊科技 ...

Investment Rating - The report maintains a "Recommended" rating for the automotive industry [1] Core Insights - The implementation of the China-Europe electric vehicle price commitment mechanism is expected to stabilize sales expectations for Chinese electric vehicles in Europe and promote the high-end and localized transformation of automakers [5][13] - Multiple provinces have opened applications for the 2026 automotive replacement subsidy, indicating a clear path for local governments to implement the policy [14] - Great Wall Motors has launched the "Guiyuan" platform, which is the world's first native AI all-power platform, designed to support various power forms and enhance development efficiency [6][14] - The report expresses a positive outlook for 2026, highlighting opportunities in the high-end upgrade of domestic brands and the acceleration of smart technology penetration [15][16] Summary by Sections Recent Performance - The automotive sector outperformed the Shanghai Composite Index with a 1-week increase of 0.5% from January 12 to January 16, 2026, while the Shanghai Composite Index decreased by 0.4% [17] - The performance of individual stocks varied, with notable increases in companies like Ideal Auto (+2.4%) and declines in others like Li Auto (-3.5%) [17][23] Key Companies and Earnings Forecast - Key companies recommended include: - Jianghuai Automobile - Leap Motor - Great Wall Motors - BYD - SAIC Motor - China National Heavy Duty Truck [7][8] - Earnings per share (EPS) forecasts for selected companies show growth, with Great Wall Motors expected to reach an EPS of 2.03 in 2026 [8] Industry Indicators - In December 2025, automotive production and sales reached 3.296 million and 3.272 million units, respectively, with a year-on-year decrease of 2.1% and 6.2% [42] - New energy vehicles accounted for approximately 52% of total new vehicle sales, indicating a significant market shift towards electrification [42]

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2026-01-20 | 300926 | 博俊科技 | 30.50 | 6.56 | 200.08 机构专用 | | 东方证券股份有限 | | | | | | | | | 公司上海长宁区长 | | | | | | | | | 宁路证券营业部 | 1月20日，博俊科技大宗交易成交6.56万股，成交额200.08万元，占当日总成交额的0.95%，成交价30.5 元，较市场收盘价32.15元折价5.13%。 ...

Summary of Conference Call Records Industry Overview - The records pertain to the automotive industry, specifically focusing on heavy trucks, motorcycles, and automotive components. Key Companies and Insights 1. **博俊科技 (BoJun Technology)** - Location: Suzhou Kunshan - Date: January 20 - Core Insight: Focus on stamping parts, with strong performance and low valuation, leading to steady market capitalization growth [1] 2. **伯特利 (Bertley)** - Location: Wuhu - Date: January 20 - Core Insight: Domestic leader in line control braking, with EMB set to lead in production this year and extensive layout in robotics [1] 3. **春风动力 (Chunfeng Power)** - Format: Online meeting via Tencent - Date: January 20 - Core Insight: Anticipation of a significant year for all-terrain vehicles with new product launches; recovery in motorcycle exports and domestic business; continuous growth in extreme core products [1] 4. **瑞鹄模具 (Ruihu Mould)** - Location: Wuhu - Date: January 21 - Core Insight: Domestic equipment business leader, high-quality supplier, successful shipment of collaborative robots [1] 5. **海安集团 (Hai'an Group)** - Location: Fujian Putian - Date: January 22 - Core Insight: Deep ties with major clients like Zijin and Jiangxi Copper, with a gross margin exceeding 45% and a return on equity (ROE) of over 22% [1] 6. **中国重汽A (China National Heavy Duty Truck Group A)** - Format: Online available - Date: January 28 - Core Insight: Focus on international expansion, elimination of National IV standards, and progress in new energy initiatives [1] 7. **中国重汽H (China National Heavy Duty Truck Group H)** - Format: Online available - Date: January 28 - Core Insight: Emphasis on international expansion and high dividends, alongside the elimination of National IV standards and advancements in new energy [2] 8. **潍柴动力 (Weichai Power)** - Location: Weifang - Date: January 29 - Core Insight: Core player in the heavy truck supply chain, benefiting from domestic demand and international expansion; steady revenue and gross margin growth in forklift and supply chain sectors; large displacement engines and SOFC expected to benefit from AI data center demand [2] Additional Important Insights - The records highlight a trend of companies in the automotive sector focusing on international markets and new energy solutions, indicating a shift towards sustainability and global competitiveness. - The emphasis on strong financial metrics such as gross margins and ROE suggests a focus on profitability and operational efficiency within the industry.

上海市通力律师事务所 关于江苏博俊工业科技股份有限公司 2026 年第一次临时股东会的法律意见书 致: 江苏博俊工业科技股份有限公司 上海市通力律师事务所(以下简称"本所")接受江苏博俊工业科技股份有限公司(以下 简称"公司")的委托, 指派本所梁翔蓝律师、周奇律师(以下合称"本所律师")根据《中华 人民共和国公司法》《中华人民共和国证券法》《上市公司股东会规则》等法律法规和规范 性文件(以下统称"法律法规")及《江苏博俊工业科技股份有限公司章程》(以下简称"公 司章程")的规定就公司 2026 年第一次临时股东会(以下简称"本次股东会")相关事宜出具 法律意见。 本所律师已经对公司提供的与本次股东会有关的法律文件及其他文件、资料予以了核 查、验证。在进行核查验证过程中, 公司已向本所保证, 公司提供予本所之文件中的所有签 署、盖章及印章都是真实的, 所有作为正本提交给本所的文件都是真实、准确、完整和有效 的, 且文件材料为副本或复印件的, 其与原件一致和相符。 在本法律意见书中, 本所仅对本次股东会召集和召开的程序、出席本次股东会人员资格 和召集人资格及表决程序、表决结果是否符合法律法规和公司章程的规定发表 ...