证券日报网讯 12月15日，博俊科技（300926）在互动平台回答投资者提问时表示，公司目前产品暂未 涉及储能行业；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。 长期主义是公司战略制定、经营管理、文化建设的底色。自成立以来，公司始终专注于汽车零部件和模 具业务，在长期设计、开发、生产过程中积累沉淀，不断拓展自身在研发创新、客户服务、质量管理等 方面的综合实力，公司是国家级专精特新"小巨人"企业和国家高新技术企业。近年来，公司不断扩大业 务、工艺链和产品品类，以轻量化战略为依托，并紧跟行业发展趋势，持续优化客户结构，大力拓展市 场，不断寻求新的利润增长点，实现企业高质量发展。凭借技术、客户和区位布局等优势，公司在行业 中的地位有望不断提升。 ...

Group 1 - The company, Bojun Technology (300926.SZ), has stated that its current products do not involve the energy storage industry [1]

Group 1 - The report highlights the recent performance of various industries, with notable gains in sectors such as non-ferrous metals, electronics, and power equipment, while retail and real estate sectors faced declines [1][1][1] - The central economic work conference emphasized the importance of technological breakthroughs and supply-demand optimization, indicating a shift towards quality improvement in economic growth [11][12][19] - The commercial aerospace sector is experiencing significant growth, with the establishment of a dedicated regulatory body and a notable increase in the commercial aerospace index, which has risen by 46.52% since April 7 [47][48] Group 2 - The report indicates a seasonal recovery in social financing, with November seeing an increase of 24,885 billion yuan, driven primarily by government bond issuance [4][7] - The credit environment is showing signs of marginal improvement, particularly in corporate loans, which increased by 6,100 billion yuan in November, reflecting a recovery in demand [5][6] - The report notes that the retail sector is undergoing a transformation, with a focus on quality, as highlighted by the Ministry of Commerce's emphasis on retail quality upgrades [1][1][1] Group 3 - The report discusses the rising interest in inquiry transfers, which have seen a significant increase in both project numbers and transfer scale, indicating a growing trend in the market [51][52] - The technology sector is expected to remain a key focus, with upcoming events such as the Volcano Engine FORCE conference anticipated to showcase advancements in AI and cloud services [56]

截至发稿，博俊科技市值为130亿元。 每经头条（nbdtoutiao）——专访管涛：美国政府经济贸易政策正逐渐动摇美元本位国际货币体系，利 多因素下人民币汇率有可能破7 （记者 贾运可） 每经AI快讯，博俊科技（SZ 300926，收盘价：29.92元）12月12日晚间发布公告称，公司第五届第二十 一次董事会会议于2025年12月12日在公司五楼会议室以现场及通讯会议的方式召开。会议审议了《关于 不提前赎回"博俊转债"的议案》等文件。 2024年1至12月份，博俊科技的营业收入构成为：汽车行业占比93.47%，非汽车行业占比6.53%。 ...

| 证券代码：300926 | 证券简称：博俊科技 | 公告编号：2025-100 | | --- | --- | --- | | 债券代码：123222 | 债券简称：博俊转债 | | 江苏博俊工业科技股份有限公司 关于不提前赎回"博俊转债"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、自2025年11月24日至2025年12月12日，江苏博俊工业科技股份有限公司 （以下简称"公司"）股票已满足任意连续三十个交易日中至少十五个交易日的收 盘价格不低于当期转股价格（16.68元/股）的130%（含130%，即21.68元/股）， 已触发"博俊转债"有条件赎回条款。 2、公司于2025年12月12日召开第五届董事会第二十一次会议，审议通过了 《关于不提前赎回"博俊转债"的议案》，董事会决定本次不行使"博俊转债"的提 前赎回权利，不提前赎回"博俊转债"，且在未来六个月内（即2025年12月13日至 2026年6月12日），如再次触发"博俊转债"上述有条件赎回条款时，公司均不行 使提前赎回权利。自20 ...

江苏博俊工业科技股份有限公司 证券代码：300926 证券简称：博俊科技 公告编号：2025-099 经与会董事认真审议，形成如下决议： 1、审议通过关于不提前赎回"博俊转债"的议案 具体内容详见刊登在巨潮资讯网（www.cninfo.com.cn）的《关于不提前赎 回"博俊转债"的公告》。 表决结果：同意7票；反对0票；弃权0票 第五届董事会第二十一次会议决议公告 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。 一、董事会会议召开情况 江苏博俊工业科技股份有限公司（以下简称"公司"）第五届董事会第二十一 次会议于 2025 年 12 月 12 日在公司五楼会议室以现场及通讯会议的方式召 开。经与会董事同意，豁免本次会议的提前通知期限，与会董事均已知悉所议事 项相关的必要信息。本次会议由董事长伍亚林先生召集并主持，会议应出席董事 7 人，实际出席董事 7 人。公司全体高级管理人员列席了本次会议。会议的通 知、召集、召开和表决程序符合《中华人民共和国公司法》《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 ...

东方证券股份有限公司 一、可转债基本情况 （一）可转债发行情况 经中国证券监督管理委员会《关于同意江苏博俊工业科技股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可〔2023〕1062 号）同意 注册，公司于2023年9月8日向不特定对象发行了5,000,000张可转债，每张面值 100元，募集资金总额为人民币50,000.00万元，扣除发行费用（不含税）后的募 集资金净额为人民币49,273.24万元。 （二）可转债上市情况 关于江苏博俊工业科技股份有限公司 不提前赎回"博俊转债"的核查意见 东方证券股份有限公司（以下简称"东方证券"或"保荐机构"）作为江苏 博俊工业科技股份有限公司（以下简称"博俊科技"或"公司"）公开发行可转 换公司债券的保荐机构，根据《可转换公司债券管理办法》《证券发行上市保荐 业务管理办法》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市 公司规范运作》《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，对公司不提前赎回"博俊转债"的事项进行了核查，具体 情况如下： 经深圳证券交易所同意，公司可转债于2023年9月28日起在深 ...

Core Viewpoint - The report from Kaiyuan Securities highlights that Bojun Technology has successfully transformed into a modular supplier, with its die-casting business entering a harvest period [1] Company Overview - Bojun Technology was established in 2004 and is headquartered in Kunshan, Jiangsu Province, initially starting with molds and gradually expanding into stamping and die-casting fields [1] - The company's total revenue is projected to grow from 800 million yuan in 2021 to 4.2 billion yuan in 2024, indicating rapid growth [1] Financial Performance - The profitability of the company has steadily improved, and it is expected to become a leading domestic automotive structural parts enterprise in the future [1] - The average selling price (ASP) of the company's stamping products is approximately 2,000 yuan, with the ASP of die-casting products expected to significantly increase after expanding the product range [1] Product Development - The company has currently laid out die-casting products including shock absorber towers, rear floor panels, and front enclosures [1] - The die-casting business has already expanded its customer base to include companies such as Li Auto, Seres, Geely, BYD, and Leap Motor [1] Investment Rating - The report initiates coverage with a "Buy" rating for Bojun Technology [1]

Core Insights - On December 10, 2023, brokerage firms provided target prices for listed companies, with significant increases noted for Yilian Network, Xingfu Electronics, and Yingke Recycling, showing target price increases of 53.21%, 40.35%, and 35.77% respectively, across the communication equipment, electronic chemicals, and plastics industries [1][2]. Group 1: Target Price Increases - Yilian Network received a target price of 53.50 yuan, reflecting a target price increase of 53.21% [2]. - Xingfu Electronics was assigned a target price of 52.00 yuan, with a target price increase of 40.35% [2]. - Yingke Recycling's target price is set at 40.04 yuan, indicating a target price increase of 35.77% [2]. - Guizhou Tire, with a target price of 6.60 yuan, shows a target price increase of 29.92% [2]. - Guki Wool Material has a target price of 33.00 yuan, reflecting a target price increase of 23.32% [2]. Group 2: Rating Adjustments - Three companies had their ratings upgraded on December 10, including Yingke Recycling, which was upgraded from "Hold" to "Buy" by Huatai Securities [3][4]. - Tian Nai Technology's rating was raised from "Hold" to "Outperform" by Guosen Securities [3][4]. - Haiguang Information's rating was upgraded from "Range Trading" to "Buy" by Qunyi Securities (Hong Kong) [3][4]. Group 3: First-Time Coverage - Eight companies received initial coverage from brokerages on December 10, including Guizhou Tire, which was rated "Buy" by Global Fortune Financial [5][6]. - Fusheng Technology received an "Increase" rating from China Merchants Securities [5][6]. - Kaizhong Co. was rated "Increase" by Northeast Securities [5][6]. - Hand Information was rated "Buy" by CITIC Construction Investment Securities [5][6]. - Guki Wool Material was rated "Increase" by Tianfeng Securities [5][6].

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Insights - The company has successfully transformed into a modular supplier, with its die-casting business entering a harvest period. Revenue is projected to grow significantly, with net profits expected to reach 9.32 billion, 13.34 billion, and 16.97 billion yuan from 2025 to 2027, respectively [5][61]. - The company has seen rapid revenue growth, from 800 million yuan in 2021 to an estimated 4.2 billion yuan in 2024, indicating a strong upward trajectory in the automotive structural parts sector [5][20]. - The company is positioned to become a leading player in the domestic automotive structural parts market, benefiting from the rise of domestic brands and the acceptance of integrated die-casting technology [6][61]. Summary by Sections 1. Company Overview - Founded in 2004, the company has evolved from mold manufacturing to stamping and die-casting, establishing a comprehensive production capability across various automotive components [12]. - The company has a concentrated shareholding structure, with significant ownership by its founders, which enhances management stability and operational efficiency [16]. 2. Market Potential - The stamping parts market in China is approximately 300 billion yuan, with a global market size of about 15 trillion yuan, indicating substantial growth opportunities [6]. - The integrated die-casting market is expected to exceed 10 billion yuan in 2022 and reach 100 billion yuan by 2025, driven by cost reduction and efficiency improvements [35]. 3. Competitive Advantages - The company has a strong focus on technology and management, which has led to high profitability levels. Its production strategy is based on demand-driven expansion, ensuring efficient capacity utilization [48]. - The company has established relationships with key clients, including major domestic automotive manufacturers, which are expected to drive future revenue growth [51][55]. 4. Financial Projections - Revenue is projected to grow from 2.6 billion yuan in 2023 to 11.2 billion yuan by 2027, with a compound annual growth rate (CAGR) of 66.6% from 2020 to 2024 [8][20]. - The company's net profit margin is expected to improve, with net profit projected to reach 1.7 billion yuan by 2027, reflecting a robust growth trajectory [8][61].