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].

自2025年11月24日至2025年12月5日，江苏博俊工业科技股份有限公司（以 下简称"公司"）股票已有10个交易日的收盘价不低于"博俊转债"当期转股价格 （16.68元/股）的130%（含130%，即21.68元/股）。若在未来触发"博俊转债"的 有条件赎回条款（即"在转股期内，如果公司股票在任何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的130%（含130%）"），届时根 据《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之募集说 明书》（以下简称"《募集说明书》"）中有条件赎回条款的相关约定，公司有权 决定按照债券面值加当期应计利息的价格赎回全部或部分未转股的可转换公司 债券（以下简称"可转债"）。 敬请广大投资者详细了解可转债相关规定，并关注公司后续公告，注意投资 风险。 | 证券代码：300926 | 证券简称：博俊科技 | 公告编号：2025-098 | | --- | --- | --- | | 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"博俊转债"可能满足赎回条件的提示性公告 本公司董事会及全体董事保证本公告内 ...

Group 1 - The core point of the news is that Bojun Technology conducted a block trade on December 4, with a total of 240,000 shares traded, amounting to 7.14 million yuan, which represents 7.39% of the total trading volume for that day [1][2] - The transaction price was 29.79 yuan per share, which was consistent with the market closing price of 29.79 yuan [1][2]

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [6][4] Core Views - The automotive industry is expected to see stable growth in consumer demand due to supportive policies and increasing sales of new energy vehicles [16][4] - The report highlights the importance of focusing on leading companies in smart technology and those benefiting from the convergence of technology and model cycles [4][17] - The report suggests monitoring the electric and intelligent segments of the supply chain, particularly in the AIDC liquid cooling industry [4][17] Market Review - The automotive sector rose by 3.24% from November 24 to November 28, 2025, outperforming the overall A-share market [18][21] - The automotive services sector had the highest increase at 3.90%, while commercial vehicles had the lowest at 1.95% [21][18] Industry Data Tracking - In October 2025, total automotive sales reached approximately 3.322 million units, with a month-on-month increase of about 3% and a year-on-year increase of approximately 8.8% [2][27] - The market share of new energy vehicles in October 2025 was around 51.6% [2][34] - Retail sales of passenger vehicles from November 1 to 23, 2025, were approximately 1.384 million units, showing a year-on-year decrease of about 11% [36][16] Industry Dynamics - Notable industry news includes the listing application submitted by Avita Technology and the sales target of 1 million units set by Leap Motor for 2026 [3][46] - Great Wall Motors announced its expansion plans in Europe, aiming to increase annual production to 300,000 units by 2029 [46][3] Company Announcements - Zhongding Holdings signed a strategic cooperation agreement with Fourier Intelligent for humanoid robots [48][47] - Bojun Technology announced the establishment of a subsidiary in Wuhan to better meet customer needs [48][47]