格隆汇11月26日丨博硕科技(300951.SZ)在互动平台表示，磐锋精密2023年的订单已完成交货并确认收 入。本年度公司未向思灵机器人交货，暂未涉及人形机器人业务。 ...

格隆汇11月26日丨博硕科技(300951.SZ)在投资者互动平台表示，公司未从事磁吸移动电源业务。 ...

Group 1 - The large aircraft sector experienced a short-term decline, with Lichung Group falling over 7% [1] - Other companies such as Chengfei Integration, Tongyi Aerospace, Nanshan Aluminum, and Aerospace Huanyu also saw declines [1]

Core Viewpoint - The company, Boshuo Technology, confirmed that its main products in the new energy and automotive sectors are precision functional components primarily related to lithium batteries, and it has not yet ventured into sodium-ion batteries [2] Group 1: Company Products - The company produces products such as aerogel thermal insulation cotton, thermal insulation pads, top insulation cotton, and side panels specifically for lithium batteries [2] - The company has not yet developed products for sodium-ion batteries, indicating a focused approach on lithium technology [2]

Group 1 - The company, Boshuo Technology (300951.SZ), focuses on precision functional components in the new energy and automotive sectors, particularly in power and energy storage batteries [1] - The main type of battery involved is lithium batteries, and the company has not yet ventured into sodium-ion batteries [1]

Core Insights - The company BoShuo Technology reported that as of November 10, 2025, the number of shareholders is 13,877 [2] Company Summary - BoShuo Technology has engaged with investors through an interactive platform, providing updates on shareholder numbers [2] - The company is actively communicating with its investors, indicating a focus on transparency and shareholder engagement [2]

Core Viewpoint - The company, Boshuo Technology, emphasizes its commitment to focusing on its core business and actively monitoring industry development opportunities, ensuring timely disclosure of any legally required information [2] Company Focus - Boshuo Technology will continue to concentrate on its main business operations [2] - The company is attentive to industry development opportunities [2] Information Disclosure - The company commits to timely information disclosure for any matters that are legally required to be disclosed [2]

Core Viewpoint - The company emphasizes its strong R&D capabilities and commitment to collaborating closely with clients during the initial stages of product development and design [2] Group 1 - The company aims to maintain a focus on its core business while actively expanding its relationships with leading industry clients [2] - The company seeks to enhance its overall strength through these strategic partnerships [2]

Core Viewpoint - 博硕科技预计到2025年10月31日，股东人数将达到14011户 [2] Summary by Category - **Company Information** - 博硕科技在互动平台上回应投资者提问，透露截至2025年10月31日，预计股东人数为14011户 [2]

Core Insights - 博硕科技 is a consumer electronics component company established in 2016, focusing on functional devices for electronic products and has a strong technical capability and quality customer resources [1] Financial Performance - In Q3 2025, 博硕科技 reported revenue of 977 million yuan, ranking 60th out of 88 in the industry, significantly lower than the top competitors, with the industry leader's revenue at 603.93 billion yuan [2] - The net profit for the same period was 143 million yuan, ranking 30th in the industry, again showing a substantial gap compared to the top players [2] Financial Ratios - As of Q3 2025, 博硕科技's debt-to-asset ratio was 19.69%, down from 22.81% year-on-year, which is significantly lower than the industry average of 44.84%, indicating strong solvency [3] - The gross profit margin was 35.84%, slightly down from 36.57% year-on-year but still above the industry average of 19.47% [3] Executive Compensation - The chairman, 徐思通, received a salary of 2.297 million yuan in 2024, an increase of 1.0747 million yuan from 2023 [4] - The general manager, 史新文, had a salary of 1.0383 million yuan in 2024, a decrease of 107,000 yuan from the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.79% to 14,700, while the average number of shares held per shareholder increased by 2.00% to 10,300 [5] Future Projections - 国金证券 forecasts 博硕科技's revenue to grow to 1.653 billion yuan in 2025, with a compound annual growth rate (CAGR) of 26.40% from 2025 to 2027 [6] - The projected net profit for 2025 is 259 million yuan, with a growth rate of 22.42% [6] - The company is focusing on innovation and R&D, with R&D expenses reaching 82.05 million yuan in the first nine months of 2025, a year-on-year increase of 9.69% [6]