（文章来源：证券日报） 证券日报网讯 2月24日，博实结在互动平台回答投资者提问时表示，截至2026年2月10日收市后，公司 合并普通账户和融资融券信用账户的股东人数为7970户。 ...

证券代码：301608 证券简称：博实结 公告编号：2026-001 深圳市博实结科技股份有限公司 关于开立募集资金现金管理专用结算账户并 签署募集资金四方监管协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市博实结科技股份有限公司（以下简称"公司"）于2025年9月12日召 开第二届董事会第十一次会议，审议通过了《关于使用部分闲置募集资金进行现 金管理的议案》，同意公司及子公司在确保不影响募集资金投资项目（以下简称 "募投项目"）建设的情况下，使用不超过人民币7.00亿元（含本数）暂时闲置 的募集资金进行现金管理，使用期限自董事会审议通过之日起12个月内有效，在 上述额度及期限范围内，资金可循环滚动使用。具体内容详见公司披露于巨潮资 讯网（www.cninfo.com.cn）的《关于使用部分闲置募集资金进行现金管理的公 告》（公告编号：2025-035）。 近日，公司子公司惠州市博实结科技有限公司（以下简称"惠州博实结"） 开立了募集资金现金管理专用结算账户，用于对暂时闲置募集资金实施现金管理。 为规范公司募集资金的使用与管理，保护投资者的合 ...

证券日报网讯 2月4日，博实结在互动平台回答投资者提问时表示，公司与青桔（滴滴出行旗下）、哈 啰出行、美团单车、九号公司等客户建立了长期稳定的合作关系。在智慧出行组件领域取得的市场地 位，有利于公司持续拓展"两轮车"行业的中高端客户。 （文章来源：证券日报） ...

证券日报网讯2月4日，博实结（301608）在互动平台回答投资者提问时表示，截至2026年1月30日收市 后，公司合并普通账户和融资融券信用账户的股东人数为8351户。 ...

格隆汇2月4日丨博实结(301608.SZ)在互动平台表示，公司的智能车载终端主要针对汽车"后装市场"，可 应用于各种类型的商用车及乘用车辆。 ...

Core Insights - The company focuses on providing intelligent product solutions based on customer functional needs, which is central to its business development strategy [1] - Since its establishment, the company has expanded from a single business of commercial vehicle monitoring terminals to multiple sectors including smart transportation, smart travel, smart sleep, and mobile payment [1] - The company's ability to diversify across fields is rooted in its accumulated experience in underlying technologies such as communication, positioning, storage, and AI [1] Business Model - The company has developed a business model characterized by "module base + AI-driven + cloud services + smart terminals," addressing the highly fragmented nature of the IoT industry [1] - It emphasizes "standardized development + scenario customization" to provide competitive terminal solutions for various IoT applications, focusing on core capabilities in "AI vision" [1] Product Deployment - Currently, the company has product deployments in over ten scenarios including smart campuses, smart cities, smart sports, and smart offices, with representative products such as electronic student IDs, smart wearable watches, and portable mistake printers [1] - Revenue from other smart hardware is steadily increasing, indicating a positive growth trajectory in these areas [1] Future Outlook - The company plans to leverage its core technologies in "communication + positioning + AI" and its business model to actively seek business opportunities in the domestic and international "AI edge" market, aiming for long-term stable development [1]

Core Viewpoint - The company has established stable cooperative relationships with clients since the beginning of 2023 and is continuously developing new product types in collaboration with them [1] Group 1 - The company's smart sleep terminal product sales regions are continuously expanding [1] - Specific progress in domestic market promotion should be based on information disclosed by the company in legal media and information released by clients [1]

Core Viewpoint - The company identifies "going global" as a key strategic focus for the next few years, which is expected to be a significant revenue growth driver [1] Group 1: Market Expansion - The company is actively deepening its presence in the smart vehicle terminal sector in markets such as Africa, Southeast Asia, and South America [1] - Developed regions like Europe and North America are targeted as long-term business development areas [1] - The company is also expanding its overseas market for commercial and passenger vehicle front and rear installations [1] Group 2: Product Development - In the smart sleep terminal sector, the company is diversifying its product offerings based on overseas customer demands [1] - Related revenue from smart sleep terminals is expected to grow steadily [1]

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, an increase of 0.81% [1] - For the first three quarters of 2025, the company reported a revenue of CNY 1.272 billion, up 21.66%, and a net profit of CNY 180 million, an increase of 33.95% [2] Group 2: Growth Strategies - Continuous product innovation and expansion of application scenarios are key long-term growth strategies for the company [2] - The company has established stable partnerships with well-known enterprises in various IoT sectors, contributing to steady revenue and profit growth [2] - The strategy of "going global" is identified as a major growth point for future revenue, with a focus on markets in Africa, Southeast Asia, and South America [3] Group 3: Product Diversification and Innovation - The company has expanded its product offerings from commercial vehicle monitoring to various IoT applications, including smart transportation, smart sleep, and mobile payment [3][4] - The core capability for product diversification stems from the company's experience in communication, positioning, storage, and AI technologies [4] - The business model emphasizes "module base + AI drive + cloud service + intelligent terminal," providing competitive solutions for different IoT application scenarios [4] Group 4: Market Expansion and Client Collaboration - The company has established stable collaborations with clients in the smart sleep terminal sector, with sales areas continuously increasing [4] - The domestic market promotion of smart sleep terminals is based on information disclosed by the company in legal media and client announcements [4]

Market Overview - The computer equipment sector experienced a decline of 1.1% on January 29, with ZhenTong Electronics leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the computer equipment sector included: - RuiMing Technology (002970) with a closing price of 60.91, up 10.01% and a trading volume of 171,800 shares, totaling 1.044 billion yuan [1] - MeiAnSen (300275) closed at 13.69, up 3.79% with a trading volume of 243,300 shares, totaling 330 million yuan [1] - Major decliners included: - ZhenTong Electronics (002197) closed at 8.70, down 6.25% with a trading volume of 300,200 shares, totaling 270 million yuan [2] - YuTong Optics (300790) closed at 27.05, down 6.08% with a trading volume of 184,400 shares, totaling 510 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 1.766 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.293 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - RuiMing Technology (002970) had a net inflow from institutional investors of 1.75 billion yuan, while retail investors saw a net outflow of 34.85 million yuan [3] - New大陆 (000997) experienced a net inflow of 68.71 million yuan from institutional investors, but a significant outflow of 648.16 million yuan from retail investors [3] - MeiAnSen (300275) had a net inflow of 30.47 million yuan from institutional investors, with a slight net inflow from retail investors of 51,370 yuan [3]