Core Viewpoint - The company reported strong financial performance in the third quarter, with significant year-on-year growth in both revenue and net profit [1] Financial Performance - The company's operating revenue for the first three quarters reached 1.27 billion, representing a year-on-year increase of 21.66% [1] - The net profit attributable to shareholders for the same period was 180 million, showing a year-on-year growth of 33.95% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 161 million, reflecting a year-on-year increase of 28.57% [1]

智通财经APP讯，博实结(301608.SZ)发布2025年三季度报告，该公司前三季度营业收入为12.72亿元， 同比增长21.66%。归属于上市公司股东的净利润为1.8亿元，同比增长33.95%。归属于上市公司股东的 扣除非经常性损益的净利润为1.61亿元，同比增长28.57%。基本每股收益为2.028元。 ...

证券代码：301608 证券简称：博实结 公告编号：2025-038 深圳市博实结科技股份有限公司 一、董事会会议召开情况 深圳市博实结科技股份有限公司（以下简称"公司"或"博实结"）第二届 董事会第十二次会议于 2025 年 10 月 23 日在广东省惠州市仲恺高新区惠风西三 路 1 号博实结产业园 9 楼会议室以现场结合通讯的方式召开。会议通知已于 2025 年 10 月 13 日通过邮件的方式送达各位董事。本次会议由董事长周小强主持，应 出席董事 7 人，实际出席董事 7 人，其中 3 名董事以通讯方式出席。公司高级管 理人员列席了本次会议。 本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等有关 法律法规、规范性文件和《公司章程》的规定，会议决议合法有效。 二、董事会会议审议情况 经与会董事认真审议，形成以下决议： 经审议，董事会认为：公司《2025 年第三季度报告》的信息公允、全面、 真实地反映了 2025 年前三季度的财务状况，所披露的信息真实、准确、完整， 不存在任何虚假记载、误导性陈述或者重大遗漏。 具体内容详见公司披露于巨潮资讯网（www.cninfo.com.cn）的《2025 ...

Core Insights - The company reported a third-quarter revenue of 467 million yuan, representing a year-on-year increase of 24.31% [1] - The net profit for the third quarter was 72.69 million yuan, showing a year-on-year growth of 64.42% [1] - For the first three quarters, the company achieved a revenue of 1.272 billion yuan, which is a year-on-year increase of 21.66% [1] - The net profit for the first three quarters reached 180 million yuan, reflecting a year-on-year growth of 33.95% [1]

Financial Performance - The company's operating revenue for Q3 2025 reached ¥466,924,811.22, representing a 24.31% increase compared to ¥375,598,300.00 in the same period last year[5] - Net profit attributable to shareholders for Q3 2025 was ¥72,690,460.00, a significant increase of 64.42% from ¥44,210,950.00 in the previous year[5] - The basic earnings per share for Q3 2025 increased by 50.70% to ¥0.8168, compared to ¥0.5420 in the same period last year[5] - Total operating revenue for the period reached ¥1,271,913,161.41, an increase of 21.6% compared to ¥1,045,488,501.80 in the previous period[20] - Net profit for the period was ¥180,473,553.19, representing a 33.9% increase from ¥134,734,939.35 in the same period last year[22] - Total comprehensive income reached ¥180,473,553.19, up from ¥134,734,939.35 in the previous period, representing an increase of approximately 33.9%[23] Assets and Liabilities - The total assets of the company as of September 30, 2025, were ¥2,690,863,069.15, reflecting an 8.05% increase from ¥2,490,324,095.81 at the beginning of the year[5] - The total liabilities increased to ¥575,939,581.62 from ¥480,873,389.47, reflecting a rise of 19.8%[20] - Current assets totaled ¥2,241,274,383.11, an increase from ¥2,090,255,940.14 at the start of the period, indicating a rise of 7.2%[19] Cash Flow - The net cash flow from operating activities for the year-to-date period was ¥223,160,000.00, a 71.57% increase from ¥130,068,600.00 in the previous year[5] - Cash inflow from operating activities totaled ¥1,061,923,612.31, compared to ¥809,667,934.14 in the prior period, marking an increase of approximately 31.0%[23] - Net cash flow from investment activities was -¥676,125,252.04, an improvement from -¥1,174,918,639.55, indicating a reduction in cash outflow by about 42.5%[24] - The net cash flow from financing activities decreased by 108.14% to -¥68,513,740.61 due to reduced cash inflow from stock issuance[12] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 7,850[14] - The largest shareholder, Zhou Xiaoqiang, holds 33.88% of shares, totaling 30,152,900 shares[14] - The company reported a total of 72,080,133 shares with 27,031,533 shares released from restrictions during the period[17] - The company has a total of 49,052,850 restricted shares remaining at the end of the period[17] - The company’s stock structure includes various types of shares, with a focus on common shares[15] Expenses and Costs - The company reported a significant adjustment in sales expenses, which decreased from ¥20,597,511.34 to ¥18,877,854.64, while operating costs increased slightly from ¥801,840,711.99 to ¥803,560,368.69[6] - The company reported a significant increase in research and development expenses, which rose to ¥73,800,441.39, compared to ¥61,722,508.20 in the previous period, marking a growth of 19.5%[20] Other Financial Metrics - The weighted average return on equity for Q3 2025 was 3.45%, an increase of 0.86% compared to the previous year[5] - Non-recurring gains and losses for the year-to-date period amounted to ¥5,653,392.20, down from ¥19,229,163.63 in the previous year[8] - Trading financial assets increased by 94.14% to ¥1,281,390,933.33 due to the recovery of investments not yet matured[11] - Accounts receivable decreased by 64.22% to ¥32,182,717.49 primarily due to a reduction in high-risk bank bills[11] - Inventory rose by 35.36% to ¥225,098,495.04 driven by increased sales and stockpiling[11]

Market Overview - The shared economy sector increased by 0.46% on October 21, with Haikong Group leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Top Performers in Shared Economy Sector - Haikong Group (603069) closed at 28.66, up 7.22% with a trading volume of 471,000 shares and a turnover of 1.337 billion yuan [1] - Shilianhang (002285) closed at 2.38, up 3.93% with a trading volume of 593,800 shares and a turnover of 139 million yuan [1] - Xinlong Health (002105) closed at 6.93, up 2.97% with a trading volume of 81,000 shares and a turnover of 55.435 million yuan [1] Fund Flow Analysis - The shared economy sector experienced a net outflow of 427 million yuan from institutional investors, while retail investors saw a net inflow of 316 million yuan [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2][3] Individual Stock Fund Flow - SAIC Group (600104) had a net inflow of 17.3522 million yuan from institutional investors, while it faced a net outflow of 18.0513 million yuan from speculative funds [3] - Zhongbei Communication (603220) saw a net inflow of 17.2214 million yuan from institutional investors, with a net outflow of 5.2555 million yuan from speculative funds [3] - Jieshun Technology (002609) recorded a net inflow of 11.84 million yuan from institutional investors, while speculative funds had a net outflow of 5.9588 million yuan [3]

Market Overview - The shared economy sector experienced a decline of 3.23% on October 17, with Jinbei Electric leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Individual Stock Performance - Haiqi Group (603069) closed at 24.30, up 1.17% with a trading volume of 265,700 shares and a transaction value of 652 million [1] - Jinbei Electric (002533) saw a significant drop of 7.51%, closing at 11.82 with a trading volume of 448,300 shares and a transaction value of 544 million [2] - Other notable declines include Chang'an Automobile (000625) down 6.38% and Wan'an Technology (002590) down 6.47% [2] Capital Flow Analysis - The shared economy sector saw a net outflow of 3.955 billion in main funds, while retail investors contributed a net inflow of 2.72 billion [2][3] - The table of capital flow indicates that Siwei Tuxin (002405) had a main fund net inflow of 51.2572 million, while Haiqi Group (603069) experienced a net outflow of 12.71 million [3]

Core Viewpoint - The company emphasizes its ability to flexibly allocate production capacity across different product lines to respond to market demand fluctuations and ensure supply stability [1] Group 1 - The company's production is divided into two stages: self-developed wireless communication module production and terminal product manufacturing [1] - There is a capacity sharing capability among different product lines, allowing for efficient adjustment in response to changes in sales scale [1] - This flexibility in production capacity helps the company effectively manage market demand volatility [1]

Core Viewpoint - The company, BoShijie, is experiencing significant growth in various business segments, driven by technological advancements and market demand, as revealed during recent investor meetings [1][3]. Group 1: Company Overview and Performance - BoShijie specializes in the research, production, and sales of IoT intelligent products and is recognized as a "little giant" enterprise in the specialized and innovative sector [3]. - In 2024, the company achieved a revenue of 1.456 billion yuan, a year-on-year increase of 24.85%, and a net profit of 176 million yuan, up by 0.81% [3]. - For the first half of 2025, the company reported a revenue of 805 million yuan, reflecting a 20.17% increase year-on-year, with a net profit of 108 million yuan, which is a 19.07% rise compared to the previous year [3]. Group 2: Business Growth Insights - In the intelligent transportation sector, the company is set to benefit from a wave of product upgrades in the domestic market, with policies in regions like Hunan, Shandong, and Guangxi promoting the transition to smart vehicle video recorders [4]. - The company has been included in the qualified supplier list for a foreign automotive brand, which is expected to enhance its overseas market presence [4]. - In the smart sleep sector, the company is expanding its product range based on overseas customer demands, anticipating steady revenue growth as clients expand their market reach [4]. - The implementation of the "Electric Bicycle Safety Technical Specification" is accelerating the smartization of electric bicycles, presenting growth opportunities for the company [4]. - The company has completed capacity expansion for its smart sleep terminal products, ensuring flexibility in production without capacity bottlenecks [4]. - The impact of U.S. tariff policies on the company is minimal, as its smart vehicle terminals are primarily sold to regions like Africa and Southeast Asia, with customers bearing tariff costs [4].

Group 1 - The core viewpoint of the news is that 博实结 (Bo Shi Jie) is actively engaging with investors and has a significant focus on the Internet of Things (IoT) sector, which constitutes a large majority of its revenue [1][2] - The company will hold an investor meeting from October 15 to October 16, 2025, where key executives will address investor inquiries [1] - As of the latest report, 博实结's market capitalization stands at 7.7 billion yuan [2] Group 2 - In the fiscal year 2024, the revenue composition of 博实结 shows that 98.16% comes from the IoT sector, while other industries contribute only 1.84% [2]