Core Insights - The company, Shenzhen Bosijie Technology Co., Ltd., specializes in the research, design, production, and sales of IoT smart hardware products, including intelligent vehicle terminals and smart travel components [2] Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.272 billion yuan, representing a year-on-year growth of 21.66% [2] - The net profit attributable to the parent company for the same period was 180 million yuan, reflecting a year-on-year increase of 33.95% [2] Shareholder Information - As of October 20, 2025, the number of shareholders in the company was 7,744, a decrease of 0.64% from the previous period [2] - The average circulating shares per person increased by 0.65% to 5,157 shares [2] Dividend Distribution - The company has distributed a total of 131 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, Huashang Credit Enhanced Bond A was the sixth largest circulating shareholder with 607,500 shares, marking a new entry [3] - Xin'ao New Energy Industry Stock A, ranked seventh, held 601,900 shares, a decrease of 20,100 shares from the previous period [3] - Several funds, including Guangfa Small and Medium Cap Selected Mixed A and Xin'ao Core Technology Mixed A, have exited the top ten circulating shareholders list [3] Financing and Margin Trading - On October 28, the company experienced a financing buy-in of 11.3979 million yuan, with a net financing outflow of 5.6947 million yuan [1] - The total margin trading balance as of October 28 was 94.2094 million yuan, accounting for 2.21% of the circulating market value, which is below the 40th percentile level over the past year [1] - There were no short sales or repayments on the same day, indicating a high level of short selling availability [1]

Company Overview - Shenzhen Boshi Jie Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on June 4, 2009. The company went public on August 1, 2024. Its main business involves the research, design, production, and sales of IoT intelligent hardware products, including smart vehicle terminals, smart travel components, smart payment hardware, and wireless communication modules [2]. Business Performance - For the period from January to September 2025, Boshi Jie achieved operating revenue of 1.272 billion yuan, representing a year-on-year growth of 21.66%. The net profit attributable to the parent company was 180 million yuan, with a year-on-year increase of 33.95% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders in Boshi Jie was 7,744, a decrease of 0.64% from the previous period. The average circulating shares per person increased by 0.65% to 5,157 shares [2]. Stock Performance - On October 28, Boshi Jie’s stock price fell by 2.00%, trading at 95.89 yuan per share, with a total transaction volume of 136 million yuan and a turnover rate of 3.46%. The total market capitalization was 8.533 billion yuan [1]. - Year-to-date, Boshi Jie’s stock price has increased by 41.98%, with a 5-day increase of 11.25%, a 20-day increase of 0.65%, and a 60-day increase of 23.45% [1]. Capital Flow - In terms of capital flow, there was a net outflow of 13.432 million yuan from main funds, with large orders buying 16.9813 million yuan (12.52% of total) and selling 30.4133 million yuan (22.43% of total) [1]. Dividend Information - Since its A-share listing, Boshi Jie has distributed a total of 131 million yuan in dividends [3]. Institutional Holdings - As of September 30, 2025, among the top ten circulating shareholders, Huashang Credit Enhanced Bond A (001751) ranked as the sixth largest shareholder with 607,500 shares, marking a new entry. Xin'ao New Energy Industry Stock A (001410) was the seventh largest shareholder with 601,900 shares, a decrease of 20,100 shares from the previous period [3].

Core Viewpoint - The company has demonstrated strong financial performance in Q3 2025, with significant improvements in profitability and revenue growth across various business segments [1][5]. Group 1: Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 1.272 billion, a year-on-year increase of 21.66%, and a net profit attributable to shareholders of 180 million, up 33.95% year-on-year [1]. - In Q3 alone, the company reported operating revenue of 467 million, representing a year-on-year growth of 24.31% and a quarter-on-quarter increase of 2.07%. The net profit for the same quarter was 73 million, showing a year-on-year increase of 64.42% and a quarter-on-quarter growth of 7.72% [1]. - The company improved its sales gross margin to 23.84% in the first three quarters, up 0.54 percentage points year-on-year, and the net profit margin reached 14.19%, an increase of 1.30 percentage points year-on-year [1]. Group 2: Business Development - The company is actively developing smart sleep terminals under the "sleep economy" trend, with expected revenue of nearly 200 million in 2024, accounting for 14.2% of total revenue [2]. - The smart sleep terminal business utilizes an ODM model and has established stable partnerships with clients since 2023, expanding product categories based on customer needs and entering the Chinese market [2]. - The company is accelerating the expansion of its smart vehicle terminal business into high-margin overseas markets, focusing on commercial vehicles in the EU, Americas, and Middle East regions [3]. - In the two-wheeled transportation sector, the company is benefiting from the acceleration of electric bicycle smart technology, partnering with leading clients to enhance its product offerings and increase revenue from smart components [4].

Market Overview - On October 24, the computer equipment sector rose by 2.05%, led by Aerospace Intelligence [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Aerospace Intelligence (300455) saw a closing price of 19.76 with a significant increase of 19.98% and a trading volume of 311,100 shares, amounting to a transaction value of 614 million [1] - Weihong Co., Ltd. (300508) closed at 31.98, up 12.61%, with a trading volume of 94,300 shares [1] - Dahua Intelligent (002512) closed at 4.46, up 10.12%, with a trading volume of 672,500 shares [1] - Other notable performers include Langke Technology (300042) with an 8.93% increase and a closing price of 33.18, and Jiayuan Technology (301117) with a 7.96% increase and a closing price of 43.25 [1] Capital Flow - The computer equipment sector experienced a net inflow of 1.494 billion in main funds, while retail funds saw a net outflow of 575 million [2] - The main funds' net inflow for Zhongke Shuguang (603019) was 914 million, accounting for 12.96% of the total, while retail funds had a net outflow of 578 million [3] - Dahua Intelligent (002512) had a main fund net inflow of 139 million, representing 46.50% of the total, with retail funds experiencing a net outflow of 64.93 million [3]

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]

Core Viewpoint - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, indicating strong financial performance and growth potential [1] Financial Performance - The company's operating revenue for the first three quarters reached 1.272 billion yuan, representing a year-on-year growth of 21.66% [1] - The net profit attributable to shareholders of the listed company was 180 million yuan, showing a year-on-year increase of 33.95% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 161 million yuan, reflecting a year-on-year growth of 28.57% [1] - The basic earnings per share stood at 2.028 yuan [1]

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]