Core Insights - The stock of Bosijie experienced a decline of 3.93% on September 9, with a trading volume of 192 million yuan [1] - The company reported a financing buy amount of 13.29 million yuan and a financing repayment of 45.54 million yuan on the same day, resulting in a net financing outflow of 32.24 million yuan [1] - As of September 9, the total margin balance for Bosijie was 101 million yuan, which represents 2.38% of its circulating market value, indicating a high level of financing balance compared to the past year [1] Financing and Margin Data - On September 9, Bosijie had a financing buy of 13.29 million yuan, with a current financing balance of 101 million yuan, exceeding the 60th percentile level over the past year [1] - There were no shares sold or repaid in the margin trading on the same day, with a margin balance of 0.00 shares, indicating a high level compared to the 90th percentile over the past year [1] Company Overview - Bosijie Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on June 4, 2009, with its listing date set for August 1, 2024 [1] - The company specializes in the research, design, production, and sales of IoT intelligent hardware products, including smart vehicle terminals (38.80% of revenue), smart travel components (28.42%), other smart hardware (23.20%), smart payment hardware (4.94%), and wireless communication modules (4.62%) [1] Financial Performance - For the first half of 2025, Bosijie achieved an operating income of 805 million yuan, representing a year-on-year growth of 20.17%, and a net profit attributable to shareholders of 108 million yuan, with a year-on-year increase of 19.07% [2] - The company has distributed a total of 131 million yuan in dividends since its A-share listing [3] Shareholder Structure - As of August 29, the number of Bosijie's shareholders was 7,980, a decrease of 5.79% from the previous period, while the average circulating shares per person increased by 6.14% to 5,004 shares [2] - Notable new institutional shareholders include Xin'ao New Energy Industry Stock A, holding 622,000 shares, and several other funds entering the top ten circulating shareholders [3]

Core Insights - The company BoShijie experienced a stock decline of 1.17% on September 8, with a trading volume of 282 million yuan [1] - The financing buy-in amount for BoShijie on the same day was 24.77 million yuan, while the financing repayment was 19.06 million yuan, resulting in a net financing buy-in of 5.71 million yuan [1] - As of September 8, the total margin balance for BoShijie was 134 million yuan, accounting for 3.02% of its market capitalization, indicating a high level of financing [1] Financing and Margin Data - On September 8, BoShijie had a financing buy-in of 24.77 million yuan, with a current financing balance of 134 million yuan, which is above the 90th percentile of the past year [1] - In terms of short selling, there were no shares sold or repaid on September 8, with a short selling balance of 0 [1] Company Overview - BoShijie Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on June 4, 2009, with its listing date set for August 1, 2024 [1] - The company's main business includes the research, design, production, and sales of IoT smart hardware products, with revenue composition as follows: smart vehicle terminals (38.80%), smart travel components (28.42%), other smart hardware (23.20%), smart payment hardware (4.94%), and wireless communication modules (4.62%) [1] Shareholder and Financial Performance - As of August 29, the number of shareholders for BoShijie was 7,980, a decrease of 5.79% from the previous period, while the average circulating shares per person increased by 6.14% to 5,004 shares [2] - For the first half of 2025, BoShijie reported a revenue of 805 million yuan, representing a year-on-year growth of 20.17%, and a net profit attributable to shareholders of 108 million yuan, up 19.07% year-on-year [2] Dividend and Institutional Holdings - Since its A-share listing, BoShijie has distributed a total of 131 million yuan in dividends [3] - As of June 30, 2025, the largest circulating shareholder was Xin'ao New Energy Industry Stock A, holding 622,000 shares, followed by other new institutional shareholders [3]

Market Performance - The computer equipment sector increased by 2.13% on September 5, with BoShijie leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Highlights - BoShijie (301608) saw a closing price of 102.05, with a significant increase of 20.00% and a trading volume of 40,200 shares, amounting to a transaction value of 384 million yuan [1] - Kalete (301391) closed at 55.25, up 10.72%, with a trading volume of 34,800 shares [1] - Entropy Technology (301330) closed at 33.15, up 8.02%, with a trading volume of 143,100 shares [1] - Other notable stocks include Huihan Co. (301600) at 120.95 (+5.55%), and Jin Yi Technology (002869) at 31.30 (+5.39%) [1] Fund Flow Analysis - The computer equipment sector experienced a net inflow of 437 million yuan from institutional investors, while retail investors saw a net outflow of approximately 99.7 million yuan [1] - Major stocks like Zhongke Shuguang (603019) had a net inflow of 1.53 billion yuan from institutional investors, while China Great Wall (000066) had a net inflow of 70.17 million yuan [2] - In contrast, stocks like BoShijie (301608) and Yutong Optical (300790) experienced net outflows from retail investors of 4.06 million yuan and 4.45 million yuan, respectively [2]

Group 1 - The core viewpoint of the news is that 博实结 (Bosijie) has shown significant financial performance with a notable increase in revenue and net profit, alongside high financing and margin trading activity [1][2][3] - As of September 3, 博实结's financing balance reached 112 million yuan, accounting for 2.78% of its market capitalization, indicating a high level of financing activity compared to the past year [1] - The company reported a revenue of 805 million yuan for the first half of 2025, representing a year-on-year growth of 20.17%, and a net profit of 108 million yuan, which is a 19.07% increase year-on-year [2] Group 2 - 博实结's main business segments include intelligent vehicle terminals (38.80%), smart travel components (28.42%), and other smart hardware (23.20%), indicating a diversified product portfolio [1] - The number of shareholders decreased by 14.15% to 8,470 as of August 20, while the average circulating shares per person increased by 16.48% to 4,715 [2] - Since its A-share listing, 博实结 has distributed a total of 131 million yuan in dividends [3]

Company Overview - Full Name: Shenzhen Bosijie Technology Co., Ltd [1] - Abbreviation: Bosijie [1] - Stock Code: 301608.SZ [1] - IPO Application Date: May 19, 2022 [1] - Listing Date: August 1, 2024 [1] - Listing Board: Shenzhen ChiNext [1] - Industry: Computer, Communication, and Other Electronic Equipment Manufacturing [1] - IPO Sponsor: Minsheng Securities [1] - Lead Underwriters: Wang Ke, Xie Ke [1] - IPO Legal Advisor: Beijing Zhonglun Law Firm [1] - IPO Audit Firm: Dahua Certified Public Accountants (Special General Partnership) [1] Regulatory and Performance Summary - Disclosure Requirements: The company was asked to clarify its compliance with ChiNext positioning and the basis for not treating certain share transfers as share payments [1] - Regulatory Penalties: No penalties were imposed [1] - Public Supervision: No deductions [1] - Listing Cycle: The average listing cycle for A-share companies in 2024 is 629.45 days, while Bosijie's cycle is 805 days, exceeding the average [1] - Multiple Applications: The company is not classified as having multiple applications, resulting in no deductions [1] Financial Metrics - Underwriting and Sponsorship Fees: 72.1942 million yuan, with a commission rate of 7.29%, lower than the average of 7.71% [1] - First Day Performance: Stock price increased by 111.24% on the first day of listing [1] - Three-Month Performance: Stock price increased by 39.38% over the first three months [1] - Issuance Price-Earnings Ratio: 23.98 times, which is 72.27% of the industry average of 33.18 times [1] - Actual Fundraising: Expected to raise 2.616 billion yuan, but actual fundraising was 990 million yuan, a decrease of 62.15% [1] Post-Listing Performance - Revenue Growth: In 2024, the company's revenue increased by 24.85% year-on-year [1] - Net Profit Growth: The net profit attributable to shareholders increased by 0.81% year-on-year [1] - Non-Recurring Profit Decline: The non-recurring net profit attributable to shareholders decreased by 2.49% year-on-year [1] - Abandonment Rate: 0.47% [1] Overall Assessment - Total Score: Bosijie's IPO project received a total score of 84, classified as Grade B [1] - Negative Factors Impacting Score: Disclosure quality needs improvement, listing cycle exceeded two years, significant reduction in actual fundraising, decline in non-recurring net profit in the first accounting year, and abandonment rate [1]

Company Overview - Full Name: Shenzhen Bosijie Technology Co., Ltd [1] - Abbreviation: Bosijie [1] - Stock Code: 301608.SZ [1] - IPO Application Date: May 19, 2022 [1] - Listing Date: August 1, 2024 [1] - Listing Board: Shenzhen ChiNext [1] - Industry: Computer, Communication, and Other Electronic Equipment Manufacturing [1] - IPO Sponsor: Minsheng Securities [1] - Lead Underwriters: Wang Ke, Xie Ke [1] - IPO Legal Advisor: Zhonglun Law Firm [1] - IPO Audit Firm: Dahua Certified Public Accountants [1] Performance Evaluation - Disclosure Quality: The company was required to clarify whether it meets the ChiNext positioning and whether the share transfer constitutes share payment, with concerns about the sufficiency of the basis provided [1] - Regulatory Penalties: No deductions [2] - Public Supervision: No deductions [2] - Listing Cycle: The average time from application to listing for A-share companies in 2024 is 629.45 days, while Bosijie's listing cycle is 805 days, exceeding the average [2] - Multiple Applications: Not applicable, no deductions [2] Financial Metrics - Issuance Costs: The underwriting and sponsorship fees amount to 72.1942 million yuan, with a commission rate of 7.29%, lower than the overall average of 7.71% [3] - Initial Listing Performance: The stock price on the first day increased by 111.24% compared to the issue price [4] - Three-Month Performance: The stock price rose by 39.38% compared to the issue price within three months of listing [5] - Issuance Price-Earnings Ratio: The issuance P/E ratio is 23.98 times, which is 72.27% of the industry average of 33.18 times [6] - Actual Fundraising Ratio: Expected fundraising is 2.616 billion yuan, while actual fundraising is 990 million yuan, representing a decrease of 62.15% [7] Short-Term Performance Post-Listing - Revenue Growth: In 2024, the company's operating income increased by 24.85% year-on-year [8] - Net Profit Growth: The net profit attributable to the parent company increased by 0.81% year-on-year [8] - Non-Recurring Net Profit: The non-recurring net profit attributable to the parent company decreased by 2.49% year-on-year [8] - Abandonment Rate: The abandonment rate is 0.47% [8] Overall Score - Total Score: The total score for Bosijie's IPO project is 84 points, classified as Grade B [8] - Negative Factors: The negative factors affecting the score include the need for improved disclosure quality, a listing cycle exceeding two years, significant reduction in actual fundraising, a decrease in non-recurring net profit in the first accounting year, and an abandonment rate of 0.47% [8]

Core Viewpoint - The company has demonstrated strong revenue and profit growth in the first half of 2025, driven by successful overseas business strategies and product innovation [1][2][4]. Financial Performance - In H1 2025, the company achieved revenue of 805 million yuan, a year-on-year increase of 20.17%, and a net profit attributable to shareholders of 108 million yuan, up 19.07% [1]. - In Q2 2025, the company reported revenue of 457 million yuan, reflecting an 8.36% year-on-year growth, with a net profit of 67 million yuan, which is a 22.03% increase compared to the previous year [1]. Business Development - The company's overseas business strategy has begun to yield results, with steady revenue growth from smart vehicle terminals and smart sleep terminals in international markets [2]. - Revenue from smart travel components has significantly increased due to enhanced supply shares from key clients and notable growth in products like smart helmet locks, smart dashboards, and smart electronic control systems [2]. - The company is expanding its product applications, with steady growth in revenue from other smart hardware, including smart sleep terminals [2]. Technological Advancements - The company has accumulated extensive experience in the application of technologies such as communication, positioning, storage, and AI algorithms over years of development [3]. - It has developed products like passenger car positioning terminals and vehicle driving recorders, continuously upgrading them in line with advancements in communication standards and storage speeds [3]. - The company is actively expanding its product boundaries by leveraging its experience in communication and positioning technologies to develop smart travel components, smart payment hardware, and smart sleep terminals [3]. Market Position and Future Outlook - The company has established a comprehensive IoT solution system based on "modules + platforms + terminals," enhancing its hardware and software capabilities [4]. - With the acceleration of smart sleep terminals and overseas business, the company is expected to experience new growth trajectories [4]. - The higher gross margin from overseas business is anticipated to improve the overall gross margin of the company [4]. - Projections for net profit attributable to shareholders from 2025 to 2027 are 230 million yuan, 304 million yuan, and 402 million yuan, with corresponding year-on-year growth rates of 31%, 32%, and 32% [4].

Core Points - The company has approved a mid-term cash dividend plan for 2025, contingent upon meeting cash dividend conditions [1][2] - The total cash dividend distribution amounts to 45,000,463.20 yuan, with a distribution rate of 5.0568 yuan per 10 shares [1][2] - The record date for the dividend distribution is set for September 4, 2025, and the ex-dividend date is September 5, 2025 [2][3] Dividend Distribution Plan - The cash dividend will be distributed to all shareholders based on a total share capital of 88,990,000 shares [1][2] - Different tax rates apply for various categories of shareholders, with specific provisions for Hong Kong investors and domestic investors [2] - The company will not withhold individual income tax at the time of distribution, but will calculate tax based on the holding period when shares are sold [2] Shareholder Rights and Adjustments - Shareholders must hold shares as of the record date to be eligible for the dividend [2][3] - The minimum selling price for shareholders who committed to a lock-up period will be adjusted to 43.02 yuan per share following the dividend distribution [3]

证券代码：301608 证券简称：博实结 公告编号：2025-033 深圳市博实结科技股份有限公司 2025 年半年度权益分派实施公告 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、误导性陈述或者重大遗漏。 深圳市博实结科技股份有限公司（以下简称"公司"或"本公司"）2025 年5月14日召开的2024年年度股东大会已同意授权董事会在满足现金分红条件的 情况下，在法律法规和《公司章程》规定范围内制定2025年中期分红方案，并办 理2025年度中期分红相关事宜。公司2025年半年度权益分派方案已获2025年8月 26日召开的第二届董事会第十次会议审议通过，现将权益分派事宜公告如下： 一、股东会授权及董事会审议通过利润分配方案的情况 1、公司于 2025 年 5 月 14 日召开 2024 年年度股东大会，审议通过了《关于 2024 年度利润分配预案及授权董事会制定 2025 年中期分红方案的议案》，同意 授权董事会在满足现金分红条件的情况下，在法律法规和《公司章程》规定范围 内制定 2025 年中期分红方案，并办理 2025 年度中期分红相关事宜。授权期限自 2024 年年度股东大会 ...

Core Insights - The company reported a revenue of 805 million yuan for the first half of 2025, representing a year-on-year growth of 20.17% [1] - The net profit attributable to shareholders reached 108 million yuan, with a year-on-year increase of 19.07%, indicating stable growth [1] - The AI sleep mask has emerged as a new growth driver for the company, showcasing strong market recognition due to its innovative technology and performance [1] Financial Performance - Revenue for the first half of 2025: 805 million yuan, up 20.17% year-on-year [1] - Net profit attributable to shareholders: 108 million yuan, up 19.07% year-on-year [1] - R&D investment amounted to 47.0167 million yuan, a year-on-year increase of 19.57%, accounting for 5.84% of revenue [1] Product Innovation - The AI sleep mask integrates intelligent monitoring, data analysis, and personalized adjustment features, capable of real-time monitoring of key indicators such as heart rate and breathing frequency [1] - The company focuses on R&D in key technology areas including wireless communication modules, smart terminal products, and AI algorithms to enhance product intelligence and user experience [1] Market Strategy - The company employs a combination of online and offline sales strategies to expand its sales channels and enhance brand influence [2] - Strengthening collaboration with upstream and downstream enterprises to promote the construction of the smart sleep ecosystem [2] - The ongoing launch of innovative products like the AI sleep mask is expected to lead to greater breakthroughs in the smart hardware sector, creating more value for investors [2]