博俊科技订单增加前三季净赚超6亿 积极拓展市场总资产83.17亿创新高

Core Viewpoint - Bojun Technology (300926.SZ) has demonstrated robust growth in the automotive parts sector, with significant increases in revenue and net profit for the first three quarters of 2025, driven by a focus on core business and market expansion [1][2]. Financial Performance - For the first three quarters of 2025, Bojun Technology achieved revenue of 4.075 billion yuan, a year-on-year increase of 42.36%, and a net profit of 627 million yuan, up 70.47% [2][3]. - In Q3 2025 alone, the company reported revenue of 1.56 billion yuan, a 37.2% increase year-on-year, and a net profit of 274 million yuan, reflecting a remarkable growth of 102.1% [2][3]. Asset Growth - As of the end of Q3 2025, Bojun Technology's total assets reached 8.317 billion yuan, marking a historical high and a 33.05% increase compared to the same period last year [1][5][7]. Research and Development - The company has consistently increased its R&D investment, with expenditures of 50.92 million yuan in 2022, 84.92 million yuan in 2023, 162 million yuan in 2024, and 110 million yuan in the first three quarters of 2025, totaling 408 million yuan over the past four years [7]. - As of mid-2025, Bojun Technology and its subsidiaries held 109 patents, reinforcing its technological barriers in key areas such as lightweight and modularization [1][7]. Market Position and Strategy - Since 2018, Bojun Technology has shifted its focus from stamping parts to body modularization, enhancing its product offerings to include white body, battery packs, and electric drive components [5]. - The company has established a strong customer base, including leading new energy vehicle manufacturers such as Li Auto, Geely, BYD, and global suppliers like Thyssenkrupp and Magna [5][6]. Stock Performance - In the secondary market, Bojun Technology's stock has shown an upward trend in 2025, closing at 33.8 yuan per share on October 27, with a year-to-date increase of 54.62% [7].