Bojay(SZ:002975) Xin Lang Cai Jing·2026-01-30 23:34Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, projecting a rise of over 50% compared to the previous year, driven by strategic initiatives and growth in key sectors [1]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025, with an anticipated positive net profit increase of over 50% [1]. - The financial data related to the performance forecast has not been audited by the accounting firm, but preliminary discussions indicate no discrepancies between the company and the auditor [1]. Group 2: Business Growth Drivers - The company has adopted a major client strategy, focusing on deepening services for overseas clients and aligning with their product and technology innovation needs, leading to new growth points in the industry chain [2]. - The domestic and international AI server and data cloud industries are experiencing dual growth in scale and structure, driven by advancements in AI models and infrastructure, which has positively impacted the company's AI server and data cloud service business [2]. - The acquisition of a controlling stake in Zhuhai Guanghao Technology Co., Ltd. has contributed to performance consolidation, with significant sales growth in automotive lens and assembly testing automation lines [2]. Group 3: Market Demand and Non-Recurring Gains - Strong demand in downstream sectors such as automotive electronics and AI servers has led to a surge in MLCC (Multi-Layer Ceramic Capacitor) demand, resulting in increased orders for MLCC-related equipment [3]. - Non-recurring gains during the reporting period primarily stem from the sale of a portion of the equity in Suzhou Kunyuan Optoelectronics Co., Ltd. and government subsidies [3].