Core Viewpoint - Beijing Boke Testing System Co., Ltd. reported a revenue of 362 million yuan for the first three quarters of 2025, marking a year-on-year increase of 12.32% and a net profit attributable to shareholders of 77.98 million yuan, up 19.60% [1] Financial Performance - For the third quarter, the company achieved a revenue of 120 million yuan, reflecting a year-on-year growth of 11.63%, with a net profit of 30.04 million yuan, which is a 24.63% increase compared to the same period last year [1] Company Overview - Boke Testing specializes in providing intelligent testing solutions through modern testing and experimental technologies, focusing on the research, design, manufacturing, sales, and system integration of servo hydraulic testing equipment and automotive testing equipment [1] - The servo testing equipment offered by Boke Testing is widely applicable in product research and design, product reliability testing, and various structural tests, serving downstream markets including rail transportation, civil engineering, electronic information, aerospace, and automotive industries [1]

Group 1: Policy and Market Dynamics - Recent policies from the Fujian provincial government aim to accelerate the development of offshore wind power projects, particularly in the southern Fujian region [1] - The National Energy Administration reported that in the first half of this year, the total installed capacity of wind power reached 573 million kilowatts, with offshore wind power contributing 24.9 million kilowatts [2] - The Central Economic Committee emphasized the importance of strengthening the marine industry and promoting the orderly construction of offshore wind power [2] Group 2: Technological Advancements - China Huaneng Group has developed the world's largest direct-drive floating offshore wind turbine with a capacity of 17 megawatts, marking a significant breakthrough in offshore wind equipment manufacturing [1] - In August, China Dongfang Electric Group successfully installed a 26-megawatt offshore wind turbine, further showcasing advancements in high-end equipment manufacturing [1] Group 3: Industry Chain Development - The offshore wind power industry is creating a virtuous cycle of policy, market, and industry interaction, which is expected to drive demand for upstream materials and create new business models in conjunction with marine ranching and energy storage [3] - Companies in the offshore wind power sector are leveraging their technological and resource advantages to accelerate project participation, base construction, and product application [4] - The complete offshore wind power industry chain in China supports an annual addition of 10 million kilowatts of installed capacity, with key components like wind turbines and gearboxes holding over 60% of the global market share [4] Group 4: Company Strategies and Innovations - Companies like Yunda Energy Technology Group are investing in offshore wind power assembly bases in Dalian and Wenzhou, establishing a dual-base layout [4] - Beijing Hailanxin Data Technology is integrating underwater data center operations with offshore wind farms, indicating innovative business models [5] - Companies are encouraged to increase R&D investments in cutting-edge technologies such as floating wind power and flexible direct current transmission to enhance competitiveness in international markets [5]

（文章来源：证券日报） 证券日报网讯博科测试9月15日在互动平台回答投资者提问时表示，公司提供的伺服测试设备可广泛应 用于产品研发设计、产品可靠性试验、各类结构试验等应用领域，主要下游市场涵盖电子信息。 ...