（编辑 袁冠琳） 证券日报网讯 博杰股份11月5日发布公告，在公司回答调研者提问时表示，公司BU单元主要是按产品 划分，如BU1主要服务于A客户，产品涵盖射频、声学、光学等测试设备；BU3主要是电学、功能测试 设备；BU2主要是自动化组装设备，如摄像头模组相关的；收购的子公司广浩捷也是该业务板块。随着 公司业务的不断发展，不同BU间会有一定业务的重合，后续会进一步整合。 ...

Core Insights - China's manufacturing industry has rapidly developed from a rudimentary stage to a global leader, facing numerous challenges along the way [1] - The "Made in China 2025" initiative aimed to transition from a manufacturing powerhouse to a manufacturing stronghold, but external factors like trade tensions with the U.S. have complicated this goal [3] - Despite achieving nearly 30% of global manufacturing value added, China still relies on imports for key technologies, indicating significant gaps in high-end manufacturing capabilities [5] Group 1: Development and Challenges - The introduction of foreign investment and technology has been crucial in building modern production lines, but trade disputes have disrupted supply chains [3] - Key sectors such as industrial software and aerospace face severe challenges due to reliance on foreign technology and patents, with domestic alternatives lagging behind [13][17] - The historical accumulation of technology and expertise in the West presents a significant barrier for China, necessitating a realistic approach to innovation and development [9] Group 2: Government and Policy Support - The Chinese government is actively supporting innovation through special funds and encouraging collaboration between academia and industry, emphasizing technological self-reliance [11] - In 2024, the central economic work conference highlighted the need for resilience in manufacturing, indicating a shift in focus towards domestic capabilities [11] Group 3: Sector-Specific Bottlenecks - The industrial software sector is heavily dominated by Western companies, with domestic alternatives still in their infancy, affecting product development efficiency [13][15] - The aerospace sector, particularly in engine manufacturing, continues to face challenges with high-end components still reliant on foreign imports [17][18] - High-end materials and components, such as bearings and optical lenses, are also areas where China struggles to achieve parity with international standards [20][22] Group 4: Progress and Future Outlook - Despite existing challenges, significant progress has been made in over 20 of the 35 key technologies identified, with increasing domestic production rates [24] - Collaborative efforts among small and medium enterprises are fostering a more integrated supply chain, particularly in the aerospace and industrial software sectors [26] - The ongoing development of domestic capabilities in high-end materials and components is expected to enhance competitiveness and reduce reliance on imports [27][29]