今年以来博杰股份已经3次登上龙虎榜，最近一次登上龙虎榜为9月19日，当日龙虎榜净买入-6130.71万 元；买入总计1.25亿元 ，占总成交额比10.46%；卖出总计1.87亿元 ，占总成交额比15.58%。 资料显示，珠海博杰电子股份有限公司位于广东省珠海市香洲区科旺路66号，成立日期2005年5月30 日，上市日期2020年2月5日，公司主营业务涉及工业自动化设备与配件的研发、生产、销售及相关技术 服务。主营业务收入构成为：工业自动化设备83.72%，设备配件8.27%，技术服务8.00%。 博杰股份所属申万行业为：机械设备-自动化设备-工控设备。所属概念板块包括：特斯拉、PCB概念、 苹果产业链、人形机器人、苹果三星等。 10月9日，博杰股份盘中下跌2.02%，截至13:23，报59.10元/股，成交1.83亿元，换手率2.88%，总市值 94.74亿元。 资金流向方面，主力资金净流出2204.35万元，特大单买入1007.01万元，占比5.51%，卖出2138.28万 元，占比11.69%；大单买入3032.52万元，占比16.58%，卖出4105.60万元，占比22.45%。 博杰股份今年以来股价涨 ...

9月30日，博杰股份盘中下跌2.00%，截至10:27，报59.24元/股，成交1.03亿元，换手率1.61%，总市值 94.96亿元。 博杰股份所属申万行业为：机械设备-自动化设备-工控设备。所属概念板块包括：特斯拉、苹果产业 链、PCB概念、人形机器人、苹果三星等。 截至9月19日，博杰股份股东户数2.85万，较上期增加20.11%；人均流通股3708股，较上期减少 16.74%。2025年1月-6月，博杰股份实现营业收入6.72亿元，同比增长17.48%；归母净利润2019.21万 元，同比增长11.55%。 资金流向方面，主力资金净流出616.15万元，特大单买入242.30万元，占比2.35%，卖出406.95万元，占 比3.96%；大单买入1420.79万元，占比13.81%，卖出1872.29万元，占比18.20%。 博杰股份今年以来股价涨95.29%，近5个交易日跌2.73%，近20日涨2.00%，近60日涨71.96%。 今年以来博杰股份已经3次登上龙虎榜，最近一次登上龙虎榜为9月19日，当日龙虎榜净买入-6130.71万 元；买入总计1.25亿元 ，占总成交额比10.46%；卖出总计1.8 ...

Company Overview - Bojie Co., Ltd. is located in Xiangzhou District, Zhuhai City, Guangdong Province, established on May 30, 2005, and listed on February 5, 2020. The company specializes in the research, production, sales, and related technical services of industrial automation equipment and accessories [1][2]. Financial Performance - For the first half of 2025, Bojie achieved operating revenue of 672 million yuan, representing a year-on-year growth of 17.48%. The net profit attributable to the parent company was 20.19 million yuan, an increase of 11.55% year-on-year [2]. - Since its A-share listing, Bojie has distributed a total of 221 million yuan in dividends, with 2.00491 million yuan distributed over the past three years [3]. Stock Performance - As of September 25, Bojie’s stock price increased by 2.20%, reaching 63.20 yuan per share, with a total market capitalization of 10.131 billion yuan. The stock has risen by 108.35% year-to-date, but has seen a decline of 9.43% over the last five trading days [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on September 19, where it recorded a net buy of -61.3071 million yuan [1]. Shareholder Information - As of September 10, the number of shareholders for Bojie was 23,800, an increase of 11.68% from the previous period. The average circulating shares per person decreased by 10.46% to 4,454 shares [2]. - Among the top ten circulating shareholders, Huaxia CSI Robot ETF (562500) is the ninth largest shareholder, holding 2.1323 million shares as a new shareholder [3]. Industry Classification - Bojie is classified under the Shenwan industry as part of the machinery and equipment sector, specifically in automation equipment and industrial control devices. The company is associated with concepts such as Tesla, Apple supply chain, PCB concepts, and humanoid robots [2].

Group 1 - The A-share market has experienced significant changes over the past year, with total market capitalization increasing from 68 trillion to 104 trillion, surpassing the 100 trillion mark [1] - The bull market was initiated by the "924" policy, leading to a rapid rise in the Shanghai Composite Index, which increased by nearly 1000 points within a few trading days [1] - The second wave of the bull market began in late June, driven by sectors such as chips, semiconductors, AI, and innovative pharmaceuticals, further solidifying the bull market trend [1][2] Group 2 - The technology sector has become the new market leader, with the total market capitalization of the electronics industry surpassing that of the banking sector [2] - Over a thousand stocks have doubled in value, primarily in industries like machinery, electronics, and biomedicine, indicating a strong performance in the tech sector [2] - The shift of household savings from real estate to the stock market, along with increased foreign investment, has fueled the liquidity-driven bull market [2] Group 3 - Technology innovation is now a core national strategy, with the market capitalization of technology companies exceeding 25% of the A-share market [3] - The number of technology firms among the top 50 companies has increased from 18 to 24, highlighting the growing importance of tech companies in the market [3] - Financial resources are increasingly directed towards technology sectors, particularly in areas benefiting from domestic substitution policies [3] Group 4 - The channels for long-term capital entering the market are expanding, with various types of long-term funds holding approximately 21.4 trillion in A-shares, a 32% increase since the end of the 13th Five-Year Plan [4] - Regulatory efforts are being made to accelerate the entry of long-term capital, which is expected to favor stable cash flow and high dividend yield companies [4] Group 5 - Financial support for the real economy has intensified, with banks and insurance companies providing 170 trillion in new funds over five years, particularly for high-end manufacturing [5] - Companies with core technologies aligned with new productive forces are likely to receive more resource support, benefiting sectors like high-end equipment and new energy vehicles [5] Group 6 - The capital market is expected to continue its bull market trajectory, with a significant increase in the proportion of technology companies among newly listed firms [6] - The market has seen a notable increase in companies returning value to investors, with total distributions reaching 10.6 trillion over the past five years, an increase of over 80% compared to the previous period [6] Group 7 - Regulatory bodies are actively improving mechanisms for capital formation and long-term capital entry, enhancing market resilience and risk management [7] - The annualized volatility of the Shanghai Composite Index has decreased from 19% to 15.9%, indicating improved market stability [7]

Group 1 - The core viewpoint of the news is that Bojie Co., Ltd. has shown significant stock performance with a year-to-date increase of 104.89% and a recent decline of 2.03% over the last five trading days [1] - As of September 24, Bojie Co., Ltd. has a market capitalization of 9.963 billion yuan and a trading volume of 269 million yuan, with a turnover rate of 4.16% [1] - The company has been actively traded, appearing on the "Dragon and Tiger List" three times this year, with the latest appearance on September 19, where it recorded a net buy of -61.3071 million yuan [1] Group 2 - Bojie Co., Ltd. operates in the mechanical equipment sector, specifically in automation equipment and industrial control devices, and is associated with major concepts such as Tesla and Apple supply chains [2] - For the first half of 2025, Bojie Co., Ltd. reported a revenue of 672 million yuan, reflecting a year-on-year growth of 17.48%, and a net profit attributable to shareholders of 20.1921 million yuan, up 11.55% [2] - The company has distributed a total of 221 million yuan in dividends since its A-share listing, with 2.00491 million yuan distributed in the last three years [3]

Group 1 - The core point of the news is that Bojie Co., Ltd. experienced a 5.1% drop in stock price, closing at 60.64 CNY per share, with a trading volume of 408 million CNY and a turnover rate of 6.13%, resulting in a total market capitalization of 9.721 billion CNY [1] - Bojie Co., Ltd. is located in Zhuhai, Guangdong Province, and was established on May 30, 2005, with its listing date on February 5, 2020. The company's main business involves the research, development, production, sales, and related technical services of industrial automation equipment and accessories [1] - The revenue composition of Bojie Co., Ltd. is as follows: 83.72% from industrial automation equipment, 8.27% from equipment accessories, and 8.00% from technical services [1] Group 2 - Among the top ten circulating shareholders of Bojie Co., Ltd., one fund under Huaxia Fund, the Huaxia CSI Robotics ETF (562500), entered the top ten in the second quarter, holding 2.1323 million shares, which accounts for 2.01% of the circulating shares. The estimated floating loss today is approximately 6.9514 million CNY [2] - The Huaxia CSI Robotics ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY. Year-to-date, it has achieved a return of 39.56%, ranking 1125 out of 4220 in its category; over the past year, it has returned 94.18%, ranking 680 out of 3814; and since inception, it has returned 8.43% [2] Group 3 - The fund manager of the Huaxia CSI Robotics ETF (562500) is Hualong. As of the report, Hualong has a cumulative tenure of 3 years and 34 days, with the current total asset scale of 42.926 billion CNY. The best fund return during the tenure is 96.93%, while the worst return is -15.08% [3]

Company Overview - Shenzhen Zhiliang Automation Equipment Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on July 7, 2011. The company went public on July 11, 2022. Its main business involves the research, development, production, sales, and related technical services of industrial automation equipment [1][2]. Financial Performance - For the first half of 2025, Zhiliang achieved operating revenue of 317 million yuan, representing a year-on-year growth of 32.61%. The net profit attributable to the parent company was 42.89 million yuan, showing a significant increase of 101.44% [2]. - Since its A-share listing, Zhiliang has distributed a total of 108 million yuan in dividends [3]. Stock Performance - As of September 16, Zhiliang's stock price was 56.71 yuan per share, with a year-to-date increase of 64.72%. However, it has seen a decline of 3.08% over the last five trading days [1]. - The company has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on July 4, where it recorded a net buy of -40.08 million yuan [1]. Shareholder Information - As of August 29, the number of Zhiliang's shareholders was 19,300, an increase of 8.98% from the previous period. The average circulating shares per person decreased by 8.24% to 3,134 shares [2]. - The largest circulating shareholder is the Southern Big Data 100 Index A (001113), holding 341,700 shares as a new shareholder [3].

Company Overview - Zhili Fang Automation Equipment Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on July 7, 2011. The company went public on July 11, 2022. Its main business involves the research, development, production, sales, and related technical services of industrial automation equipment [1][2]. Financial Performance - For the first half of 2025, Zhili Fang achieved operating revenue of 317 million yuan, representing a year-on-year growth of 32.61%. The net profit attributable to the parent company was 42.89 million yuan, showing a significant increase of 101.44% [2]. - Since its A-share listing, Zhili Fang has distributed a total of 108 million yuan in dividends [3]. Stock Performance - As of September 15, Zhili Fang's stock price increased by 2.07%, reaching 58.08 yuan per share, with a total market capitalization of 7.041 billion yuan. The stock has risen by 68.69% year-to-date, but has seen a decline of 7.79% over the last five trading days [1]. - The company has appeared on the "龙虎榜" (a stock trading leaderboard) seven times this year, with the most recent appearance on July 4, where it recorded a net buy of -40.08 million yuan [1]. Shareholder Information - As of August 29, the number of shareholders for Zhili Fang was 19,300, an increase of 8.98% from the previous period. The average number of circulating shares per person decreased by 8.24% to 3,134 shares [2]. - The largest circulating shareholder is the Southern Big Data 100 Index A (001113), holding 341,700 shares, marking it as a new shareholder [3].

Group 1 - The core viewpoint of the news is that Bojie Co., Ltd. has shown significant stock price growth and strong financial performance in recent months, indicating potential investment opportunities [1][2]. - As of September 12, Bojie Co., Ltd. shares increased by 110.82% year-to-date, with a recent 7.30% rise over the last five trading days and a 27.77% increase over the last 20 days [1]. - The company has a market capitalization of 10.251 billion yuan and reported a trading volume of 385 million yuan on September 12 [1]. Group 2 - Bojie Co., Ltd. operates in the mechanical equipment sector, specifically in automation equipment and industrial control devices, and is associated with major concepts such as Tesla and 5G [2]. - For the first half of 2025, Bojie Co., Ltd. achieved a revenue of 672 million yuan, representing a year-on-year growth of 17.48%, and a net profit of 20.192 million yuan, up 11.55% year-on-year [2]. - The company has distributed a total of 221 million yuan in dividends since its A-share listing, with 2 million yuan distributed in the last three years [3]. Group 3 - As of June 30, 2025, Bojie Co., Ltd. had 21,300 shareholders, with an average of 4,975 circulating shares per person, indicating a slight decrease in the average shareholding [2]. - The top ten circulating shareholders include the Huaxia CSI Robot ETF, which is a new shareholder holding 2.1323 million shares [3].

Company Overview - Zhili Fang Automation Equipment Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on July 7, 2011. The company went public on July 11, 2022. Its main business involves the research, development, production, sales, and related technical services of industrial automation equipment [2][3]. - The revenue composition of the company includes: 68.67% from industrial automation equipment, 21.63% from technical services, and 9.70% from automation equipment accessories [2]. Stock Performance - As of September 12, the stock price of Zhili Fang increased by 2.04%, reaching 59.03 CNY per share, with a total market capitalization of 7.156 billion CNY. The trading volume was 79.83 million CNY, with a turnover rate of 2.30% [1]. - Year-to-date, the stock price has risen by 71.45%, but it has decreased by 6.92% over the last five trading days. In the last 20 days, the stock price increased by 25.44%, and over the last 60 days, it rose by 82.87% [2]. Institutional Holdings - As of June 30, 2025, the largest circulating shareholder is the Southern Big Data 100 Index A (001113), holding 341,700 shares as a new shareholder. Jin Ying Dividend Value Mixed A (210002) and Huaxia Stable Growth Mixed (519029) have exited the top ten circulating shareholders [3]. Financial Performance - For the first half of 2025, Zhili Fang achieved operating revenue of 317 million CNY, representing a year-on-year growth of 32.61%. The net profit attributable to the parent company was 42.89 million CNY, showing a significant year-on-year increase of 101.44% [2]. Dividend Distribution - Since its A-share listing, Zhili Fang has distributed a total of 108 million CNY in dividends [3].