（编辑 袁冠琳） 证券日报网讯 博杰股份10月9日在互动平台回答投资者提问时表示，公司自研的液冷解决方案，如微通 道分层式水冷头等自研零部件用于公司测试设备，是匹配客户产品技术迭代下高功率散热的需求进行的 研发，可以为云服务厂商提供测试解决方案。公司积极响应客户需求，与客户多条产品线进行测试验 证。公司数据云服务和AI服务器业务保持增长态势，其中在客户北美云服务供应商中保持增长，G客户 订单同比实现倍增，N客户全年订单有望实现快速增长。 ...

Core Viewpoint - Zhuhai Bojie Electronics Co., Ltd. is actively engaging with institutional investors to discuss its diverse business structure and growth opportunities in various sectors, including liquid cooling technology, the fruit chain, Meta glasses, MLCC business changes, and overseas expansion [1] Group 1: Business Structure and Revenue Breakdown - Bojie Electronics operates as a provider of automated testing and assembly equipment solutions, covering sectors such as consumer electronics, big data and AI computing, and new energy vehicles [2] - In the first half of the year, the revenue breakdown was as follows: consumer electronics accounted for 40.01%, big data cloud service equipment sales for 17.99%, and new energy vehicle-related equipment for 24.73% [2] - The company is focusing on innovation in the consumer electronics sector, expanding optical testing capabilities, and achieving a comprehensive layout from modules to complete machines in the big data and AI computing field [2] Group 2: Liquid Cooling Business Development - The company has been implementing liquid cooling solutions for testing equipment since three years ago, responding to the increasing demand for high-power products from clients [3] - Bojie Electronics is developing its own micro-channel layered water cooling heads and collaborating with universities for research and development [3] - Future plans include increasing R&D investment to meet North American client demands, leveraging early engagement advantages [3] Group 3: Opportunities from Fruit Chain and Meta Glasses - In the fruit chain sector, optical testing equipment is expected to be a high-growth area, with the company having technical reserves in AOI machine vision defect detection [4] - The launch of Meta glasses is beneficial for the company, as there is a significant demand for optical testing in the testing phase, and the company is actively engaging with domestic AI glasses clients [4] Group 4: MLCC Business Recovery and Overseas Expansion - The MLCC business is showing signs of recovery, with the company expanding its equipment offerings and experiencing order growth in the first half of the year [5] - The company has established production bases in Mexico and Vietnam, gradually increasing capacity [5] - Future strategies include a commitment to major client relationships and transitioning from equipment supplier to component supplier, aiming to capitalize on client component needs [5]