资金流向方面，主力资金净流出93.43万元，特大单买入111.17万元，占比2.41%，卖出103.59万元，占 比2.25%；大单买入417.17万元，占比9.05%，卖出518.19万元，占比11.24%。 博实结今年以来股价涨23.28%，近5个交易日涨0.40%，近20日跌11.29%，近60日跌5.94%。 11月26日，博实结盘中下跌2.00%，截至13:14，报83.26元/股，成交4609.27万元，换手率1.37%，总市 值74.09亿元。 博实结所属申万行业为：计算机-计算机设备-其他计算机设备。所属概念板块包括：人工智能、无人驾 驶、物联网、智能穿戴、移动支付等。 截至11月20日，博实结股东户数8514.00，较上期减少4.23%；人均流通股4690股，较上期增加4.42%。 2025年1月-9月，博实结实现营业收入12.72亿元，同比增长21.66%；归母净利润1.80亿元，同比增长 33.95%。 分红方面，博实结A股上市后累计派现1.31亿元。 机构持仓方面，截止2025年9月30日，博实结十大流通股东中，华商信用增强债券A（001751）位居第 六大流通股东，持股60.75万股 ...

Core Insights - The company, Shenzhen Bosijie Technology Co., Ltd., specializes in the research, design, production, and sales of IoT smart hardware products, including intelligent vehicle terminals and smart travel components [2] Financing and Trading Activity - On November 20, Bosijie experienced a trading increase of 0.40%, with a total transaction volume of 57.48 million yuan. The financing buy-in amounted to 3.67 million yuan, while financing repayment was 5.69 million yuan, resulting in a net financing outflow of 2.02 million yuan [1] - As of November 20, the total margin trading balance for Bosijie was 10.3 million yuan, representing 2.82% of its circulating market value, which is above the 50th percentile level over the past year, indicating a relatively high financing balance [1] Business Performance - For the period from January to September 2025, Bosijie reported a revenue of 1.272 billion yuan, reflecting a year-on-year growth of 21.66%. The net profit attributable to shareholders was 180 million yuan, marking a 33.95% increase compared to the previous year [2] Shareholder Information - As of November 10, the number of shareholders for Bosijie was 8,890, an increase of 0.52% from the previous period. The average circulating shares per person decreased by 0.52% to 4,492 shares [2] - The company has distributed a total of 131 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Huashang Credit Enhanced Bond A, which became a new shareholder holding 607,500 shares. Other notable changes included a decrease in holdings by Xin'ao New Energy Industry Stock A [3]

Core Insights - The stock price of Bosijie increased by 2.01% on November 20, reaching 84.60 CNY per share, with a market capitalization of 7.529 billion CNY [1] - The company has seen a year-to-date stock price increase of 25.26%, but has experienced a decline of 3.15% over the last five trading days [1] Company Overview - Bosijie Technology Co., Ltd. was established on June 4, 2009, and is located in Longhua District, Shenzhen, Guangdong Province [2] - The company specializes in the research, design, production, and sales of IoT smart hardware products, including intelligent vehicle terminals, smart travel components, and intelligent payment hardware [2] - The revenue composition is as follows: intelligent vehicle terminals (38.80%), smart travel components (28.42%), other smart hardware (23.20%), intelligent payment hardware (4.94%), and wireless communication modules (4.62%) [2] Financial Performance - For the period from January to September 2025, Bosijie achieved a revenue of 1.272 billion CNY, representing a year-on-year growth of 21.66% [2] - The net profit attributable to shareholders for the same period was 180 million CNY, reflecting a year-on-year increase of 33.95% [2] Shareholder Information - As of November 10, 2025, the number of shareholders increased by 0.52% to 8,890, while the average circulating shares per person decreased by 0.52% to 4,492 shares [2] - The company has distributed a total of 131 million CNY in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, Huashang Credit Enhanced Bond A is the sixth largest circulating shareholder with 607,500 shares, marking a new entry [3] - Other notable changes include a decrease in holdings by Xin'ao New Energy Industry Stock A, which held 601,900 shares, down by 20,100 shares from the previous period [3]

Core Insights - The company, Bosijie Technology Co., Ltd., reported a revenue of 1.272 billion yuan for the period from January to September 2025, reflecting a year-on-year growth of 21.66% [2] - The net profit attributable to the parent company for the same period was 180 million yuan, showing a year-on-year increase of 33.95% [2] - As of November 18, 2023, the financing balance of Bosijie was 104 million yuan, accounting for 2.78% of its market capitalization, indicating a relatively high level of financing activity [1] Financing and Trading Activity - On November 18, 2023, Bosijie experienced a financing buy-in of 5.6626 million yuan, with a net financing buy of 288,300 yuan after repayments [1] - The total margin trading balance for Bosijie reached 104 million yuan, which is above the 50th percentile of the past year [1] - There were no short-selling activities reported on November 18, with a short-selling balance of 0 yuan, indicating a lack of bearish sentiment [1] Shareholder and Institutional Holdings - As of November 10, 2023, the number of shareholders for Bosijie increased to 8,890, a rise of 0.52% from the previous period [2] - The average number of circulating shares per shareholder decreased by 0.52% to 4,492 shares [2] - Notable institutional holdings include Huashang Credit Enhanced Bond A, which became the sixth largest shareholder with 607,500 shares, while several other funds exited the top ten list of shareholders [3]

Core Insights - The company, Shenzhen Bosijie Technology Co., Ltd., specializes in the research, design, production, and sales of IoT smart hardware products, including intelligent vehicle terminals and smart travel components [2] Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.272 billion yuan, representing a year-on-year growth of 21.66% [2] - The net profit attributable to the parent company for the same period was 180 million yuan, reflecting a year-on-year increase of 33.95% [2] Shareholder Information - As of October 20, 2025, the number of shareholders in the company was 7,744, a decrease of 0.64% from the previous period [2] - The average circulating shares per person increased by 0.65% to 5,157 shares [2] Dividend Distribution - The company has distributed a total of 131 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, Huashang Credit Enhanced Bond A was the sixth largest circulating shareholder with 607,500 shares, marking a new entry [3] - Xin'ao New Energy Industry Stock A, ranked seventh, held 601,900 shares, a decrease of 20,100 shares from the previous period [3] - Several funds, including Guangfa Small and Medium Cap Selected Mixed A and Xin'ao Core Technology Mixed A, have exited the top ten circulating shareholders list [3] Financing and Margin Trading - On October 28, the company experienced a financing buy-in of 11.3979 million yuan, with a net financing outflow of 5.6947 million yuan [1] - The total margin trading balance as of October 28 was 94.2094 million yuan, accounting for 2.21% of the circulating market value, which is below the 40th percentile level over the past year [1] - There were no short sales or repayments on the same day, indicating a high level of short selling availability [1]

Company Overview - Shenzhen Boshi Jie Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on June 4, 2009. The company went public on August 1, 2024. Its main business involves the research, design, production, and sales of IoT intelligent hardware products, including smart vehicle terminals, smart travel components, smart payment hardware, and wireless communication modules [2]. Business Performance - For the period from January to September 2025, Boshi Jie achieved operating revenue of 1.272 billion yuan, representing a year-on-year growth of 21.66%. The net profit attributable to the parent company was 180 million yuan, with a year-on-year increase of 33.95% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders in Boshi Jie was 7,744, a decrease of 0.64% from the previous period. The average circulating shares per person increased by 0.65% to 5,157 shares [2]. Stock Performance - On October 28, Boshi Jie’s stock price fell by 2.00%, trading at 95.89 yuan per share, with a total transaction volume of 136 million yuan and a turnover rate of 3.46%. The total market capitalization was 8.533 billion yuan [1]. - Year-to-date, Boshi Jie’s stock price has increased by 41.98%, with a 5-day increase of 11.25%, a 20-day increase of 0.65%, and a 60-day increase of 23.45% [1]. Capital Flow - In terms of capital flow, there was a net outflow of 13.432 million yuan from main funds, with large orders buying 16.9813 million yuan (12.52% of total) and selling 30.4133 million yuan (22.43% of total) [1]. Dividend Information - Since its A-share listing, Boshi Jie has distributed a total of 131 million yuan in dividends [3]. Institutional Holdings - As of September 30, 2025, among the top ten circulating shareholders, Huashang Credit Enhanced Bond A (001751) ranked as the sixth largest shareholder with 607,500 shares, marking a new entry. Xin'ao New Energy Industry Stock A (001410) was the seventh largest shareholder with 601,900 shares, a decrease of 20,100 shares from the previous period [3].

Core Viewpoint - The company has demonstrated strong financial performance in Q3 2025, with significant improvements in profitability and revenue growth across various business segments [1][5]. Group 1: Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 1.272 billion, a year-on-year increase of 21.66%, and a net profit attributable to shareholders of 180 million, up 33.95% year-on-year [1]. - In Q3 alone, the company reported operating revenue of 467 million, representing a year-on-year growth of 24.31% and a quarter-on-quarter increase of 2.07%. The net profit for the same quarter was 73 million, showing a year-on-year increase of 64.42% and a quarter-on-quarter growth of 7.72% [1]. - The company improved its sales gross margin to 23.84% in the first three quarters, up 0.54 percentage points year-on-year, and the net profit margin reached 14.19%, an increase of 1.30 percentage points year-on-year [1]. Group 2: Business Development - The company is actively developing smart sleep terminals under the "sleep economy" trend, with expected revenue of nearly 200 million in 2024, accounting for 14.2% of total revenue [2]. - The smart sleep terminal business utilizes an ODM model and has established stable partnerships with clients since 2023, expanding product categories based on customer needs and entering the Chinese market [2]. - The company is accelerating the expansion of its smart vehicle terminal business into high-margin overseas markets, focusing on commercial vehicles in the EU, Americas, and Middle East regions [3]. - In the two-wheeled transportation sector, the company is benefiting from the acceleration of electric bicycle smart technology, partnering with leading clients to enhance its product offerings and increase revenue from smart components [4].

Core Insights - On October 15, 2023, Bosijie saw a stock price increase of 2.36% with a trading volume of 82.7044 million yuan [1] - The company reported a financing buy-in amount of 3.4793 million yuan and a financing repayment of 4.9967 million yuan, resulting in a net financing outflow of 1.5174 million yuan [1] - As of October 15, 2023, the total margin balance for Bosijie was 98.1758 million yuan, which is 2.54% of its market capitalization, indicating a low financing balance compared to the past year [1] Financing and Margin Data - On the same day, Bosijie had a financing buy-in of 3.4793 million yuan, with a current financing balance of 98.1758 million yuan, which is below the 50th percentile level over the past year [1] - In terms of securities lending, there were no shares repaid or sold on October 15, 2023, with a securities lending balance of 0.00 shares, indicating a high level compared to the 90th percentile over the past year [1] Company Overview - Bosijie Technology Co., Ltd. was established on June 4, 2009, and is located in Longhua District, Shenzhen, Guangdong Province [2] - The company specializes in the research, design, production, and sales of IoT smart hardware products, including intelligent vehicle terminals (38.80% of revenue), smart travel components (28.42%), and other smart hardware [2] - For the first half of 2025, Bosijie reported a revenue of 805 million yuan, representing a year-on-year growth of 20.17%, and a net profit attributable to shareholders of 108 million yuan, up 19.07% year-on-year [2] Shareholder and Dividend Information - Since its A-share listing, Bosijie has distributed a total of 131 million yuan in dividends [3] - As of June 30, 2025, the largest circulating shareholder is Xin'ao New Energy Industry Stock A, holding 622,000 shares, followed by other new institutional shareholders [3]

Core Insights - On October 14, 2023, Bosijie experienced a decline of 3.98% with a trading volume of 95.32 million yuan [1] - The company reported a financing buy-in of 8.59 million yuan and a financing repayment of 8.94 million yuan, resulting in a net financing outflow of 348,200 yuan [1] - As of October 14, the total margin balance for Bosijie was 99.69 million yuan, accounting for 2.64% of its market capitalization [1] Financing Summary - On the same day, Bosijie had a financing buy-in of 8.59 million yuan, with a current financing balance of 99.69 million yuan, which is above the 50th percentile level over the past year [1] - The financing balance represents a significant portion of the company's market value, indicating a high level of leverage [1] Securities Lending Summary - On October 14, there were no shares repaid or sold in the securities lending market, with a total lending balance of 0 shares, indicating a high level of inactivity in this area [1] - The securities lending balance is at the 90th percentile level over the past year, suggesting a potential lack of liquidity in the market for Bosijie shares [1] Company Overview - Bosijie Technology Co., Ltd. was established on June 4, 2009, and is located in Longhua District, Shenzhen, Guangdong Province [2] - The company specializes in the research, design, production, and sales of IoT intelligent hardware products, including smart vehicle terminals and smart payment hardware [2] - As of October 10, 2023, the number of shareholders was 7,794, a decrease of 0.71%, with an average of 5,124 circulating shares per person, an increase of 0.72% [2] Financial Performance - For the first half of 2025, Bosijie reported a revenue of 805 million yuan, representing a year-on-year growth of 20.17% [2] - The net profit attributable to the parent company was 108 million yuan, reflecting a year-on-year increase of 19.07% [2] Dividend Information - Since its A-share listing, Bosijie has distributed a total of 131 million yuan in dividends [3] Institutional Holdings - As of June 30, 2025, the largest circulating shareholder was Xin'ao New Energy Industry Stock A, holding 622,000 shares as a new shareholder [3] - Other notable new shareholders include Guangfa Small and Medium Cap Selected Mixed A and Xin'ao Core Technology Mixed A, holding 372,600 shares and 353,000 shares respectively [3] - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]

Core Insights - The stock price of Boshi Jie fell by 2.01% on September 29, closing at 94.30 CNY per share, with a total market capitalization of 8.392 billion CNY [1] - The company has seen a year-to-date stock price increase of 39.63%, but has experienced a decline of 1.02% over the last five trading days and 3.14% over the last twenty days [1] Financial Performance - For the first half of 2025, Boshi Jie reported a revenue of 805 million CNY, representing a year-on-year growth of 20.17%, and a net profit attributable to shareholders of 108 million CNY, up 19.07% year-on-year [2] - The company has distributed a total of 131 million CNY in dividends since its A-share listing [3] Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders include new entrants such as Xin'ao New Energy Industry Stock A and Guangfa Small and Medium Cap Selected Mixed A, indicating a shift in shareholder composition [3] - The number of shareholders increased by 0.76% to 8,229, while the average circulating shares per person decreased by 0.75% to 4,853 shares [2] Business Overview - Boshi Jie, established on June 4, 2009, specializes in the research, design, production, and sales of IoT smart hardware products, with a focus on intelligent vehicle terminals and smart travel components [2] - The company's revenue composition includes intelligent vehicle terminals (38.80%), smart travel components (28.42%), and other smart hardware (23.20%) [2] Market Activity - The stock has appeared on the trading leaderboard four times this year, with the most recent instance on February 28, where it recorded a net purchase of 52.66 million CNY [1] - The trading volume on September 29 was 109 million CNY, with a turnover rate of 2.86% [1]