证券代码：301608 证券简称：博实结 编号：2026-001 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □新闻发布会 ☑ 现场参观 □业绩说明会 □路演活动 ☑ 其他：腾讯会议 参与单位名称 2026 年 1 月 8 日（线下调研） 国联基金 2026 年 1 月 9 日（线上调研） 华夏基金 时间 2026 年 1 月 8 日- 2026 年 1 月 9 日 地点 公司会议室 上市公司接待人 员姓名 副总经理、董事会秘书 向碧琼女士 证券事务代表 王占超先生 投资者关系活动 主要内容介绍 一、基本情况介绍 公司是专业从事物联网智能化产品的研发、生产和销售的高 新技术企业、专精特新"小巨人"企业，以通信、定位、AI等技 术应用为核心，基于自研无线通信模组，为物联网众多应用场景 提供智能终端产品及配套解决方案。 公司始终秉承"智慧赋能万物，共创美好未来"的使命，坚 持"成就客户、创新驱动、博大务实、品质至上"的经营理念， 依托"通信+定位+AI"底层核心技术与"模组+平台+终端"业务 模式，深耕车联网，广泛布局物联网，致力于成为全球的物联网 智能化应用解决方案专家。 2024 年度， ...

截至12月31日，博实结股东户数8662.00，较上期减少1.81%；人均流通股4610股，较上期增加1.85%。 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，为新进股东。信澳新能源产业股票A（001410）位居第七大流通股东， 持股60.19万股，相比上期减少2.01万股。广发中小盘精选混合A（005598）、信澳核心科技混合A （007484）、信澳智远三年持有期混合A（014254）退出十大流通股东之列。 责任编辑：小浪快报 1月7日，博实结跌1.70%，成交额1.10亿元。两融数据显示，当日博实结获融资买入额786.55万元，融 资偿还1054.28万元，融资净买入-267.73万元。截至1月7日，博实结融资融券余额合计1.01亿元。 融资方面，博实结当日融资买入786.55万元。当前融资余额1.01亿元，占流通市值的2.54%，融资 ...

12月19日，博实结涨5.11%，截至发稿，报87.60元/股，成交1.21亿元，换手率3.52%，总市值77.96亿 元。 资料显示，深圳市博实结科技股份有限公司位于广东省深圳市龙华区民治街道北站社区汇德大厦1号楼 2701、2702、2703，成立日期2009年6月4日，上市日期2024年8月1日，公司主营业务涉及智能车载终 端、智慧出行组件、智能支付硬件、无线通信模组及其他智能硬件等物联网智能化硬件产品的研发设 计、生产和销售。主营业务收入构成为：智能车载终端38.80%，智慧出行组件28.42%，其他智能硬件 23.20%，智能支付硬件4.94%，无线通信模组及其他4.62%。 从博实结十大流通股东角度 数据显示，信达澳亚基金旗下1只基金位居博实结十大流通股东。信澳新能源产业股票A（001410）三 季度减持2.01万股，持有股数60.19万股，占流通股的比例为1.51%。根据测算，今日浮盈赚取约256.42 万元。 信澳新能源产业股票A（001410）基金经理为冯明远。 截至发稿，冯明远累计任职时间9年64天，现任基金资产总规模148.42亿元，任职期间最佳基金回报 363.61%， 任职期间最差基 ...

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 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]

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - It aims to become a global expert in IoT intelligent application solutions, driven by its core technologies and business model [1] Group 2: Financial Performance - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, up by 0.81% [2] - For the first three quarters of 2025, the company reported a revenue of CNY 1.272 billion, a 21.66% increase year-on-year, and a net profit of CNY 180 million, reflecting a 33.95% growth [2] Group 3: Product Line Growth - All product lines experienced revenue growth in the first three quarters of 2025, with significant contributions from the smart transportation sector due to the "going abroad" strategy [2] - Domestic revenue for commercial vehicle monitoring terminals and passenger vehicle positioning terminals increased due to new policies and continuous product innovation [2] - The smart mobility sector saw revenue growth from shared mobility clients and electric bicycle components [2] Group 4: AI Technology Development - The company is increasing R&D investment in AI technology, which is a core application in its smart terminal products and cloud management platforms [3] - AI algorithms are utilized in various products, including advanced driver assistance systems and smart security solutions [3] - The company aims to enhance its AI application capabilities and explore business opportunities in diverse "AI edge" application scenarios [4] Group 5: Market Outlook and Risks - The IoT industry is characterized as fragmented, with growing demand for AI hardware as IoT applications expand [4] - The company emphasizes the importance of meeting customer needs and addressing industry pain points while cautioning investors about potential risks in industry predictions and strategic plans [4]

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [2] - It aims to become a global expert in IoT intelligent application solutions, adhering to the mission of "empowering wisdom for all things" [2] Group 2: Financial Performance - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, an increase of 0.81% [3] - For Q3 2025, the revenue reached CNY 1.272 billion, up 21.66% year-on-year, with a net profit of CNY 180 million, reflecting a 33.95% increase [3] Group 3: Growth Drivers - The growth in revenue and net profit for the first three quarters of 2025 is attributed to: - The ongoing "going global" strategy, with steady growth in overseas sales of smart vehicle and sleep terminals [3] - The domestic upgrade of commercial vehicle monitoring terminals, particularly due to new policies in several provinces [3] - Increased supply share from key clients, boosting revenue in the electric bicycle sector [3] - Recovery in revenue from smart payment hardware due to continuous product innovation and market promotion [3] Group 4: Future Growth Strategies - The "going global" strategy will remain a key focus, with plans to expand in Africa, Southeast Asia, and South America, while targeting developed markets in Europe and North America [4] - Continuous product innovation and expansion of application scenarios are identified as core drivers for sustained revenue growth [4] Group 5: Cost Management - The company maintains a low expense ratio by focusing on product R&D and sales to B-end large enterprises, avoiding high management costs associated with extensive sales teams [5] - The implementation of a divisional management system allows for independent accounting and profit-centered evaluation, enhancing operational efficiency [5] Group 6: Capacity and Investment - The company is actively advancing fundraising projects to meet future capacity demands, ensuring sustained business growth [5]

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]

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]