公司产能布局持续优化，江苏常州博俊二期基地投产释放白车身和一体化压铸业务产能；四川成都基地 聚焦高压铸铝产品，配套西南汽车产业集群；浙江金华新基地加速长三角产业集群布局；广东肇庆基地 配套珠三角汽车产业集群；河北燕郊基地配套京津冀汽车产业集群。子公司业务表现亮眼，重庆博俊实 现净利润1.09亿元，常州博俊贡献净利润1.14亿元，两地基地合计创利占比超60%。2025年5月，公司以 简易程序向特定对象发行股票募资3亿元，用于广东博俊汽车零部件生产项目及补充流动资金，进一步 强化华南地区配套能力。 公司在多年的生产经营中，积累了丰富的市场开拓经验。公司在国际市场开拓方面也取得了一定的成 果，产品远销北美、欧洲、南美、东南亚等地。 8月26日晚，博俊科技（300926）发布2025年半年度报告。报告显示，公司上半年实现营业收入25.12亿 元，同比增长45.77%；归属于上市公司股东的净利润3.52亿元，同比增长51.95%；扣除非经常性损益后 的净利润3.51亿元，同比增长51.66%，业绩增长主要得益于全资子公司产能大幅度释放带来的订单提 升。 作为国家级专精特新"小巨人"企业，公司专注于汽车精密零部件和模具研 ...

研发投入持续加大，资质认证夯实壁垒。 报告期内，公司新增授权专利14项，其中发明专利6项，累计 有效专利达211项。公司已通过IATF16949、ISO 14001、ISO 45001等多体系认证，成为行业内少数"四 证合一"的企业，在产品质量与绿色低碳方面具备突出的竞争优势。 募投项目顺利推进，产能释放值得期待。 2025年上半年，公司投资额达8104万元，同比提升50.45%； 高强度汽车零部件智能化生产线、轻量化技改及研发中心等项目均已完成或接近完成。随着新产能逐步 释放，公司有望在规模效应和成本控制方面进一步提升竞争力。 随着传统业务稳步推进、新能源与储能不断拓展，中捷精工的发展韧性正在进一步显现。公司通过多维 发力夯实基本盘的同时，也在开辟新的成长曲线，为未来持续释放增长潜力奠定基础。 （文章来源：证券时报网） 8月26日晚间，中捷精工（301072.SZ）发布2025年半年度报告。报告期内，公司实现营业收入3.76亿 元，同比增长6.74%；经营活动现金流净额221万元，同比大幅改善112.55%，整体经营质量进一步优 化。 作为国家级专精特新"小巨人"企业，中捷精工多年来深耕汽车精密零部件领域， ...

Core Viewpoint - JinDi Co., Ltd. is actively expanding its investment in the new energy sector, with a focus on high-end equipment manufacturing and precision automotive components, aiming to enhance its market presence and operational efficiency in the southwest region of China [1][2]. Investment Expansion - JinDi Co., Ltd. plans to invest no less than 1.5 billion yuan in a smart manufacturing project for high-end equipment key components in Chongqing, which includes a fixed asset investment of at least 1.25 billion yuan and other investments of at least 250 million yuan [2]. - The project will be developed in phases, with the first phase focusing on the production lines for electric drive systems and core automotive components, while the second phase will expand into high-end equipment motor systems and related facilities [2]. - The company is also establishing a wholly-owned subsidiary in Germany with an investment of up to 15 million yuan to enhance its sales and R&D capabilities in the European market [2]. Performance Growth - JinDi Co., Ltd. reported a revenue of 1.355 billion yuan in 2024, representing a year-on-year increase of 19.26%, while the net profit attributable to shareholders was approximately 100 million yuan, a decrease of 24.85% [4]. - The company expects to achieve a revenue of 835 million yuan in the first half of 2025, a growth of 40.62%, with net profit projected between 73 million and 83 million yuan, reflecting a year-on-year increase of 27.72% to 45.22% [4]. - The dual-driven strategy focusing on "bearing retainers" and "precision automotive components" has shown strong growth momentum, with these two product categories accounting for 87.68% of total revenue [4]. Market Development - The company has successfully entered the supply chains of major automotive manufacturers such as NIO and Great Wall, and supplies products to globally recognized automotive parts manufacturers like Schaeffler and Bosch [5]. - JinDi Co., Ltd. has received a letter of intent from a well-known global automotive parts company for a project worth approximately 640 million yuan, focusing on the development and supply of electric drive stator cores and rotor assemblies [3]. Technological Advancements - As of the end of 2024, JinDi Co., Ltd. and its subsidiaries hold a total of 779 domestic patents and 10 international patents, including 147 invention patents and 487 utility model patents, which contribute to the company's competitive edge in the market [5].

Group 1: Company Overview - Jiangsu Bojun Industrial Technology Co., Ltd. was established in 2011, focusing on the R&D, design, production, and sales of automotive precision components and molds [2] - The company offers a comprehensive range of products, including body modules, dashboard assemblies, and various automotive systems such as steering, power, door, sunroof, electronic, interior, and seating systems [2][3] - Bojun has established strategic partnerships with renowned automotive manufacturers, including Geely, Changan, BYD, and Magna [3] Group 2: Financial Performance and Projections - The company has consistently outperformed its annual financial budget reports in previous years, with expectations for continued strong performance in 2025 [4] - A new factory in Jinhua is set to be built with a total investment of 1 billion CNY, covering approximately 165 acres, primarily serving clients like Leap Motor and Geely [4] Group 3: Product Development and Client Engagement - Bojun has secured project allocations for three platforms (A, B, C) from Leap Motor, with expectations for rapid revenue growth in the coming two years [4] - The company is actively involved in the production of integrated die-casting and high-pressure aluminum components, with some projects already in mass production [4][5] Group 4: Future Growth and Investments - New investments in factories and production lines are aligned with actual customer demand, contributing to future growth [5] - The company is exploring opportunities in the robotics sector, maintaining a focus on potential collaborations with clients in this field [5]

Core Viewpoint - The article highlights the recent trends in stock financing and institutional research activities, indicating potential investment opportunities in specific sectors and companies. Financing Activities - As of May 29, the total market financing balance reached 1.8 trillion yuan, a decrease of 1.128 billion yuan from the previous trading day [2]. - On May 29, 300 stocks had a net financing buy-in of over 10 million yuan, with 26 stocks exceeding 50 million yuan in net buy-in [2]. - The top three stocks by net financing buy-in were Shenghong Technology (2.47 billion yuan), Huichuan Technology (1.5 billion yuan), and Xinyi Technology (1.28 billion yuan) [3]. Sector Analysis - The sectors with the highest concentration of stocks receiving over 50 million yuan in net financing included: - Computer: 4 stocks - Automotive: 3 stocks - Power Equipment: 3 stocks [2]. Institutional Research - From May 28 to May 29, 99 companies announced institutional research records, with 26 companies receiving visits from 10 or more institutions [6]. - Jin Di Co., Ltd. had the highest participation with 78 institutions, focusing on the company's R&D and products related to eVTOL electric vertical takeoff and landing aircraft [7]. Company Specifics - Jin Di Co., Ltd. is involved in manufacturing bearing retainers and automotive precision components, which attracted significant institutional interest [7]. - Huaci Co., Ltd. and Shuanglin Co., Ltd. announced non-public issuance plans, with Huaci aiming to raise 700 million yuan for the ASEAN Ceramic Valley project and Shuanglin targeting 1.5 billion yuan for various industrial projects [5].

Core Viewpoint - Bojun Technology (300926.SZ) has successfully listed its stock through a simplified procedure, raising nearly 300 million yuan to enhance its production capacity and technological advantages in the automotive precision parts sector [1][2]. Group 1: Fundraising and Project Details - The company issued 14,684,287 shares at a price of 20.43 yuan per share, with the total fundraising amount close to 300 million yuan [1][2]. - Approximately 80% of the raised funds, amounting to 240 million yuan, will be allocated to the Guangdong Bojun automotive parts production project, which has a total investment of 400 million yuan and a construction period of two years [2][3]. - The project aims to introduce advanced intelligent and automated production equipment to expand the production capacity and enhance the design and R&D capabilities of automotive parts [2]. Group 2: Financial Performance - Since 2018, the company has consistently achieved double growth in revenue and net profit, with Q1 2025 revenue reaching 1.1 billion yuan, a year-on-year increase of 37.78%, and net profit of 149 million yuan, up 47.98% [1][7]. - For the year 2024, the company reported revenue of 4.227 billion yuan, a 62.55% increase, and a net profit of 613 million yuan, reflecting a 98.74% growth [6][7]. - As of Q1 2025, the total assets of the company reached 6.992 billion yuan, a year-on-year increase of 36.62% [8]. Group 3: R&D and Innovation - The company has significantly increased its R&D investment, with total R&D expenses from 2020 to 2024 amounting to 354 million yuan, reflecting a commitment to technological innovation [5][7]. - Bojun Technology holds 5 registered trademarks, 17 invention patents, and 77 utility model patents, indicating its strong focus on R&D and innovation [7]. Group 4: Client Base and Market Position - The company has established a strong client base, including major automotive parts suppliers and manufacturers such as Thyssenkrupp, Magna, BYD, and Changan Ford [1]. - The production project is strategically located in Zhaoqing, which is part of a region with significant automotive industry presence, including companies like Xpeng Motors and BYD [2].

Core Viewpoint - The article discusses the rapid growth of plug-in hybrid electric vehicles (PHEVs) in the automotive market, highlighting the significant increase in their sales proportion within the new energy vehicle segment, which is expected to reach 40% in 2024, up 17 percentage points from 2022 [3][10]. Group 1: Company Overview - Longsheng Technology (300680.SZ) is a company involved in the PHEV sector, experiencing rapid growth over the past seven years, with its stock price reaching new highs in the secondary market [8][9]. - The company was founded in 2004 and is recognized as a national "specialized, refined, distinctive, and innovative" small giant enterprise, with its controlling shareholders being the Ni family, who hold 29.38% of the shares [12][13]. - Longsheng Technology's business has evolved from a focus on commercial diesel engine exhaust gas recirculation (EGR) systems to a diversified manufacturing service provider across multiple sectors, including new energy vehicles [15][18]. Group 2: Financial Performance - The company has achieved a compound annual growth rate (CAGR) of 51.4% in revenue from 2018 to 2023, with revenue of 1.64 billion yuan in the first three quarters of 2024, reflecting a growth of 38.5% [19][20]. - The net profit attributable to the parent company has increased significantly, with projections for 2024 indicating a net profit of 210 to 240 million yuan, representing a year-on-year growth of 43% to 63% [22][24]. - In 2023, the revenue from the new energy business reached 940 million yuan, accounting for 52% of total revenue, with expectations for further growth in 2024 [26]. Group 3: Business Segments - The company operates three main business segments: EGR systems, new energy vehicle drive motor cores, and precision automotive components, with EGR systems contributing the most to profits while new energy vehicle components generate the highest revenue [27][28]. - The EGR product segment is projected to account for 34% of revenue in the first half of 2024, while new energy vehicle components are expected to contribute 43% [28]. - The market for EGR products is relatively small, with projections indicating a potential market size of 3.22 billion yuan by 2027, growing at a CAGR of 15.6% from 2024 to 2027 [32]. Group 4: Market Dynamics - The demand for drive motor cores is expected to grow significantly, driven by the increasing number of electric vehicles and hybrid models, with the market for motor cores projected to reach 11.33 billion yuan by 2027, growing at a CAGR of 26.2% [41][42]. - The company has a concentrated customer base, with the top five customers accounting for 65% of total sales in 2023, indicating a reliance on major clients for revenue [50][51]. - The overall gross margin has declined by 7.7 percentage points from 2021 to 2022, primarily due to the lower margins in the new energy segment, with the gross margin for the EGR segment at 24.5% and for new energy components at 11.9% in the first half of 2024 [53][55].

Core Viewpoint - The report highlights that Bojun Technology achieved significant growth in Q1 2025, driven by the rising penetration of the domestic electric vehicle market and the gradual release of production capacity in Changzhou and Chongqing [1][2]. Financial Performance - In Q1 2025, Bojun Technology reported revenue of 1.1 billion yuan, representing a year-on-year increase of 37.78% - The net profit attributable to shareholders reached 149 million yuan, marking a year-on-year growth of 47.98% [1][2]. Industry Context - The automotive industry in China saw production and sales of 7.56 million and 7.47 million vehicles in Q1 2025, reflecting year-on-year growth of 14.5% and 11.2% respectively - New energy vehicle production and sales reached 3.182 million and 3.075 million units, with year-on-year increases of 50.4% and 47.1% [2]. Production Capacity and Expansion - Bojun Technology has expanded its production bases in Jiangsu, Sichuan, Chongqing, Hebei, and Guangdong, covering major automotive industry clusters in China - The acceleration of production capacity release in Changzhou and Chongqing has been a key factor in the company's revenue growth [2]. Strategic Focus - The company is focusing on lightweight, intelligent, and environmentally friendly trends in the automotive industry - Bojun Technology is investing 1 billion yuan to establish a lightweight automotive parts production base in Jinhua, Zhejiang, to enhance its production and supply capabilities in the Yangtze River Delta region [3]. Technological Advancements - The company has adopted advanced manufacturing techniques such as hot forming and integrated die-casting to meet market demands for lightweight vehicles - Bojun Technology's subsidiaries in Changzhou and Chengdu are equipped with state-of-the-art die-casting equipment, contributing to a comprehensive product system that includes precision automotive parts and lightweight components [3].

股票简称：金帝股份 股票代码：603270 山东金帝精密机械科技股份有限公司 （聊城市东昌府区郑家镇工业区 66 号） 首次公开发行股票主板上市公告书 保荐人（主承销商） （深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层） 二零二三年八月三十一日 特别提示 山东金帝精密机械科技股份有限公司（以下简称"金帝股份"、"发行人"、 "公司"或"本公司"）股票将于2023年9月1日在上海证券交易所主板上市。本 公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素，在新股上市 初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 本上市公告书数值通常保留至小数点后两位，涉及股份的数值一般保留至小 数点后四位。若出现总数与各分项数值之和尾数不符的情况，均为四舍五入所致。 1 第一节 重要提示与声明 一、重要声明 本公司及全体董事、监事、高级管理人员保证上市公告书所披露信息的真实、 准确、完整，承诺上市公告书不存在虚假记载、误导性陈述或重大遗漏，并依法 承担法律责任。 上海证券交易所、有关政府机关对本公司股票上市及有关事项的意见，均不 表明对本公司的任何保证。 本公司提醒广大投资者认真阅读刊载于上海证券 ...

山东金帝精密 爱份有限公司 (聊城市东昌 化区 66号) 65 35 35 30 10 1400 318 首次公开发行股票并在主板上市 招股说明书 保荐人(主承销商) 国信证券股份有限公司 GUOSEN SECURITIES CO.,LTD. (深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层) 山东金帝精密机械科技股份有限公司 招股说明书 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行 人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行承担 股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投资风险。 1-1-1 山东金帝精密机械科技股份有限公司 招股说明书 1-1-2 发行股票类型 人民币普通股（A 股） 发行股数 本次发行股份 54,776,667 股，占本次发行后公司总股本的 25%。本次发行均 ...