Group 1 - The core point of the news is that Bomin Electronics experienced a decline of 5.07% in its stock price, reaching 13.11 yuan per share, with a trading volume of 640 million yuan and a turnover rate of 7.54%, resulting in a total market capitalization of 8.265 billion yuan [1] - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, is located in Meizhou, Guangdong Province. The company specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related core electronic components [1] - The main revenue composition of Bomin Electronics includes printed circuit boards at 75.03%, customized electronic components at 21.05%, and other supplementary sources at 3.93% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under China Europe Fund holds a significant position in Bomin Electronics. The China Europe Small Cap Growth Mixed A Fund (015880) held 347,900 shares in the second quarter, accounting for 0.63% of the fund's net value, ranking as the fourth-largest heavy stock [2] - The China Europe Small Cap Growth Mixed A Fund (015880) was established on June 28, 2022, with a latest scale of 199 million yuan. Year-to-date, it has achieved a return of 53.55%, ranking 873 out of 8172 in its category, and a one-year return of 115.08%, ranking 366 out of 7995 [2] Group 3 - The fund managers of the China Europe Small Cap Growth Mixed A Fund (015880) are Qian Yating and Tang Minwei. As of the report, Qian Yating has a cumulative tenure of 3 years and 326 days, with the fund's total asset scale at 2.377 billion yuan, achieving a best return of 57.29% during the tenure [3] - Tang Minwei has a cumulative tenure of 63 days, with the fund's total asset scale at 517 million yuan, achieving a best return of 14.18% during the tenure [3]

9月16日，博敏电子涨5.91%，截至发稿，报13.98元/股，成交8.14亿元，换手率9.74%，总市值88.13亿 元。博敏电子股价已经连续4天上涨，区间累计涨幅17.75%。 资料显示，博敏电子股份有限公司位于广东省梅州市经济开发试验区东升工业园，成立日期2005年3月 25日，上市日期2015年12月9日，公司主营业务涉及高精密印制电路板(PCB)的研发、生产和销售及 PCBA相关核心电子元器件的失效性分析、定制开发和销售。主营业务收入构成为：印制电路板 75.03%，定制化电子电器组件(模组)21.05%，其他(补充)3.93%。 从基金十大重仓股角度 中欧小盘成长混合A（015880）基金经理为钱亚婷、汤旻玮。 数据显示，中欧基金旗下1只基金重仓博敏电子。中欧小盘成长混合A（015880）二季度持有股数34.79 万股，占基金净值比例为0.63%，位居第四大重仓股。根据测算，今日浮盈赚取约27.14万元。连续4天 上涨期间浮盈赚取69.23万元。 中欧小盘成长混合A（015880）成立日期2022年6月28日，最新规模1.99亿。今年以来收益51.46%，同 类排名762/8174；近一年收益11 ...

Company Overview - Bomin Electronics Co., Ltd. is located in Meizhou, Guangdong Province, established on March 25, 2005, and listed on December 9, 2015. The company specializes in the R&D, production, and sales of high-precision printed circuit boards (PCBs) and related core electronic components [2] - The main business revenue composition includes: PCBs 75.03%, customized electronic components 21.05%, and others 3.93% [2] - Bomin Electronics belongs to the Shenwan industry classification of Electronics - Components - Printed Circuit Boards, and is associated with concepts such as inductors, PCB concepts, robotics, new energy vehicles, and BYD concepts [2] Financial Performance - For the first half of 2025, Bomin Electronics achieved operating revenue of 1.705 billion yuan, a year-on-year increase of 12.71%. However, the net profit attributable to the parent company was 37.8944 million yuan, a decrease of 31.38% year-on-year [2] - As of June 30, 2025, the company had a total of 53,400 shareholders, an increase of 4.81% from the previous period, with an average of 11,812 circulating shares per person, a decrease of 4.59% [2] Stock Performance - On September 15, Bomin Electronics' stock price rose by 2.31%, reaching 12.86 yuan per share, with a trading volume of 245 million yuan and a turnover rate of 3.07%, resulting in a total market capitalization of 8.107 billion yuan [1] - Year-to-date, the stock price has increased by 52.73%, with a 9.08% rise over the last five trading days, an 8.07% increase over the last 20 days, and a 46.97% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on July 9, where the net buying on that day was -86.2656 million yuan, with total buying of 93.5055 million yuan (4.75% of total trading volume) and total selling of 180 million yuan (9.12% of total trading volume) [1] Dividend Information - Since its A-share listing, Bomin Electronics has distributed a total of 130 million yuan in dividends, with cumulative distributions of 25.2159 million yuan over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 4.2441 million shares, an increase of 1.7851 million shares from the previous period [3]

Group 1 - The core viewpoint of the news is that Bomin Electronics has seen a significant increase in its stock price, rising by 5.58% to reach 12.30 CNY per share, with a trading volume of 594 million CNY and a turnover rate of 7.92%, resulting in a total market capitalization of 7.754 billion CNY [1] - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related core electronic components, with its main business revenue composition being 75.03% from printed circuit boards, 21.05% from customized electronic components, and 3.93% from other sources [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under China Europe Fund has a significant position in Bomin Electronics, specifically the China Europe Small Cap Growth Mixed A Fund (015880), which held 347,900 shares in the second quarter, accounting for 0.63% of the fund's net value, making it the fourth-largest holding [2] - The China Europe Small Cap Growth Mixed A Fund (015880) has achieved a year-to-date return of 48.6%, ranking 636 out of 8175 in its category, and a one-year return of 104.96%, ranking 294 out of 7982 [2]

资金流向方面，主力资金净流出332.97万元，特大单买入657.26万元，占比3.33%，卖出837.86万元，占 比4.24%；大单买入3884.08万元，占比19.66%，卖出4036.45万元，占比20.43%。 博敏电子今年以来股价涨41.21%，近5个交易日涨10.09%，近20日涨11.54%，近60日涨41.89%。 今年以来博敏电子已经5次登上龙虎榜，最近一次登上龙虎榜为7月9日，当日龙虎榜净买入-8626.56万 元；买入总计9350.55万元 ，占总成交额比4.75%；卖出总计1.80亿元 ，占总成交额比9.12%。 资料显示，博敏电子股份有限公司位于广东省梅州市经济开发试验区东升工业园，成立日期2005年3月 25日，上市日期2015年12月9日，公司主营业务涉及高精密印制电路板(PCB)的研发、生产和销售及 PCBA相关核心电子元器件的失效性分析、定制开发和销售。主营业务收入构成为：印制电路板 75.03%，定制化电子电器组件(模组)21.05%，其他(补充)3.93%。 9月11日，博敏电子盘中上涨2.06%，截至09:48，报11.89元/股，成交1.98亿元，换手率2.67%，总 ...

Core Viewpoint - Bomin Electronics reported a revenue of 1.705 billion yuan for the first half of 2025, reflecting a year-on-year growth of 12.71%, while the net profit attributable to shareholders decreased by 31.38% to 37.8944 million yuan [1][2]. Financial Performance - The basic earnings per share for the reporting period was 0.06 yuan, with a weighted average return on equity of 0.89% [2]. - The company's gross margin for the first half of 2025 was 13.25%, down by 0.58 percentage points year-on-year, and the net margin was 2.22%, a decrease of 1.43 percentage points compared to the same period last year [2]. - In Q2 2025, the gross margin was 13.29%, down 2.52 percentage points year-on-year, while the net margin was 1.20%, a decline of 2.46 percentage points year-on-year [2]. Expense Analysis - Total operating expenses for the first half of 2025 amounted to 197 million yuan, an increase of 38.6357 million yuan year-on-year, with an expense ratio of 11.53%, up by 1.09 percentage points [2]. - Sales expenses increased by 55.06%, management expenses rose by 28.29%, R&D expenses grew by 7.80%, and financial expenses increased by 29.25% [2]. Shareholder Information - As of the end of the first half of 2025, the total number of shareholders was 53,400, an increase of 2,447 or 4.81% from the previous quarter [2]. - The average market value per shareholder rose from 97,600 yuan at the end of the previous quarter to 111,400 yuan, reflecting a growth of 14.18% [2]. Company Overview - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, is located in Meizhou, Guangdong Province, specializing in the R&D, production, and sales of high-precision printed circuit boards (PCBs) and related electronic components [3]. - The main business revenue composition includes 74.11% from printed circuit boards, 20.43% from customized electronic components, and 5.46% from other sources [3]. - The company operates within the electronics industry, specifically in the printed circuit board sector, and is associated with concepts such as automotive electronics and Huawei [3].