证券日报网讯 2月26日，博杰股份在互动平台回答投资者提问时表示，随着AI服务器领域的技术突破与 市场扩张，MLCC的市场需求也将迎来爆发式增长。公司看好MLCC设备业务的发展。 （文章来源：证券日报） ...

格隆汇2月26日丨博杰股份(002975.SZ)在投资者互动平台表示，公司MLCC设备全面覆盖国内头部元器 件厂商，并进一步开拓海外市场，实现对欧美、日韩市场的销售。 ...

（记者 张明双） 博杰股份（002975.SZ）2月26日在投资者互动平台表示，公司MLCC设备全面覆盖国内头部元器件厂 商，并进一步开拓海外市场，实现对欧美、日韩市场的销售。 每经AI快讯，有投资者在投资者互动平台提问：公司的MLCC设备的下游客户包含哪些？ ...

Core Viewpoint - The company Bojie Co., Ltd. (002975.SZ) expects a significant increase in net profit attributable to shareholders, projecting between 130 million to 160 million yuan for 2025, representing a growth of 484.16% to 618.97% compared to the previous year [1] Group 1 - The company is experiencing rapid growth in its AI server and data cloud business, as well as in the new energy vehicle electronics and MLCC equipment orders [1] - The increase in profitability is also attributed to the implementation of lean management practices [1]

Group 1 - The core point of the article is that Jiemai Technology (002859.SZ) has confirmed that the MLCC equipment for its Tianjin base has been procured and will enter trial production within the current quarter [2] Group 2 - Investors inquired about the procurement and installation status of MLCC equipment at the Tianjin base [2] - The company responded positively, indicating progress in the first phase of the Tianjin project [2]

Business Structure and Revenue Composition - The company operates as a provider of automation testing and assembly equipment solutions, with a business structure covering 3C, AI computing, and new energy vehicles [2][3] - In the first half of the year, revenue composition was as follows: 40.01% from consumer electronics, 17.99% from big data cloud services, and 24.73% from new energy vehicles [2] Strategic Focus and R&D Investment - The company plans to continue investing in R&D to meet customer needs in production and manufacturing, particularly in optical testing equipment [2][3] - There is a strategic shift from being an equipment supplier to a component supplier, driven by close collaboration with major clients [3][9] Market Opportunities and Growth Areas - The optical testing equipment market is expected to grow rapidly, with the company preparing for increased demand in this area [5] - The AI computing sector is driving significant growth in equipment demand, particularly in North America, where capital expenditures are expected to rise [5] New Product Developments - The company has developed liquid cooling solutions in response to high power product demands, with ongoing R&D efforts and collaborations with universities [4] - In the MLCC sector, the company has expanded its product offerings, including high-speed testing machines and layer machines, with a steady increase in orders [8] International Expansion and Client Diversification - The company has established production bases in Mexico and Vietnam, achieving project deliveries in the million-dollar range [9] - Future strategies include enhancing local capabilities overseas and diversifying client bases to strengthen market position [10]

Group 1: Company Insights - Binglun Environment focuses on advanced system solutions in the energy and power sectors, with products applicable in food refrigeration, data centers, and nuclear power, and has introduced an "Industrial Full-Field Thermal Control Comprehensive Solution" for energy recovery [1] - Yanmai Technology's IMU testing equipment has reached industry-leading technical standards and is currently in the sample testing phase, with a commitment to shareholder returns through cash dividends [2] - Bojie Co. is expanding its capacity by 2-3 times, targeting server and automotive electronics markets, and has begun small-scale supply of IMU detection equipment to clients [3] - DiAo Micro achieved a revenue of 306 million yuan in the first half of 2025, a year-on-year increase of 15.11%, with a gross margin of 45.49% [4] - Yidong Electronics reported a revenue of 1.009 billion yuan in the first half of 2025, a 27.77% year-on-year increase, and has expanded its product offerings into liquid cooling structures for computing chips [5] Group 2: Market Trends and Developments - The demand for advanced cooling solutions in data centers and nuclear power is increasing, with companies like Binglun Environment providing innovative technologies [1] - The semiconductor testing equipment market is evolving, with Yanmai Technology focusing on integrating supply chains and R&D with its headquarters [2] - The automotive electronics sector is seeing growth, with Bojie Co. and Yidong Electronics both securing significant orders and expanding their product lines [3][5] - The AI and smart device markets are being targeted by companies like DiAo Micro, which is developing products for AI phones and PCs [4]