证券代码：301608 证券简称：博实结 公告编号：2026-001 深圳市博实结科技股份有限公司 关于开立募集资金现金管理专用结算账户并 签署募集资金四方监管协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市博实结科技股份有限公司（以下简称"公司"）于2025年9月12日召 开第二届董事会第十一次会议，审议通过了《关于使用部分闲置募集资金进行现 金管理的议案》，同意公司及子公司在确保不影响募集资金投资项目（以下简称 "募投项目"）建设的情况下，使用不超过人民币7.00亿元（含本数）暂时闲置 的募集资金进行现金管理，使用期限自董事会审议通过之日起12个月内有效，在 上述额度及期限范围内，资金可循环滚动使用。具体内容详见公司披露于巨潮资 讯网（www.cninfo.com.cn）的《关于使用部分闲置募集资金进行现金管理的公 告》（公告编号：2025-035）。 近日，公司子公司惠州市博实结科技有限公司（以下简称"惠州博实结"） 开立了募集资金现金管理专用结算账户，用于对暂时闲置募集资金实施现金管理。 为规范公司募集资金的使用与管理，保护投资者的合 ...

证券日报网讯 2月4日，博实结在互动平台回答投资者提问时表示，公司与青桔（滴滴出行旗下）、哈 啰出行、美团单车、九号公司等客户建立了长期稳定的合作关系。在智慧出行组件领域取得的市场地 位，有利于公司持续拓展"两轮车"行业的中高端客户。 （文章来源：证券日报） ...

证券日报网讯2月4日，博实结（301608）在互动平台回答投资者提问时表示，截至2026年1月30日收市 后，公司合并普通账户和融资融券信用账户的股东人数为8351户。 ...

格隆汇2月4日丨博实结(301608.SZ)在互动平台表示，公司的智能车载终端主要针对汽车"后装市场"，可 应用于各种类型的商用车及乘用车辆。 ...

证券日报网1月30日讯 ，博实结在接受调研者提问时表示，基于客户的功能需求，为其提供智能化产品 落地方案是公司业务发展的核心策略。自设立起，公司由设立时的商用车监控终端的单一业务，逐步拓 展了智能交通、智慧出行、智能睡眠、移动支付等数十个业务场景。公司跨领域拓展能力源于公司在通 信、定位、存储、AI等底层技术的应用经验积累，这是公司不断拓展产品应用领域的技术基础。同 时，公司基于对物联网行业高度分散化特点的深刻理解，打造了"模组底座+AI驱动+云端服务+智能终 端"的业务模式，通过"标准化开发+场景定制"的模组和云端开发模式，重点围绕"AI视觉"核心能力，为 物联网不同应用场景提供具有竞争力的终端解决方案。目前，公司在智慧校园、智慧城市、智能运动、 智慧办公等十余个场景均有产品布局，以电子学生证、智能穿戴手表、便携式错题打印机等产品为代表 的其他智能硬件收入稳步增长。未来，公司将依托"通信+定位+AI"底层核心技术和"模组底座+AI驱动 +云端服务+智能终端"的业务模式，积极寻求国内外"AI端侧"市场的业务机会，实现公司长期稳健发 展。 （编辑 袁冠琳） ...

Core Viewpoint - The company has established stable cooperative relationships with clients since the beginning of 2023 and is continuously developing new product types in collaboration with them [1] Group 1 - The company's smart sleep terminal product sales regions are continuously expanding [1] - Specific progress in domestic market promotion should be based on information disclosed by the company in legal media and information released by clients [1]

南财智讯1月30日电，博实结在投资者关系活动中表示，产品"出海"是公司未来几年的主要战略之一， 也是公司未来收入的重要增长点；公司在智能车载终端领域持续深耕非洲、东南亚、南美等市场，并将 欧美发达地区作为长期的业务开拓重点区域，同时积极拓展海外商用车和乘用车的前后装市场；在智能 睡眠终端领域，公司基于海外客户需求丰富产品种类，预期相关收入将稳步增长。 ...

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] - 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% [1] - For the first three quarters of 2025, the company reported a revenue of CNY 1.272 billion, up 21.66%, and a net profit of CNY 180 million, an increase of 33.95% [2] Group 2: Growth Strategies - Continuous product innovation and expansion of application scenarios are key long-term growth strategies for the company [2] - The company has established stable partnerships with well-known enterprises in various IoT sectors, contributing to steady revenue and profit growth [2] - The strategy of "going global" is identified as a major growth point for future revenue, with a focus on markets in Africa, Southeast Asia, and South America [3] Group 3: Product Diversification and Innovation - The company has expanded its product offerings from commercial vehicle monitoring to various IoT applications, including smart transportation, smart sleep, and mobile payment [3][4] - The core capability for product diversification stems from the company's experience in communication, positioning, storage, and AI technologies [4] - The business model emphasizes "module base + AI drive + cloud service + intelligent terminal," providing competitive solutions for different IoT application scenarios [4] Group 4: Market Expansion and Client Collaboration - The company has established stable collaborations with clients in the smart sleep terminal sector, with sales areas continuously increasing [4] - The domestic market promotion of smart sleep terminals is based on information disclosed by the company in legal media and client announcements [4]

Market Overview - The computer equipment sector experienced a decline of 1.1% on January 29, with ZhenTong Electronics leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the computer equipment sector included: - RuiMing Technology (002970) with a closing price of 60.91, up 10.01% and a trading volume of 171,800 shares, totaling 1.044 billion yuan [1] - MeiAnSen (300275) closed at 13.69, up 3.79% with a trading volume of 243,300 shares, totaling 330 million yuan [1] - Major decliners included: - ZhenTong Electronics (002197) closed at 8.70, down 6.25% with a trading volume of 300,200 shares, totaling 270 million yuan [2] - YuTong Optics (300790) closed at 27.05, down 6.08% with a trading volume of 184,400 shares, totaling 510 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 1.766 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.293 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - RuiMing Technology (002970) had a net inflow from institutional investors of 1.75 billion yuan, while retail investors saw a net outflow of 34.85 million yuan [3] - New大陆 (000997) experienced a net inflow of 68.71 million yuan from institutional investors, but a significant outflow of 648.16 million yuan from retail investors [3] - MeiAnSen (300275) had a net inflow of 30.47 million yuan from institutional investors, with a slight net inflow from retail investors of 51,370 yuan [3]

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with significant growth potential identified by brokerage firms [1][3] - The companies with the highest target price increases include Baili Tianheng at 368.30%, Luoyang Molybdenum at 37.88%, and Sanqi Interactive Entertainment at 29.53%, representing the chemical pharmaceutical, industrial metals, and gaming industries respectively [1][3] - A total of 23 listed companies received brokerage recommendations on January 26, with companies like Jianda Co., Shouhua Gas, and Huayuan Bio receiving one recommendation each [3] Group 2 - On January 26, one company had its rating upgraded, specifically Hualu Hengsheng, which was raised from "Hold" to "Buy" by Tianfeng Securities [4][6] - The only company receiving a first-time coverage rating on January 26 was Boshi Jie, which was given a "Strong Buy" rating by China Merchants Securities [6][7]