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]

Investment Rating - The report gives a "Strong Buy" rating for the company, marking its first coverage [4]. Core Insights - The company leverages an integrated "end-cloud" architecture and AI to lead in the AIoT full-scenario smart terminal market, addressing the fragmentation challenges in IoT applications [7]. - The overseas business has seen significant growth, with a 25.96% year-on-year increase in overseas revenue in the first half of 2025, indicating improved quality of growth [7]. - The smart sleep terminal business is experiencing explosive growth, projected to increase from 10.08 million yuan in 2023 to 199.00 million yuan in 2024, marking a 1871.25% increase [7]. - The company's financial performance shows strong growth potential, with a 33.95% year-on-year increase in net profit for the first three quarters of 2025 [7]. Financial Data and Valuation - Total revenue is projected to grow from 1,123 million yuan in 2023 to 2,906 million yuan in 2027, with a compound annual growth rate (CAGR) of approximately 29% [3]. - Net profit is expected to rise from 174 million yuan in 2023 to 386 million yuan in 2027, reflecting a consistent growth trajectory [3]. - The company’s price-to-earnings (PE) ratio is projected to decrease from 49.6 in 2023 to 22.4 in 2027, indicating improving valuation metrics [3]. Company Overview - The company operates in the core areas of smart sleep, smart vehicle, smart travel, and smart payment, with a focus on integrating communication, positioning, and AI technologies [11][12]. - The company has a strong shareholder structure, with the largest shareholder holding 33.88% of the shares, indicating concentrated ownership [22]. Industry Situation - The global IoT market is expected to grow from $714.48 billion in 2024 to $4,062.34 billion by 2032, indicating robust growth prospects [41]. - The Chinese IoT market has expanded significantly, with a compound annual growth rate exceeding 20% from 2012 to 2023 [41]. - The AIoT solutions market in China is projected to grow from 541 million yuan in 2020 to 1,287 million yuan in 2025, reflecting a strong upward trend [44].

Group 1 - The core point of the article is that Bosijie (301608) reported a total of 8,160 shareholders in its combined ordinary and margin trading accounts as of January 20, 2026 [1]

Group 1 - The core point of the news is that Bosijie Technology Co., Ltd. has experienced a decline in stock price, with a 5.08% drop on January 20, bringing the total market value to 8.294 billion yuan and a cumulative decline of 6.18% over three days [1] - Bosijie, founded on June 4, 2009, specializes in the research, design, production, and sales of IoT smart hardware products, including intelligent vehicle terminals, smart travel components, intelligent payment hardware, and wireless communication modules [1] - The revenue composition of Bosijie includes intelligent vehicle terminals (38.80%), smart travel components (28.42%), other smart hardware (23.20%), intelligent payment hardware (4.94%), and wireless communication modules and others (4.62%) [1] Group 2 - Among the top ten circulating shareholders of Bosijie, the Xinda Australia Fund holds a position, having reduced its holdings by 20,100 shares, now owning 601,900 shares, which is 1.51% of the circulating shares [2] - The Xinda Australia New Energy Industry Stock A fund has reported a year-to-date return of 12.17% and a one-year return of 52.81%, ranking 616 out of 5542 and 1150 out of 4235 respectively [2] - The fund manager, Feng Mingyuan, has a tenure of 9 years and 96 days, with the fund's total asset size at 14.842 billion yuan and a best return of 435.8% during his management [2]

证券日报网讯 1月16日，博实结在互动平台回答投资者提问时表示，公司在AI算法尤其是AI视觉算法方 面积累了一定的经验，并将其应用于公司智能交通、智能安防、智慧睡眠等领域。未来，公司将持续深 化该技术的研发投入，重点围绕"AI视觉"核心能力，为不同应用场景提供具有竞争力的"AI端侧"解决方 案。 （编辑 王雪儿） ...

Group 1 - The core viewpoint of the article is that the company has largely achieved domestic substitution for the chips and raw materials used in its wireless communication modules [1] - The company will continue to monitor the development of the "AI edge" industry and will develop corresponding products based on customer demand [1]

Group 1 - The core viewpoint of the article is that Boshi Jie (301608.SZ) has largely achieved domestic substitution for the chips and raw materials used in its wireless communication modules [1] - The company will continue to monitor the development of the "AI edge" industry and will develop corresponding products based on customer demand [1]

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, adhering to the mission of "empowering everything with wisdom" [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] Group 2: Business Growth and Strategy - The company is expanding its overseas market for smart vehicle terminals, with a steady increase in overseas customer numbers and successful entry into a foreign automotive brand's supplier system [2] - The commercial vehicle monitoring terminal market is expected to grow due to increasing safety regulations and technological advancements, with a shift towards intelligent video recording devices [2] - The smart travel component business saw significant growth, achieving revenue of CNY 229 million in the first half of 2025, a 39.26% increase year-on-year [3] Group 3: Market Trends and Opportunities - The domestic market for smart sleep terminals is expanding, driven by a growing demand for sleep health solutions, with 26% of people sleeping less than 6 hours and 65% experiencing weekly sleep disturbances [4] - The sleep economy market is expected to continue growing, providing ample opportunities for the company's smart sleep terminal products [4]

Core Viewpoint - The stock of Bosijie has experienced fluctuations, with a recent decline of 2.00%, while showing an overall increase of 8.13% year-to-date, indicating a volatile but upward trend in the stock price [1]. Company Overview - Bosijie Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on June 4, 2009. The company specializes in the research, design, production, and sales of IoT intelligent hardware products, including smart vehicle terminals, smart travel components, smart payment hardware, wireless communication modules, and other intelligent hardware [1]. - The revenue composition of Bosijie includes: smart vehicle terminals (38.80%), smart travel components (28.42%), other intelligent hardware (23.20%), smart payment hardware (4.94%), and wireless communication modules and others (4.62%) [1]. Financial Performance - For the period from January to September 2025, Bosijie achieved a revenue of 1.272 billion yuan, representing a year-on-year growth of 21.66%. The net profit attributable to the parent company was 180 million yuan, reflecting a year-on-year increase of 33.95% [2]. - Since its A-share listing, Bosijie has distributed a total of 131 million yuan in dividends [3]. Shareholder Information - As of January 9, 2025, Bosijie had 8,652 shareholders, a slight decrease of 0.12% from the previous period. The average circulating shares per person increased by 0.12% to 4,615 shares [2]. - The top ten circulating shareholders include new entrants such as Huashang Credit Enhanced Bond A and changes in holdings among existing shareholders, indicating a dynamic shareholder structure [3].