Zhitong Finance App News, Bojie Co., Ltd. (002975.SZ) issued an announcement on abnormal stock trading fluctuations and risk alerts, stating that the company has not recently discovered undisclosed important information that may or has had a significant impact on the company's stock trading price; at the same time, the company is concerned about recent market discussions on the company's involvement in “optical communication indium phosphide,” “semiconductors,” “optical modules,” “liquid cooling,” “humanoid robots,” and “MLCC.” The company clarifies as follows:
The optical communication indium phosphide business mentioned in online rumors is a business carried out by Zhuhai Dingtai Xinyuan Crystal Co., Ltd. (“Dingtai Xinyuan” for short), in which the company is a shareholder. Dingtai Xinyuan's revenue scale is small, and it has lost money for 3 consecutive years, and has not yet achieved profit. The company's holding subsidiary, Bojiexin (Shenzhen) Semiconductor Co., Ltd. (“Bojiexin” for short), is the main business of semiconductor special equipment sales, etc. In 2025, Bojiexin achieved revenue of 51.0815 million yuan, accounting for only 2.78% of the company's revenue. Currently, there is no significant impact on the company's business performance. The optical coupling equipment of the holding subsidiary Zhuhai Guanghaojie Technology Co., Ltd. has only completed preliminary technical reserves and program design. Related research and development work is still in progress, and revenue has not yet been achieved.
In the field of AI server testing business, the company's AI server testing business achieved operating revenue accounting for 16.79% of the current main business revenue in 2025. The company's liquid cooling modules are not shipped to customers as separate components, and revenue is not recognized as an independent product. The products of the company's holding subsidiary, Zhuhai Aodway Technology Co., Ltd. (“Aldway” for short) are mainly used in the MLCC field. In 2025, Aldwin achieved a net profit of 1.30732 million yuan attributable to the parent company, accounting for 8.93% of net profit attributable to listed companies, which did not have a significant impact on the company's operating performance. In 2025, the company's revenue achieved in the humanoid robot testing sector accounted for less than 1% of the company's total revenue. Currently, there is no significant impact on the company's operating performance.
Currently, the business of the company and some participating companies involves related fields such as “indium phosphide for optical communication,” “optical modules,” “liquid cooling,” and “humanoid robots,” etc., but at present, related businesses are still in the preliminary layout or small-scale operation stage, and their contribution to the company's current revenue is relatively low. It has not yet generated large-scale revenue, nor has it had a significant impact on the company's business performance.