BAMC(SH:601137) Ge Long Hui·2025-08-20 07:54Core Viewpoint - The company, Bo Wei Alloy (601137.SH), is a leader in domestic copper-based special alloy materials and is characterized as a research-driven, digitally self-evolving enterprise [1] Group 1: Company Overview - Bo Wei Alloy is recognized as a leading provider of copper-based special alloy materials in China [1] - The company emphasizes its focus on research and development, positioning itself as a digitally advanced enterprise [1] Group 2: Applications in AI - The company's materials are utilized in various applications within the artificial intelligence sector, including: - High-speed connector materials for AI computing servers [1] - Shielding materials for communication electronic devices, exemplified by the optical module shielding cover [1] - Specialized cooling materials for GB300 liquid cooling plates [1] - Power distribution materials used in computing servers [1] - VC materials for next-generation AI mobile phone cooling solutions [1] Group 3: Market Position - Bo Wei Alloy has established itself as the primary comprehensive supplier of cooling materials in China [1]