天风证券给予博迁新材买入评级，业绩大幅改善，新一轮资本开支印证镍粉高景气度

Group 1 - Tianfeng Securities issued a report on August 27, giving a "buy" rating to Boqian New Materials (605376.SH) based on several factors [1] - The company's profitability has significantly improved due to product structure optimization and reduced raw material costs [1] - Rapid growth in AI server demand is driving the need for high-end MLCCs, becoming a major growth driver for the company [1] - A new round of capital expenditure confirms the high demand for nickel powder, indicating a positive outlook for the industry [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to rising stock prices for related companies [1]