博威合金(601137.SH)：具备压延合金铜箔的生产能力

Group 1 - The company, Bo Wei Alloy (601137.SH), currently has the production capacity for rolled alloy copper foil, which is a specialized material for high-speed transmission in dynamic flexible motion applications [1] - The processing difficulty of alloy copper foil is high, resulting in a greater added value compared to other types of copper foil [1] - The company clarifies that electrolytic copper foil, used in the PCB industry, is static and cannot be bent repeatedly, indicating that the demand and applications for these materials are different and currently do not have mutual substitutability [1]