Jiangsu Boqian New Materials Stock (SH:605376) Xin Lang Cai Jing·2025-09-29 04:12Group 1 - The A-share market saw a strong performance in the non-ferrous metal sector on September 29, with several stocks hitting the daily limit, including Boqian New Materials and Vanadium Titanium Co., which both reached a 10% increase [1][2] - The overall market showed positive momentum, with the Shanghai Composite Index rising by 0.13%, the Shenzhen Component Index by 1.11%, and the ChiNext Index by 1.77% [2] - The trading volume in the Shanghai and Shenzhen markets was 12.937 trillion yuan, a decrease of 880 billion yuan compared to the previous day, with over 3,000 stocks in the market experiencing gains [2] Group 2 - Boqian New Materials (stock code: 605376) is a leading global supplier of high-end metal powder materials, focusing on the research, production, and sales of nano and sub-micron nickel and copper powders [4] - Nickel powder is a core product for Boqian, playing a crucial role in the internal electrode materials of MLCCs (Multi-layer Ceramic Capacitors), with significant demand driven by the electronics and automotive sectors [4] - The company has a strategic cooperation agreement with Company X to supply between 5,420 tons and 6,495 tons of nickel powder from August 2025 to December 2029, estimated to be worth between 4.3 billion yuan and 5 billion yuan at current prices [4]