（原标题：博迁新材拿下镍粉产品大单销售额预计超43亿） 博迁新材表示，协议的履行预计将对公司本年度及以后期间的经营业绩产生积极影响。因协议存在一定 时间交货周期，具体收入需根据协议履约、交货进度逐步体现，收入确认存在不确定性，预计的销售金 额不构成业绩预测。 公开信息显示，博迁新材主营业务为电子专用高端金属粉体材料的研发、生产和销售，产品主要包括纳 米级、亚微米级镍粉和亚微米级、微米级铜粉、银粉、银包铜粉、合金粉。其中镍粉主要应用于MLCC 的生产，并广泛应用到消费电子、汽车电子等其他工业领域。2025年上半年，公司实现销售收入5.19亿 元，同比增长18.30%；实现净利润1.06亿元，同比增长93.34%。 9月28日晚间，博迁新材(605376)公告称，公司及子公司广新进出口与某公司（下称"X公司"）签署《战 略合作协议书》，约定自2025年8月起至2029年12月31日期间，预计向X公司销售5420—6495吨镍粉产 品。按照预计数量、公司目前产品售价及汇率估算，销售金额约43亿元至50亿元。 此次合作的达成，一方面基于博迁新材在镍粉领域的技术积累与品质优势，另一方面受益于MLCC行业 的持续增长。 ...

此次合作中，博迁新材将成为X公司在中国境内的独家镍粉供应商，同时X公司获得特定型号产品的独 家购买权。 公告提及，X公司生产能力预计持续增加，对应镍粉需求量同步增加，而博迁新材产品品质持续优化， 可满足X公司的品质要求；因交易涉及商业秘密，公司已履行内部涉密信息披露豁免程序，X公司具体 信息及协议部分内容暂不对外披露。 采购计划方面，为保障供应链稳定，协议约定X公司需提前30天向博迁新材书面通知每月具体采购数 量，博迁新材将据此制定精准的生产计划，确保及时交付。考虑到MLCC(片式多层陶瓷电容器)行业需 求易受下游电子市场波动影响，协议特别约定，若市场环境或X公司自身需求发生变化，双方可协商调 整采购数量。 定价机制方面，博迁新材采用"原材料平均价格+加工费"的报价模式，因主要原材料采购价格受大宗商 品及相关商品期货价格影响较大，协议明确，采购价格在目前价格基础上经友好协商确定。若X公司认 为市场价格发生显著变化，可以提供书面说明，双方另行友好协商。 博迁新材表示，协议的履行预计将对公司本年度及以后期间的经营业绩产生积极影响。因协议存在一定 时间交货周期，具体收入需根据协议履约、交货进度逐步体现，收入确认存在 ...

Group 1 - Tianyin Communication Holdings Co., Ltd. (Tianyin Holdings) expects revenue for the first half of 2025 to be between 43 billion and 47 billion yuan, indicating stable revenue capacity and ongoing investment in R&D [1] - The consumer electronics market is currently stabilizing at the bottom, with expectations for steady growth in the second half of 2025 driven by policy and AI [1][2] - The smartphone market is entering a period of intensive new product launches, with significant innovations in foldable screens and AI technology integration [1] Group 2 - Canalys predicts that the global penetration rate of AI smartphones will reach 34% in 2025 and 50% by 2027, which will stimulate market demand in consumer electronics [2] - Tianyin Holdings is well-positioned in the smart terminal sales market, benefiting from long-term partnerships with major brands like Apple, Samsung, and Huawei [2] - The company has developed a diverse sales system focusing on mobile phones, complemented by 3C digital products, smart wearables, and smart home devices [2] Group 3 - The consumer electronics industry is expected to evolve towards greater intelligence and ecosystem development, enhancing user experience and market competitiveness [3] - The growth in consumer electronics product volume is anticipated to support the industry's fundamentals, leading to increased sector prosperity [3] - As the largest mobile retail distributor in China, Tianyin Holdings is expected to continue benefiting from the positive trends in the consumer electronics sector [3]

Group 1 - The core viewpoint of the articles highlights a strong performance in the consumer electronics sector, with significant growth in revenue and profit for companies in the Shanghai market [1][2] - The China Securities Consumer Electronics Theme Index (931494) has shown strength, with the Consumer Electronics ETF (561600) rising by 2.33% and a turnover rate of 5.31% [1] - Key stocks such as Anker Innovations, Chipone Technology, and Xunwei Communication have seen gains exceeding 7%, indicating robust market activity [1] Group 2 - According to Dongfang Jincheng, the global consumer electronics market is expanding, with a recovery in smartphone retail and a rebound in PC sales, driven by AI and technological innovation [2] - The report from Tianfeng Securities emphasizes the potential of AI glasses, suggesting that the integration of AI features into smartphones will enhance market penetration [2] - The domestic consumer electronics industry is expected to continue its positive trend in 2025, supported by government subsidies and increased demand for localized components [2]