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博威合金:公司目前具备压延合金铜箔的生产能力
Group 1 - The company, Bowei Alloy (601137), has announced its capability to produce rolled alloy copper foil, which is characterized by high processing difficulty and added value, making it suitable for high-speed transmission in dynamic flexible motion applications [1] - The alloy copper foil is distinct from PCB board copper foil, which is used in the PCB industry as static copper foil and cannot be bent repeatedly, indicating different demand and applications with no current substitutability [1]
博威合金:具备压延合金铜箔的生产能力
Ge Long Hui· 2025-09-04 08:41
Group 1 - The company 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] - There is a distinction between alloy copper foil and electrolytic copper foil, with the latter being used in the PCB industry as static copper foil that cannot be bent repeatedly, indicating different demand and applications [1]
博威合金(601137.SH):具备压延合金铜箔的生产能力
Ge Long Hui· 2025-09-04 08:19
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]