博威合金所属申万行业为：有色金属-金属新材料-其他金属新材料。所属概念板块包括：快充概念、 DeepSeek概念、算力概念、先进封装、机器人概念等。 截至11月20日，博威合金股东户数4.46万，较上期减少1.51%；人均流通股18423股，较上期增加 1.53%。2025年1月-9月，博威合金实现营业收入154.74亿元，同比增长6.07%；归母净利润8.81亿元，同 比减少19.76%。 资金流向方面，主力资金净流入172.38万元，特大单买入426.22万元，占比4.61%，卖出320.59万元，占 比3.47%；大单买入1462.56万元，占比15.82%，卖出1395.81万元，占比15.10%。 博威合金今年以来股价涨7.73%，近5个交易日涨3.04%，近20日跌1.71%，近60日跌17.71%。 今年以来博威合金已经2次登上龙虎榜，最近一次登上龙虎榜为8月13日。 资料显示，宁波博威合金材料股份有限公司位于浙江省宁波市鄞州区云龙镇太平桥，成立日期1994年1 月22日，上市日期2011年1月27日，公司主营业务涉及高性能、高精度有色合金棒、线、板带新材料的 研发、生产和销售。太阳能电池片及组 ...

Core Viewpoint - The company, Bowei Alloy, positions itself as a leader in domestic copper-based special alloy materials, emphasizing its research-driven and digitally evolving business model [2] Group 1: Company Overview - Bowei Alloy is recognized as a leading provider of copper-based special alloy materials in China [2] - The company focuses on research and development, indicating a commitment to innovation and technological advancement [2] Group 2: Applications in AI and Technology - The materials produced by the company are utilized in various applications within the artificial intelligence sector, including high-speed connector materials for AI computing servers and shielding materials for communication electronic devices [2] - Specific products mentioned include the GB300 liquid cooling plate's unique heat dissipation materials and power distribution materials used in computing servers [2] Group 3: Production Capacity and Expansion - The newly established special alloy strip project, with an annual production capacity of 50,000 tons, is nearing full production [2] - The production line in Vietnam, with an annual capacity of 31,800 tons for special alloy rods and wires, is currently in the ramp-up phase [2] - The demand for unique heat dissipation materials used in the GB300 liquid cooling plate is expected to accelerate the production line's capacity to reach full output [2] - A project for expanding the production of 20,000 tons of special alloy electronic materials wire was officially launched at the end of June this year [2]

Core Viewpoint - Bowei Alloy's stock price has experienced fluctuations, with a year-to-date increase of 7.58% but a recent decline in the last five, twenty, and sixty trading days [1][2]. Company Overview - Bowei Alloy, established on January 22, 1994, and listed on January 27, 2011, is located in Ningbo, Zhejiang Province. The company specializes in the research, production, and sales of high-performance and high-precision non-ferrous alloy materials, solar cell components, and precision cutting wires [1][2]. - The revenue composition of Bowei Alloy includes 77.63% from new materials, 21.23% from new energy products, and 1.14% from other sources [1]. Financial Performance - For the period from January to September 2025, Bowei Alloy achieved an operating income of 15.474 billion yuan, representing a year-on-year growth of 6.07%. However, the net profit attributable to shareholders decreased by 19.76% to 881 million yuan [2]. - Since its A-share listing, Bowei Alloy has distributed a total of 1.694 billion yuan in dividends, with 923 million yuan distributed over the past three years [3]. Shareholder Information - As of November 10, 2025, Bowei Alloy had 45,200 shareholders, a decrease of 3.99% from the previous period. The average number of circulating shares per shareholder increased by 4.16% to 18,146 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 10.8419 million shares, an increase of 5.9259 million shares from the previous period. The Noan Pioneer Mixed A fund is a new entrant among the top shareholders with 8.3159 million shares [3].

Core Viewpoint - Bowei Alloy's stock price has shown fluctuations, with a year-to-date increase of 11.92% but a recent decline over various trading periods, indicating potential volatility in the market [1][2]. Company Overview - Bowei Alloy, established on January 22, 1994, and listed on January 27, 2011, is located in Ningbo, Zhejiang Province. The company specializes in the research, production, and sales of high-performance and high-precision non-ferrous alloy materials, solar cell components, and precision cutting wires [1][2]. - The company's revenue composition includes 77.63% from new materials, 21.23% from new energy products, and 1.14% from other sources [1]. Financial Performance - For the period from January to September 2025, Bowei Alloy reported a revenue of 15.474 billion yuan, reflecting a year-on-year growth of 6.07%. However, the net profit attributable to shareholders decreased by 19.76% to 881 million yuan [2]. - Since its A-share listing, Bowei Alloy has distributed a total of 1.694 billion yuan in dividends, with 923 million yuan distributed over the past three years [3]. Shareholder Information - As of October 31, 2025, Bowei Alloy had 47,100 shareholders, an increase of 3.80% from the previous period. The average number of circulating shares per shareholder decreased by 3.67% to 17,421 shares [2]. - Notable shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 5.926 million shares, and Nuoan Pioneer Mixed A, which is a new entrant among the top ten circulating shareholders [3].

Core Viewpoint - The stock of Bowei Alloy has experienced fluctuations, with a recent decline of 2.03% and a total market capitalization of 17.466 billion yuan, reflecting mixed investor sentiment and market activity [1]. Company Overview - Bowei Alloy, established on January 22, 1994, and listed on January 27, 2011, is located in Ningbo, Zhejiang Province. The company specializes in the research, production, and sales of high-performance and high-precision non-ferrous alloy materials, solar cell components, and precision cutting wires [1][2]. - The main revenue composition of Bowei Alloy includes new materials products (77.63%), renewable energy products (21.23%), and other products (1.14%) [1]. Financial Performance - For the period from January to September 2025, Bowei Alloy achieved a revenue of 15.474 billion yuan, representing a year-on-year growth of 6.07%. However, the net profit attributable to shareholders decreased by 19.76% to 881 million yuan [2]. - Since its A-share listing, Bowei Alloy has distributed a total of 1.694 billion yuan in dividends, with 923 million yuan distributed over the past three years [3]. Shareholder Information - As of October 20, 2025, Bowei Alloy had 45,400 shareholders, a decrease of 1.03% from the previous period. The average number of circulating shares per shareholder increased by 1.04% to 18,084 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the seventh largest circulating shareholder with an increase of 5.926 million shares, while the Noan Pioneer Mixed A fund entered as the eighth largest shareholder with 8.316 million shares [3].

Group 1 - The core viewpoint of the news is that Bowei Alloy has shown a mixed performance in stock price and financial results, with a notable increase in stock price year-to-date but a decline in net profit [1][2]. - As of October 29, Bowei Alloy's stock price increased by 2.00% to 22.39 CNY per share, with a total market capitalization of 18.395 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 13.09%, but has seen a decline of 0.36% over the last five trading days and a 12.16% decline over the last 20 days [1]. Group 2 - Bowei Alloy's main business segments include high-performance and high-precision non-ferrous alloy materials, which account for 77.63% of revenue, and new energy products, which account for 21.23% [1][2]. - For the period from January to September 2025, Bowei Alloy reported a revenue of 15.474 billion CNY, representing a year-on-year growth of 6.07%, while net profit attributable to shareholders decreased by 19.76% to 881 million CNY [2]. - The company has distributed a total of 1.694 billion CNY in dividends since its A-share listing, with 923 million CNY distributed over the past three years [3].

Core Insights - On October 23, 2023, Bowei Alloy experienced a decline of 1.25% with a trading volume of 465 million yuan, indicating a negative market sentiment towards the company [1] - The company reported a net financing outflow of approximately 23.99 million yuan on the same day, with total financing and securities balance reaching 1.097 billion yuan [1] - For the first half of 2025, Bowei Alloy achieved a revenue of 10.221 billion yuan, reflecting a year-on-year growth of 15.21% [2] Financing and Trading Activity - On October 23, Bowei Alloy had a financing buy-in amount of 47.49 million yuan, while the financing balance stood at 1.095 billion yuan, accounting for 6.01% of its market capitalization [1] - The financing balance is above the 80th percentile of the past year, indicating a high level of leverage [1] - The company had a securities lending balance of 1.56 million yuan, with a lending volume of 70,300 shares, also reflecting a high position compared to the past year [1] Shareholder and Dividend Information - As of October 20, 2023, Bowei Alloy had 45,400 shareholders, a decrease of 1.03% from the previous period, while the average circulating shares per person increased by 1.04% to 18,084 shares [2] - Since its A-share listing, the company has distributed a total of 1.694 billion yuan in dividends, with 923 million yuan distributed over the last three years [3] - Notably, the top ten circulating shareholders include new entrants such as the photovoltaic ETF, which holds 5.6805 million shares [3]

Core Insights - Bowei Alloy's stock price dropped by 5% to 24.68 CNY per share, with a trading volume of 580 million CNY and a turnover rate of 2.82%, resulting in a total market capitalization of 20.276 billion CNY [1] Group 1: Company Overview - Ningbo Bowei Alloy Materials Co., Ltd. is located in Yinxian District, Ningbo, Zhejiang Province, established on January 22, 1994, and listed on January 27, 2011 [1] - The company's main business includes the research, production, and sales of high-performance and high-precision non-ferrous alloy rods, wires, and plates, as well as solar cell and component production [1] - The revenue composition of the main business is as follows: new materials products account for 77.63%, renewable energy products 21.23%, and others 1.14% [1] Group 2: Shareholder Insights - Huatai-PineBridge Fund has a fund among the top ten circulating shareholders of Bowei Alloy, with the Guangfu ETF (515790) newly entering the top ten in Q2, holding 5.6805 million shares, which is 0.7% of the circulating shares [2] - The estimated floating loss for the Guangfu ETF today is approximately 7.3847 million CNY [2] Group 3: Fund Manager Performance - The fund managers of Guangfu ETF (515790) are Li Qian and Li Mu Yang, with Li Qian having a cumulative tenure of 5 years and 348 days, managing assets totaling 39.351 billion CNY, with the best fund return of 77.42% during her tenure [3] - Li Mu Yang has a cumulative tenure of 4 years and 285 days, managing assets of 21.273 billion CNY, with the best fund return of 128.88% during his tenure [3]

Core Insights - The stock of Bowei Alloy increased by 1.77% on September 30, with a trading volume of 1.03 billion yuan [1] - The company reported a financing buy amount of 179 million yuan and a financing repayment of 184 million yuan on the same day, resulting in a net financing outflow of 5.12 million yuan [1] - As of September 30, the total financing and securities lending balance for Bowei Alloy was 1.11 billion yuan [1] Financing Overview - On September 30, Bowei Alloy had a financing buy of 179 million yuan, with a current financing balance of 1.10 billion yuan, accounting for 5.26% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] Securities Lending Overview - On September 30, Bowei Alloy repaid 200 shares in securities lending and sold 500 shares, with a selling amount of 12,900 yuan based on the closing price [1] - The remaining securities lending volume was 78,700 shares, with a securities lending balance of 2.03 million yuan, also above the 80th percentile of the past year [1] Company Profile - Bowei Alloy, established on January 22, 1994, and listed on January 27, 2011, is located in Ningbo, Zhejiang Province [1] - The company specializes in the research, production, and sales of high-performance and high-precision non-ferrous alloy materials, solar cell components, and precision cutting wires [1] - The revenue composition includes 77.63% from new materials, 21.23% from renewable energy products, and 1.14% from other sources [1] Shareholder Information - As of September 19, the number of shareholders for Bowei Alloy was 43,600, a decrease of 1.79% from the previous period [2] - The average circulating shares per person increased by 1.82% to 18,625 shares [2] Financial Performance - For the first half of 2025, Bowei Alloy achieved a revenue of 10.22 billion yuan, representing a year-on-year growth of 15.21% [2] - The net profit attributable to the parent company was 676 million yuan, with a year-on-year increase of 6.05% [2] Dividend Information - Since its A-share listing, Bowei Alloy has distributed a total of 1.694 billion yuan in dividends, with 923 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included the photovoltaic ETF (515790) as the ninth largest shareholder, holding 5.68 million shares as a new shareholder [3] - Hong Kong Central Clearing Limited was the tenth largest shareholder, holding 4.92 million shares, a decrease of 1.68 million shares from the previous period [3] - The fund Nuoan Pioneer Mixed A (320003) has exited the list of the top ten circulating shareholders [3]

Company Overview - Ningbo Bowei Alloy Materials Co., Ltd. is located in Yinxian District, Ningbo, Zhejiang Province, established on January 22, 1994, and listed on January 27, 2011 [1] - The company specializes in the research, production, and sales of high-performance and high-precision non-ferrous alloy rods, wires, and plates, as well as solar cell and component production [1] - The revenue composition of the company includes new materials products at 77.63%, renewable energy products at 21.23%, and others at 1.14% [1] Stock Performance - On September 19, Bowei Alloy's stock rose by 5.12%, reaching a price of 26.07 CNY per share, with a trading volume of 491 million CNY and a turnover rate of 2.38%, resulting in a total market capitalization of 21.206 billion CNY [1] Fund Holdings - According to data, one fund under Nuoan Fund holds a significant position in Bowei Alloy, specifically the Nuoan Preferred Return Mixed Fund (001743), which reduced its holdings by 2.689 million shares in the second quarter, now holding 1.1319 million shares, accounting for 2.04% of the fund's net value [2] - The fund has achieved a year-to-date return of 35.85%, ranking 2121 out of 8172 in its category, and a one-year return of 72.36%, ranking 1575 out of 7980 [2] Fund Manager Profile - The fund manager of Nuoan Preferred Return Mixed Fund (001743) is Yang Gu, who has a cumulative tenure of 19 years and 215 days, managing total assets of 5.133 billion CNY [3] - During his tenure, the best fund return achieved was 1036.35%, while the worst was 2.43% [3]