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博威合金:H公司一直是我们的重要合作伙伴之一
Ge Long Hui· 2025-09-22 07:55
格隆汇9月22日丨博威合金(601137.SH)在投资者互动平台表示,H公司一直是我们的重要合作伙伴之 一,在通讯基站,手机及笔记本电脑散热器,手机及通讯连接器等多个领域都有深度的合作。例如通讯 基站、手机及智能终端散热,高速背板连接器,电磁屏蔽材料,新一代半导体封装材料等等。随着H公 司对算力服务行业的赋能,将极大的拉动对材料的需求。 ...
博威合金(601137.SH):H公司一直是我们的重要合作伙伴之一
Ge Long Hui· 2025-09-22 07:49
Group 1 - The core viewpoint is that H Company is a significant partner for Bowei Alloy (601137.SH), collaborating in various fields such as communication base stations, mobile phone and laptop heat sinks, and communication connectors [1] - The collaboration includes deep partnerships in areas like communication base stations, mobile and smart terminal heat dissipation, high-speed backplane connectors, electromagnetic shielding materials, and next-generation semiconductor packaging materials [1] - The demand for materials is expected to increase significantly due to H Company's empowerment in the computing service industry [1]