Core Viewpoint - Company H is a significant partner for Bowei Alloy, collaborating in various fields such as communication base stations, mobile phone and laptop heat sinks, and mobile communication connectors, which is expected to drive material demand significantly due to H's empowerment in the computing service industry [1] Group 1 - Bowei Alloy has deep cooperation with Company H in multiple areas including communication base stations and mobile devices [1] - The collaboration includes products like high-speed backplane connectors, electromagnetic shielding materials, and next-generation semiconductor packaging materials [1] - The demand for materials is anticipated to increase substantially as Company H enhances its capabilities in the computing service sector [1]

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]