高速连接器材料

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博威合金(601137.SH):不直接供货给美国甲骨文公司
Ge Long Hui· 2025-09-12 08:51
Core Viewpoint - The company Bowei Alloy (601137.SH) does not supply directly to Oracle Corporation in the United States [1] Group 1: Company Operations - In the AI computing server sector, the company's materials are primarily used in high-speed connector materials for copper connections in AI computing servers [1] - The company also provides specialized cooling materials for GB300 liquid cooling plates [1] - Additionally, the company supplies power distribution materials used in computing servers [1]
博威合金:公司不直接供货给美国甲骨文公司
Xin Lang Cai Jing· 2025-09-12 08:34
Core Viewpoint - The company does not supply directly to Oracle Corporation in the AI computing server sector, focusing instead on specific materials used in various components [1] Group 1: Company Operations - The company's materials are primarily applied in AI computing server copper connectors, which utilize high-speed connector materials [1] - The company also provides specialized cooling materials for GB300 liquid cooling plates [1] - Additionally, the company supplies power distribution materials used in computing servers [1]
博威合金(601137.SH):提供的散热解决方案使公司成为国内最主要的散热材料综合供应商
Ge Long Hui· 2025-08-20 07:54
Core Viewpoint - The company, Bo Wei Alloy (601137.SH), is a leader in domestic copper-based special alloy materials and is characterized as a research-driven, digitally self-evolving enterprise [1] Group 1: Company Overview - Bo Wei Alloy is recognized as a leading provider of copper-based special alloy materials in China [1] - The company emphasizes its focus on research and development, positioning itself as a digitally advanced enterprise [1] Group 2: Applications in AI - The company's materials are utilized in various applications within the artificial intelligence sector, including: - High-speed connector materials for AI computing servers [1] - Shielding materials for communication electronic devices, exemplified by the optical module shielding cover [1] - Specialized cooling materials for GB300 liquid cooling plates [1] - Power distribution materials used in computing servers [1] - VC materials for next-generation AI mobile phone cooling solutions [1] Group 3: Market Position - Bo Wei Alloy has established itself as the primary comprehensive supplier of cooling materials in China [1]
龙虎榜 | 佛山系2.2亿猛砸际华集团,广东帮、交易猿“杀入”恒宝股份
Ge Long Hui A P P· 2025-08-12 10:40
Market Overview - On August 12, the total trading volume of the Shanghai and Shenzhen stock markets reached 1.88 trillion yuan, an increase of 54.5 billion yuan compared to the previous trading day [1] - Sectors such as brain-computer interfaces, photolithography machines, gas, semiconductors, port shipping, CPO, and Xinjiang saw significant gains, while sectors like PEEK materials, rare earth permanent magnets, military industry, and photovoltaic equipment experienced declines [1] Top Gainers - Notable stocks with significant gains include: - Beiwai Technology (+9.99%, 11.45 yuan) with a focus on quadruped robots and vehicle networking, achieving 6 consecutive gains over 7 days [3] - Furi Electronics (+10.03%, 17.34 yuan) benefiting from robot OEM and consumer electronics, with 5 consecutive gains over 7 days [3] - Jishi Media (+10.10%, 3.27 yuan) linked to the movie "731" and AI applications, also with 5 consecutive gains over 7 days [3] - Hongtong Gas (+9.98%, 17.97 yuan) involved in natural gas and gas station expansion, achieving 5 gains over 6 days [3] - Haili Co. (+10.00%, 22.98 yuan) related to photolithography concepts, with 4 gains over 5 days [3] Trading Dynamics - The top three net purchases on the daily leaderboard were: - Boweijia (+10.02%, 22.18 yuan) with a net purchase of 281 million yuan [6] - Hengbao Co. (+10.00%, 22.33 yuan) with a net purchase of 267 million yuan [6] - Furi Electronics (+10.03%, 17.34 yuan) with a net purchase of 238 million yuan [6] Sector Performance - High-performing sectors included: - Brain-computer interfaces and AI medical applications, with stocks like Innovation Medical (+9.99%, 20.59 yuan) seeing significant interest [4][22] - Natural gas and Xinjiang revitalization projects, with stocks like Xinjiang Torch (+10.00%, 26.74 yuan) and Jiangte Electric (+10.02%, 9.55 yuan) gaining traction [4][22] Institutional Activity - Institutional net purchases were notable in: - Innovation Medical with a net purchase of 64.3 million yuan [8] - Double One Technology with a net purchase of 61.2 million yuan [8] - Jiangte Electric with a net purchase of 91.6 million yuan [8] Conclusion - The market showed a strong performance with significant trading volumes and notable gains in specific sectors, indicating potential investment opportunities in technology and energy-related stocks [1][4][6]
博威合金(601137.SH):N公司算力服务器的高速连接器材料等系列有同比50%以上的增长
Ge Long Hui· 2025-08-01 08:53
Group 1 - The core viewpoint is that the domestic computing power sector is experiencing significant growth, with N company's high-speed connector materials for computing power servers showing over 50% year-on-year growth [1] Group 2 - The company indicates that it cannot disclose specific operational data due to the presence of information collectors from industry competitors on the investor interaction platform [1]
博威合金(601137):布局美国光伏产能、AI用铜材
HTSC· 2025-04-30 08:03
证券研究报告 博威合金 (601137 CH) 布局美国光伏产能、AI 用铜材 基本数据 2025Q1 营收同比增长 10.59%、环比增加 22.08%,主因新材料销售量增长。 但营业成本同比增长 11.87%、环比增长 41.35%,因此公司销售毛利率同、 环比分别下降 0.98pct、11.68pct。期间费用方面,同比来看,2025Q1 公司 其他收益为 0.3 亿元,同比增 70.53%;所得税税率同比降 15.16 pct,因此 公司归母净利同比增加 20.64%。环比来看,Q1 没有资产减值(24Q4 为 5.11 亿元),2025Q1 公司归母净利环比增加 23.74%。 公司战略性在美国布局光伏组件产能、铜材下游应用领域之一为 AI 公司着力打造"新材料为主、新能源为辅"的发展战略。新材料方面,公司 的高速连接器材料、屏蔽材料及引线框架材料都是算力服务器及数据中心建 设的重要材料。新能源方面,据公司上证 e 互动(2025-4-10),在美国对东 南亚光伏产品关税越来越严的趋势下,公司 23 年战略性地在美国本土建设 了 2GW TOPCon 组件及电池片项目,美国本土产能将完全不受关税影响 ...