Group 1 - The core viewpoint of the article is that Bowei Alloy (601137) has confirmed the normal supply of VC thermal materials and the availability of specialized thermal materials for liquid cooling plates, with the shipment volume dependent on the delivery schedule of the downstream AI computing server GB300 [1] Group 2 - Bowei Alloy is actively engaging with investors through an interactive platform, indicating transparency and responsiveness to market inquiries [1] - The company's supply chain for thermal materials appears stable, which may positively impact its operational efficiency and market position [1] - The performance of the AI computing server GB300 is crucial for determining the future demand for Bowei Alloy's products, highlighting the interdependence between the company and the AI industry [1]