No Data
Ningbo Boway Alloy Material (601137.SH): does not directly supply Nvidia's end customers with computing power servers.
Gelonghui, November 20th | Ningbo Boway Alloy Material (601137.SH) stated on the investor interaction platform that the company does not directly supply server clients nvidia with computing power. In the high-speed transmission field, the company's high-speed connector materials and communication electronic device shielding materials represented by optical module shields are key materials used in communication and server applications, and the company supplies downstream customers through internationally renowned connector manufacturers like Amphenol.
Ningbo Boway Alloy Material (601137.SH): The adjustment of export tax rebate policy will significantly enhance the competitiveness of the company's overseas production base products.
On November 18th, Ningbo Boway Alloy Material (601137.SH) stated on the investor interaction platform that the adjustment of the export tax rebate policy this time mainly involves the company's overseas business. The company's overseas income mainly comes from overseas base production, including some domestic product exports. After the policy was introduced, all domestically exported products will be converted to a processing mode, where the processing fee is the tax base, and the impact of the tax rebate adjustment on the processing business model is minimal. The company's new materials business already has multiple production bases in Vietnam, Germany, and Canada. The adjustment of the export tax rebate policy will significantly enhance the competitiveness of the company's overseas production base products.
Ningbo Boway Alloy Material (601137.SH): The strip products used in AI and chip packaging materials have increased year-on-year since the beginning of the year.
Geelonghui November 12th, Ningbo Boway Alloy Material (601137.SH) stated on the investor interaction platform that the strip products used in AI and chip packaging materials have increased year-on-year since the beginning of the year. Please pay attention to the application industry proportion analysis of various business sectors in the company's annual report.
Ningbo Boway Alloy Material (601137.SH): The company will not directly cooperate with Moer Threading.
Gelong Hui November 12th | Ningbo Boway Alloy Material (601137.SH) stated on the investor interaction platform that the company will not directly cooperate with Moore Thread. However, the company's lead frame special materials will be used in chip packaging before the third generation; Socket base special materials are mainly used to connect advanced packaging chips and substrates. With the development of AI, the market focuses on AI computing chips. Advanced packaging is an important packaging method for AI computing chips, and the connection method of Socket base can be applied to chips produced by more advanced packaging methods. The company independently developed the new alloy Ningbo Boway 703.
Ningbo Boway Alloy Material (601137.SH): The controlling shareholder and its concerted action person have cumulatively reduced their holdings of "Bow 23 Convertible Bonds" by 1.97 million shares.
Ningbo Boway Alloy Material (601137.SH) announced that its controlling shareholder Boway Group and its concerted action person Boway Asia Pacific have reduced their holdings of 'Bow23 Convertible Bonds' by 1,973,190 shares through block trades and centralized bidding from October 25, 2024, to November 4, 2024, accounting for 11.61% of the total convertible bonds issued. After this reduction, Boway Group and its concerted action person hold 0 convertible bonds of the company.
Ningbo Boway Alloy Material (601137): Performance exceeds expectations, photovoltaic profits remain strong.
Event: The company released the third quarter report for 2024. From 2024Q1 to Q3, the company achieved a revenue of 14.59 billion yuan, a year-on-year increase of +16.5%, and a net profit attributable to the parent company of 1.1 billion yuan, a year-on-year increase of +38.8%, with a non-net profit attributable to the parent company of 10.
No Data
No Data