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NBTM New Materials Group Co., Ltd. (SHSE:600114) Shares Could Be 50% Below Their Intrinsic Value Estimate
CSC: Huawei is about to launch a foldable mass-produced phone, and the demand for hinge MIM structural components is expected to see growth opportunities.
The new folding form drives a substantial increase in demand for flexible oled panels. The tri-fold phone adopts two sets of hinges to connect three shells, doubling the demand for MIM structural components for hinges.
Is NBTM New Materials Group (SHSE:600114) Using Too Much Debt?
NBTM New Materials Group's (SHSE:600114) Promising Earnings May Rest On Soft Foundations
Nbtm New Materials Group (600114.SH) indirectly supplies auto parts to Xiaomi autos.
Nbtm new materials group (600114.SH) stated on the interactive platform on August 20th that the company has been serving the automotive industry for a long time and indirectly supplies parts to Xiaomi autos.
NBTM New Materials Group (600114.SH): Indirectly supplying products to Nvidia servers.
On August 20th, Glon Hui reported that NBTM New Materials Group (600114.SH) stated on the interactive platform that the company disclosed in its 2024 semi-annual report that the company successfully developed two part numbers of high-speed connector housing MIM parts, and one part number has passed verification and achieved mass delivery, indirectly supporting Nvidia's servers. The other part number has completed domestic verification, and samples have been submitted overseas for final verification. In addition, the MIM technology of the high-speed connector housing can also be applied to autos and other similar products.
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