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Is Ningbo Boway Alloy Material Company Limited's (SHSE:601137) Latest Stock Performance A Reflection Of Its Financial Health?
Ningbo Boway Alloy Material (601137.SH): does not supply directly to computational server end customer Nvidia.
Gelonghui reported on November 20 that ningbo boway alloy material (601137.SH) stated on the investor interaction platform that the company does not supply directly to the computing server end customer nvidia. In the field of high-speed transmission, the company's high-speed connector materials and communication electronic device shielding materials, represented by optical module shielding covers, are key materials used in communication and computing servers. The company supplies downstream customers through internationally renowned connector manufacturers such as Amphenol.
Ningbo Boway Alloy Material (601137.SH): The adjustment of export tax rebate policies will significantly enhance the competitiveness of the company's overseas production base products.
On November 18, Longguo Hui reported that ningbo boway alloy material (601137.SH) stated on the investor interaction platform that the adjustment of the export tax rebate policy mainly affects the company's export business. The company's overseas income mainly comes from production at overseas bases, which also includes some domestic product exports. After the policy is implemented, all domestic exported products will be transformed into a processing model, and the processing business model is based on processing fees, which is minimally affected by the tax rebate adjustments. The company's new materials business already has multiple production bases in Vietnam, Germany, and Canada, and the adjustment of the export tax rebate policy will significantly enhance the competitiveness of products from the company's overseas production bases.
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.
Gelonghui 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 proportion analysis of the application industry of various business sectors in the company's annual report.
Ningbo Boway Alloy Material (601137.SH): The company will not directly cooperate with Mole Thread.
Geelonghui 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 for chip packaging before the third generation; Socket base special materials are mainly used for connecting advanced packaging chips and substrates. With the development of AI, the market focuses on AI computing chips, and advanced packaging is an important packaging method for AI computing chips. The Socket base connection method can be applied to chips produced by more advanced packaging methods. The company's independently developed new alloy, Boway 703.
Is Ningbo Boway Alloy Material (SHSE:601137) Using Too Much Debt?
Ningbo Boway Alloy Material Company Limited's (SHSE:601137) Price Is Right But Growth Is Lacking After Shares Rocket 26%No Data
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