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Ningbo Boway Alloy Material Company Limited's (SHSE:601137) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?
Ningbo Boway Alloy Material (601137.SH): As of July 19, the company had a total of 42,571 shareholders.
Ningbo Boway Alloy Material (601137.SH) stated on the investor interaction platform on July 24th that as of July 19th, the number of shareholders in the company was 42,571.
As of July 10th, 2024, the number of shareholders of Ningbo Boway Alloy Material (601137.SH) is 42831.
Ningbo Boway Alloy Material (601137.SH) stated on the investor interaction platform on July 12 that as of July 10, 2024, the company had 42,831 shareholders.
Ningbo Boway Alloy Material (601137.SH): The smart terminal lens material has achieved medium-scale production and sales.
Ningbo Boway Alloy Material (601137.SH) stated on the investor interactive platform on July 12 that the company's asia vets terminal lens special material has been produced and sold in batches. International leading mobile phone manufacturers are important customers of the company, and this material has been used on high-end domestic mobile phones. Other mobile phone manufacturers also use this material to develop applications for various purposes. The interactive platform is not only for investors, but also for our customers and competitors' information collectors, so customer information cannot be answered here.
Ningbo Boway Alloy Material (601137.SH): Amphenol is the direct customer of the company's high-speed connector materials.
On July 12th, Ge Longhui reported that Ningbo Boway Alloy Material (601137.SH) stated on an investor platform that Amphenol is a direct customer of the company's high-speed connector materials and uses the company's shielding materials to assemble high-speed connectors. They have been cooperating for many years. Weiland is an international benchmark enterprise, and the performance indicators of high-speed connectors and shielding materials are completely up to par with it. In the field of high-speed transmission, the sales volume of the company's high-speed connector special materials and communication electronic device shielding materials represented by optical modules have begun to increase significantly. The company's layout of the 0.05 million ton alloy strip project and the 0.03 million ton alloy material project in the 1.7 billion convertible bond project.
Ningbo Boway Alloy Material (601137.SH): 0.3mm silver-plated wire used for high-speed copper cable connection of AI server cables is not the company's target product.
On July 12th, Geelong announced on the investors' interactive platform that one of the important application directions of 0.03 million tons of alloy strip in the 1.7 billion convertible bond project is high-performance alloy materials required for artificial intelligence computing power, mainly including special materials for high-speed connectors and shielding materials for communication electronic devices represented by optical modules. The strip project does not include wire business. The company's expertise is in the industrialized production of precision alloy wire with a diameter of up to 0.015mm. Currently, the 0.3mm silver-plated wire used in AI server high-speed copper cable connection is not the company's target product. The company
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