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Here's Why We Think Ningbo Boway Alloy Material (SHSE:601137) Is Well Worth Watching
Ningbo Boway Alloy Material (601137.SH): The company's impact is better than expected based on a comprehensive analysis of the preliminary anti-dumping and countervailing duty rates for photovoltaic companies in four Southeast Asian countries.
Gelonghui December 2nd news: Ningbo Boway Alloy Material (601137.SH) stated on the investor interaction platform that the preliminary ruling of the anti-dumping and countervailing of the United States Department of Commerce was announced this time, and the company will continue to submit materials before the final ruling. The preliminary ruling on the anti-dumping of photovoltaic products in Southeast Asian countries has been announced, with the preliminary countervailing duty rate of 0.81% for the wholly-owned subsidiary Boway Te (Vietnam) Solar Technology Co., Ltd., and the preliminary countervailing duty rate of 54.46%. Combining the comprehensive analysis of the preliminary anti-dumping tax rates on photovoltaic enterprises in Southeast Asian countries, the impact on the company is better than expected, mainly reflected in the following three aspects: 1) starting in 2023
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 Company Limited's (SHSE:601137) Price Is Right But Growth Is Lacking After Shares Rocket 26%
