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Bomin Electronics (603936.SH): does not involve the production of Glass substrates.
Gelonghui, February 28丨Bomin Electronics (603936.SH) stated on the investor interaction platform that the company is closely monitoring and researching glass substrate technology, and is currently not involved in the production of glass substrates.
Bomin Electronics (603936.SH): Shulian PCB has already gained recognition from multiple top clients in the Datacenter and AI fields.
On February 28, Gelonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that the company's interconnected PCB has been recognized by several leading clients in the Datacenter and AI fields, and has achieved bulk shipments of various types of high, medium, and low-end products, although revenue currently remains relatively small. Looking ahead, as the maturity of high-end products continues to improve and work progresses on bringing in new clients, the interconnected product business is expected to enter an accelerated growth phase, continuously opening up new space for growth.
Bomin Electronics (603936.SH): The server products are primarily positioned for HPC server boards and are gradually extending to AI servers.
On February 28, Gelonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that the company is actively laying out related high-prospect niche segments. Among them, Server products are mainly positioned for HPC Server boards and are gradually extending towards AI Servers. Relevant products have significant advantages in high-speed material applications, processing density, and design levels, establishing long-term stable cooperative relationships with related clients and gaining recognition. In the first half of last year, the company achieved revenue growth year-on-year in the data/communication Business, particularly with a significant year-on-year increase in revenue from HPC Server PCB products. As AI Servers emerge.
Bomin Electronics (603936.SH): Currently, the IC Carrier products are mostly used in the Data Storage field.
On February 21, according to Gelonghui, Bomin Electronics (603936.SH) stated on the investor interaction platform that the company's IC Carrier products are currently widely used in the Data Storage field. They have cooperated with several terminal design companies and testing clients for sample trial production, and some models have entered the mass production stage.
Bomin Electronics (603936.SH): Has established long-term and stable cooperative relationships with leading ODM manufacturers such as Huqin, Wentai, and Longqi.
On February 21, Gelonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that the company's products can be used in various consumer terminals and have established long-term stable partnerships with leading ODM manufacturers such as Huaqin, Wingtech, and Longqi. Its terminal products cover several well-known brands, including OPPO, vivo, Samsung, Xiaomi, and Lenovo.
Bomin Electronics (603936.SH): has become the main supplier of DPC ceramic liners for the leading domestic Lidar manufacturers.
On February 14, Gelonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that with the increasing momentum of autonomous driving, Lidar, as an essential Hardware product for intelligent driving, will embrace vast incremental space. The company is fully grasping the trend of the Lidar industry and has now become the main supplier of DPC ceramic liners among leading domestic Lidar manufacturers. Related products have been applied in various New energy Fund vehicles, including those from BYD, Chongqing Sokon Industry Group Stock, GAC Group, FAW Group, SAIC Group, Geely, and Xiaopeng.