证券日报网讯 2月26日，博威合金在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 户数为59898户。 （文章来源：证券日报） ...

格隆汇2月26日丨博威合金(601137.SH)在互动平台表示，GB300会用到公司的高速连接器材料和液冷板 材料，由于下游客户加工工艺和成材率的不同，公司无法获取单台机柜液冷板材料的具体用量。 ...

格隆汇2月26日丨博威合金(601137.SH)在互动平台表示，GB300会用到公司的高速连接器材料和液冷板 材料，由于下游客户加工工艺和成材率的不同，公司无法获取单台机柜液冷板材料的具体用量。 ...

Core Viewpoint - Company is set to deepen its strategic transformation by focusing entirely on the new materials sector by 2026, with multiple capacity projects planned for implementation [1] Shareholder Pledge - The controlling shareholder, Bowei Group Co., Ltd., plans to increase its stake in the company through centralized bidding, with an investment amount between 100 million and 150 million yuan over the next six months [2] Project Advancement - Management is actively working on the equity sale of its solar factory in the U.S., aiming to complete the transfer in the first quarter of 2026. The proceeds will be used to supplement working capital for the new materials project in Vietnam and to repay loans [3] Capacity Expansion - Several capacity projects in the new materials business are set to launch in 2026, including a 20,000-ton special alloy electronic materials wire project expected to start production in June 2026, primarily serving AI servers and high-speed connectors. Additionally, a 30,000-ton special alloy strip project is ongoing, and a 15,000-ton copper-aluminum composite material capacity in collaboration with Tyco Electronics will be phased in [4] Strategic Advancement - To optimize its global layout, the company plans to establish a new base in Morocco, expected to commence construction in October 2026, primarily serving European electric vehicle and industrial customers. The company has decided to fully exit the renewable energy business and focus 100% on the new materials sector, with plans to achieve a leaner operation through asset disposals and business adjustments [5]

（文章来源：证券日报） 证券日报网讯 2月11日，博威合金在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 户数为61878户。 ...

证券日报网讯 2月10日，博威合金在互动平台回答投资者提问时表示，控股股东基于对公司未来持续稳 定发展的信心和长期投资价值的认可，增强投资者信心，决定实施增持计划，具体内容请查阅公司公 告。 （编辑 楚丽君） ...

Group 1: AIDC and Power Supply Innovations - The global AIDC demand is experiencing significant growth, with major cloud companies increasing their capital expenditures. In FY2025, the top three global cloud providers are expected to collectively spend nearly $300 billion [3][19] - High Voltage Direct Current (HVDC) is becoming the preferred solution for next-generation data center power supply, as it enhances power efficiency and reduces material usage. The global HVDC market is projected to reach approximately $30 billion by 2027 [4][59] - Key recommendations for HVDC and Storage Solutions include companies like Zhongheng Electric and Siyuan Electric, with additional attention on Keda Data, Kstar, and others [10][65] Group 2: Photovoltaic Industry Trends - The photovoltaic industry is transitioning towards high-quality development, with supply-demand dynamics expected to gradually improve. In 2025, domestic photovoltaic installations are projected to reach a record high, although global installation growth is anticipated to slow down post-2026 [5][6] - The industry is actively reducing operating rates to improve supply-demand structures, with significant declines in operating rates for polysilicon and other segments noted [6][7] - Key recommendations in the photovoltaic sector focus on supply-side improvements and new technologies, with companies like Flat Glass and Quartz Holdings highlighted for their potential [11][10]

Industry News - The Ministry of Transport's new regulatory meeting addressed issues with Gaode Taxi, highlighting management shortcomings and requiring immediate corrective actions to protect driver rights [41] - The Ministry of Commerce held a meeting with automotive companies to discuss strategies for enhancing automotive consumption, including the implementation of a vehicle trade-in program and industry management improvements by 2026 [41] - Apple plans to launch a new iPhone Flip model following the iPhone Fold, prompting Samsung Display to evaluate expanding OLED panel production capacity for Apple [41] - Rare earth product prices have increased, with praseodymium-neodymium oxide averaging 798,800 yuan/ton, up 41,300 yuan/ton; neodymium metal averaging 976,300 yuan/ton, up 61,900 yuan/ton; dysprosium oxide averaging 1,400,800 yuan/ton, up 16,500 yuan/ton; and terbium oxide averaging 6,214,300 yuan/ton, up 77,200 yuan/ton [41][42] Company News - Zhiguang Electric announced a contract for the sale of energy storage systems worth 1.004 billion yuan [43] - Zhejiang Longsheng reported a price increase of 5,000 yuan/ton for certain disperse dyes as of February 8 [43] - Source Technology plans to invest 1.251 billion yuan in the second phase of its optical communication semiconductor chip and device R&D production base [48] - Jinwei Co. intends to acquire 100% of Fusheng Mining for 210 million yuan, with the target company holding mining rights for a production scale of 50,000 tons/year [48]

Group 1 - The controlling shareholder of Bowei Alloy plans to increase its stake in the company by 100 million to 150 million yuan [1] - The actual controller and directors of Congsheng Co. intend to reduce their holdings by no more than 5% of the company's shares [1] - Yinbei Investment of Senba Sensor plans to reduce its stake by no more than 3% of the company's shares [1] Group 2 - The controlling shareholder and its concerted parties of Liansheng Chemical plan to reduce their holdings by no more than 3% of the company's shares [1] - A shareholder of ST Zhongzhu intends to reduce its stake by no more than 3% of the company's shares [1] - Shareholders of Youde Precision (rights protection) plan to collectively reduce their holdings by no more than 3% of the company's shares [1] Group 3 - Shareholder Finer of Xuantai Pharmaceutical plans to reduce its stake by no more than 2% of the company's shares [1] - A shareholder of Far East Co. intends to reduce its holdings by no more than 1.5% of the company's shares [1] - A shareholder of Zhongzhou Special Materials plans to reduce its stake by no more than 1.4% of the company's shares [1] Group 4 - Qianhai Jin控 plans to reduce its stake in GCL-Poly Energy by no more than 1.01% of the company's shares [1] - The controlling shareholder of Keda Technology intends to reduce its holdings by no more than 1% of the company's shares [1] - Yulong Venture Capital plans to reduce its stake in Haiguo Co. by no more than 0.9965% of the company's shares [1] Group 5 - Shareholders of Lian Technology plan to collectively reduce their holdings by no more than 0.96% of the company's shares [1] - The controlling shareholder of Teda Co. intends to reduce its holdings by no more than 29.38 million shares [1] - The actual controller of Perfect World reduced its stake by 1.247 million shares during a period of abnormal stock fluctuations [1] Group 6 - A shareholder of Tengya Precision plans to reduce its stake by no more than 3.8 million shares [1]

（文章来源：证券日报） 证券日报网讯 2月9日，博威合金在互动平台回答投资者提问时表示，越南项目的设备没有进入美国市 场的电气认证，且该设备的参数与美国当地的供电系统不匹配，无法转移。 ...