Core Viewpoint - The tank container industry in China has developed significantly over the past two decades, making China the largest producer of tank containers globally, accounting for 92% of the world's production and sales [2][8]. Industry Development History - The development of the tank container industry in China has gone through four stages: the initial stage (1950-1970), the promotion stage (1980-1990), the rapid growth stage (2000-2010), and the standardization stage (2010-present) [7]. - In the initial stage, the concept of tank containers was not clearly introduced, while the promotion stage saw the gradual entry of tank containers into the market [7]. - By the 21st century, China became a major manufacturer of tank containers, with leading companies like CIMC SAFEWAY and SINGAMAS emerging [7]. Industry Policies - The Chinese government has actively promoted specialized and containerized logistics for chemical products, laying a solid foundation for the sustainable development of tank containers [10]. - Policies such as the "One Port, One Policy" initiative aim to enhance the integration of container rail-water transport, targeting a 15% annual growth in container transport volume by 2027 [10][11]. Industry Chain - The tank container industry chain consists of upstream raw materials and components (steel, alloys, valves), midstream manufacturing, and downstream applications in energy, chemicals, and food and beverage sectors [12][13]. Market Potential - China's tank container production is projected to reach 40,000 units in 2024, representing 95% of global production, with CIMC SAFEWAY maintaining a leading market share [2][8]. - The growth of the liquid chemical, food and beverage, and clean energy logistics markets presents significant opportunities for tank containers [2]. Related Companies - Key listed companies in the tank container sector include CIMC Huaneng (301559), Sifang Technology (603339), and Shengsi Container (00716) [3].

证券日报网讯 1月8日，博威合金发布公告称，"博23转债"赎回登记日为2026年1月21日，赎回价格 100.0679元/张，赎回款发放日2026年1月22日，最后交易日1月16日，最后转股日1月21日。 （编辑 袁冠琳） ...

Core Viewpoint - The domestic aircraft carrier concept has seen a significant increase of 4.70%, leading the gains among concept sectors, with 33 stocks rising, including notable performers like Hailanxin, which hit a 20% limit up [1][2]. Group 1: Market Performance - The domestic aircraft carrier sector recorded a net inflow of 2.284 billion yuan, with 24 stocks experiencing net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2]. - Hailanxin led the net inflow with 888.7 million yuan, followed by China Shipbuilding, AVIC Aircraft, and AVIC Xi'an Aircraft, with net inflows of 726 million yuan, 525 million yuan, and 281 million yuan respectively [2][3]. - The top gainers in the domestic aircraft carrier sector included Hailanxin (20%), China First Heavy Industries (10.07%), and AVIC Aircraft (9.99%) [1][3]. Group 2: Stock Performance - The stocks with the highest net inflow ratios included AVIC Heavy Industry (43.69%), China First Heavy Industries (38.62%), and Hailanxin (24.87%) [3]. - Other notable performers in terms of daily gains included AVIC Xi'an Aircraft (5.60%), China Shipbuilding (4.09%), and Taihao Technology (7.67%) [1][3]. - Conversely, stocks that experienced declines included Bowei Alloy (-1.04%), Zhenxin Technology (-0.31%), and Haohua Technology (-0.18%) [1][5].

| 证券代码：601137 | 证券简称：博威合金 | 公告编号：临 2026-009 | | --- | --- | --- | | 债券代码：113069 | 债券简称：博 23 转债 | | 宁波博威合金材料股份有限公司关于 实施"博 23 转债"赎回暨摘牌的第一次提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 截至 2026 年 1 月 8 日收市后，距离 2026 年 1 月 16 日（"博 23 转债"最后交 易日）仅剩 6 个交易日，1 月 16 日为"博 23 转债"最后一个交易日。 最后转股日：2026 年 1 月 21 日 截至 2026 年 1 月 8 日收市后，距离 2026 年 1 月 21 日（"博 23 转债"最后转 股日）仅剩 9 个交易日，1 月 21 日为"博 23 转债"最后一个转股日。 本次提前赎回完成后，"博 23 转债"将自 2026 年 1 月 22 日起在上海证券交易 所摘牌。 投资者所持可转债除在规定时限内通过二级市场继续交易或按照 14.68 元/ ...

Core Viewpoint - The stock of Bowei Alloy has experienced fluctuations, with a recent decline of 2.03% and a total market capitalization of 18.958 billion yuan, indicating a mixed performance in the market [1]. Group 1: Stock Performance - As of January 8, Bowei Alloy's stock price was 21.75 yuan per share, with a trading volume of 5.09 billion yuan and a turnover rate of 2.66% [1]. - Year-to-date, the stock has increased by 1.78%, but it has seen a decline of 0.50% over the last five trading days and a drop of 14.87% over the last 60 days [1]. Group 2: Financial Performance - For the period ending September 30, 2025, Bowei Alloy reported a revenue of 15.474 billion yuan, reflecting a year-on-year growth of 6.07%, while the net profit attributable to shareholders decreased by 19.76% to 881 million yuan [2]. - The company has distributed a total of 1.694 billion yuan in dividends since its A-share listing, with 923 million yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of December 31, the number of shareholders for Bowei Alloy increased to 52,900, a rise of 13.73%, while the average circulating shares per person decreased by 6.71% to 16,470 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 10.8419 million shares, an increase of 5.9259 million shares from the previous period, while the Noan Pioneer Mixed A fund is a new entrant with 8.3159 million shares [3].

（文章来源：证券日报） 证券日报网讯 1月7日，博威合金发布公告称，公司第六届董事会第二十二次会议审议通过《关于使用 部分闲置募集资金临时补充流动资金的议案》等。 ...

证券日报网讯1月7日，博威合金（601137）发布公告称，公司将于2026年1月23日14：00召开2026年第 一次临时股东会。 ...

| 证券代码：601137 | 证券简称：博威合金 | | 公告编号：临 | 2026-004 | | --- | --- | --- | --- | --- | | 债券代码：113069 | 债券简称：博 转债 | 23 | | | 宁波博威合金材料股份有限公司 关于实施"博 23 转债"赎回暨摘牌的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券停复牌情况：适用 因提前赎回"博 23 转债",本公司的相关证券停复牌情况如下： | 113069 | 博 | 23 转债 | 可转债债券停 | 2026/1/19 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 证券代码 | | 证券简称 | 停复牌类型 牌 | 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | 截至 2026 年 1 月 7 日收市后，距离 2026 年 1 月 16 日（"博 23 转债"最后交 易日）仅剩 7 个交易日，1 月 16 日为"博 23 转 ...

国信证券股份有限公司 关于宁波博威合金材料股份有限公司使用 部分闲置募集资金临时补充流动资金的核查意见 国信证券股份有限公司（以下简称"国信证券"、"保荐人"、"保荐机构"） 作为宁波博威合金材料股份有限公司（以下简称"公司"、"博威合金"）向不 特定对象发行可转换公司债券的保荐人，根据《证券发行上市保荐业务管理办法》 《上海证券交易所股票上市规则》《上市公司募集资金监管规则》《上海证券交 易所上市公司自律监管指引第 1 号——规范运作》等有关规定，对公司使用部分 闲置募集资金临时补充流动资金事项进行了认真、审慎的核查，核查的具体情况 如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意宁波博威合金材料股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可〔2023〕2509 号）同意， 宁波博威合金材料股份有限公司（以下简称"公司"）向不特定对象发行面值总额 170,000.00 万元可转换公司债券，期限 5 年，每张面值为人民币 100 元，发行数 量 1,700 万张，募集资金总额为人民币 1,700,000,000.00 元，扣除发行费用（不 含税）人民币 13,249,056 ...

| 证券代码：601137 | 证券简称：博威合金 | 公告编号：临 2026-006 | | --- | --- | --- | | 债券代码：113069 | 债券简称：博 23 转债 | | 宁波博威合金材料股份有限公司关于 使用部分闲置募集资金临时补充流动资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 临时补流募集资金金额：_70，000_万元 补流期限：自 2026 年 1 月 7 日第六届董事会第二十二次会议审议通 过起不超过 12 个月 一、募集资金基本情况 经中国证券监督管理委员会《关于同意宁波博威合金材料股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可〔2023〕2509 号）同意， 宁波博威合金材料股份有限公司（以下简称"公司"）向不特定对象发行面值总 额 170,000.00 万元可转换公司债券，期限 5 年，每张面值为人民币 100 元，发 行数量 1,700 万张，募集资金总额为人民币 1,700,000,000.00 元，扣除发行费 用（不含税）人民币 ...