南财智讯2月9日电，博威合金公告，公司及全资子公司宁波博威合金精密细丝有限公司共同为全资子公 司博威合金（香港）国际贸易有限公司提供人民币24000.00万元担保，用于银行综合授信业务，保证方 式为连带责任保证；截至公告日，公司已与中国农业银行股份有限公司宁波高新区分行签订《最高额保 证合同》。本次担保在公司2025年度对外担保计划额度范围内，且被担保方资产负债率超过70%。截至 本公告日，公司实际对外提供担保金额（含本次）为420364.52万元，占公司最近一期经审计净资产的 49.93%，无逾期担保。 ...

每经AI快讯，2月9日，博威合金（601137）公告，控股股东博威集团拟自2026年2月10日至2026年8月9 日通过上交所集中竞价增持A股，增持金额1亿元至1.5亿元，本次计划不设价格区间，资金来源为自有 及自筹资金。 ...

证券日报网讯2月6日，博威合金（601137）在互动平台回答投资者提问时表示，合伙企业对公司负有的 业绩承诺均已履行完成，其看好公司发展并长期和公司一起拼搏奋斗，并取得相应的投资回报，合伙公 司严格按照相关管理办法及规则处置财产份额。 ...

证券日报网讯2月6日，博威合金（601137）在互动平台回答投资者提问时表示，公司VC均温板材料已 在国内高、中端机型中成熟应用，公司同时还开发了不同性能参数的散热材料可满足其他客户对散热的 需求。 ...

Core Viewpoint - The company emphasizes that executive compensation is strictly based on the performance and operational results of the current year, aligning with its core values of integrity, innovation, and performance recognition [2]. Group 1 - The company stated that executive salaries are determined by the annual operational performance and performance assessments [2]. - In 2024, the company's new energy business is expected to contribute significantly to profits [2]. - The company's core values include "integrity as the foundation, innovation as the soul, and performance as the honor" [2].

Core Viewpoint - The company, Bowei Alloy (601137.SH), faced scrutiny from the Shanghai Stock Exchange regarding significant impairment losses in its new energy sector, totaling over 1 billion yuan, primarily recognized in Q4 2025, despite no impairments reported in the first three quarters of the year [1] Group 1: Impairment Losses - The company reported a provision for inventory impairment of 303 million yuan and an asset impairment of 703 million yuan related to its Vietnam battery project, with total impairments exceeding 1 billion yuan concentrated in Q4 2025 [1] - The Shanghai Stock Exchange questioned whether there were any prior periods where impairments should have been recognized but were not, as well as issues related to timely information disclosure [1] Group 2: Policy Impact - The U.S. imposed a high tariff of 307.78% on Vietnamese solar products starting in April 2025, and the "Inflation Reduction Act" was implemented in July, which the company did not account for in its earlier financial reports [1] - The company explained that despite the policy announcements, management was actively pursuing relocation or sale options for the Vietnam project, which delayed the recognition of impairment until December 2025 [1] Group 3: Risk Disclosure - The company stated that the new energy business was stable in the first three quarters due to proactive inventory management, and it had consistently highlighted policy risks in its periodic reports, although the specific impairment did not meet disclosure thresholds [1] - The company only issued a concentrated announcement regarding impairments and performance forecasts on January 23, 2026, after the policy impacts intensified in Q4 [1]

Core Viewpoint - The company, Ningbo Bowei Alloy Materials Co., Ltd., is facing significant challenges due to high anti-dumping tariffs imposed by the U.S. on solar products from Vietnam, leading to substantial inventory write-downs and asset impairment provisions [2][3][14]. Group 1: Financial Performance and Provisions - The company expects a net profit of 100 million to 150 million yuan for 2025, representing a year-on-year decrease of 88.92% to 92.61% [2]. - Inventory write-downs amount to 303 million yuan for the new energy sector, with an additional 703 million yuan for the assets related to the Vietnam solar cell project [2][3]. - The company has reported specific impairment provisions for U.S. components and solar cells, totaling approximately 170.64 million yuan for the North Carolina factory and 50.68 million yuan for the California warehouse [5]. Group 2: Impact of U.S. Policies - The U.S. imposed a 307.78% anti-dumping tariff on solar products from Vietnam, severely affecting the company's ability to sell products in the U.S. market [3][14]. - The implementation of the "Inflation Reduction Act" in July 2025 has introduced stricter regulations for foreign entities, impacting the company's operations and compliance in the U.S. [6][25]. - The company is actively seeking to divest its U.S. assets to mitigate the adverse effects of these policies, with negotiations ongoing with potential buyers [8][26]. Group 3: Strategic Responses - The company has initiated a strategic review of its operations, including the potential relocation of production to other countries and the development of new markets in India and Europe [20][21]. - A comprehensive market study has been conducted to assess the feasibility of relocating production to Morocco and Eastern Europe, with preliminary discussions held with local enterprises [22][23]. - The company plans to continue processing impaired assets and is focused on enhancing its new materials business to improve overall performance [31].

证券日报网讯 2月4日，博威合金在互动平台回答投资者提问时表示，公司铜铝复合材料目前是小批量 供货，有两家整车厂已经上车应用，未来通过泰科电子将全面向汽车行业推广。 （文章来源：证券日报） ...

证券日报网讯 2月4日，博威合金在互动平台回答投资者提问时表示，目前暂时没有明确的增持计划， 但公司核心管理层一直坚定看好公司的长期发展，也会始终聚焦主业经营，努力提升公司价值，为各位 投资者创造更多回报。 （文章来源：证券日报） ...

证券日报网讯2月4日，博威合金（601137）在互动平台回答投资者提问时表示，2万吨特殊合金电子材 料线材扩产项目在2025年6月底正式投产，3万吨特殊合金电子材料带材扩产项目还在建设中。 ...