601137 博威合金
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每周股票复盘：博威合金（601137）回应年报问询函
证券之星 · 01:35
每周股票复盘：博威合金（601137）回应年报问询函
博威合金：实施并购整合强化行业领导地位
证券之星 · 07-09 15:57
博威合金：实施并购整合强化行业领导地位
博威合金（601137）披露越南3GW电池片项目暂停等问询函回复，7月8日股价下跌5.46%
证券之星 · 07-08
博威合金（601137）披露越南3GW电池片项目暂停等问询函回复，7月8日股价下跌5.46%
股市必读：博威合金（601137）7月6日董秘有最新回复
证券之星 · 07-07
股市必读：博威合金（601137）7月6日董秘有最新回复
博威合金：公司与英飞凌的业务覆盖汽车工控及AI领域
证券之星 · 07-06
博威合金：公司与英飞凌的业务覆盖汽车工控及AI领域
博威合金：该类材料已批量供货安费诺、泰科及国内的头部连接器厂商
证券之星 · 07-06
博威合金：该类材料已批量供货安费诺、泰科及国内的头部连接器厂商
博威合金：公司在新能源汽车上所用的高低压连接器完全可以应用到储能领域
证券之星 · 07-06
博威合金：公司在新能源汽车上所用的高低压连接器完全可以应用到储能领域
博威合金：截至2026年6月30日，公司股东户数为47054
证券之星 · 07-06
博威合金：截至2026年6月30日，公司股东户数为47054
博威合金：HPB主体材料为高纯度无氧铜
证券之星 · 07-06
博威合金：HPB主体材料为高纯度无氧铜
博威合金：公司被市场认可为研发驱动的数字化型自进化企业
证券之星 · 07-06
博威合金：公司被市场认可为研发驱动的数字化型自进化企业
每周股票复盘：博威合金（601137）为子公司担保1.25亿元
证券之星 · 07-05
每周股票复盘：博威合金（601137）为子公司担保1.25亿元
股市必读：博威合金（601137）7月2日董秘有最新回复
证券之星 · 07-03
股市必读：博威合金（601137）7月2日董秘有最新回复
博威合金（601137）披露2023年股票期权激励计划2026年第二季度自主行权结果暨股份变动公告，7月2日股价下跌0.04%
证券之星 · 07-02
博威合金（601137）披露2023年股票期权激励计划2026年第二季度自主行权结果暨股份变动公告，7月2日股价下跌0.04%
博威合金：HPB主体材料为高纯度无氧铜
证券之星 · 07-02
博威合金：HPB主体材料为高纯度无氧铜
博威合金：摩洛哥3万吨带材项目正按既定计划建设中
证券之星 · 07-02
博威合金：摩洛哥3万吨带材项目正按既定计划建设中
博威合金：由总部人力、财务、采购等职能部门赋能海外业务
证券之星 · 07-02
博威合金：由总部人力、财务、采购等职能部门赋能海外业务
博威合金：公司没有研发纳米孪晶铜
证券之星 · 07-02
博威合金：公司没有研发纳米孪晶铜
股市必读：博威合金（601137）6月30日董秘有最新回复
证券之星 · 07-01
股市必读：博威合金（601137）6月30日董秘有最新回复
博威合金：公司在AI算力领域已构建覆盖高速连接器、通讯屏蔽、液冷散热及算力供配电四大方向的全链条材料
证券之星 · 06-30
博威合金：公司在AI算力领域已构建覆盖高速连接器、通讯屏蔽、液冷散热及算力供配电四大方向的全链条材料
博威合金：Rubin微通道液冷材料依然沿用无氧铜PWHC990
证券之星 · 06-30
博威合金：Rubin微通道液冷材料依然沿用无氧铜PWHC990
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公司概况
公司名称：
宁波博威合金材料股份有限公司
所属行业：
有色金属冶炼和压延加工业
上市日期：
2011-01-27
主营业务：
宁波博威合金材料股份有限公司的主营业务是高性能、高精度有色合金材料应用AI人工智能的研发、生产和销售；太阳能电池片、组件的研发、生产和销售及光伏电站的建设运营。公司的主要产品是合金材料、光伏组件/电站。
发行价格：
27.00
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2026-07-13。","floatMarketCap":17573000000},"requestUrl":"/m/hq/s/601137","defaultTab":"news","newsList":[{"id":"2650512111","title":"每周股票复盘：博威合金（601137）回应年报问询函","url":"https://stock-news.laohu8.com/highlight/detail?id=2650512111","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650512111?lang=zh_cn&edition=full","pubTime":"2026-07-12 01:35","pubTimestamp":1783791310,"startTime":"0","endTime":"0","summary":"截至2026年7月10日收盘，博威合金报收于19.14元，较上周的22.68元下跌15.61%。本周，博威合金7月6日盘中最高价报23.1元。本周关注点来自公司公告汇总：博威合金就2025年年报信息披露监管问询函作出回复，涉及境外项目进展与财务细节。博威合金发布关于上海证券交易所2025年年度报告信息披露监管问询函的回复公告，披露越南3GW电池片项目暂停，美国组件项目部分投产，美国电池片项目处于在建状态。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026071200000330.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0054","BK0233","BK0138","601137"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650425119","title":"博威合金：实施并购整合强化行业领导地位","url":"https://stock-news.laohu8.com/highlight/detail?id=2650425119","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650425119?lang=zh_cn&edition=full","pubTime":"2026-07-09 15:57","pubTimestamp":1783583825,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金(601137)07月09日在投资者关系平台上答复投资者关心的问题。投资者提问：公司完成美股光伏组件资产出售以后手上现金流将得到极大补充，公司有没有考虑对当前行业上下游高景气赛道进行并购延伸产业链？博威合金回复：您好，公司专注于有色金属铜基合金材料的研发与生产，通过数字化研发持续推出新产品、新技术，持续为客户创造价值。未来，公司将运用现有的数字化技术优势、品牌优势，整合全球资源，实施并购整合，不断地强化公司在有色合金新材料行业的领导地位。感谢您的关注和支持！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070900026384.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0233","BK0138","601137","BK0054"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649991249","title":"博威合金（601137）披露越南3GW电池片项目暂停等问询函回复，7月8日股价下跌5.46%","url":"https://stock-news.laohu8.com/highlight/detail?id=2649991249","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649991249?lang=zh_cn&edition=full","pubTime":"2026-07-08 22:10","pubTimestamp":1783519825,"startTime":"0","endTime":"0","summary":"截至2026年7月8日收盘，博威合金报收于19.4元，较前一交易日下跌5.46%，最新总市值为178.25亿元。该股当日开盘20.52元，最高20.66元，最低19.4元，成交额达4.38亿元，换手率为2.4%。近日，博威合金发布关于上海证券交易所对于公司2025年年度报告的信息披露监管问询函的回复公告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070800042570.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601137","BK0138","BK0233","BK0054","159796","FVNmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649675835","title":"股市必读：博威合金（601137）7月6日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2649675835","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649675835?lang=zh_cn&edition=full","pubTime":"2026-07-07 01:18","pubTimestamp":1783358293,"startTime":"0","endTime":"0","summary":"截至2026年7月6日收盘，博威合金报收于21.87元，下跌3.57%，换手率2.7%，成交量24.78万手，成交额5.54亿元。董秘最新回复投资者： 公司的HPB高纯铜已实现向三星HBM5的小批量供货，后续随着三星HBM6的研发推进，双方是否会签署联合研发协议，提前锁定下一代高规格HBM散热材料的供应份额？董秘： 您好，截至2026年6月30日，公司股东户数为47054。公司的产品覆盖17个合金系列，100多个合金牌号。公司近期在与投资者互动中利好频出，但股价持续调整。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070700000660.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0054","BK0233","601137"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649628664","title":"博威合金：公司与英飞凌的业务覆盖汽车工控及AI领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2649628664","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649628664?lang=zh_cn&edition=full","pubTime":"2026-07-06 17:51","pubTimestamp":1783331502,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金(601137)07月06日在投资者关系平台上答复投资者关心的问题。投资者提问：您好，请问功率半导体企业封装用特殊铜合金采购报价是否出现不同程度上涨？和英飞凌的定制合作是面向汽车工控还是AI领域？博威合金回复：您好，公司与英飞凌的业务覆盖汽车工控及AI领域，公司通过新项目、新技术及新产品在为客户创造价值的同时稳步提升公司的盈利能力。感谢您的关注和支持！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070600025694.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601137","BK0054","BK0138","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649640455","title":"博威合金：该类材料已批量供货安费诺、泰科及国内的头部连接器厂商","url":"https://stock-news.laohu8.com/highlight/detail?id=2649640455","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649640455?lang=zh_cn&edition=full","pubTime":"2026-07-06 17:36","pubTimestamp":1783330604,"startTime":"0","endTime":"0","summary":"该类材料已批量供货安费诺、泰科及国内的头部连接器厂商，间接配套AI服务器，当前在手框架订单饱满，持续放量。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070600024637.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601137","BK0054","BK0138","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649464045","title":"博威合金：公司在新能源汽车上所用的高低压连接器完全可以应用到储能领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2649464045","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649464045?lang=zh_cn&edition=full","pubTime":"2026-07-06 17:36","pubTimestamp":1783330599,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金07月06日在投资者关系平台上答复投资者关心的问题。在AI服务器领域，公司材料的应用主要涉及：AI算力服务器铜连接所用的高速连接器材料和以光模块屏蔽罩为代表的通讯电子器件屏蔽材料；GB300液冷板所用的异型散热材料；算力服务器所用的供配电材料。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070600024630.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0233","BK0054","BK0138","601137"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649404396","title":"博威合金：截至2026年6月30日，公司股东户数为47054","url":"https://stock-news.laohu8.com/highlight/detail?id=2649404396","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649404396?lang=zh_cn&edition=full","pubTime":"2026-07-06 17:36","pubTimestamp":1783330578,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金07月06日在投资者关系平台上答复投资者关心的问题。投资者提问：你好，请问截止6月底，公司股东人数是多少？博威合金回复：您好，截至2026年6月30日，公司股东户数为47054。公司研发项目是产业链上多方公司组成的团队，解决行业的技术难题，因此不仅是选材更要深入参与工程制造及制造过程中的相关问题的系统团队，这也是博威30多年坚持做研发的基因沉淀的结果。但公司依然专注于新材料行业本身。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070600024584.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0233","BK0054","601137"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649647237","title":"博威合金：HPB主体材料为高纯度无氧铜","url":"https://stock-news.laohu8.com/highlight/detail?id=2649647237","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649647237?lang=zh_cn&edition=full","pubTime":"2026-07-06 17:09","pubTimestamp":1783328995,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金07月06日在投资者关系平台上答复投资者关心的问题。目前该业务还处于早期试样阶段，即使送样，样品数量较少，且不是通过终端客户的产品验证，因此现阶段公司无法识别应用在该领域的高纯度无氧铜的出货量、终端客户及详细情况。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070600023338.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["MHGmain","HGmain","BK0054","BK0233","601137","BK0138","QCmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649364723","title":"博威合金：公司被市场认可为研发驱动的数字化型自进化企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2649364723","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649364723?lang=zh_cn&edition=full","pubTime":"2026-07-06 17:09","pubTimestamp":1783328956,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金07月06日在投资者关系平台上答复投资者关心的问题。英伟达的液冷路线已经公布确认走微通道模式！公司的液冷产品功能完全是英伟达的路线最优配置！谢谢博威合金回复：您好，感谢对公司的认可和肯定。公司之所以在每一轮技术进步中材料均能被行业龙头客户选中，是因为公司30多年来一直坚守研发，此前研发项目最终的转化率比较低。因此公司才被市场认可为研发驱动的数字化型自进化企业。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070600023287.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","BK0054","601137","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649869469","title":"每周股票复盘：博威合金（601137）为子公司担保1.25亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2649869469","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649869469?lang=zh_cn&edition=full","pubTime":"2026-07-05 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