601137 博威合金
已收盘 06-22 15:00:00
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博威合金：截至2026年6月10日，公司的股东户数为50,599
证券之星 · 06-15
博威合金：截至2026年6月10日，公司的股东户数为50,599
博威合金：英伟达rubin算力服务器正交背板材料目前有两种说法
证券之星 · 06-15
博威合金：英伟达rubin算力服务器正交背板材料目前有两种说法
博威合金：Rubin架构的散热最终确定为微通道路线
证券之星 · 06-15
博威合金：Rubin架构的散热最终确定为微通道路线
5月PPI延续涨势，有色金属ETF华夏（516650）持仓股海亮股份、博威合金、金钼股份批量涨停
证券之星 · 06-11
5月PPI延续涨势，有色金属ETF华夏（516650）持仓股海亮股份、博威合金、金钼股份批量涨停
博威合金：公司具备压延合金铜箔的生产能力
证券之星 · 06-10
博威合金：公司具备压延合金铜箔的生产能力
博威合金：光通讯领域材料包括屏蔽罩、引线框架及Socket基座专用连接材料
证券之星 · 06-10
博威合金：光通讯领域材料包括屏蔽罩、引线框架及Socket基座专用连接材料
博威合金：Rubin架构的散热最终确定为微通道路线
证券之星 · 06-10
博威合金：Rubin架构的散热最终确定为微通道路线
博威合金：公司供应GB300液冷板材料，产品验证已通过
证券之星 · 06-10
博威合金：公司供应GB300液冷板材料，产品验证已通过
博威合金：AI服务器材料应用涉及高速连接器材料等
证券之星 · 06-10
博威合金：AI服务器材料应用涉及高速连接器材料等
博威合金：铜金刚石复合材料未被采纳
证券之星 · 06-10
博威合金：铜金刚石复合材料未被采纳
每周股票复盘：博威合金（601137）完成美国组件资产交割
证券之星 · 06-07
每周股票复盘：博威合金（601137）完成美国组件资产交割
博威合金：组件资产的交易要素由博威尔特（北卡）股权出售变更为资产出售
证券之星 · 06-04
博威合金：组件资产的交易要素由博威尔特（北卡）股权出售变更为资产出售
博威合金：公司供应GB300液冷板材料
证券之星 · 06-04
博威合金：公司供应GB300液冷板材料
博威合金（601137）披露出售太阳能组件资产交割完成公告，6月2日股价上涨10.02%
证券之星 · 06-02
博威合金（601137）披露出售太阳能组件资产交割完成公告，6月2日股价上涨10.02%
博威合金：公司主要基于高端铜合金进行研发制造和销售
证券之星 · 06-02
博威合金：公司主要基于高端铜合金进行研发制造和销售
股市必读：博威合金（601137）6月1日董秘有最新回复
证券之星 · 06-02
股市必读：博威合金（601137）6月1日董秘有最新回复
博威合金（601137）披露出售美国太阳能业务电池资产等议案获临时股东会通过，6月1日股价下跌0.86%
证券之星 · 06-01
博威合金（601137）披露出售美国太阳能业务电池资产等议案获临时股东会通过，6月1日股价下跌0.86%
博威合金：截至2026年5月29日，公司股东户数为48193
证券之星 · 06-01
博威合金：截至2026年5月29日，公司股东户数为48193
每周股票复盘：博威合金（601137）调整期权行权价至14.31元
证券之星 · 05-31
每周股票复盘：博威合金（601137）调整期权行权价至14.31元
博威合金（601137）披露调整2023年股票期权行权价格公告，5月26日股价上涨1.48%
证券之星 · 05-26
博威合金（601137）披露调整2023年股票期权行权价格公告，5月26日股价上涨1.48%
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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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17:27","pubTimestamp":1781515653,"startTime":"0","endTime":"0","summary":"最重要的是散热材料是否能进入供应链，这个对博威未来的成长具有决定性意义！！！谢谢博威合金回复：您好，英伟达rubin算力服务器正交背板材料目前有两种说法，有说用电解铜箔，有说用压延铜箔。此前针对Rubin架构的冷却，公司提供了铜金刚石、3D打印、微通道等多种方案。Rubin架构的散热最终确定为微通道路线，其余方案未被采纳，公司已做了布局。","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/RB2026061500021913.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","601137","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642700534","title":"5月PPI延续涨势，有色金属ETF华夏（516650）持仓股海亮股份、博威合金、金钼股份批量涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2642700534","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642700534?lang=zh_cn&edition=full","pubTime":"2026-06-11 10:11","pubTimestamp":1781143884,"startTime":"0","endTime":"0","summary":"6月11日，A股三大指数涨跌互现，有色金属概念早盘异动，截至9:56，有色金属ETF华夏上涨1.98%，最新报价1.803元，盘中成交额已达1.11亿元，持仓股涨跌互现，海亮股份、博威合金、金钼股份批量涨停，云南锗业上涨6.66%，厦门钨业上涨6.39%；创新新材领跌0.77%，天山铝业下跌0.15%，紫金矿业下跌0.07%。","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://fund.stockstar.com/SS2026061100009625.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0183","BK0138","002203","BK0188","601958","516650","601137","BK0054","BK0233","BK0139","BK0182","BK0242","BK0028","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642344518","title":"博威合金：公司具备压延合金铜箔的生产能力","url":"https://stock-news.laohu8.com/highlight/detail?id=2642344518","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642344518?lang=zh_cn&edition=full","pubTime":"2026-06-10 15:37","pubTimestamp":1781077076,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金06月10日在投资者关系平台上答复投资者关心的问题。未来是否有望成为公司高端铜基材料新的增长点？传统的应用领域就是消费电子，未来AI算力服务器及交换机等应用领域是其重要的发展方向，目前公司正在规划新增箔带项目。","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/RB2026061000022388.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":"2642445455","title":"博威合金：光通讯领域材料包括屏蔽罩、引线框架及Socket基座专用连接材料","url":"https://stock-news.laohu8.com/highlight/detail?id=2642445455","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642445455?lang=zh_cn&edition=full","pubTime":"2026-06-10 15:37","pubTimestamp":1781077073,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金(601137)06月10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！请问公司有无产品可应用于光通信邻域，产能如何？谢谢！博威合金回复：您好，在光通讯领域，公司的材料主要有以光模块屏蔽罩为代表的通讯电子器件屏蔽材料，以及芯片封装所需的全蚀刻的引线框架材料及三代之后垂直封装所用的Socket 基座专用的连接材料，以上材料是公司板带产品，公司正在摩洛哥投资建设新增3万吨带材项目。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。","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/RB2026061000022385.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","601137","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642492445","title":"博威合金：Rubin架构的散热最终确定为微通道路线","url":"https://stock-news.laohu8.com/highlight/detail?id=2642492445","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642492445?lang=zh_cn&edition=full","pubTime":"2026-06-10 15:37","pubTimestamp":1781077071,"startTime":"0","endTime":"0","summary":"此前针对Rubin架构的冷却，公司提供了铜金刚石、3D打印、微通道等多种方案。其中，铜金刚石复合材料的下游加工难度较大，相比来说，微通道方案在工艺上更成熟。Rubin架构的散热最终确定为微通道路线，其余方案未被采纳，公司已做了布局。","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/RB2026061000022382.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","601137","BK0233","BK0138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642445170","title":"博威合金：公司供应GB300液冷板材料，产品验证已通过","url":"https://stock-news.laohu8.com/highlight/detail?id=2642445170","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642445170?lang=zh_cn&edition=full","pubTime":"2026-06-10 15:37","pubTimestamp":1781077065,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金06月10日在投资者关系平台上答复投资者关心的问题。想请问：目前公司GB300液冷板材料的小批量供货情况如何？博威合金回复：您好，公司供应GB300液冷板材料，产品验证已通过。现在已小批量供货，后续根据客户的具体需求出货，目前在总营收中的占比不大。此前针对Rubin架构的冷却，公司提供了铜金刚石、3D打印、微通道等多种方案。其中，铜金刚石复合材料的下游加工难度较大，相比来说，微通道方案在工艺上更成熟。","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/RB2026061000022372.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","BK0233","BK0054","601137"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642451204","title":"博威合金：AI服务器材料应用涉及高速连接器材料等","url":"https://stock-news.laohu8.com/highlight/detail?id=2642451204","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642451204?lang=zh_cn&edition=full","pubTime":"2026-06-10 15:37","pubTimestamp":1781077060,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金06月10日在投资者关系平台上答复投资者关心的问题。公司通过下游客户供货给终端，是否供货给戴尔和联想的服务器需要进一步落实。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":"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/RB2026061000022363.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":"2642445482","title":"博威合金：铜金刚石复合材料未被采纳","url":"https://stock-news.laohu8.com/highlight/detail?id=2642445482","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642445482?lang=zh_cn&edition=full","pubTime":"2026-06-10 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16:18","pubTimestamp":1780561098,"startTime":"0","endTime":"0","summary":"证券之星消息，博威合金06月04日在投资者关系平台上答复投资者关心的问题。公司GB300液冷材料已小批量供货，通过安费诺等间接服务英伟达Rubin服务器。博威合金回复：您好，公司供应GB300液冷板材料，产品验证已通过,现在已小批量供货，后续根据客户的具体需求出货。关于高速连接器材料，公司从GB200开始通过安费诺等国际连接器厂商供给下游终端客户。其次，新材料的毛利率主要受新材料加工费和原材料价格等因素的影响。","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/RB2026060400027025.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":"2640894609","title":"博威合金（601137）披露出售太阳能组件资产交割完成公告，6月2日股价上涨10.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2640894609","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640894609?lang=zh_cn&edition=full","pubTime":"2026-06-02 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01:45","pubTimestamp":1780163115,"startTime":"0","endTime":"0","summary":"截至2026年5月29日收盘，博威合金报收于19.77元，较上周的21.26元下跌7.01%。本周，博威合金5月26日盘中最高价报22.45元。本周关注点公司公告汇总：博威合金调整股票期权行权价格至14.31元/份。股本股东变化博威合金关于完成注册资本变更登记并换发营业执照的公告：因“博23转债”转股及2023年股票期权与限制性股票激励计划自主行权，公司注册资本由810,094,302元增至918,487,450元，总股本同步变更。","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/RB2026053100000323.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","601137","BK0233","BK0054"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638354377","title":"博威合金（601137）披露调整2023年股票期权行权价格公告，5月26日股价上涨1.48%","url":"https://stock-news.laohu8.com/highlight/detail?id=2638354377","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638354377?lang=zh_cn&edition=full","pubTime":"2026-05-26 22:53","pubTimestamp":1779807193,"startTime":"0","endTime":"0","summary":"截至2026年5月26日收盘，博威合金报收于21.87元，较前一交易日上涨1.48%，最新总市值为200.87亿元。近日，博威合金发布《关于调整2023年股票期权与限制性股票激励计划股票期权行权价格的公告》。公告显示，公司于2026年5月26日召开第六届董事会第二十九次会议，审议通过了关于调整2023年股票期权与限制性股票激励计划股票期权行权价格的议案。调整后，首次授予及预留授予股票期权行权价格由14.35元/份变为14.31元/份。","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/RB2026052600041568.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0138","601137","BK0233","BK0054"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1782119630641,"stockEarnings":[{"period":"1week","weight":0.0417},{"period":"1month","weight":0.2461},{"period":"3month","weight":0.3633},{"period":"6month","weight":0.2826},{"period":"1year","weight":0.5076},{"period":"ytd","weight":0.207}],"compareEarnings":[{"period":"1week","weight":0.026},{"period":"1month","weight":-0.019},{"period":"3month","weight":0.0337},{"period":"6month","weight":0.0514},{"period":"1year","weight":0.2071},{"period":"ytd","weight":0.0306}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"宁波博威合金材料股份有限公司","boardCode":"AI0032","boardName":"有色金属冶炼和压延加工业","stockholders":"50599人(较上一季度增加4.99%)","perCapita":"18139股","listingDate":"2011-01-27","address":"浙江省宁波市鄞州区云龙镇太平桥","registeredCapital":"91854万元","survey":" 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