博威合金(601137.SH):沒有pcb銅箔或者鋰電池銅箔的業務
格隆匯7月18日丨博威合金(601137.SH)在投資者互動平臺表示,公司的高速連接器材料、屏蔽材料及引線框架材料都是算力服務器及數據中心建設的重要材料。公司生產的以高強高導爲代表的特殊合金材料在數據交換高速連接器及散熱器件等場景有廣泛應用。公司沒有pcb銅箔或者鋰電池銅箔的業務。 “大而美”法案仍保留了對光伏組件和電池片的聯邦補貼政策,公司會通過合理的股權調整,讓本項目全額拿到組件及電池的補貼。同時近期因爲該政策的影響,美國市場供給受限,美國組件已經開始漲價。
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