Perfil de la empresa · Basic Materials

Jiangsu Boqian New Materials Stock Co Ltd

605376 · Shanghái
Bolsa
Shanghái
País / Región
China
Empleados
1097
Precio actual
¥151.66
En vivo · 27 de julio de 2026
Compra razonable
≤ ¥115
Entrada con margen de seguridad
Puntuación de crecimiento Baillie
44/100
Floja
Valor intrínseco · Rango en tres niveles Precio actual ¥151.66 En vivo · Dentro del rango de valor intrínseco optimista · con muchas expectativas ya descontadas

Rango de valoración compuesto · conservador ¥80–¥100 / razonable ¥105–¥135 / optimista ¥145–¥180. A ¥151.66, Dentro del rango de valor intrínseco optimista · con muchas expectativas ya descontadas.

Al publicar ¥182.45 (28 de mayo de 2026)

Capitalización36,07 mil M CNY
Ingresos (TTM)1311,7 M CNY
EBITDA356,11 M CNY
Margen neto18,52 %
ROE14,53 %
PER (TTM)149,86
PER previsto0
BPA0,92 CNY
Rentabilidad por dividendo0,07 %
Rango de 52 semanas38,87 CNY – 296,30 CNY

Datos de EODHD, mostrados en la moneda de reporte; solo a título informativo, no constituye asesoramiento de inversión.

Jiangsu Boqian New Materials Stock Co., Ltd. research, develops, produces, and sells nanometer metal powder materials in China. The products include pure metal powders, including nickel, copper, copper flake, iron and silver powders; binary alloy powder, such as Cu-Mn, copper-nickel, silver bismuth, nickel chromium, iron cobalt, iron nickel, ferrosilicon, and iron silicon alloy powders; ternary alloy powder, including tin-silver-copper and tin-bismuth-silver alloy powders; and other powders, such as silicon powders, silver-coated copper and nickel powders, and 3D printed metal powders. Its materials are used in consumer electronics, automotive electronics, communications, industrial automation, aerospace, AI servers, and other fields. Jiangsu Boqian New Materials Stock Co., Ltd. was founded in 2010 and is based in Suqian, China.

Historia

Jiangsu Boqian New Materials Stock Co., Ltd. (Boqian) was founded in 2010 and is based in Suqian, China. The company researches, develops, produces, and sells nanometer and submicron metal powder materials, including nickel, copper, and silver powders together with binary and ternary alloy powders. Its core production technology is an atmospheric-pressure plasma-heated vapor-phase condensation (PVD) method. The materials are used in MLCC, consumer electronics, automotive electronics, communications, industrial automation, and aerospace. In 2025 the company reported revenue of 11.52 亿元 and net profit attributable to shareholders of 2.19 亿元.

Posición en el sector

Boqian is an upstream domestic supplier of high-end metal powders for MLCC electrodes rather than an end-product brand. It states it was the sole drafter of the 《电容器电极镍粉》 industry standard YS/T 1338-2019, and by the end of 2025 held 181 valid authorized patents (144 domestic, 37 overseas, 64 of them inventions). It is certified to ISO9001 and IATF-16949 and discloses long-term cooperation with leading electronic-component makers including Samsung Electro-Mechanics, Yageo, Walsin Technology, Fenghua, and CCTC. Its advantage rests on process know-how, particle-size control, and lengthy customer qualification cycles.

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