Профиль компании · Basic Materials

Jiangsu Boqian New Materials Stock Co Ltd

605376 · Шанхай
Отрасль
Electronic Materials
Биржа
Шанхай
Страна / Регион
China
Сотрудники
1 097
Текущая цена
¥151.66
В реальном времени · 27 июля 2026 г.
Цена покупки
≤ ¥115
Вход с запасом прочности
Балл роста Baillie
44/100
Слабоватый
Внутренняя стоимость · три уровня Текущая цена ¥151.66 Онлайн · В пределах оптимистичного диапазона внутренней стоимости · многое уже заложено в цене

Сводный диапазон оценки · консервативный ¥80–¥100 / справедливый ¥105–¥135 / оптимистичный ¥145–¥180. При ¥151.66, В пределах оптимистичного диапазона внутренней стоимости · многое уже заложено в цене.

На момент публикации ¥182.45 (28 мая 2026 г.)

Капитализация36,07 млрд CN¥
Выручка (TTM)1,31 млрд CN¥
EBITDA356,11 млн CN¥
Чистая маржа18,52 %
ROE14,53 %
P/E (TTM)149,86
Прогнозный P/E0
Прибыль на акцию0,92 CN¥
Дивидендная доходность0,07 %
Диапазон за 52 недели38,87 CN¥ – 296,30 CN¥

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

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.

История

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.

Положение в отрасли

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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