Recently, Boqian New Materials released a record sheet of investor relations activities. Among them, it was mentioned that downstream MLCC manufacturers expanded production and superimposed AI servers to drive up demand for high-capacity MLCCs, providing boom support for the nickel powder industry. At the company level, this trend is more likely to bring two types of opportunities: one is a phased increase in demand due to the expansion of production by core customers, and the other is a structural opportunity to upgrade products to a finer particle size. The company closely follows the development trend of the MLCC industry, continuously promotes the development of nickel-based products in the direction of higher specifications, forwardly lays out customer resources with high growth potential, continues to enrich product reserves in the high-end application market, and further enhances the company's overall competitiveness.

Recently, Boqian New Materials released a record sheet of investor relations activities. Among them, it was mentioned that downstream MLCC manufacturers expanded production and superimposed AI servers to drive up demand for high-capacity MLCCs, providing boom support for the nickel powder industry. At the company level, this trend is more likely to bring two types of opportunities: one is a phased increase in demand due to the expansion of production by core customers, and the other is a structural opportunity to upgrade products to a finer particle size. The company closely follows the development trend of the MLCC industry, continuously promotes the development of nickel-based products in the direction of higher specifications, forwardly lays out customer resources with high growth potential, continues to enrich product reserves in the high-end application market, and further enhances the company's overall competitiveness.