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BOE Technology Group (Shenzhen-listed, 000725.S
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
BOE's own controlling shareholder / ultimate parent group. RMB 227,419,838 goods purchased ('采购商品') + RMB 12,912,643 services received, H1-2026. Goods category not specified in the filing (BEH is a Beijing state-asset holding conglomerate spanning many sectors) — cannot confirm this ties to indium/tin/silicon/copper/silver specifically; recorded as a quantified parent-group procurement relationship, not a raw-material lead. Original filing PDF (static.cninfo.com.cn) returns HTTP 403 as of 2026-09-19; cited via BOE's own live investor-relations announcements index instead.
Same relationship, prior-period comparative from the same H1-2026 semi-annual table. RMB 201,654,443 goods purchased + RMB 11,148,335 services received, H1-2025 (+12.8% YoY on goods). Original filing PDF (static.cninfo.com.cn) returns HTTP 403 as of 2026-09-19; cited via BOE's own live investor-relations announcements index instead.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.