人民财讯10月5日电，博盈特焊自主研发并掌握了涵盖材料、工艺、设备等方面的关键核心防腐防磨领 域的核心技术，具有较强的自主创新能力，是国内较早从事工业设备防腐防磨堆焊增材制造业务的企 业，也是国内少数几技术。 "高参数垃圾焚烧发电机组关键部件堆焊防护层开发及应用"，该研究属于纳米颗粒增强镍基高温合金防 护涂层技术领域。其研究目的是旨在攻克面向垃圾焚烧炉复杂腐蚀环境的材料成分与组织结构调控难 题，研发具有自主知识产权的熔覆层配方及制备工艺，实现进口替代。具体研究内容：（1）纳米陶瓷 颗粒增强镍基高温堆焊材料开发及冶金机理；（2）高效率、高性能关键部件表面堆焊工艺及装备开 发；（3）典型应用领域的抗高温防腐耐磨关键部件的使役行为及应用示范。 转自：证券时报 ...

市场板块篇 1.1 50指数涨跌对比 2025年前三季度科创50指数上涨51.20%，涨幅位于各板块50指数第二位，领先北证50、深证50和上证50指数。 1.2 总市值变动 2025年三季度末，科创板总市值为10.95万亿元，较2025年二季度末总市值7.62万亿元增加3.33万亿元，增幅43.66%，高于其他各板块市值增长。 1.3 成交额对比 2025年前三季度科创板总成交额累计达25.93万亿元，单只个股平均成交额440.32亿元，低于同期沪深主板和创业板单只个股平均成交。科创板因交易门槛 限制，成交额偏低。 | | | 各板块平均成交额对比 | | | --- | --- | --- | --- | | 板块 | 个股数量 | 期间总成交额 (万亿元) | 平均成交额 (亿元) | | 深证主板 | 1485 | 91.07 | 613.25 | | 创业板 | 1390 | 83.38 | 599.87 | | 上证主板 | 1695 | 95.90 | 565.77 | | 科创板 | 589 | 25.93 | 440.32 | | 北交所 | 277 | 5.31 | 191.58 | | ...

国信信扬律师事务所 广州市天河区天河路 101 号兴业银行大厦 13 楼 电话：8620-38219668 传真：8620-38219766 关于广东博盈特焊技术股份有限公司 2025 年第三次临时股东会的法律意见书 国信信扬法字（2025）0133 号 致：广东博盈特焊技术股份有限公司 国信信扬律师事务所（以下简称"本所"）受广东博盈特焊技术股份有限公司 （以下简称"公司"）委托，指派蓝瑶瑶律师、徐嘉惠律师（以下简称"本所律师"） 对公司召开的 2025 年第三次临时股东会（以下简称"本次股东会"）进行见证。 本所律师根据《中华人民共和国公司法》（以下简称《公司法》）、中国证监会 《上市公司股东会规则》等法律法规、规范性文件和《公司章程》的规定，出具 本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 1、公司现行有效的《公司章程》； 2、公司于 2025 年 9 月 13 日刊登于巨潮资讯网(www.cninfo.com.cn)及深圳 证券交易所网站（www.szse.cn）的《广东博盈特焊技术股份有限公司第二届董 事会第十七次会议决议公告》； 3、公司于 2025 年 ...

证券代码：301468 证券简称：博盈特焊 公告编号：2025-066 广东博盈特焊技术股份有限公司 2025 年第三次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会不存在否决提案的情形； 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召集人：公司董事会。 2、会议召开的日期、时间： （1）现场会议召开时间为：2025 年 9 月 29 日（星期一）下午 14:30； （2）网络投票时间为：2025 年 9 月 29 日（星期一）。 其中，通过深圳证券交易所系统进行网络投票的具体时间为：2025 年 9 月 29 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易所互联网投票系 统投票的具体时间为：2025 年 9 月 29 日 9:15 至 15:00 期间的任意时间。 1、股东出席的总体情况： 出席本次股东会现场会议和网络投票的股东及股东委托代表 150 人，代表股 份数量 59,807,566 股，占公司有表决权 ...

由于AI革命带来的巨大电力需求，燃气发电正迎来显著的增长周期。据国际能源机构(IEA)测算，到 2030年仅AI服务器年耗电就将新增6060亿度，为填补瞬间波动，北美、中东、欧洲电网把能够快速启 停的燃气轮机当成"应急充电宝"，2024年全球燃气轮机装机达57GW，同比增长30%，预测未来五年全 球燃机市场呈持续增长态势。GE、西门子、三菱在手合同已排至2028年后，每台燃机必须配套一台 HRSG(热回收蒸汽发生器)，其供应缺口随之放大，行业预计2026年起年均短缺15GW，交付周期从12个 月拉长到18—20个月，价格年涨幅6%—8%。 博盈特焊越南基地一期专注重型余热锅炉核心承压部件，已有客户提出锁定未来两年产能。 博盈特焊（301468）9月25日晚间公告称，其依托全资子公司博盈特焊(香港)投资有限公司在越南投资 设立博盈特焊越南制造有限公司并在越南投资建设生产基地。近日，公司越南生产基地一期厂房已正式 投产运营。 公告显示，该越南生产基地占地面积约150,000平方米，生产的主要产品为燃气轮机的余热回收装置。 博盈特焊表示，公司通过重点布局越南生产基地建设，进一步提升公司国际订单的承接和交付能力，产 ...

Group 1 - Dongxing Medical plans to acquire 90% equity of Wuhan Yijiaobao for cash, which is expected to constitute a major asset restructuring [1] - Fosun Pharma's subsidiary plans to transfer 100% equity of Shanghai Cloning, with a transaction value of up to 1.256 billion yuan [1] Group 2 - *ST Songfa's subsidiary signed a shipbuilding contract worth approximately 400-600 million USD for four VLCCs, expected delivery between late 2026 and mid-2027 [3] - Qibin Group obtained financing support of up to 90 million yuan for share repurchase [4] Group 3 - Shapuaisi's shareholder plans to reduce holdings by up to 3% of the company's total shares [5] - *ST Kaixin intends to use up to 310 million yuan for cash management in safe and liquid financial products [6] Group 4 - Junchen Technology's shareholders plan to transfer 2.5% of the company's shares due to personal funding needs [7] - Jingliang Holdings received an administrative regulatory measure from Hainan Securities Regulatory Bureau for improper revenue recognition involving 299 million yuan [7] Group 5 - Tongcheng Holdings received a cash dividend of 24.6643 million yuan from Changsha Bank [9] - Shenyang Chemical appointed Chen Liguo as the new general manager [10] Group 6 - Huaguang Huaneng signed a contract for a 160 million yuan waste heat boiler project [15] - Shuxian Valley's subsidiary completed the re-registration of a health food product [16] Group 7 - Xuanta Pharmaceutical's new specification for a diabetes treatment drug was approved [17] - Panlong Pharmaceutical's application for a pain relief gel patch was accepted by the drug regulatory authority [18] Group 8 - Zhiguang Electric's subsidiary won a procurement contract worth 164 million yuan for a storage system [19] - Chitianhua's production facility resumed operations after maintenance [20] Group 9 - Haitong Development's application for a specific A-share issuance was accepted by the Shanghai Stock Exchange, aiming to raise 210 million yuan [20] - Risheng Technology's shareholders plan to transfer 4.02% of the company's shares [33] Group 10 - Pingmei Shares' controlling shareholder plans a strategic restructuring with Henan Energy Group [35] - Shenghui Integration's controlling shareholder committed not to reduce shareholdings for 12 months [37] Group 11 - Agricultural Bank and Bank of China will no longer establish supervisory boards, with their functions transferred to the audit committees [39][40] - Dongfang Yuhong's subsidiary signed a contract for a seawater pipeline project worth 2.524 billion USD [40][41] Group 12 - Ganfeng Lithium plans to introduce investors for a capital increase of up to 2.5 billion yuan [50] - Hanyu Pharmaceutical intends to raise up to 968 million yuan for various projects [51]

Core Viewpoint - *ST Tianmao's stock will be delisted from the Shenzhen Stock Exchange, with the decision effective immediately, and the stock will be removed within five trading days [1][2]. Group 1: Delisting Announcement - On September 25, *ST Tianmao received a notice from the Shenzhen Stock Exchange regarding the termination of its stock listing [1]. - The stock will not enter a delisting transition period and will be delisted within five trading days from the announcement [2]. Group 2: Shareholder Meeting and Cash Option - On August 25, *ST Tianmao held an extraordinary general meeting where shareholders approved the decision to voluntarily terminate the stock listing [5]. - The company initiated a cash option mechanism to protect investors, allowing eligible A-share shareholders to exercise cash options at a price of 1.60 yuan per share, with a total of 1,442,279,537 cash options effectively declared during the application period [5]. - The total funding required for the cash options is approximately 2.3 billion yuan [5]. Group 3: Post-Delisting Arrangements - After delisting, *ST Tianmao's shares will be transferred to the National Equities Exchange and Quotations system for trading [6]. - The company has appointed Changcheng Guorui as the agency to manage the share transfer services [6].

Group 1: Strategic Restructuring - Pingmei Shenma and Shenneng Group announced plans for strategic restructuring by the controlling shareholders, which will not significantly impact their operations [1][1] - The restructuring will not change the controlling shareholders or the actual controllers of either company [1][1] Group 2: Capital Increase - Ganfeng Lithium plans to introduce investors for a capital increase of up to 2.5 billion yuan for its subsidiary, Ganfeng Lithium Technology [2] - The capital increase will be priced at 3 yuan per 1 yuan of registered capital, and the company will waive its preferential subscription rights [2] Group 3: Stock Trading Suspension - Upwei New Materials' stock has been suspended for verification due to multiple instances of abnormal trading fluctuations [3] - The company will conduct an investigation into the trading volatility and will resume trading after the verification process [3] Group 4: Earnings Forecast - Jihong Co. expects a net profit of 209 million to 222 million yuan for the first three quarters of 2025, representing a growth of 55% to 65% year-on-year [4] - The growth is attributed to significant increases in revenue and profit from cross-border social e-commerce and improved operational efficiency in the packaging business [4] Group 5: Fundraising and Projects - Hanyu Pharmaceutical plans to raise up to 968 million yuan through a private placement for various projects including peptide drug production and R&D upgrades [5] - Water Development Gas received acceptance for its securities issuance application from the Shanghai Stock Exchange [6] Group 6: Important Transactions - Tianqi Model's controlling shareholders signed a share transfer agreement to transfer 162 million shares, which will change the controlling shareholder to Jianfa Wanyu [7] - The transaction is expected to lead to a change in the actual controller to the Urumqi Economic and Technological Development Zone State-owned Assets Supervision and Administration Commission [7] Group 7: Investment Projects - Dongfang Yuhong signed an investment agreement to invest 600 million yuan in a new materials industry chain project in Nanning, Guangxi [9] - The project includes mining, processing, and product development [9] - Changqing Group plans to invest 571 million yuan in the second phase of its cogeneration project in Maoming [9]

（编辑 任世碧） 证券日报网讯 9月25日晚间，博盈特焊发布公告称，公司依托全资子公司博盈特焊（香港）投资有限公 司在越南投资设立博盈特焊越南制造有限公司并在越南投资建设生产基地。近日，公司越南生产基地一 期厂房已正式投产运营。 ...

博盈特焊依托全资子公司博盈特焊（香港）投资有限公司在越南投资设立博盈特焊越南制造有限公司并 建设生产基地。该基地占地面积约150,000平方米，目前一期厂房已建成，主要产品为燃气轮机的余热 回收装置。 来源：新浪财经-鹰眼工作室 博盈特焊（301468）于9月25日发布公告，其越南生产基地一期厂房已正式投产运营。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 该项目对公司影响显著： 1.完善海外战略布局，拓展国际市场：公司秉持"一个平台，三条路径"战略， 越南生产基地位于越南海防市南亭武工业区，毗邻重要海运航线，物流高效、成本低，可缩短向北美、 欧洲等地客户交付产品时间，完善海外布局，开拓海外市场。 2.突破产能瓶颈，提升 ...