证券代码：301468 证券简称：博盈特焊 公告编号：2026-011 广东博盈特焊技术股份有限公司 关于全资孙公司签订《土地租赁合同》的公告 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。 广东博盈特焊技术股份有限公司（以下简称"公司"）于2025年12月12日召开第二届 董事会第十九次会议，审议通过了《关于向全资孙公司增加投资的议案》。公司使用自 有资金或自筹资金向全资孙公司越南博盈特种焊接制造有限公司（以下简称"越南博盈"） 增加不超过2.75亿元人民币的投资，其中5,500万元拟用于在越南购买土地使用权，2.2 亿元拟用于公司在越南生产基地新建厂房与配套基础设施、扩建HRSG等产品的生产线 等。具体内容详见公司于2025年12月12日于巨潮资讯网（http://www.cninfo.com.cn）披 露的《关于向全资孙公司增加投资的公告》（公告编号：2025-077）。 2025年12月15日，越南博盈与SAO DO投资集团股份公司（以下简称"出租方"）签 订了《土地保留合同》。越南博盈向出租方租赁位于越南南亭武非关税工业园CN19板 块土地使用权，土 ...

1、股东减持股份情况 （一）直接持股股东减持股份情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | --- | | | | | （元/股） | (股) | ( % ) | | 博德瑞 | 集中竞价 交易 | 2026.2.25-2026.3.12 | 74.71 | 290,739 | 0.2234 | 证券代码：301468 证券简称：博盈特焊 公告编号：2026-010 广东博盈特焊技术股份有限公司 关于特定股东及部分董事、高级管理人员 减持计划实施完成的公告 公司特定股东深圳市博德瑞科技合伙企业（有限合伙），以及董事刘一宁先 生、刘渭林先生、崔秋平先生、廖阳帆女士、高级管理人员段君杰先生、前任职 工代表监事邓艳红女士、前任财务负责人李敏锋女士保证向本公司提供的信息内 容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 广东博盈特焊技术股份有限公司（以下简称"公司"）于2026年1月23日披露 了《关于特定股东及部分董事、高级管 ...

证券代码：301468 证券简称：博盈特焊 编号：2026-009 广东博盈特焊技术股份有限公司投资者关系活动记录表 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观 □其他 ☑ | | | 线上调研 ☑ | | 参与单位名称及 | 招商基金、颐和久富、梵星投资、弘洛基金、中域投资、中信建 | | 人员姓名 | 投、国投机械、海创基金等 | | 时间 | 年 月 日 2026 3 12 | | 地点 | 广东博盈特焊技术股份有限公司 会议室 | | | 腾讯会议 | | 上市公司接待人 | 1、董事、副总经理、董事会秘书 刘一宁 | | 员姓名 | 2、投资者关系管理专员 谭静怡 | | | 一、董事会秘书刘一宁先生简单介绍公司情况 | | | 非常高兴能在 年春节后迎来第一批机构调研的朋友。 2026 | | | 在刚刚过去的 2025 年，公司整体经营稳健，核心业务防腐防磨 | | | 堆焊装备在电力、能源等领域的市场需求保持良好态势。 | | | 公司新建的大凹生产基 ...

Investment Rating - The report emphasizes low valuation companies in the energy sector with a PE ratio below 20X for the 2026 profit forecast [2] Core Insights - The report highlights the importance of "selling shovel" companies in the coal chemical sector, particularly in the context of fluctuating oil prices, which significantly impact the economic viability of coal chemical projects [3][13] - It identifies several key players in the energy engineering sector, including Donghua Technology, China Energy Engineering, and China Chemical, which are involved in significant projects and are expected to see revenue growth [3][13] - The report also discusses the energy materials sector, noting that companies like Keda Manufacturing and Changbao Co. are experiencing improvements due to unexpected changes in demand [4][14] - AI new materials are highlighted as having a price increase expectation, with specific references to electronic fabrics and copper foil, indicating a strong cycle of inflation in these sectors [4][14] Summary by Sections Energy Engineering - Focus on coal chemical projects, particularly coal-to-olefins, coal-to-oil, and coal-to-natural gas, with economic viability tied to oil prices above $80 per barrel [3][13] - Key companies include: - Donghua Technology: Expected revenue of 10 billion with a 13% increase in 2025 [3][13] - China Energy Engineering: Largest green hydrogen and ammonia project globally [3][13] - Other notable mentions include China Chemical, Sanwei Chemical, and local mining companies in Xinjiang [3][13] Energy Materials - Companies like Keda Manufacturing are benefiting from the growing demand for energy storage materials [4][14] - The report notes the potential for price increases in AI materials, particularly in electronic fabrics and copper foil, driven by ongoing inflationary pressures [4][14] Market Performance - The cement sector shows a national average price of 338 RMB/ton, with a year-on-year decrease of 52 RMB/ton and a slight month-on-month decline [15][18] - The glass market sees a slight increase in prices, with the average price for float glass at 1174.93 RMB/ton, reflecting a 0.89% increase [15][36] - The report indicates a mixed performance across various building materials, with the construction index down by 6.21% [18][24]

Group 1 - The core viewpoint of the article highlights the financial performance of Yitang Co., which reported a revenue of approximately 5.076 billion yuan for the year 2025, representing a year-on-year increase of 9.57% [1] - The net profit attributable to shareholders of the listed company is approximately 671 million yuan, showing a year-on-year increase of 24.03% [1] - The basic earnings per share is reported at 0.24 yuan, reflecting a year-on-year increase of 20% [1] Group 2 - The article also mentions a significant growth in AI usage in China, surpassing that of the United States for the first time in February, with four major models ranking among the top five globally [1] - The demand for domestic computing power is experiencing exponential growth, indicating a robust trend in the AI industry [1]

Group 1 - The company, Boying Special Welding, reported that as of February 13, 2026, the total number of registered shareholders (including both ordinary accounts and margin trading accounts) is 15,819 [2]

证券代码：301468 证券简称：博盈特焊 公告编号：2026-009 广东博盈特焊技术股份有限公司 关于完成注册资本变更登记并换发营业执照的公告 1、统一社会信用代码：91440784799354458J 2、名称：广东博盈特焊技术股份有限公司 6、成立日期：2007 年 03 月 28 日 7、住所：鹤山市共和镇共盈路 8 号（一照多址） 8、经营范围：一般项目：增材制造；特种设备销售；通用设备制造（不含 特种设备制造）；特殊作业机器人制造；工业机器人制造；金属切割及焊接设备 制造；普通机械设备安装服务；金属制日用品制造；金属制品销售；五金产品批 3、类型：股份有限公司（上市、自然人投资或控股） 4、法定代表人：李海生 5、注册资本：人民币壹亿叁仟零壹拾壹万叁仟捌佰柒拾柒元 发；五金产品零售；货物进出口；进出口代理。（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动）许可项目：特种设备制造；特种设备设计；特 种设备安装改造修理；建筑劳务分包。（依法须经批准的项目，经相关部门批准 后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）。 本公司及董事会全体成员保证信息披露的内容真实、准确 ...

Summary of Conference Call on North American AI Power Shortage Industry Overview - Focus on North American AI Data Center (AIDC) power shortage, with expectations for growth in gas engines and SOFC (Solid Oxide Fuel Cells) in the short term (2026-2027) and gas turbines and related power equipment in the medium term [1][2] Key Recommendations - **Gas Engines**: - Generac's report indicates a shortage of overseas diesel generators, benefiting companies like Weichai Power and Power New Science, which are expected to see profit contributions starting from H2 2026 [3] - Both companies have a projected PE ratio around 15X for 2027, with potential for shipment and profit upgrades [3] - Weichai Power's PE for 2026-2027 is estimated at 16X and 13X, respectively, with a positive outlook on valuation re-evaluation due to diverse power solutions [3] - Power New Science's PE for 2026-2027 is estimated at 26X and 15X, benefiting from the Mitsubishi brand effect and rapid market penetration in North America [3] - **Gas Turbines**: - Dongfang Electric is expected to convert multiple factory audits in North America into orders [3] - Hailianxun is the second domestic company with a 50MW gas turbine production capacity, with its first commercial project expected to be operational by the end of 2026 [3] - Anticipation of a doubling of gas turbine production capacity from 2028-2030, with supply chain bottlenecks expected to drive price increases, leading to a potential PE of 30X+ for 2027 [3] Supply Chain Insights - Anticipated increase in demand for gas turbine components, with companies like Liande Co. expected to meet significant casting demand, supporting full production in 2026-2027 [3] Financial Projections - **Weichai Power**: Projected net profits of 380 million and 700 million for 2026 and 2027, respectively, with current valuations at 37X and 20X [4] - **Boying Special Welding**: Expected incremental profits from gas turbine HRSG (Heat Recovery Steam Generator) of 180 million and 360 million for 2026 and 2027, with overall net profits of 270 million and 470 million, respectively, and current valuations at 34X and 19X [4] Power Equipment Sector - Continued tight capacity in main grid power equipment, with companies like AEP and NEE significantly increasing their CAPEX for the next five years, exacerbating the supply-demand gap in North American power equipment [5] Recommended Companies for Main Grid Power Equipment - Companies such as Siyuan Electric, Anke Intelligent Electric, Huaming Equipment, and Shenneng Electric are highlighted for their potential in overseas markets [6] - Anke Intelligent Electric is projected to generate 500 million in overseas transformer revenue in 2026, with 350 million from North America [6] - The company’s existing transformer capacity is expected to yield 1.5-2 billion in revenue, with a target market capitalization of 17 billion, indicating significant upside potential [6]

经济观察网 博盈特焊（301468）近20日股价波动显著，区间涨幅7.86%，振幅达23.13%。2月12日收盘 价74.14元，单日上涨6.80%，盘中最高触及78.20元，创阶段性新高。异动主要源于以下因素： 股价异动原因 HRSG业务预期催化股价：公司HRSG（余热锅炉）业务被市场视为切入北美AI算力基础设施的关键环 节。机构调研指出，数据中心扩张推动燃气发电需求，HRSG作为核心设备直接受益。越南产能进展： 越南基地一期4条产线已满产，二期预计2026年二季度投产，规划至年底建成12条产线。产能释放预期 强化了业绩增长逻辑。 股东减持压力：1月23日公告显示，员工持股平台及多名董事、高管拟于2月14日至5月13日减持不超过 0.2235%股份，减持底价设定为46.82元（低于当前股价）。业绩承压与改善信号：2025年前三季度归母 净利润同比降37.17%，但第三季度单季净利润同比增长37.44%，毛利率环比回升至25.87%。市场对短 期业绩与长期转型存在分歧。 资金面与技术面 主力资金活跃：2月9日单日主力资金净流入5926万元，推动股价涨停（收盘73.00元，涨幅10.62%）；2 月12日成交额 ...

证券日报网讯2月12日，博盈特焊（301468）在互动平台回答投资者提问时表示，经查询，根据中国证 券登记结算有限责任公司最新下发的相关数据，截至2026年2月10日，公司登记在册的股东人数(合并普 通账户和融资融券信用账户)为14667户。 ...