[Table_Main] 行业研究|工业 证券研究报告 工业行业周报、月报 2025 年 08 月 20 日 [Table_Title] 机械出口增长稳健，低空经济政策托底 ——机械行业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 8 月 11 日至 8 月 15 日,上证综指上涨 1.70%,深证成指上涨 4.55%,创业板指上涨 8.58%。其中申万机械设备上涨 3.21%，相较沪 深 300 指数跑赢 0.84pct,在 31 个申万一级行业中排名第 8。细分子行 业来看，申万通用设备/专用设备/轨交设备Ⅱ/工程机械/自动化设备分 别涨 3.45%/4.13%/-0.78%/-0.17%/5.45%。 机械设备板块：当前时点，出口端我们认为无论从供给端还是需求端 看国内龙头企业仍具备较强竞争优势。据中国工程机械工业协会对叉 车主要制造企业统计，2025 年 7 月当月销售各类叉车 118605 台，同 比增长 14.4%。其中国内销量 69700 台，同比增长 14.3%；出口量 48905 台，同比增长 14.5%。2025 年 1—7 月，共销售叉车 857939 台 ...

转自：证券时报 人民财讯8月18日电，企查查APP显示，近日，博盈威尔汉姆（广东）金属复合材料有限公司成立，注 册资本5000万元，经营范围包含：有色金属压延加工；增材制造；金属表面处理及热处理加工；新材料 技术研发等。企查查股权穿透显示，该公司由博盈特焊等共同持股。 ...

资金流向方面，8月15日主力资金净流出519.38万元，近五个交易日累计净流出1038.02万元。 风险提示：股市有风险，投资需谨慎。 博盈特焊主要从事特种焊接设备的研发、生产和销售，产品广泛应用于能源、化工、船舶等领域。公司 属于专用设备制造业，注册地位于广东省。 据公开信息显示，博盈特焊与苏州威尔汉姆堆焊技术有限公司共同设立的合资公司已完成工商登记，并 取得营业执照。该合资公司名为博盈威尔汉姆金属复合材料有限公司，注册地为鹤山市。 截至2025年8月15日15时，博盈特焊股价报25.97元，较前一交易日上涨0.24元。当日开盘价为25.73元， 最高触及26.19元，最低下探至25.64元，成交量为16277手，成交金额达0.42亿元。 ...

证券日报网讯8月15日晚间，博盈特焊（301468）发布公告称，公司于2025年7月30日与苏州威尔汉姆堆 焊技术有限公司签署了《合作框架协议》，双方将共同成立国内合资公司。近日，合资公司博盈威尔汉 姆(广东)金属复合材料有限公司已办理完成工商登记手续，并取得了鹤山市市场监督管理局核发的营业 执照。 ...

Core Viewpoint - Beijing Yitang Semiconductor Technology Co., Ltd. has filed a lawsuit against Applied Materials Inc. for alleged trade secret infringement related to plasma source and wafer surface treatment technologies [1] Group 1: Legal Action - Yitang claims that Applied Materials illegally obtained and used its core technology secrets, violating the Anti-Unfair Competition Law of the People's Republic of China [1] - The lawsuit has been filed in the Beijing Intellectual Property Court, with a claim amount of 99.99 million RMB [1] - The case has been officially registered as of the announcement date [1] Group 2: Employee Recruitment - Applied Materials is accused of hiring two employees from Yitang's wholly-owned subsidiary, Mattson Technology, Inc., who possess knowledge of the core technology related to plasma generation and processing methods [1] - Evidence suggests that after their recruitment, these employees contributed to a patent application submitted to the Chinese National Intellectual Property Administration, with them listed as the main inventors [1]

证券代码：301468 证券简称：博盈特焊 公告编号：2025-050 广东博盈特焊技术股份有限公司 关于合资公司完成工商登记并取得营业执照的公告 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。 一、对外投资基本情况 为优化公司业务布局，提高产品的市场竞争力，拓展堆焊技术的应用领域， 积极开拓油气市场及海外市场。广东博盈特焊技术股份有限公司（以下简称"公 司"）于 2025 年 7 月 30 日与苏州威尔汉姆堆焊技术有限公司签署了《合作框架 协议》，双方将共同成立国内合资公司，搭建合作平台，开展合作。具体内容详 见公司于 2025 年 7 月 31 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关 于签署合作框架协议的公告》（公告编号：2025-048）。 根据《深圳证券交易所创业板股票上市规则》《公司章程》等相关规定，公 司本次设立合资公司事项无需提交公司董事会及股东会审议，不构成关联交易， 亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 4、成立日期：2025 年 8 月 15 日 5、法定代表人：李海生 6、注册 ...

Core Viewpoint - Beijing Yitang Semiconductor Technology Co., Ltd. (Yitang) has filed a lawsuit against Applied Materials, Inc. (AMAT) for allegedly misappropriating its trade secrets related to plasma sources and wafer surface treatment, claiming damages of 99.99 million RMB [1][2] Group 1: Legal Proceedings - Yitang has initiated legal action in the Beijing Intellectual Property Court, asserting that AMAT unlawfully acquired and utilized its core technology secrets and disclosed them through a patent application in China [1][2] - The lawsuit has been officially filed, but the court has yet to schedule a hearing [1] - Yitang claims that the lawsuit will not significantly impact its operations or production [1] Group 2: Technology and Intellectual Property - The technology in question involves high-concentration, stable, and uniform plasma used for wafer surface treatment, which is critical for Yitang's semiconductor processing equipment [1] - The two employees involved in the case were previously employed by Yitang's wholly-owned subsidiary, Mattson Technology, Inc. (MTI), and had signed confidentiality agreements regarding the technology [2] - Evidence suggests that AMAT submitted a patent application to the Chinese National Intellectual Property Administration, naming the two former MTI employees as primary inventors, thereby disclosing Yitang's trade secrets [2] Group 3: Impact on Business - Yitang alleges that AMAT's actions have caused significant damage to its intellectual property and economic interests, including promoting and selling products that utilize the misappropriated technology in China [2]

Core Viewpoint - The lawsuit filed by Yitang Co., Ltd. against Applied Materials Inc. (AMAT) is aimed at protecting intellectual property rights and addressing the alleged illegal acquisition and use of core technology secrets related to plasma sources and wafer surface treatment [2][5][7]. Group 1: Lawsuit Details - Yitang Co., Ltd. has initiated legal proceedings against AMAT for allegedly obtaining and using its core technology secrets without authorization, which were subsequently disclosed through a patent application in China [2][5]. - The company is seeking a court order to stop AMAT from using its technology secrets and is claiming economic damages totaling 99.99 million yuan [2][5]. Group 2: Technology and Innovation - The technology in question involves high-concentration, stable, and uniform plasma used for wafer surface treatment, which is critical for various semiconductor processing equipment [5]. - Yitang Co., Ltd. claims to possess leading original technology capabilities in this field and has relevant trade secrets [5]. Group 3: Employee Recruitment and Confidentiality - AMAT allegedly recruited two employees from Yitang's subsidiary, Mattson Technology, Inc. (MTI), who had access to the core technology secrets and had signed confidentiality agreements [5][7]. - Evidence suggests that after their recruitment, these employees contributed to a patent application that disclosed the technology secrets shared between Yitang and MTI [5][7]. Group 4: Impact on Business - The lawsuit is positioned as a measure to protect the company's intellectual property and is not expected to have a significant adverse impact on its operations, with the final outcome dependent on the court's ruling [5]. - The alleged actions of AMAT are said to have caused serious damage to Yitang's intellectual property and economic interests, including promoting and selling products using the disputed technology in China [7]. Group 5: Industry Context - Applied Materials Inc. is a major player in the semiconductor equipment industry, with 2024 revenues projected to exceed $25 billion, making it the second-largest supplier globally, following ASML [7].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 8月13日消息，今日晚间国内的半导体设备厂商屹唐股份发布公告，公司已向北京知识产权法 院提起诉讼，目前案件已受理，尚未开庭审理。 公司表示，本次诉讼系为保护创新者知识产权，维护自身合法权益，不会对公司经营产生重 大不利影响，最终影响将取决于法院的判决结果。 屹唐股份公告称，利用高浓度、稳定均匀的等离子体进行晶圆表面处理是公司的关键技术之 一，相关技术被广泛应用于公司的干法去胶、干法蚀刻、表面处理及改性等半导体加工设备 中。 公司在该领域具备领先的原创性技术能力，并拥有相关技术秘密。被告应用材料招聘了曾在 原告屹唐股份全资子公司Mattson Technology, Inc.（以下简称"MTI公司"）工作的两名涉案 员工。 该两名员工了解屹唐股份关于等离子体的产生和处理方法的核心技术，熟悉和掌握相关设备 结构以及技术工艺。 在MTI公司任职期间，该两名员工均签署了保密协议，对包括涉案技术秘密在内的技术信息承 担严格的保密义务。 诉讼的主要原因是应用材料公司（AMAT）非法获取并使用了公司的等离子体源及 ...

格隆汇8月6日丨博盈特焊(301468.SZ)在投资者关系中表示，国内市场的需求较去年基本持平。国外市 场针对垃圾焚烧发电领域的需求正在提升，目前主要还是集中于欧洲等发达地区，而印度等这类人口密 集的国家的垃圾焚烧炉的建设需求空间很大。 ...