（文章来源：证券日报） 证券日报网讯 2月24日，博盈特焊在互动平台回答投资者提问时表示，截至2026年2月13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15819户。 ...

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 ...

其中我们再重点推荐仍有预期差标的： 发电设备整机出海：当前进度燃气发动机＞燃气轮机 1、 燃气发动机：从generac报表可见海外柴发缺货问题，具备柴发生产能 【天风电新】再call北美AI缺电：相关标的再梳理 【天风电新】再call北美AI缺电：相关标的再梳理 节后我们继续重点看好北美AIDC缺电，短期26-27年看好燃气发动机、SOFC快速上量，中期看好燃气轮机、类燃 机、电力设备需求增长、产业链估值上修。 #公司近期已开始接到燃气发动机相关订单、逐步上量。 预计公司26-27年净利润3.8、7亿净利润，当前估值37、20X。 节后我们继续重点看好北美AIDC缺电，短期26-27年看好燃气发动机、SOFC快速上量，中期看好燃气轮机、类燃 机、电力设备需求增长、产业链估值上修。 其中我们再重点推荐仍有预期差标的： 发电设备整机出海：当前进度燃气发动机＞燃气轮机 1、 燃气发动机：从generac报表可见海外柴发缺货问题，具备柴发生产能力的【潍柴动力】、【动力新科】我们预 计将不仅受益北美柴发出海加速，燃气发动机26H2开始均有望贡献增量利润。 当前两家公司27年PE均在15X左右，并存在出货量及利润上修空间 ...

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。 ...

Group 1 - The core point of the article is that the company, Boying Special Welding, has successfully launched its first phase of production lines in Vietnam, which are currently operating at full capacity [1] - The company has completed the factory inspection process for some potential clients and is now entering the order negotiation phase [1] - The construction of the third phase of the Vietnam base is progressing steadily, and the company will disclose any updates in accordance with relevant regulations [1]

Group 1 - The company, Boying Special Welding (301468), has completed the factory audit process for some potential clients and has entered the order negotiation phase [1] - To enter the North American HRSG market, the company must obtain a series of stringent international certifications, including those from the American Society of Mechanical Engineers [1] - The company also needs to pass the production system certification of the main engine manufacturers to become an approved supplier before collaborating with them [1]

Core Viewpoint - The company focuses on the North American market through its Vietnam base, facing competition primarily from HRSG manufacturers in South Korea, Thailand, and Vietnam [1] Group 1: Company Positioning - The company has extensive experience in the energy and special equipment sectors, having cultivated a diverse customer base that includes major gas turbine suppliers in North America [1] - The company possesses complete production qualifications for special equipment and has rich experience in connecting with overseas clients [1] Group 2: Competitive Advantage - The company has established a production line in Vietnam to meet supplier selection requirements from clients [1] - The HRSG products produced by the company have a cost advantage compared to overseas competitors [1]

Group 1 - The core viewpoint of the article is that 博盈特焊 (301468.SZ) is progressing in its order negotiation phase after completing the audit process for some potential clients [1] - The company is entering the North American HRSG market, which requires obtaining several stringent international certifications, including those from the American Society of Mechanical Engineers [1] - To collaborate with major manufacturers, the company must also pass the manufacturers' own production system certifications to become an approved supplier [1]

Core Viewpoint - The company is positioned as a leading strategic supplier in the domestic thin film deposition and etching equipment sector, with significant progress in product supply and development for major domestic clients [1] Group 1: Product Supply and Development - The company has achieved bulk supply of thin film deposition equipment to major domestic enterprises such as TuoJing Technology, WeiDao Nano, and ShengMei Shanghai [1] - The company is also supplying etching equipment to key domestic players including ZhongWei Company and BeiFang HuaChuang [1] - The company is developing multiple models of plasma RF power supplies and matching devices for various models of clients like ZhongWei Company, WeiDao Nano, BeiFang HuaChuang, and ShengMei Shanghai [1] Group 2: Revenue Growth and Future Prospects - By the first half of 2025, the company expects to achieve sales revenue exceeding a certain threshold from clients in niche areas such as etching, ion implantation, and cleaning [1]