证券之星消息，10月14日，博盈特焊（301468）融资买入1811.12万元，融资偿还1478.22万元，融资净 买入332.9万元，融资余额6796.69万元，近3个交易日已连续净买入累计542.53万元。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-10-14 | 6796.69万 | 332.90万 | 5.15% | | 2025-10-13 | 6463.79万 | 62.00万 | 0.97% | | 2025-10-10 | 6401.78万 | 147.63万 | 2.36% | | 2025-10-09 | 6254.16万 | 260.48万 | 4.35% | | 2025-09-30 | 5993.68万 | -88.80万 | -1.46% | | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-10-14 | 332.90万 | 6796.69万 | 3.24% | | 2025-10-13 | 62 ...

Group 1 - The core viewpoint of the article highlights that 博盈特焊 (301468.SZ) specializes in products and technologies used in energy-saving and environmental protection, as well as in various industrial corrosion and wear-resistant fields [1] - The company serves important clients in the metallurgy sector, including 紫金矿业, 江西铜业, and 铜陵有色 [1] - 博盈特焊 provides cladding equipment and components such as cladding boiler water walls and cladding water jacket plates to non-ferrous metal enterprises [1]

格隆汇10月10日丨博盈特焊(301468.SZ)在投资者互动平台表示，堆焊技术在核电领域是一项重要的表 面处理工艺，通过熔焊方法在关键零部件表面熔敷特定性能的合金层，提升其耐磨损、耐腐蚀等性能， 保障核电机组的运行安全，降低维护成本，延长设备的使用寿命。公司的主营业务为防腐防磨堆焊装 备、非堆焊的锅炉部件、压力容器及高端钢结构件的研发、生产和销售。在核电领域中，公司主要为核 电企业提供高压管道的内壁堆焊、汽水分离再热器等使用堆焊技术的设备和部件。 ...

证券代码：301468 证券简称：博盈特焊 公告编号：2025-067 广东博盈特焊技术股份有限公司 关于回购股份结果暨股份变动公告 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2024年9月20日召开 第二届董事会第八次会议、第二届监事会第八次会议，并于2024年10月10日召 开2024年第三次临时股东大会，审议通过了《关于回购公司股份方案的议 案》。同意公司以集中竞价交易方式回购公司已发行的人民币普通股（A股）股 票，用于减少注册资本，本次回购股份的资金总额不低于人民币4,000万元 （含），不超过人民币8,000万元（含），具体回购资金总额以实际回购股份使 用的资金总额为准。回购价格不超过29.09元/股（含本数），本次回购期限自公 司股东大会审议通过回购股份方案之日起12个月内。具体内容详见公司2024年9 月21日及2024年10月21日于巨潮资讯网（http://www.cninfo.com.cn）披露的《关 于回购公司股份方案的公告》（公告编号：2024-036）、《回购报告书》（公 告编号 ...

Core Insights - The company, Boying Special Welding, has developed key core technologies in the field of anti-corrosion and wear-resistant materials, showcasing strong independent innovation capabilities [1] - The research focuses on the development and application of protective layers for key components of high-parameter waste incineration power generation units, specifically in the area of nano-particle reinforced nickel-based high-temperature alloy coatings [1] Research Objectives - The aim is to tackle the challenges of material composition and microstructure regulation in the complex corrosive environment of waste incineration furnaces, developing proprietary overlay formulations and preparation processes to achieve import substitution [1] - Specific research areas include: 1. Development of nano-ceramic particle reinforced nickel-based welding materials and their metallurgical mechanisms [1] 2. Development of high-efficiency, high-performance surface welding processes and equipment for key components [1] 3. Investigation of the service behavior and application demonstration of key components with high-temperature corrosion and wear resistance in typical application fields [1]

Market Sector - The Sci-Tech Innovation Board (STAR Market) index increased by 51.20% in the first three quarters of 2025, ranking second among various sector indices, outperforming the North Exchange 50, Shenzhen 50, and Shanghai 50 indices [2] - As of the end of Q3 2025, the total market capitalization of the STAR Market reached 10.95 trillion yuan, an increase of 3.33 trillion yuan from 7.62 trillion yuan at the end of Q2 2025, representing a growth rate of 43.66%, which is higher than other sectors [4] - The total trading volume of the STAR Market reached 25.93 trillion yuan in the first three quarters of 2025, with an average trading volume of 440.32 billion yuan per stock, which is lower than the average trading volumes of stocks in the Shanghai and Shenzhen main boards and the ChiNext [6] - The average daily turnover rate of the STAR Market was 2.99% in the first three quarters of 2025, higher than that of the Shanghai main board but lower than that of the Shenzhen main board, ChiNext, and North Exchange [8] - The price-to-book ratio of the STAR Market was 5.78 times at the end of Q3 2025, higher than that of the ChiNext and Shanghai and Shenzhen main boards [11] - The financing balance of the STAR Market reached 244.335 billion yuan at the end of Q3 2025, an increase of 99.034 billion yuan from 145.301 billion yuan at the beginning of the year [13] - The margin trading balance of the STAR Market was 0.829 billion yuan at the end of Q3 2025, an increase of 0.037 billion yuan from 0.459 billion yuan at the beginning of the year [15] Individual Stocks - As of the end of Q3 2025, SMIC led with a market capitalization exceeding 700 billion yuan, followed by Haiguang Information, Cambricon Technologies, and BeiGene, with 11 companies having market capitalizations exceeding 100 billion yuan [18] Industry Themes - In the first three quarters of 2025, companies listed on the STAR Market were primarily distributed across three Wind Sci-Tech theme industries, with the new generation information technology industry leading with four companies, followed by high-end equipment manufacturing and biotechnology industries, each with one company [29] - Among the seven companies issued on the STAR Market in the first three quarters of 2025, six were listed under Standard One, which requires positive net profits for the last two years and a cumulative net profit of no less than 50 million yuan, or a positive net profit for the last year with operating income of no less than 100 million yuan, and an expected market capitalization of no less than 1 billion yuan [31] - The companies issued on the STAR Market in the first three quarters of 2025 came from Beijing and Jiangsu (two each), and Hubei, Zhejiang, and Guangdong (one each) [34] - The total IPO financing on the STAR Market in the first three quarters of 2025 was 7.901 billion yuan, a year-on-year decrease of 9.99%, with three companies raising over 1 billion yuan, three raising between 500 million to 1 billion yuan, and one raising less than 500 million yuan [36] - Yitang Co., Ltd. led the IPO financing in the first three quarters of 2025 with 2.497 billion yuan, while Yingshi Innovation and Xingfu Electronics each raised over 1 billion yuan [40]

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 ...

Core Viewpoint - 博盈特焊 is expanding its operations by establishing a manufacturing base in Vietnam, which is expected to enhance its international order capacity and overall competitiveness in the market [1][2] Group 1: Company Developments - 博盈特焊 announced the establishment of 博盈特焊越南制造有限公司, with the first phase of the production facility now operational [1] - The Vietnam production base covers an area of approximately 150,000 square meters, focusing on the production of heat recovery steam generators (HRSG) for gas turbines [1] - The company has received requests from clients to secure production capacity for the next two years [1] Group 2: Industry Trends - The gas power generation sector is experiencing significant growth due to increased electricity demand driven by the AI revolution, with a projected addition of 606 billion kWh in electricity consumption from AI servers by 2030 [1] - Global gas turbine installations are expected to reach 57 GW in 2024, representing a 30% year-on-year increase, with a continuous growth trend anticipated over the next five years [1] - Major players like GE, Siemens, and Mitsubishi have contracts extending beyond 2028, leading to an expected annual shortage of 15 GW starting in 2026, with delivery times extending from 12 months to 18-20 months and price increases of 6%-8% per year [1]

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]