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。 ...

Core Viewpoint - The announcement highlights the establishment of a joint venture between Boying Special Welding and Suzhou Weirham Welding Technology Co., Ltd, indicating a strategic collaboration in the metal composite materials sector [1] Group 1: Joint Venture Formation - Boying Special Welding signed a cooperation framework agreement with Suzhou Weirham Welding Technology Co., Ltd on July 30, 2025 [1] - The joint venture, named Boying Weirham (Guangdong) Metal Composite Materials Co., Ltd, has completed its business registration and obtained a business license from the Heshan Market Supervision Administration [1]

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].

Core Viewpoint - The article discusses the lawsuit filed by Yitang Co., a domestic semiconductor equipment manufacturer, against Applied Materials (AMAT) for allegedly misappropriating its core technology secrets related to plasma sources and wafer surface treatment [2][5]. Group 1: Lawsuit Details - Yitang Co. has filed a lawsuit in the Beijing Intellectual Property Court against AMAT for illegally obtaining and using its core technology secrets, which were disclosed in a patent application in China [2][6]. - The company is seeking a total compensation of 99.99 million yuan for economic losses and reasonable expenses related to the infringement [2][5]. - The lawsuit aims to protect the intellectual property rights of innovators and maintain the company's legal rights without significantly impacting its operations [5]. Group 2: Technology and Market Position - Yitang Co. specializes in high-concentration, stable, and uniform plasma technology, which is crucial for its semiconductor processing equipment, including dry stripping, dry etching, and surface treatment [5][6]. - The company claims to possess leading original technology capabilities in this field and has relevant trade secrets [5]. - Applied Materials, founded in 1967, is the second-largest semiconductor equipment supplier globally, with projected revenues exceeding $25 billion in 2024, following ASML [6].

Core Viewpoint - The domestic market demand for 博盈特焊 (301468.SZ) remains stable compared to last year, while there is an increasing demand in the international market, particularly in the waste-to-energy sector, with a focus on developed regions like Europe and significant potential in densely populated countries like India [1] Domestic Market - Demand in the domestic market is essentially flat compared to the previous year [1] International Market - There is a rising demand in the international market for waste-to-energy solutions, particularly in developed regions such as Europe [1] - Countries with high population density, like India, present substantial opportunities for the construction of waste incineration plants [1]

2024年1至12月份，博盈特焊的营业收入构成为：垃圾焚烧发电占比68.46%，其他占比31.54%。 （文章来源：每日经济新闻） 博盈特焊（SZ 301468，收盘价：27.17元）发布公告称，2025年8月6日下午15:00-17:00，博盈特焊接受 华夏基金等机构调研，公司董事、副总经理、董事会秘书刘一宁，投资者关系管理专员谭静怡参与接 待，并回答了投资者提出的问题。 ...

Group 1 - The domestic market demand for 博盈特焊 (301468.SZ) remains stable compared to last year [1] - There is an increasing demand in the international market for waste-to-energy projects, particularly in developed regions like Europe [1] - Countries with high population density, such as India, present significant opportunities for the construction of waste incineration plants [1]