Group 1 - On December 15, a total of 13 companies were investigated by institutions, with 6 companies being focused on by funds [1] - The most attention was given to Boin Special Welding, which had 5 participating funds, while Vision China and Chaojie Co., Ltd. had 5 and 1 funds respectively [1] - Among the companies investigated, there was 1 from the main board of the Shenzhen Stock Exchange, 2 from the ChiNext board, 2 from the main board of the Shanghai Stock Exchange, and 1 from the Sci-Tech Innovation Board [1] Group 2 - Three companies among those investigated had a total market capitalization of less than 10 billion yuan, specifically Jingsong Intelligent, Boin Special Welding, and Taihua New Materials [1] - In terms of market performance, 3 stocks among the investigated funds increased in the past 5 days, with Chaojie Co., Ltd., Boin Special Welding, and Jingsong Intelligent showing increases of 29.17%, 15.28%, and 2.94% respectively [1] - Conversely, 3 stocks experienced declines, with Vision China, Xinzuobiao, and Taihua New Materials showing decreases of 6.93%, 2.59%, and 0.67% respectively [1] Group 3 - In terms of capital flow, 4 stocks among the investigated funds saw net inflows in the past 5 days, with Boin Special Welding receiving a net inflow of 215 million yuan, the highest among them [1] - Other stocks with significant net inflows included Chaojie Co., Ltd. and Jingsong Intelligent, with net inflows of 175 million yuan and 19.7 million yuan respectively [1]

博盈特焊（301468.SZ）12月16日在投资者互动平台表示，公司的主营业务为特种设备的研发、生产和 销售。公司的技术和产品目前主要应用于节能环保、电力、能源、化工、冶金、造纸等工业领域。截至 目前，公司技术和产品暂无应用于航空航天或卫星制造领域的计划或合作，公司将持续关注最新动态和 未来发展，积极探索发展机会。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司的技术或者产品，可不可以用于航空航天，或者 卫星制造上呢？ ...

格隆汇12月15日丨博盈特焊(301468.SZ)在投资者关系中表示，有被问到:北美HRSG市场的验证审厂流 程是什么？公司现在进行到哪一步了？ 答:进入北美HRSG市场，首先必须要取得美国机械工程师学会等一系列严苛的国际认证，其次，还必须 要通过主机厂商自身的生产体系认证，成为其认可的合格供应商后，才能与主机厂商开展合作。 目前，公司已取得美国机械工程师学会（ASME）认证，并通过部分客户的生产体系认证，获得相应订 单，客户订单已进入生产流程，目前进展顺利。公司的潜在客户正在进行前期审厂流程，审厂完毕后进 入订单谈判环节。 ...

Core Viewpoint - The company has signed a land reservation contract to lease 62,455.85 square meters of land in Vietnam, marking a significant step in expanding its production base to meet the growing demand in the North American market for HRSG products [1][2]. Group 1: Contract Details - The leased land is located in the CN19 section of the South Ping Wu Free Trade Zone in Vietnam, with a total area of approximately 62,455.85 square meters [2]. - The company is required to pay a deposit of 19,376,652,657 Vietnamese Dong (approximately 1.94 trillion Vietnamese Dong) within 15 working days after signing the contract [2]. - The company must complete land registration procedures within one month and sign the formal land lease contract within 15 working days after registration [2]. Group 2: Strategic Expansion - The land lease is a crucial part of the company's plan to build a production base in Vietnam, with a total investment of up to 275 million RMB, including 55 million RMB for land use rights and 220 million RMB for constructing new facilities and expanding HRSG production lines [2][3]. - The expansion aims to enhance the company's ability to respond to customer needs, improve product delivery capabilities, and service quality, particularly in the North American HRSG market [3]. Group 3: Financial and Operational Implications - The funding for this transaction will come from the company's own or raised funds, which will not adversely affect its normal operations, financial status, or operating results [4]. - The successful establishment of the Vietnam base is expected to increase the company's overseas revenue share and potentially lead to structural improvements in long-term profitability [4].

Company Overview - Guangdong Boying Special Welding Technology Co., Ltd. was established in 2007, initially focusing on welding services for offshore drilling platforms for North American clients. The company has since expanded into anti-corrosion and wear-resistant welding fields and successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market in July 2023 [1]. - The company emphasizes advanced welding technology and provides manufacturing services and process solutions to clients [1]. Market Strategy - The company aims to maintain its leading position in the domestic market while actively exploring overseas markets, particularly by investing in a production base in Vietnam to seize opportunities in the North American HRSG market [1]. - The demand for waste incineration and the transformation of the coal-fired power generation industry are expected to enhance market penetration rates, with significant growth potential in chemical, metallurgy, and paper industries [1]. Business Development - The company has proactively laid out HRSG and oil-gas composite pipe businesses, with HRSG already achieving a certain scale of production and securing some orders. Potential clients are currently undergoing factory audits [2]. - The new production base in Vietnam has commenced operations, with a second phase under construction. The Dawa production base is also progressing, expected to be operational next year [2]. Competitive Landscape - In the Vietnamese HRSG market, competitors include manufacturers from South Korea, Thailand, and Vietnam. The company has extensive experience in the energy sector and has established a production line in Vietnam, providing a cost advantage over foreign competitors [3]. - The production cycle for HRSG products is approximately six months, with the Vietnam base primarily producing components for gas turbine heat recovery systems [3][4]. Production Capacity - One HRSG production line in Vietnam can produce about two sets of HRSG devices per year, depending on production scheduling and resource availability [4]. - The company has obtained necessary certifications, including ASME, and is progressing well in the customer audit process for entering the North American market [5]. Industry Applications - The company's main business includes anti-corrosion and wear-resistant welding equipment, non-welded boiler components, pressure vessels, and high-end steel structures, applicable in energy, chemical, metallurgy, and paper industries [6][7]. - The company has established relationships with high-quality clients in various sectors, including paper and metallurgy, further solidifying its leading position in the industrial anti-corrosion and wear-resistant market [6].

格隆汇12月15日丨博盈特焊(301468.SZ)公布，近日，越南博盈与SAODO投资集团股份公司（简称"出租 方"）签订了《土地保留合同》。越南公司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，土地总面积为62455.85平方米。租赁期限自签署土地移交备忘录之日起至2059年5月6日止。 ...

一、合同对手方介绍 1、出租方：SAO DO 投资集团股份公司 4、关联关系说明：公司与出租方不存在关联关系 二、合同主要内容 出租方：SAO DO投资集团股份公司 证券代码：301468 证券简称：博盈特焊 公告编号：2025-078 广东博盈特焊技术股份有限公司 关于全资孙公司签订《土地保留合同》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5500万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）。 近日，越南博盈与S ...

博盈特焊今日上涨0.66%，全天换手率33.92%，成交额15.13亿元，振幅11.55%。龙虎榜数据显示，机构 净卖出7982.24万元，营业部席位合计净卖出3060.46万元。 博盈特焊12月15日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 机构专用 | 3182.16 | 4324.80 | | 买二 | 中国中金财富证券有限公司南京中央路证券营业部 | 2978.40 | 0.00 | | 买三 | 机构专用 | 2574.79 | 4001.88 | | 买四 | 机构专用 | 2273.87 | 3877.37 | | 买五 | 广发证券股份有限公司泰州凤凰东路证券营业部 | 2266.31 | 0.00 | | 卖一 | 国泰海通证券股份有限公司上海松江区中山东路证券营 | 0.00 | 8305.17 | | | 业部 | | | | 卖二 | 机构专用 | 1234.31 | 5043.32 | | 卖三 | 机构专用 | 3182.16 | 4324 ...

格隆汇12月15日丨博盈特焊(301468.SZ)在投资者互动平台表示，目前，公司越南基地新签的订单基本 都为新建的HRSG订单。 ...

Core Viewpoint - The company is expanding its HRSG production capacity in Vietnam, with plans for a total of 12 production lines, indicating a significant investment in infrastructure and production capabilities [1] Group 1: Production Capacity - The first phase of the Vietnam base includes 4 HRSG production lines, which are already operational [1] - The second phase is progressing smoothly and is expected to be operational by 2026 [1] - The company plans to establish a total of 12 HRSG production lines at the Vietnam base [1] Group 2: Investment Details - The new investment will primarily be used for purchasing land use rights, constructing new factories and supporting infrastructure, and expanding HRSG production lines [1] - The company will fulfill its information disclosure obligations in accordance with project progress [1]