Group 1 - The stock price of Boying Welding on July 31 was 25.05 yuan, down 0.75 yuan or 2.91% from the previous trading day [1] - The opening price on the same day was 25.69 yuan, with a highest price of 26.25 yuan and a lowest price of 24.97 yuan, with a trading volume of 33,893 hands and a transaction amount of 86 million yuan [1] - Boying Welding specializes in the research, production, and sales of anti-corrosion and wear-resistant welding equipment, non-welded boiler components, pressure vessels, and high-end steel structures [1] Group 2 - On July 30, Boying Welding signed a cooperation framework agreement with Suzhou Weirham Welding Technology Co., Ltd. to establish a joint venture company, which will be controlled by Boying Welding [1] - The joint venture will focus on expanding into the oil and gas market and overseas markets, with plans to set up an overseas manufacturing base in the Middle East [1] - The cooperation will include the application of special welding technology in the oil and gas market, as well as the overseas market expansion of anti-corrosion and wear-resistant equipment and high-end steel structures [1] Group 3 - On July 31, the net outflow of main funds was 7.4065 million yuan, accounting for 0.38% of the circulating market value [2]

（文章来源：证券日报） 证券日报网讯 7月31日晚间，博盈特焊发布公告称，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》。 ...

Group 1 - Jiejia Weichuang expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year increase of 38.65% to 59.85% [1] - Micron Biotech's CS231295 clinical trial application has been approved by the FDA for treating advanced solid tumors [1] - Sinopec anticipates a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, a decrease of 39.5% to 43.7% year-on-year [2] Group 2 - High Energy Environment has obtained a loan commitment letter from a financial institution for share repurchase [2] - Electric Power Investment Energy received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inadequate disclosure in its semi-annual report [3] - Zhejiang University Net New won a bid for an intelligent engineering project worth 94.2712 million yuan [5] Group 3 - Daodaoquan reported a net profit of 181 million yuan for the first half of 2025, a year-on-year increase of 563.15% [8] - New Light Optoelectronics expects a net loss of 19 million to 23 million yuan for the first half of 2025 [9] - Aihua Pharmaceutical's two probiotic powder registration applications have been accepted [10] Group 4 - Xinhui Electric's subsidiary signed a product sales framework contract for commercial and household robots [11] - Baida Precision Engineering's subsidiary obtained 134,500 square meters of industrial land use rights [12] - Haiyang Technology's chief engineer resigned for personal reasons [13] Group 5 - Tianhe Magnetic Materials received a project filing notice for a 12,000-ton magnetic material deep processing project [22] - Wanlima is the pre-selected unit for a procurement project worth 43.835 million yuan from China Southern Airlines [24] - Yipin Hong's subsidiaries obtained two drug registration certificates [25] Group 6 - Zhejiang Jiaoke's subsidiary signed new construction projects worth 4.783 billion yuan in the second quarter [27] - Shenglan Co. received approval for issuing convertible bonds [29] - Jimi Technology expects a net profit of 88.6622 million yuan for the first half of 2025, a year-on-year increase of 2062.33% [31] Group 7 - Dingtong Technology reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 134.06% [32] - Huaheng Biological is planning to list on the Hong Kong Stock Exchange [34] - Yuntian Lihui submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [36] Group 8 - Nanchip Technology expects a net profit of 108.8 million to 133.1 million yuan for the first half of 2025, a decrease of 35.09% to 47.03% year-on-year [43] - Anglikang's Mesobam injection has received a drug registration certificate [44] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.998% [45]

博盈特焊（301468）7月31日晚公告，公司于7月30日与苏州威尔汉姆堆焊技术有限公司(简称"威尔汉 姆")签署了《合作框架协议》，双方将充分发挥在技术、市场、品牌、资金等资源方面的优势，提高产 品的市场竞争力，共同拓展堆焊技术的应用领域，积极开拓油气市场及海外市场。 博盈特焊表示，本次签订的为框架协议，预计对公司本年度经营业绩不会产生重大影响，对公司未来年 度经营业绩的影响需根据后续具体合作情况而定，能否达到合作预期存在一定的不确定性。本协议的签 订不会对公司业务的独立性构成影响，公司主要业务不会因履行协议而对威尔汉姆形成依赖。本协议的 签署有利于公司积极开拓海内外油气市场，符合公司的战略规划。 博盈特焊同时提醒，后续合作事项的具体实施尚需由双方共同协商确定，在具体实施过程中存在不确定 性，如遇有关政策调整、宏观经济环境、市场环境变化等不可预计或不可抗力等因素的影响，可能存在 协议无法如期或完全履行的风险。 博盈特焊是国内较早从事工业设备防腐防磨堆焊业务的企业之一，也是国内少数几家具备防腐防磨堆焊 装备规模化生产能力的企业之一。公司致力于通过持续的研发创新和高效的生产管理，为客户提供具有 经济性和高品质的 ...

Core Viewpoint - The company, Boying Special Welding (博盈特焊), has signed a cooperation framework agreement with Suzhou Weirham Welding Technology Co., Ltd. to leverage resources in specialized welding technology applications in the oil and gas market, anti-corrosion and wear-resistant equipment, and the expansion of high-end steel structures in overseas markets [1] Group 1 - The cooperation aims to utilize technology, market, brand, and financial resources for practical collaboration [1] - The focus areas include specialized welding technology in the oil and gas sector and the development of anti-corrosion and wear-resistant equipment [1] - The agreement also emphasizes the expansion of high-end steel structures in international markets [1]

Core Viewpoint - The company has signed a cooperation framework agreement with Suzhou Weirham Welding Technology Co., Ltd. to leverage resources and advantages in special welding technology applications in the oil and gas market, anti-corrosion and wear-resistant equipment, and high-end steel structures in overseas markets [1] Group 1 - The cooperation will focus on practical collaboration in the application of special welding technology in the oil and gas market [1] - The partnership aims to expand the overseas market, initially targeting the Middle East for establishing manufacturing bases [1] - A joint venture will be established domestically to actively explore the oil and gas market and overseas opportunities [1]

Core Viewpoint - The company BoYingTe Welding (301468.SZ) has signed a cooperation framework agreement with Suzhou Weirhan Welding Technology Co., Ltd. to leverage resources and advantages in specialized welding technology applications in the oil and gas market, anti-corrosion and wear-resistant equipment, and high-end steel structures in overseas markets [1] Group 1 - The cooperation will focus on practical collaboration in specialized welding technology for the oil and gas market and expanding high-end steel structures in overseas markets [1] - A joint venture will be established domestically to actively explore the oil and gas market and overseas markets, initially targeting the Middle East for setting up manufacturing bases [1] - The partnership aims to utilize technology, market, brand, and financial resources to enhance product application markets [1]

Core Viewpoint - 博盈特焊 has signed a cooperation framework agreement with Suzhou Weirham Cladding Technology Co., Ltd. to enhance market competitiveness and expand the application of cladding technology in the oil and gas sector and overseas markets [1] Company Summary - The cooperation aims to leverage both companies' strengths in technology, market, brand, and funding [1] - The agreement does not specify any financial amounts and is not expected to have a significant impact on the company's current year operating performance [1] - Future impacts on the company's operating performance will depend on the specifics of subsequent cooperation [1]

关于签署合作框架协议的公告 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。 特别提示： 证券代码：301468 证券简称：博盈特焊 公告编号：2025-048 广东博盈特焊技术股份有限公司 1、协议自双方的法定代表人或授权代表签字并加盖公章之日起生效。本次 签署的合作框架协议属于框架性约定，体现双方开展合作的总体意向，构成双 方就合作事项进一步协商的指导和基础，所涉及具体项目和具体业务的合作与 实施，将以双方另行签署并生效的专项协议的约定为准。公司将根据事项进展 按照有关规定及时履行相应的审批决策程序和信息披露义务。 2、本次框架协议不涉及具体金额，预计对公司本年度经营业绩不会产生 重大影响，对公司未来年度经营业绩的影响需根据后续具体合作情况而定，能 否达到合作预期存在一定的不确定性。敬请广大投资者谨慎决策，注意投资风 险。 3、公司不存在最近三年披露的相关协议或合同无后续进展或进展未达预 期的情况。 一、协议签署概况 为充分发挥双方在技术、市场、品牌、资金等资源方面的优势，提高产品 的市场竞争力，共同拓展堆焊技术的应用领域，积极开拓油气市场及海外市 场，实现 ...

Core Points - The company has reviewed and approved the list of incentive recipients for the 2025 Restricted Stock Incentive Plan, ensuring compliance with relevant laws and regulations [1][2] - The incentive recipients include core technical and business personnel, excluding foreign employees and shareholders holding more than 5% of the company's shares [2] - The plan allows for the grant of 476,600 shares of restricted stock at a price of 11.96 yuan per share, with the grant date set for July 25, 2025 [2]