Core Viewpoint - The company, Boying Special Welding (301468.SZ), produces HRSG products primarily for gas power generation projects, focusing on core components of heat recovery steam generators [1] Production Capacity - The production line in Vietnam can produce approximately 2 sets of HRSG units per year that match heavy-duty gas turbines [1] - The actual output capacity is influenced by the company's production scheduling and rhythm, as well as factors such as raw material supply and equipment status [1] Supply Chain Management - The company arranges production based on the urgency of orders and resource availability to ensure a continuous and stable supply [1]

每经AI快讯，博盈特焊（301468.SZ）12月12日在投资者互动平台表示，越南基地生产的HRSG产品主 要为燃气发电项目中余热回收锅炉相关核心部件，一条HRSG生产线一年大约生产2套左右的匹配重型 燃气轮机的HRSG装置，具体的产能输出，主要取决于公司生产线的排产计划与节奏。此外，原材料供 应、设备状态等也是重要的影响因素。公司会根据订单的紧急程度和资源情况进行综合安排，以确保持 续稳定的供应。 （文章来源：每日经济新闻） ...

（原标题：创业板公司融资余额减少27.51亿元 16股遭减仓超10%） | 代码 | 简称 | 最新融资余额(万 | 融资余额环比增减 | 收盘价 | 当日涨跌幅 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | （元） | （%） | 业 | | 301314 | 科瑞思 | 4223.29 | 32.72 | 43.52 | -5.43 | 通信 | | 301468 | 博盈特 | 18329.19 | 29.88 | 48.02 | -5.88 | 机械设 | | | 焊 | | | | | 备 | | 301111 | 粤万年 | 15590.49 | 17.32 | 22.32 | -4.74 | 医药生 | | | 青 | | | | | 物 | | 301360 | 荣旗科 | 10164.91 | 16.23 | 71.51 | 0.01 | 机械设 | | | 技 | | | | | 备 | | 300189 | 神农种 | 37490.77 | 15.34 | 6.70 | -2.62 | 农林牧 | ...

Group 1 - The nuclear power sector experienced a strong rally on the 12th, with companies like Tianli and others reaching their daily limit up [1] - Since 2022, China has approved more than 10 nuclear power units annually for four consecutive years, maintaining a normalized approval pace [1] - The investment for a single domestically produced million-kilowatt third-generation nuclear power unit is approximately 20 billion, leading to an estimated total investment of over 200 billion for the 10 newly approved units this year [1] Group 2 - During the 14th Five-Year Plan period, China plans to approve the construction of 46 new nuclear power units, adding 54.5 million kilowatts of installed capacity, with both operational capacity and annual power generation expected to grow by about 30% [1] - From January to September 2025, domestic nuclear power investment reached 99.09 billion, a year-on-year increase of 23.3% [1] - The demand for nuclear power construction is strong due to the need for energy independence and the acceleration of new energy system planning [1] Group 3 - In the field of nuclear fusion, there is a surge in AI computing power demand, prompting tech giants to accelerate their investments in nuclear energy [2] - The BEST project in China is set to complete its first slab pouring by March 2025, with multiple tenders announced for various components [2] - China's nuclear power development strategy includes a clear three-step approach: thermal reactors, fast reactors, and fusion reactors, indicating a pathway towards high-quality development in nuclear power [2]

Core Viewpoint - The company, Boying Special Welding (301468.SZ), is focusing on the North American market from its base in Vietnam, facing competition primarily from manufacturers in South Korea, Thailand, and Vietnam [1] Group 1: Competitive Landscape - The main competitors in the HRSG (Heat Recovery Steam Generator) market for the company are several manufacturers from South Korea, Thailand, and Vietnam [1] - The company has established a production line in Vietnam to meet customer requirements for supplier selection [1] Group 2: Company Advantages - The company has extensive experience in the energy and special equipment sectors, with a 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] - The HRSG products produced by the company have a cost advantage compared to overseas competitors [1]

Core Viewpoint - The company is expanding its HRSG production capacity in Vietnam, with plans to increase the number of production lines from the current four to a total of twelve based on market demand and strategic development [1] Group 1: Production Capacity - The first phase of the Vietnam production base has four HRSG production lines [1] - The second phase of construction is progressing steadily and is expected to commence production in the second quarter of next year [1] - The company has adjusted its capacity planning for the Vietnam production base in response to current market demand [1] Group 2: Future Expansion Plans - The company plans to build a total of twelve HRSG production lines at the Vietnam production base [1] - Future expansion decisions will be based on market demand and the company's development strategy [1] - The company commits to timely information disclosure in accordance with relevant laws and regulations if there are significant developments [1]

Group 1: Company Overview and Market Position - Guangdong Boying Special Welding Technology Co., Ltd. focuses on welding technology and has been operational since 2007, initially serving North American clients in the offshore drilling platform welding sector [1] - The company successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market in July 2023, emphasizing its commitment to both domestic and international markets [1] - The company aims to maintain its leading position in the domestic market while actively expanding into overseas markets, particularly through investments in a production base in Vietnam [1] Group 2: Business Performance and Market Demand - As of September 30, 2025, the company's products are primarily used in the waste-to-energy sector, accounting for approximately 58.99% of revenue, with significant contributions from the chemical, paper, coal power, and gas turbine industries [5] - The company's overseas revenue represents about 54.28% of total income, with exports primarily directed to Asia, the USA, South America, and Europe [5] Group 3: Production Capacity and Expansion Plans - The Vietnam production base has four HRSG production lines in its first phase, with plans to expand to a total of 12 lines based on market demand [6] - The second phase of the Vietnam base is under construction and is expected to commence production in the second quarter of the following year [6] Group 4: International Projects and Partnerships - Notable international projects include the HZI Dubai project, which is the largest waste-to-energy facility globally, enhancing the company's visibility and order acquisition capabilities in international markets [3] - The company collaborates with major EPC contractors such as General Electric, Hitachi, and Mitsubishi, strengthening its position in the global market [4] Group 5: Future Market Outlook - The HRSG market in the USA is expected to grow due to structural increases in electricity demand driven by factors such as the expansion of AI data centers and the return of manufacturing [8] - The transition to cleaner energy sources in the USA further enhances the market potential for HRSG, as it improves the efficiency of gas-fired power generation and reduces carbon emissions [8]

12月11日，博盈特焊大宗交易成交30万股，成交额1419万元，占当日总成交额的1.34%，成交价47.3 元，较市场收盘价48.02元折价1.5%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-12-11 | 301468 | 博盈特焊 | 47.30 | 20.00 | 946.00 湘财证券股份有限 | 国信证券股份有限 | | | | | | | 公司上海浦明路证 | 公司深圳红岭中路 | | | | | | | 劳营业部 | 证券量非部 | | 2025-12-11 | 301468 | 博盈特焊 | 47.30 | 10.00 | 473.00 湘财证券股份有限 | 中国国际金融股份 | | | | | | | 公司上海浦明路证 | 有限公司深圳分公 | | | | | | | 券营业部 | 리 | ...

（文章来源：证券时报网） 数据宝统计，截至14:46，博盈特焊成交额10.07亿元，创上市以来新高。最新股价下跌5.78%，换手率 26.12%。上一交易日该股全天成交额为8.16亿元。（数据宝） ...

Market Overview - On December 10, the Shanghai Composite Index fell by 0.23%, while the total margin balance in the market reached 25,142.89 billion yuan, an increase of 3.16 billion yuan from the previous trading day [1] - The margin balance in the Shanghai Stock Exchange was 12,707.09 billion yuan, up by 3.01 billion yuan; in the Shenzhen Stock Exchange, it was 12,360.05 billion yuan, up by 33.77 billion yuan; and in the Beijing Stock Exchange, it was 75.74 billion yuan, up by 0.38 billion yuan [1] Industry Analysis - Among the industries classified by Shenwan, 16 industries saw an increase in margin balance, with the telecommunications sector leading with an increase of 2.42 billion yuan, followed by the defense and military industry and the banking sector, which increased by 1.25 billion yuan and 0.73 billion yuan, respectively [1] Stock Performance - A total of 1,825 stocks experienced an increase in margin balance, accounting for 48.64% of the total, with 197 stocks showing an increase of over 5% [1] - The stock with the largest increase in margin balance was Zhongci Electronics, with a latest margin balance of 514 million yuan, reflecting a 101.44% increase from the previous trading day, and its stock price rose by 10.00% [1] - Other notable stocks with significant increases in margin balance included Jiangxin Home and Feilihua, with increases of 42.54% and 29.83%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increase in margin balance, the average increase was 4.33%, with notable gainers including Boying Special Welding and West Materials, which rose by 10.74% and 10.01%, respectively [2] - Conversely, the stocks with the largest declines in margin balance included C Moore-U, which saw a decrease of 44.72%, and others like Luchao Information and Fengguang Precision, which decreased by 30.87% and 25.10%, respectively [5][6]