广东博盈特焊技术股份有限公司 简式权益变动报告书 上市公司的名称：广东博盈特焊技术股份有限公司 股票上市地点：深圳证券交易所 股票简称：博盈特焊 股票代码：301468 信息披露义务人一的名称：前海股权投资基金（有限合伙） 住所/通讯地址：深圳市前海深港合作区前湾一路 1 号 A 栋 201 室（入 驻深圳市前海商务秘书有限公司） 信息披露义务人二的名称：中原前海股权投资基金（有限合伙） 住所/通讯地址：郑州市郑东新区龙子湖明理路正商木华广场 3 号楼 310-5 室 权益变动性质：股份减少，持股比例下降至 5%以下 签署日期：2025 年 11 月 26 日 1 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》（以下简称 "《公司法》"）《中华人民共和国证券法》（以下简称"《证券法》"）《上市公 司收购管理办法》（以下简称"《收购办法》"）《公开发行证券的公司信息披露 内容与格式准则第 15 号——权益变动报告书》（以下简称"《信息披露准则 15 号》"）及其他相关法律、法规及部门规章的有关规定编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露 ...

（记者 张明双） 截至发稿，博盈特焊市值为49亿元。 每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 每经AI快讯，博盈特焊（SZ 301468，收盘价：37.84元）发布公告称，2025年11月25日，博盈特焊接受 华安基金等投资者调研，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。 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%。 ...

Group 1: Company Overview and Core Competencies - The company focuses on manufacturing anti-corrosion and anti-wear welding equipment, with applications in energy conservation, environmental protection, power, energy, chemical, metallurgy, and papermaking industries [1] - It possesses key core technologies covering materials, processes, and equipment, along with comprehensive special equipment production qualifications [1] - The management team has extensive industry experience and stable core technical personnel, contributing to the company's competitive edge [1] Group 2: Market Opportunities and Global Strategy - The company is committed to both domestic and international markets, maintaining a leading position in the domestic market while actively exploring overseas opportunities [2] - The waste incineration market is expanding, driven by urbanization in developing countries, with countries like Vietnam, Thailand, and Indonesia prioritizing waste-to-energy solutions [3] - In developed regions like Europe and North America, there is a growing demand for upgrading existing waste incineration facilities [4] Group 3: Product Applications and Clientele - The company has established a strong presence in various sectors, including papermaking and metallurgy, with notable clients such as Nine Dragons Paper and Zijin Mining [5] - It provides specialized products and services to non-ferrous metal enterprises, including welding equipment and components [6] Group 4: HRSG Product Development and Market Demand - The HRSG (Heat Recovery Steam Generator) products produced in Vietnam are primarily designed for heavy-duty gas turbines, contributing to increased efficiency in power generation [6] - The demand for HRSG in the U.S. is rising due to structural growth in electricity demand and the transition to cleaner energy sources [7] - The pricing of HRSG products is determined by material costs, labor, and profit margins, with potential adjustments based on market conditions [7]

Core Viewpoint - The company has commenced production at its Vietnam base, with significant progress in its manufacturing capabilities and ongoing customer engagement [2] Group 1: Production and Operations - The first phase of the Vietnam base has been put into operation, featuring 4 HRSG production lines, while an additional 8 production lines are under construction [2] - The company has received production system certifications from some clients and has secured corresponding orders [2] Group 2: Customer Engagement - Potential customers are currently undergoing preliminary factory audits, and upon completion, they will enter the order negotiation phase [2] - The company has committed to timely disclosure of any relevant information that meets legal disclosure requirements in the future [2]

Core Viewpoint - The company has commenced production at its Vietnam base, with significant progress in its manufacturing capabilities [1] Group 1: Production and Operations - The first phase of the Vietnam base has been put into operation, featuring 4 operational HRSG production lines [1] - An additional 8 production lines are currently under construction, indicating ongoing expansion efforts [1] Group 2: Customer Engagement and Orders - The company has achieved production system certification from some clients, leading to the acquisition of corresponding orders [1] - Potential clients are undergoing preliminary factory inspection processes, which will lead to order negotiation upon completion [1]

融资融券数据显示，该股最新（11月21日）两融余额为1.24亿元，其中，融资余额为1.24亿元，本期筹 码集中以来融资余额合计减少1723.70万元，降幅为12.16%。 公司发布的三季报数据显示，前三季公司共实现营业收入3.72亿元，同比下降0.03%，实现净利润 4161.54万元，同比下降37.17%，基本每股收益为0.3200元，加权平均净资产收益率1.80%。（数据宝） （文章来源：证券时报网） 博盈特焊11月24日披露，截至11月20日公司股东户数为15052户，较上期（11月10日）减少1617户，环 比降幅为9.70%。这已是该公司股东户数连续第3期下降。 证券时报·数据宝统计，截至发稿，博盈特焊收盘价为38.18元，上涨3.19%，本期筹码集中以来股价累 计下跌6.33%。具体到各交易日，3次上涨，7次下跌。 ...

Core Viewpoint - The waste incineration market is segmented into domestic and overseas markets, with a slowdown in new projects domestically due to a complex economic environment, while overseas markets present significant growth opportunities [1] Domestic Market - New waste incineration boiler projects have decreased, and the pace of new projects has slowed down in the domestic market [1] - There remains a demand for new projects and upgrades in the domestic market despite the slowdown [1] Overseas Market - The overseas market, particularly in developing countries and regions such as Southeast Asia, Central Asia, and Latin America, shows substantial market potential due to rapid urbanization leading to increased waste generation [1] - Countries like Vietnam, Thailand, and Indonesia have included waste incineration in their national strategies, supported by government policies such as waste treatment subsidies and favorable electricity pricing [1] - Developed countries and regions like Europe and North America have a mature waste incineration industry, but there is a growing demand for upgrading and retrofitting existing incineration facilities due to their age [1]

证券日报网讯博盈特焊（301468）11月24日发布公告，在公司回答调研者提问时表示，越南基地主要针 对的是北美市场，竞争对手主要是韩国、泰国、越南的几家HRSG制造企业。公司已在能源等特种装备 领域深耕多年，客户群体涵盖北美市场燃气轮机主要供应商，同时公司具备齐全的特种设备生产资质， 拥有丰富的海外客户对接经验，并且在越南已形成生产线，满足客户对供应商的选择要求，公司生产的 HRSG产品相较于海外竞争对手，在生产成本上具有优势。 ...

Core Viewpoint - The announcement from Boin Special Welding (301468) highlights the advantages of TIG welding in the oil and gas pipeline sector, emphasizing its ability to enhance corrosion resistance and extend equipment lifespan in harsh environments [1] Group 1: TIG Welding Advantages - TIG welding, which stands for Tungsten Inert Gas welding, is noted for its high quality, all-position welding capability, and low dilution rate [1] - The increasing depth of oil and gas extraction leads to more corrosive environments, particularly in acidic oil fields containing H2S or CO2, raising the performance requirements for pipelines [1] Group 2: Corrosion Resistance - TIG welding can effectively address corrosion issues by overlaying a layer of corrosion-resistant alloy on the inner wall of oil and gas pipelines [1] - This process results in the creation of bimetallic metallurgical composite pipes that can withstand harsh environmental conditions, thereby improving the corrosion resistance of the pipelines and prolonging the service life of the equipment [1]

证券日报网讯博盈特焊（301468）11月24日发布公告，在公司回答调研者提问时表示，公司在越南生产 基地、大凹生产基地均有布局HRSG生产线。其中，大凹生产基地有2条生产线，为非美国客户提供 HRSG产品的生产制造。越南生产基地一期已投产，共有4条HRSG生产线，越南生产基地二期的建设在 稳步推进中，预计将于明年二季度投产。公司根据当前市场需求情况，近期对越南生产基地的产能规划 进行了调整，公司预计在越南生产基地总共建设12条HRSG生产线。 ...