Group 1: Company Overview and Technology - The company specializes in welding technologies including MIG, TIG, and laser welding, each suited for specific industrial applications such as waste incineration and oil and gas pipelines [2] - The company has developed advanced technologies like digital pulse MIG high-frequency oscillation welding, enhancing stability and efficiency in harsh environments [2] Group 2: Production and Order Management - The company employs a "sales-driven production" model, customizing products based on client specifications and project requirements [3] - Orders are scheduled after thorough communication with clients regarding quality, standards, and delivery timelines [3] Group 3: Revenue Sources and Market Insights - As of June 30, 2025, significant revenue sources besides waste incineration include coal powder furnaces, biomass power generation, and coal-fired power generation [4] - The global oil and gas pipeline market is expected to grow due to increasing natural gas demand and the need for infrastructure upgrades [5] Group 4: Future Market Expansion Plans - The company plans to establish a wholly-owned subsidiary in Hong Kong to facilitate international market expansion, with production in Vietnam for U.S. orders [6][9] - A joint venture with Wilham Company aims to penetrate the oil and gas market and establish overseas manufacturing bases [9] - A new production base in Heshan, Jiangmen City is under construction, expected to be operational by mid-2026 [9] Group 5: European Market Outlook - The European waste incineration market is projected to grow steadily, driven by technology upgrades and new facility constructions in Eastern Europe [7]

Group 1: Company Overview and Market Position - The company primarily operates in the waste incineration power generation sector, with a focus on expanding into overseas markets due to slower domestic project growth [1][2]. - As of June 30, 2025, overseas revenue accounts for approximately 55% of total revenue, indicating a significant shift towards international markets [2][3]. Group 2: Product Applications and Industry Demand - The company's technology and products are applicable in various sectors, including marine equipment and energy industries, addressing corrosion and wear issues [2][3]. - The demand for waste incineration is increasing in developing countries due to urbanization and rising waste generation, while developed regions require upgrades to existing facilities [2]. Group 3: Production Capacity and Future Plans - The company has three production bases, with the main base fully operational and others in Vietnam and Dagu expected to commence production soon [3][4]. - Future performance targets include a revenue growth rate of at least 10% in 2025, 40% in 2026, and 80% in 2027, based on 2024 revenue figures [4]. Group 4: Impact of External Factors - The impact of U.S. tariffs on the company is minimal, as orders from the U.S. market are currently low, and future production for U.S. orders will occur in Vietnam, where tariffs are lower [6]. - The U.S. gas boiler market is experiencing structural growth driven by increased electricity demand, particularly from data centers [7].

Group 1 - The company, 博盈特焊 (301468.SZ), announced a share buyback program, having repurchased a total of 1,886,123 shares, which represents 1.4289% of its total share capital [1] - The highest transaction price during the buyback was 24.44 CNY per share, while the lowest was 19.23 CNY per share [1] - The total amount spent on the share buyback reached 41.6939 million CNY, excluding transaction fees [1]

Group 1 - The company, Boying Special Welding (SZ 301468), announced on September 1 that it has repurchased approximately 1.89 million shares, accounting for 1.4289% of its total share capital, with a total transaction amount of about 41.69 million yuan [1] - The highest transaction price for the repurchased shares was 24.44 yuan per share, while the lowest was 19.23 yuan per share [1] - As of the report date, the company's market capitalization is 3.3 billion yuan [1] Group 2 - For the fiscal year 2024, the company's revenue composition is as follows: waste incineration power generation accounts for 68.46%, while other sources account for 31.54% [1]

证券代码：301468 证券简称：博盈特焊 公告编号：2025-058 二、其他说明 公司回购股份的时间、回购股份数量、回购的股份价格及集中竞价交易的委托时 段符合《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号—— 回购股份》等相关规定。 1、公司未在下列期间回购股份： 广东博盈特焊技术股份有限公司 关于股份回购进展情况的公告 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2024年9月20日召开第二届 董事会第八次会议、第二届监事会第八次会议，并于2024年10月10日召开2024年第三 次临时股东大会，审议通过了《关于回购公司股份方案的议案》。同意公司以集中竞 价交易方式回购公司已发行的人民币普通股（A股）股票，用于减少注册资本，本次 回购股份的资金总额不低于人民币4,000万元（含），不超过人民币8,000万元（含）， 具体回购资金总额以实际回购股份使用的资金总额为准。回购价格不超过29.09元/股 （含本数），本次回购期限自公司股东大会审议通过回购股份方案之日起12个月内。 具 体 ...

Financial Performance - The company reported total revenue of 263 million yuan for the first half of 2025, a decrease of 3.21% year-on-year [1] - The net profit attributable to shareholders was 31.22 million yuan, down 46.8% compared to the previous year [1] - The gross profit margin was 25.27%, a decline of 27.04% year-on-year, while the net profit margin was 11.85%, down 45.03% [1] - The company’s operating cash flow per share was 0.06 yuan, a significant drop of 92.76% year-on-year [1] Accounts Receivable and Financial Ratios - Accounts receivable accounted for 183.59% of the net profit, indicating a large volume of receivables relative to profit [1][4] - Total expenses (selling, administrative, and financial) amounted to 17.76 million yuan, representing 6.74% of revenue, an increase of 21.15% year-on-year [1] - The return on invested capital (ROIC) for the previous year was 2.68%, indicating weak capital returns [3] Business Developments - The company has established a joint venture with Wilham, named 博盈威尔汉姆 (Guangdong) Metal Composite Materials Co., Ltd., which has completed its business registration [5] - The joint venture is progressing steadily, with updates to be disclosed as necessary [5] Market Expectations - Analysts expect the company's performance for 2025 to reach approximately 96 million yuan, with an average earnings per share forecast of 0.73 yuan [4]

Group 1: Company Overview and Recent Developments - The joint venture with Wilham has been established and is now operational, with business registration completed and a business license obtained [1] - As of June 30, 2025, the company has signed contracts worth approximately CNY 377 million that are yet to be fulfilled [3] - The Vietnam base is progressing, with contracts signed amounting to approximately CNY 67.37 million, expected to commence production in Q3 2025 [5] Group 2: Financial Performance and Management - Management expenses increased primarily due to costs associated with the Vietnam factory, which has not yet commenced production [4] - The company aims for a revenue growth rate of no less than 10% in 2025, 40% in 2026, and 80% in 2027, based on 2024 revenue figures [6] Group 3: Market Outlook and Strategic Planning - The global oil and gas pipeline market is experiencing structural growth driven by natural gas demand, geopolitical energy projects, and the need to upgrade aging pipelines [2] - The company plans to expand its product range, application fields, and international market presence as part of its core strategy [7][8] - R&D investment in the first half of 2025 was approximately CNY 12.4 million, indicating a commitment to innovation and product development [8]

每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ （记者 王晓波） 每经AI快讯，博盈特焊8月28日发布公告称，公司第二届第十六次董事会会议于2025年8月27日在公司 会议室以现场结合通讯方式召开。会议审议了《关于<2025年半年度报告>及其摘要的议案》等文件。 ...

中信建投证券股份有限公司 单位：万元 序号 项目名称 项目投资总 额 拟使用募集资金金额 1 防腐防磨产品研发及生产基地建设项目 51,462.00 42,283.00 2 原厂区自动化升级改造项目 12,000.00 12,000.00 3 补充流动资金 30,717.00 30,717.00 | 序号 | 项目名称 | 项目投资总 | 拟使用募集资金金额 | | --- | --- | --- | --- | | | | 额 | | | - | 合计 | 94,179.00 | 85,000.00 | 关于广东博盈特焊技术股份有限公司 使用部分超募资金永久补充流动资金的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作为广 东博盈特焊技术股份有限公司（以下简称"博盈特焊"或"公司"）首次公开发行股 票并上市的保荐人，根据《证券发行上市保荐业务管理办法》《上市公司募集资 金监管规则》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公 司自律监管指引第 2 号——创业板上市公司规范运作》等法规的有关规定，对博 盈特焊拟使用部分超募资金永久补充流动资金的事项进行了审慎核查，核查 ...

第二章 人员组成 第三条 审计委员会成员由三名不在公司担任高级管理人员的董事组成，其 中独立董事两名；召集人由专业会计人士担任。董事会成员中的职工代表可以成 为审计委员会成员。《公司法》《公司章程》关于董事任职条件及义务的规定适 用于审计委员会委员。 第四条 审计委员会委员由董事长、二分之一以上独立董事或者全体董事的 三分之一提名，并由董事会选举产生。 第五条 审计委员会设主任委员（召集人）一名，由作为专业会计人士的独 立董事担任。召集人负责主持委员会日常工作，负责召集和主持审计委员会会议。 召集人由委员会全体委员过半数选举产生后，报请董事会任免。 第六条 审计委员会任期与每一届董事会任期一致，委员任期届满，连选可 以连任。在任职期间，如出现委员有不再适合担任公司董事职务的情形或有委员 不再担任公司董事职务时，即自动失去委员资格，并由委员会根据本规则第三条 至第五条的规定补足委员人数。 广东博盈特焊技术股份有限公司 董事会审计委员会议事规则 第一章 总 则 第一条 为强化和规范广东博盈特焊技术股份有限公司(以下简称"公司") 董事会决策功能，做到事前审计、专业审计，确保董事会对经理层的有效监督， 完善公司法人 ...