广东博盈特焊技术股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人李海生、主管会计工作负责人李钜洲及会计机构负责人(会计 主管人员)李钜洲声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 广东博盈特焊技术股份有限公司 2025 年半年度报告 2025-052 2025 年 8 月 1 广东博盈特焊技术股份有限公司 2025 年半年度报告全文 本报告所涉及的未来计划、发展战略等前瞻性陈述不构成公司对投资者 的实质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当 理解计划、预测与承诺之间的差异，敬请投资者注意投资风险。 公司在本报告"第三节管理层讨论与分析"中"十、公司面临的风险和 应对措施"部分描述了公司经营中可能存在的风险及应对措施，敬请投资者 注意并仔细阅读。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 重要提示、目录和释义 | 2 | | -- ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Insights - The mechanical export sector shows steady growth, supported by low-altitude economic policies [2][3] - The domestic leading enterprises in the mechanical equipment sector maintain strong competitive advantages in both supply and demand [4] - The report highlights specific investment opportunities in low-altitude economy and mechanical equipment sectors [5] Weekly Market Review - From August 11 to August 15, 2025, the Shanghai Composite Index rose by 1.70%, the Shenzhen Component Index increased by 4.55%, and the ChiNext Index surged by 8.58%. The Shenwan Mechanical Equipment Index rose by 3.21%, outperforming the CSI 300 Index by 0.84 percentage points, ranking 8th among 31 Shenwan first-level industries [12] - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 3.45%, 4.13%, and 5.45% respectively, while engineering machinery and rail transit equipment experienced slight declines [12][15] Key Sector Tracking Low-altitude Economy - The Yunnan provincial government has issued measures to support the healthy development of the low-altitude economy, including 15 specific initiatives aimed at enhancing safety supervision, supporting drone testing, and expanding international markets [3][21] - Shanghai plans to establish a low-altitude industry fund to encourage research institutions to set up project companies for technological breakthroughs [3] Mechanical Equipment - In July 2025, sales of various types of forklifts reached 118,605 units, a year-on-year increase of 14.4%. Domestic sales accounted for 69,700 units, up 14.3%, while exports totaled 48,905 units, up 14.5% [4] - For the first seven months of 2025, a total of 857,939 forklifts were sold, marking a 12% year-on-year increase, with domestic sales up 10.4% and exports up 15.1% [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [5]

Core Viewpoint - The establishment of Boying Weierhan (Guangdong) Metal Composite Materials Co., Ltd. indicates a growing interest in the metal processing and new materials sector in China, with a registered capital of 50 million yuan [1] Company Summary - Boying Weierhan (Guangdong) Metal Composite Materials Co., Ltd. has been recently founded with a registered capital of 50 million yuan [1] - The company’s business scope includes non-ferrous metal rolling processing, additive manufacturing, metal surface treatment and heat treatment processing, and new material technology research and development [1] - The company is jointly held by Boying Special Welding and other stakeholders, indicating a collaborative approach in its ownership structure [1]

Group 1 - The stock price of Boying Special Welding reached 25.97 yuan as of August 15, 2025, with an increase of 0.24 yuan from the previous trading day [1] - The company specializes in the research, production, and sales of special welding equipment, which is widely used in energy, chemical, and shipbuilding industries [1] - Boying Special Welding is classified under the specialized equipment manufacturing industry and is registered in Guangdong Province [1] Group 2 - A joint venture named Boying Weirham Metal Composite Materials Co., Ltd. has been established in collaboration with Suzhou Weirham Welding Technology Co., Ltd., and has completed business registration [1] - The joint venture is located in Heshan City [1] - On August 15, the net outflow of main funds was 5.19 million yuan, with a cumulative net outflow of 10.38 million yuan over the past five trading days [1]

Core Viewpoint - The announcement highlights the establishment of a joint venture between Boying Special Welding and Suzhou Weirham Welding Technology Co., Ltd, indicating a strategic collaboration in the metal composite materials sector [1] Group 1: Joint Venture Formation - Boying Special Welding signed a cooperation framework agreement with Suzhou Weirham Welding Technology Co., Ltd on July 30, 2025 [1] - The joint venture, named Boying Weirham (Guangdong) Metal Composite Materials Co., Ltd, has completed its business registration and obtained a business license from the Heshan Market Supervision Administration [1]

Core Viewpoint - Beijing Yitang Semiconductor Technology Co., Ltd. has filed a lawsuit against Applied Materials Inc. for alleged trade secret infringement related to plasma source and wafer surface treatment technologies [1] Group 1: Legal Action - Yitang claims that Applied Materials illegally obtained and used its core technology secrets, violating the Anti-Unfair Competition Law of the People's Republic of China [1] - The lawsuit has been filed in the Beijing Intellectual Property Court, with a claim amount of 99.99 million RMB [1] - The case has been officially registered as of the announcement date [1] Group 2: Employee Recruitment - Applied Materials is accused of hiring two employees from Yitang's wholly-owned subsidiary, Mattson Technology, Inc., who possess knowledge of the core technology related to plasma generation and processing methods [1] - Evidence suggests that after their recruitment, these employees contributed to a patent application submitted to the Chinese National Intellectual Property Administration, with them listed as the main inventors [1]

证券代码：301468 证券简称：博盈特焊 公告编号：2025-050 广东博盈特焊技术股份有限公司 关于合资公司完成工商登记并取得营业执照的公告 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。 一、对外投资基本情况 为优化公司业务布局，提高产品的市场竞争力，拓展堆焊技术的应用领域， 积极开拓油气市场及海外市场。广东博盈特焊技术股份有限公司（以下简称"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》，双方将共同成立国内合资公司，搭建合作平台，开展合作。具体内容详 见公司于 2025 年 7 月 31 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关 于签署合作框架协议的公告》（公告编号：2025-048）。 根据《深圳证券交易所创业板股票上市规则》《公司章程》等相关规定，公 司本次设立合资公司事项无需提交公司董事会及股东会审议，不构成关联交易， 亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 4、成立日期：2025 年 8 月 15 日 5、法定代表人：李海生 6、注册 ...

Core Viewpoint - Beijing Yitang Semiconductor Technology Co., Ltd. (Yitang) has filed a lawsuit against Applied Materials, Inc. (AMAT) for allegedly misappropriating its trade secrets related to plasma sources and wafer surface treatment, claiming damages of 99.99 million RMB [1][2] Group 1: Legal Proceedings - Yitang has initiated legal action in the Beijing Intellectual Property Court, asserting that AMAT unlawfully acquired and utilized its core technology secrets and disclosed them through a patent application in China [1][2] - The lawsuit has been officially filed, but the court has yet to schedule a hearing [1] - Yitang claims that the lawsuit will not significantly impact its operations or production [1] Group 2: Technology and Intellectual Property - The technology in question involves high-concentration, stable, and uniform plasma used for wafer surface treatment, which is critical for Yitang's semiconductor processing equipment [1] - The two employees involved in the case were previously employed by Yitang's wholly-owned subsidiary, Mattson Technology, Inc. (MTI), and had signed confidentiality agreements regarding the technology [2] - Evidence suggests that AMAT submitted a patent application to the Chinese National Intellectual Property Administration, naming the two former MTI employees as primary inventors, thereby disclosing Yitang's trade secrets [2] Group 3: Impact on Business - Yitang alleges that AMAT's actions have caused significant damage to its intellectual property and economic interests, including promoting and selling products that utilize the misappropriated technology in China [2]

Core Viewpoint - The lawsuit filed by Yitang Co., Ltd. against Applied Materials Inc. (AMAT) is aimed at protecting intellectual property rights and addressing the alleged illegal acquisition and use of core technology secrets related to plasma sources and wafer surface treatment [2][5][7]. Group 1: Lawsuit Details - Yitang Co., Ltd. has initiated legal proceedings against AMAT for allegedly obtaining and using its core technology secrets without authorization, which were subsequently disclosed through a patent application in China [2][5]. - The company is seeking a court order to stop AMAT from using its technology secrets and is claiming economic damages totaling 99.99 million yuan [2][5]. Group 2: Technology and Innovation - The technology in question involves high-concentration, stable, and uniform plasma used for wafer surface treatment, which is critical for various semiconductor processing equipment [5]. - Yitang Co., Ltd. claims to possess leading original technology capabilities in this field and has relevant trade secrets [5]. Group 3: Employee Recruitment and Confidentiality - AMAT allegedly recruited two employees from Yitang's subsidiary, Mattson Technology, Inc. (MTI), who had access to the core technology secrets and had signed confidentiality agreements [5][7]. - Evidence suggests that after their recruitment, these employees contributed to a patent application that disclosed the technology secrets shared between Yitang and MTI [5][7]. Group 4: Impact on Business - The lawsuit is positioned as a measure to protect the company's intellectual property and is not expected to have a significant adverse impact on its operations, with the final outcome dependent on the court's ruling [5]. - The alleged actions of AMAT are said to have caused serious damage to Yitang's intellectual property and economic interests, including promoting and selling products using the disputed technology in China [7]. Group 5: Industry Context - Applied Materials Inc. is a major player in the semiconductor equipment industry, with 2024 revenues projected to exceed $25 billion, making it the second-largest supplier globally, following ASML [7].

Core Viewpoint - The article discusses the lawsuit filed by Yitang Co., a domestic semiconductor equipment manufacturer, against Applied Materials (AMAT) for allegedly misappropriating its core technology secrets related to plasma sources and wafer surface treatment [2][5]. Group 1: Lawsuit Details - Yitang Co. has filed a lawsuit in the Beijing Intellectual Property Court against AMAT for illegally obtaining and using its core technology secrets, which were disclosed in a patent application in China [2][6]. - The company is seeking a total compensation of 99.99 million yuan for economic losses and reasonable expenses related to the infringement [2][5]. - The lawsuit aims to protect the intellectual property rights of innovators and maintain the company's legal rights without significantly impacting its operations [5]. Group 2: Technology and Market Position - Yitang Co. specializes in high-concentration, stable, and uniform plasma technology, which is crucial for its semiconductor processing equipment, including dry stripping, dry etching, and surface treatment [5][6]. - The company claims to possess leading original technology capabilities in this field and has relevant trade secrets [5]. - Applied Materials, founded in 1967, is the second-largest semiconductor equipment supplier globally, with projected revenues exceeding $25 billion in 2024, following ASML [6].