Core Points - The announcement from Boying Special Welding indicates that two investment funds, Qianhai Equity Investment Fund (Limited Partnership) and Zhongyuan Qianhai Equity Investment Fund (Limited Partnership), are under common control and collectively hold over 5% of the company's shares [2] - The total shares held by these funds amount to 6,753,030 shares, representing 5.19% of the company's total share capital [2] - The funds plan to reduce their holdings by up to 3,903,414 shares, which is 3% of the company's total share capital, through centralized bidding and block trading within a specified period from November 25, 2025, to January 24, 2026 [2]

Core Viewpoint - 博盈特焊 announced that two funds, 前海股权基金 and 中原前海基金, collectively hold over 5% of the company's shares and plan to reduce their holdings by up to 3% within a specified timeframe [1] Group 1 - 前海股权基金 and 中原前海基金 are under the same control and together hold 6,753,030 shares, representing 5.19% of the total share capital of 博盈特焊 [1] - The planned reduction of shares amounts to a maximum of 3,903,414 shares, which is 3% of the total share capital [1] - The reduction will take place through centralized bidding and block trading within a period starting 15 trading days from the announcement date, specifically from November 25, 2025, to January 24, 2026 [1]

Core Points - The company, Boying Special Welding (301468), announced on November 3 that its shareholders, Qianhai Equity Investment Fund (Limited Partnership) and Zhongyuan Qianhai Equity Investment Fund (Limited Partnership), plan to reduce their holdings in the company by a total of up to 3% of the total share capital, which amounts to 390.34 million shares [1] Summary by Category Shareholder Actions - The shareholders intend to reduce their stake through centralized bidding and block trading methods [1] Ownership Structure - The combined ownership of the two funds before the reduction is 5.19% [1]

每经AI快讯，博盈特焊11月3日晚间发布公告称，前海股权投资基金（有限合伙）与中原前海股权投资 基金（有限合伙）受同一方控制，计划自本公告日起15个交易日后2个月内（即2025年11月25日至2026 年1月24日）以集中竞价方式、大宗交易方式合计减持公司股份不超过约390万股（占公司总股本比例为 3%）。 每经头条（nbdtoutiao）——"为了孩子吃上饭，自己只能靠喝水撑着"！美政府停摆危机逼近"临界 点"，4200万人吃饭成问题 （记者 曾健辉） ...

智通财经APP讯，博盈特焊(301468.SZ)公告，公司合计持股5%以上的股东前海股权投资基金(有限合 伙)、中原前海股权投资基金(有限合伙)计划自本公告日起15个交易日后2个月内(即2025年11月25日至 2026年1月24日)以集中竞价方式、大宗交易方式合计减持公司股份不超过390.3414万股(占公司总股本比 例3%)。 ...

博盈特焊（301468）(301468.SZ)公告，公司合计持股5%以上的股东前海股权投资基金(有限合伙)、中 原前海股权投资基金(有限合伙)计划自本公告日起15个交易日后2个月内(即2025年11月25日至2026年1月 24日)以集中竞价方式、大宗交易方式合计减持公司股份不超过390.3414万股(占公司总股本比例3%)。 ...

证券代码：301468 证券简称：博盈特焊 公告编号：2025-073 广东博盈特焊技术股份有限公司 关于合计持股5%以上股东减持股份的预披露公告 合计持股5%以上的股东前海股权投资基金（有限合伙）、中原前海股权投资 基金（有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 前海股权投资基金（有限合伙）（以下简称"前海股权基金"）与中原前海股 权投资基金（有限合伙）（以下简称"中原前海基金"）受同一方控制，合计持有 广东博盈特焊技术股份有限公司（以下简称"公司"）5%以上股份。合计持有本 公司股份6,753,030股（占本公司总股本比例5.19%），计划自本公告日起15个交 易日后2个月内（即2025年11月25日至2026年1月24日）以集中竞价方式、大宗交 易方式合计减持本公司股份不超过3,903,414股（占本公司总股本比例3%）。 前海股权基金及中原前海基金已在中国证券投资基金业协会备案，为创业投 资基金股东，适用《上市公司创业投资基金股东减持股份的特别规定》和《深圳 证券交易所上市公司创业投资基金股东减持股份实施细则》的相关规定。 截至公司首次公 ...

Group 1: Company Overview and Market Position - Guangdong Boying Special Welding Technology Co., Ltd. was established in 2007, initially focusing on welding services for offshore drilling platforms for American clients, and has since expanded into anti-corrosion and wear-resistant welding fields. The company successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market in July 2023 [1] - The company aims to maintain its leading position in the domestic market while actively exploring overseas markets, establishing overseas subsidiaries to seize international market opportunities [1] Group 2: Business Development and Capacity Expansion - The company has strategically laid out HRSG (Heat Recovery Steam Generator) and composite pipe businesses, with HRSG already having a certain scale of production capacity. The Vietnam production base's first phase has been put into operation, and the second phase is under construction [2] - The Vietnam production base is planned to have a total of 12 HRSG production lines, with the first phase already operational and the second phase expected to start production in the second quarter of next year [5][6] Group 3: Market Demand and Future Prospects - The HRSG market in the U.S. is expected to grow due to structural increases in electricity demand driven by factors such as the rapid expansion of AI data centers and the return of manufacturing, with the U.S. grid load reaching new highs [3] - The overseas waste-to-energy market is projected to be very promising, particularly in developing regions like Southeast Asia and Latin America, where rapid urbanization has led to increased waste generation, making waste incineration a necessary solution [8] Group 4: Order and Revenue Insights - As of June 30, 2025, the company had signed contracts corresponding to approximately CNY 377 million in revenue that had not yet been fulfilled. The order backlog has been growing at over 30% as of September 30, 2025, indicating a robust demand [7] Group 5: Industry Trends and Challenges - The global oil and gas pipeline market is experiencing structural growth, driven by the expansion of natural gas demand and the need for upgrades to aging pipeline networks in developed regions [9][10] - The coal-fired power generation sector in China remains a critical power source, with stable and reliable characteristics, and is expected to see upgrades and renovations driven by policy support and increasing electricity demand [10]

Core Viewpoint - The global oil and gas pipeline market is experiencing structural growth driven by the expansion of natural gas demand, energy construction projects influenced by geopolitical conflicts, and the need for the renovation of aging pipeline networks [1] Industry Summary - The demand for composite pipelines is increasing due to the challenges in oil and gas extraction, including the decreasing availability of easily extractable oil and gas, high concentrations of hydrogen sulfide, and the need for maintenance and replacement of old pipelines [1]

Core Viewpoint - The global gas turbine market is expected to experience sustained growth in the coming years, driven primarily by demand from North America, the Middle East, and Europe [2] Group 1: Market Demand - North America is witnessing a surge in electricity demand due to the rapid expansion of AI data centers, making gas turbine power generation an optimal solution due to its quick construction cycle and stable power output [2] - The Middle East, particularly Saudi Arabia and the UAE, is increasing gas turbine demand as part of their energy transformation plans aimed at creating global AI centers by 2030 [2] - Europe is advancing its energy transition, viewing natural gas as a crucial transitional energy source, which is leading to increased demand for gas turbines as key equipment for natural gas power generation [2] Group 2: Future Outlook - Over the next decade, gas turbines are expected to maintain a dominant position in the power structure, with their flexibility, environmental benefits, and economic viability making them essential for meeting global electricity demands and achieving energy transition [2] - The gas turbine industry is anticipated to have broader development opportunities driven by technological advancements and market demand [2]