公司就投资者在本次调研交流中提出的问题进行了回复： 1、公司的 HRSG 设备主要匹配的是什么类型的燃机？在这 一领域，公司相较竞争对手的优势是什么？ 公司业务的发展机遇：垃圾焚烧市场需求广泛，下游转型升 级促使渗透率提升；燃煤发电行业示范效应开始显现，存在广阔 的发展空间；化工、冶金、造纸等其他应用领域市场需求将进一 步打开。公司前瞻布局了 HRSG 和油气复合管业务，HRSG 已经 具备一定规模的产能，复合管形成了市场卡位，与国外头部客户 在对接论证，处于逐步推进的过程中。 公司在核心竞争力、全球化布局及长期成长动能上具备显著 亮点，作为全球知名的能源特种设备制造商，技术壁垒和品牌优 势突出，拥有海内外三个生产基地，规模化制造优势突出；同时 海外拓展成效显著，越南工厂已正式落成并投产，叠加布局中东 油气管道市场的动作，海外收入增长潜力持续释放，为长期业绩 增长奠定坚实基础。 总而言之，公司对长远发展充满信心。公司将依托持续的技 术创新，积极拓展产品应用的广度，进军更广泛的业务市场，以 此驱动公司的可持续增长与未来价值。 二、投资者提出的问题及公司回复情况 证券代码：301468 证券简称：博盈特焊 编号： ...

证券代码：301468 证券简称：博盈特焊 编号：2025-031 广东博盈特焊技术股份有限公司投资者关系活动记录表 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | ☑ | 现场参观 □其他 | | | □线上调研 | | 参与单位名称及 | 长城基金 周诗博 | | 人员姓名 | 新思哲 谢远熙 | | | 天风机械 朱晔 薛长安 | | | 红土创新 郑伟佳 | | | 禾其投资 杨硕 | | 时间 2025 | 年 月 日 12 8 | | 地点 | 广东博盈特焊技术股份有限公司会议室 | | 上市公司接待人 | 刘一宁 1、董事、副总经理、董事会秘书 | | 员姓名 | 2、投资者关系管理专员 谭静怡 | | | 一、董事会秘书刘一宁先生简单介绍公司情况 | | | 公司以防腐防磨堆焊装备为核心，长期专注于特种装备制 | | | 造，不断向工业设备整体制造、高端结构件制造及其他大型装备 | | | 制造等方向延伸与拓展。公司的产品和技术主要应用于节能环 | | | 保、电力、能 ...

智通财经APP讯，高能环境(603588.SH)发布公告，为深入推进全球化战略布局，打造国际化资本运作 平台，提高公司在国际市场的核心竞争力，公司拟申请首次公开发行境外上市股份(H股)并在香港联交 所主板上市。 ...

每经AI快讯，12月3日，高能环境（603588）(603588.SH)公告称，公司为深入推进全球化战略布局，打 造国际化资本运作平台，提高公司在国际市场的核心竞争力，拟申请首次公开发行境外上市股份(H股) 并在香港联交所主板上市。公司已制定本次发行上市的方案，包括上市地点、发行股票的种类和面值、 发行及上市时间、发行对象、发行方式、发行规模、定价方式、发售原则、筹资成本、发行上市中介机 构的选聘等。此外，公司还需转为境外募集股份有限公司，并提请股东会授权董事会及其获授权人士全 权办理与本次发行上市有关的具体事宜。 ...

格隆汇12月3日｜高能环境(603588.SH)公告称，公司为深入推进全球化战略布局，打造国际化资本运作 平台，提高公司在国际市场的核心竞争力，拟申请首次公开发行境外上市股份（H股）并在香港联交所 主板上市。公司已制定本次发行上市的方案，包括上市地点、发行股票的种类和面值、发行及上市时 间、发行对象、发行方式、发行规模、定价方式、发售原则、筹资成本、发行上市中介机构的选聘等。 此外，公司还需转为境外募集股份有限公司，并提请股东会授权董事会及其获授权人士全权办理与本次 发行上市有关的具体事宜。 ...

Core Viewpoint - Zhuochuang Information (卓创资讯) is planning to list in Hong Kong despite having unutilized funds from its A-share IPO, raising concerns about its motives and project delays [1][4]. Group 1: Fundraising and Utilization - Zhuochuang Information raised approximately 449.85 million yuan in its A-share IPO, with a net amount of 389.1 million yuan after expenses [3]. - As of June 30, 2025, the company has utilized about 205.68 million yuan of the raised funds, leaving a significant portion idle for cash management [3][6]. - The projects funded by the IPO, including the "Commodity Big Data Platform" and "Benchmark Pricing System for Commodity Spot Market," have been delayed, with completion dates pushed to June 30, 2027, and December 31, 2025, respectively [4][6]. Group 2: Business Overview - Zhuochuang Information is a leading provider of commodity information services in China, holding a market share of 10.6% and ranking second in the industry as of 2024 [2]. - The company operates in various segments, including information services, digital services, consulting, and exhibition services [2]. Group 3: Financial Performance - The company's revenue for 2022 to 2025 (up to August) was approximately 273 million yuan, 284 million yuan, 294 million yuan, and 229 million yuan, respectively, with fluctuating gross margins [6]. - Despite revenue growth, net profit showed inconsistency, with a net profit of 58 million yuan in 2022 and a decrease to 45 million yuan in the first three quarters of 2025 [6]. Group 4: Leadership Background - The company's chairman, Jiang Hulin, has a diverse career background, transitioning from a sports education graduate to a significant figure in the information services industry [8]. - Jiang Hulin holds 34.93% of Zhuochuang Information's shares, with a history of shareholding arrangements that were formalized in 2017 [9].

Core Viewpoint - The company, Yiyi Co., has announced an investment of $21 million to establish a wholly-owned subsidiary in Cambodia, named Cambodia Qianchong, as part of its strategy to expand internationally and enhance its competitive edge [1] Group 1: Investment Details - The investment amount is $21 million, funded by the company's own resources [1] - The subsidiary has completed its business registration and the company holds 100% equity in it [1] - The investment aligns with the company's global strategic layout aimed at optimizing cost structure and expanding market presence [1] Group 2: Future Considerations - The investment is subject to approval and registration by local authorities, indicating potential regulatory hurdles [1] - The company anticipates that the investment will not have a significant impact on its financial and operational status in the short term [1] - The long-term development prospects are viewed positively, despite potential macroeconomic and market risks [1]

Core Viewpoint - The company has announced the establishment of a wholly-owned subsidiary in Cambodia, named "Cambodian Qianchong Technology Co., Ltd." with an investment of $21 million to implement its globalization strategy [1] Group 1 - The investment amount is $21 million, which is sourced from the company's own funds [1] - The subsidiary aims to align with the company's strategic focus on global market trends and international circumstances [1]

Group 1 - The core point of the article is that Yiyi Co., Ltd. has announced the establishment of a wholly-owned subsidiary in Cambodia with an investment of $21 million to implement its globalization strategy [1] - The company has completed the necessary registration procedures for the investment and obtained a business license from the Cambodian Ministry of Commerce on November 27 [1] - As of the first half of 2025, Yiyi's revenue composition is as follows: 93.91% from pet disposable hygiene products, 4.85% from non-woven fabrics, 1.01% from personal disposable hygiene products, and 0.24% from other businesses [1] Group 2 - Yiyi Co., Ltd. has a market capitalization of 5.7 billion yuan [1]

Core Viewpoint - The company has announced an investment of $21 million to establish a wholly-owned subsidiary in Cambodia, aiming to expand its international market presence and enhance its competitiveness [1] Group 1: Investment Details - The investment involves the establishment of a subsidiary named "Cambodia Qianchong," with the company holding 100% equity [1] - The investment has been completed with the registration and approval process underway, pending local regulatory approvals [1] Group 2: Strategic Objectives - The primary goals of this investment are to optimize the company's cost structure and improve its international competitiveness [1] - This move aligns with the company's global strategic layout [1] Group 3: Financial Impact - The investment is made using the company's own funds, which will not have a significant impact on its financial and operational status [1] - The investment is viewed as beneficial for the company's long-term development [1]