转自：证券时报 人民财讯11月27日电，华之杰(603400)11月27日公告，公司根据全球化战略布局及未来业务发展需要， 设立全资子公司情况如下：1.公司拟出资1亿元，设立苏州康阳机器人有限公司。2.公司三级全资子公司 优菲尼迪科技私人有限公司，拟出资200万美元设立越南优菲尼迪科技有限公司。3.公司三级全资子公 司优菲尼迪科技私人有限公司，拟出资200万美元设立越南威梵迪科技有限公司。4.公司二级全资子公 司香港嘉品科技有限公司与三级全资子公司优菲尼迪科技私人有限公司拟共同出资300万美元，设立优 菲尼迪科技墨西哥有限公司。5.公司一级全资子公司海南潜鲸科技有限公司，出资98万美元，设立南杰 科技私人有限公司，已完成注册。 ...

智通财经APP讯，华之杰(603400.SH)发布公告，根据公司全球化战略布局及未来业务发展需要，公司 拟投资设立多家全资子公司。 公司拟出资1亿元人民币，设立苏州康阳机器人有限公司。公司三级全资子公司优菲尼迪科技私人有限 公司，拟出资200万美元设立越南优菲尼迪科技有限公司。公司三级全资子公司优菲尼迪科技私人有限 公司，拟出资200万美元设立越南威梵迪科技有限公司。公司二级全资子公司香港嘉品科技有限公司与 三级全资子公司优菲尼迪科技私人有限公司拟共同出资300万美元，设立优菲尼迪科技墨西哥有限公 司。公司一级全资子公司海南潜鲸科技有限公司，出资98万美元，设立南杰科技私人有限公司，已完成 注册。 ...

公司拟出资1亿元人民币，设立苏州康阳机器人有限公司。公司三级全资子公司优菲尼迪科技私人有限 公司，拟出资200万美元设立越南优菲尼迪科技有限公司。公司三级全资子公司优菲尼迪科技私人有限 公司，拟出资200万美元设立越南威梵迪科技有限公司。公司二级全资子公司香港嘉品科技有限公司与 三级全资子公司优菲尼迪科技私人有限公司拟共同出资300万美元，设立优菲尼迪科技墨西哥有限公 司。公司一级全资子公司海南潜鲸科技有限公司，出资98万美元，设立南杰科技私人有限公司，已完成 注册。 华之杰（603400）(603400.SH)发布公告，根据公司全球化战略布局及未来业务发展需要，公司拟投资 设立多家全资子公司。 ...

Core Viewpoint - The company is focusing on a global strategic layout, aiming to enhance its market presence in the United States and Japan while expanding into Southeast Asia [1] Group 1: Global Strategy - The company is leveraging its U.S. subsidiary to efficiently cover market demands in the U.S. and surrounding countries, providing timely and high-quality products and services to local customers [1] - A Japanese holding subsidiary is set to be established by October 2025, serving as a key point for deepening market penetration in Japan [1] Group 2: Market Expansion - The establishment of the Japanese subsidiary will also facilitate the expansion of the company's business into the Southeast Asian region, continuously improving its global market layout [1]

证券代码：301468 证券简称：博盈特焊 编号：2025-028 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 | 兴全基金：张颖 潘博众 余明强 | | 人员姓名 | 海富通基金：陆怡雯 吕越超 | | | 中银基金：时文博 华旭桥 | | 时间 2025 | 年 11 月 26 日 | | 地点 | 腾讯会议 | | 上市公司接待人 | 1、董事、副总经理、董事会秘书 刘一宁 | | 员姓名 | 谭静怡 2、投资者关系管理专员 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、能源、化工、冶金、造纸等工业领域。 | | | 公司的竞争能力主要体现在如下几个 ...

Group 1: Company Overview and Core Competencies - The company focuses on anti-corrosion and anti-wear welding equipment, specializing in the manufacturing of special equipment and expanding into industrial equipment and high-end structural components [1] - Key competitive advantages include mastery of critical core technologies, comprehensive special equipment production qualifications, and a stable management team with extensive industry experience [1] - The company has established a strong market position with significant production capacity and efficient management, supported by a diverse portfolio of well-known domestic and international clients [1] Group 2: Market Opportunities and Strategic Expansion - The company is committed to both domestic and international markets, maintaining a leading position in China while actively exploring overseas opportunities [2] - The garbage incineration market is expanding, driven by increasing demand for waste management solutions in developing countries, particularly in Southeast Asia and Latin America [3][4] - The coal-fired power generation sector remains a crucial part of China's energy landscape, with ongoing upgrades and modifications needed to meet rising electricity demands [5] Group 3: Production and Revenue Recognition - The company primarily uses the "FOB" (Free On Board) trade model for revenue recognition, confirming income upon completion of production and export procedures [6] - The Vietnam production base has four operational HRSG (Heat Recovery Steam Generator) production lines, with plans to expand to a total of 12 lines [9] Group 4: Competitive Landscape and Product Advantages - In the HRSG market, the company faces competition from manufacturers in North America, South Korea, and Thailand, but holds advantages in production cost and extensive customer experience [7][8] - TIG welding technology offers significant benefits for oil and gas pipelines, enhancing corrosion resistance and extending equipment lifespan [10] Group 5: Future Market Outlook - The global oil and gas pipeline market is expected to grow due to increasing natural gas demand and the need for infrastructure upgrades in developed regions [11] - The company plans to adapt its production strategy to align with market demands, focusing on international production management to strengthen customer relationships [11]

证券日报网讯紫光股份（000938）11月20日在互动平台回答投资者提问时表示，公司此次计划H股发行 并上市旨在深化全球化战略布局，加快海外业务发展，进一步提高公司资本实力，提升公司国际化品牌 形象。 ...

Core Viewpoint - The company is focusing on its core business and implementing a globalization strategy, while currently having no investment projects in Egypt [1] Group 1 - The strategic department of the company is continuously monitoring potential investment regions and markets globally [1] - The company aims to concentrate efforts on advancing existing projects to achieve production and operational efficiency [1] - The company is committed to enhancing communication with market participants and improving the quality of information disclosure [1]

Company Overview - The company focuses on anti-corrosion and wear-resistant welding equipment, specializing in the manufacturing of special equipment and expanding into industrial equipment and high-end structural components [1] - Key technologies include material, process, and equipment, with certifications such as the National Special Equipment Production License, ASME, and EU certifications [1] Competitive Advantages - Strong management team with extensive industry experience and stable core technical personnel [1] - Established industry position with scalable production capabilities and efficient management creating competitive barriers [1] - Rich application cases with well-known domestic and international clients, enabling the company to undertake large projects and international orders [1] Market Opportunities - Growing demand in the waste incineration market and increasing penetration rates due to downstream upgrades [2] - Significant growth potential in the coal-fired power generation sector and other industries such as chemicals, metallurgy, and papermaking [2] - The company has strategically positioned itself in HRSG and composite pipe businesses, with HRSG already having a certain scale of production capacity [2] Global Expansion - The company is actively expanding into international markets while maintaining its leading position domestically [2] - The Vietnam factory has been completed and is operational, contributing to overseas revenue growth [2] HRSG Production Details - The Vietnam base produces HRSG products, including economizers, evaporators, superheaters, reheaters, and more, with a production cycle of approximately 6 months [3][4] - There are currently 4 HRSG production lines in Vietnam, with plans to expand to a total of 12 lines based on market demand [6] Pricing and Market Strategy - HRSG pricing is determined by material and labor costs, with adjustments based on market supply and demand [5] - The company has secured orders in the North American market due to its extensive experience and necessary certifications [4] Oil and Gas Pipeline Market Outlook - The global oil and gas pipeline market is experiencing structural growth driven by natural gas demand, geopolitical conflicts, and the need to upgrade aging infrastructure [9] - Increasing requirements for composite pipelines due to challenges in oil and gas extraction and maintenance of old pipelines [9]

Core Viewpoint - Anker Innovations is preparing to list on the Hong Kong stock market to enhance its comprehensive strength and global strategic layout, coinciding with the booming energy storage industry [3][4]. Group 1: Performance and Growth - Anker Innovations reported approximately 21 billion yuan in revenue for the first three quarters of this year, a year-on-year increase of about 27.8%, with net profit around 1.93 billion yuan, up approximately 31% [5]. - The company's energy storage business is expected to reach about 3 billion yuan in revenue in 2024, representing a year-on-year increase of approximately 184% [5][6]. - Anker has expanded its energy storage product line from portable storage to home storage solutions, establishing a comprehensive ecosystem over the past decade [6]. Group 2: Strategic Reasons for Hong Kong Listing - The decision to list in Hong Kong is likely aimed at further strengthening the energy storage segment, which is a significant growth driver, and expanding its global footprint [8]. - The company has a strong history in the energy storage sector, having launched its first product in 2015 and capitalizing on market opportunities since 2020 [6]. Group 3: Challenges and Financial Pressures - Anker faced challenges this year due to multiple product recalls, including approximately 410,000 portable chargers in Japan and 480,000 in the U.S., which have raised concerns about its supply chain management [10][11]. - Despite revenue growth, the company experienced a net cash outflow of 865 million yuan, a decline of 152.38%, primarily due to increased inventory and cash payments to employees [11]. - The recalls have put pressure on Anker's cash flow and raised questions about its quality control capabilities, prompting the company to strengthen supply chain management and change suppliers [10][11].