天眼查App显示，近日，江阴市欧工起重科技有限公司成立，法定代表人为陈红于，注册资本50万人民 币，经营范围为许可项目：特种设备安装改造修理；特种设备设计（依法须经批准的项目，经相关部门 批准后方可开展经营活动，具体经营项目以审批结果为准）一般项目：特种设备销售；机械设备销售； 机械电气设备销售；液压动力机械及元件销售；建筑工程用机械销售；机械零件、零部件销售；金属结 构销售；金属材料销售；建筑防水卷材产品销售；五金产品批发；电器辅件销售；电力电子元器件销 售；配电开关控制设备销售；计算机软硬件及辅助设备批发；建筑材料销售；塑料制品销售；特种设备 出租；机械设备租赁；租赁服务（不含许可类租赁服务）；普通机械设备安装服务；电子、机械设备维 护（不含特种设备）；机械设备研发；配电开关控制设备研发；技术服务、技术开发、技术咨询、技术 交流、技术转让、技术推广；货物进出口；技术进出口；进出口代理（除依法须经批准的项目外，凭营 业执照依法自主开展经营活动）。 ...

证券代码：301468 证券简称：博盈特焊 编号：2025-026 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 | 人员名单详见附件 | | 人员姓名 | | | 时间 | 2025 年 11 月 21 日 | | 地点 | 腾讯会议：936-324-917 | | | 腾讯会议：624-334-838 | | | 腾讯会议：194-238-214 | | 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 | | 投资者关系活动 | 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 ...

证券代码：301468 证券简称：博盈特焊 编号：2025-025 公司坚定立足国内、国际两个市场，在保持国内市场领先地 位的同时，积极开拓海外市场，投资海外子公司，把握国际市场 机遇，实现全球化的战略布局。 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 ...

Core Viewpoint - The company has developed a patented digital pulse MIG high-frequency oscillation technology, which has received protection in multiple countries and regions, enhancing its competitive edge in the market [1]. Group 1: Technology and Innovation - The company's digital pulse MIG high-frequency oscillation technology is patented and recognized internationally, indicating a strong focus on innovation [1]. - The application of this technology in the production of HRSG (Heat Recovery Steam Generator) equipment is limited, suggesting a niche specialization [1]. Group 2: Market Position and Clientele - The company has extensive experience in the energy and special equipment sectors, with a customer base that includes major gas turbine suppliers in North America [1]. - The establishment of a production line in Vietnam allows the company to meet supplier selection requirements, enhancing its ability to secure orders from overseas clients [1]. Group 3: Competitive Advantage - The production costs of the company's HRSG products are lower compared to overseas competitors, providing a significant competitive advantage in pricing [1].

"大风来袭！"苏州市气象台昨天（11月17日）5时50分发布大风蓝色预警信号。户外起重机械作为 高空作业关键设备，在强风天气下易发生位移、倾覆等安全风险。接到预警后，苏州工业园区市场监管 局度假区分局迅速响应，一场户外起重机械安全守护专项服务行动紧急启动。 此次专项服务中，度假区分局聚焦辖区物流园区、户外堆场等起重机械集中区域，将户外龙门吊作 为重点检查对象，统筹监管力量直奔一线。工作人员顶着风，逐一对设备的限位装置、夹轨器、锚固部 件等关键部位开展"拉网式"排查，不放过任何细微隐患。同时，协助企业对闲置设备进行断电封存、固 定防护，从源头上杜绝极端天气引发的安全事故。 "有了你们的及时排查，我们安心了不少！"辖区一家户外起重机械使用单位负责人说。专项服务 中，度假区分局坚持"排查与服务并行、整改与指导同步"，在严抓隐患整治的同时，提升企业安全防范 能力：通过现场实操讲解，向企业负责人和一线操作人员普及大风天气起重机械安全操作规程、应急处 置流程及风险规避要点；建立"点对点"精准帮扶机制，畅通咨询渠道，实时响应企业咨询求助，累计高 效解答设备防护、应急处置等各类疑问16次，用专业服务为企业安全生产护航。 截至 ...

Core Viewpoint - 中集安瑞科 announced a share buyback plan to enhance shareholder value and market confidence, reflecting strong belief in the company's future prospects and intrinsic value [1] Group 1: Share Buyback Announcement - 中集安瑞科 plans to repurchase up to 1.5% of its total issued shares, amounting to no more than 30.4382 million shares, with a total expenditure not exceeding 200 million HKD [1] - The buyback is aimed at safeguarding the rights of all shareholders and reinforcing market confidence in the company [1] Group 2: Financial Performance - 中集安瑞科 reported a significant increase in new orders for Q3 2025, with a year-on-year growth of 104.1% to 8.91 billion RMB [1] - The clean energy segment saw a remarkable increase of 147.7% year-on-year, reaching 8.03 billion RMB [1] Group 3: Industry Trends - The global development of green methanol fuel vessels is accelerating, with 75 vessels already in operation as of September 2025, and projected methanol fuel demand exceeding 2 million tons per year [1] - 中集安瑞科's first phase of green methanol production, with an annual capacity of 50,000 tons, is expected to commence production in Q4 of this year [1]

（记者 王瀚黎） 博盈特焊（301468.SZ）11月17日在投资者互动平台表示，生产HRSG产品需要取得如美国ASME等国际 权威的特种设备资质，并且客户需完成审厂流程，才可以进入商务谈判阶段。公司已在特种装备领域深 耕多年，客户群体已涵盖北美市场燃气轮机主要供应商，同时公司具备齐全的特种设备生产资质，拥有 丰富的海外客户对接经验，并且在越南已形成生产线，满足客户对供应商的选择要求，因此可获得客户 的订单。 每经AI快讯，有投资者在投资者互动平台提问：HRSG是高技术壁垒产品吗？公司为何能通过北美大客 户认证和获得订单？ ...

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 national special equipment production license, US certification, ASME, and EU EN certification [1] - The management team has extensive industry experience and a stable core technical team, contributing to competitive advantages [1] Market Opportunities - The company is strategically positioned in both domestic and international markets, aiming to maintain domestic leadership while expanding overseas [2] - There is a growing demand in the waste incineration market, with downstream upgrades increasing penetration rates [2] - The HRSG (Heat Recovery Steam Generator) and oil-gas composite pipe businesses are being developed, with HRSG already having a certain production capacity [2] Competitive Advantages - The company has significant highlights in core competitiveness, global layout, and long-term growth potential, being a globally recognized manufacturer of energy special equipment [2] - The establishment of a factory in Vietnam has been completed, enhancing overseas revenue growth potential [2] Technology and Innovation - The company employs three welding techniques: MIG, TIG, and laser welding, each suited for different applications [3][4] - Continuous R&D efforts have led to innovations such as digital pulse MIG high-frequency oscillation welding technology, enhancing efficiency and stability [4] Production Capacity and Expansion - The first phase of the Vietnam production base includes four HRSG production lines, with plans for a second phase to add a total of 12 lines [6][7] - The HRSG products produced in Vietnam are primarily compatible with heavy-duty gas turbines [8] Impact of Tariffs - The impact of US tariffs on the company's business is minimal, as the revenue from the US market is currently low [9] - Future US orders will mainly be produced in Vietnam, where tariffs are lower and typically borne by customers [9] Strategic International Expansion - The company is investing in overseas production bases, particularly in Vietnam, to capture gas turbine market opportunities [10] - A joint venture with Wilhelmsen is aimed at expanding into the oil and gas market and establishing overseas manufacturing bases [10] Waste Incineration Market Demand - There is significant market potential for waste incineration overseas, particularly in developing regions facing waste management challenges [11] - Countries like Vietnam, Thailand, and Indonesia are prioritizing waste incineration as a national strategy, supported by government incentives [11]

Core Insights - Shandong Ruichi Heavy Industry Co., Ltd. has been established with a registered capital of 3 million RMB [1] - The legal representative of the company is Li Chunxia [1] Business Scope - The company is involved in the manufacturing of special equipment, which requires approval from relevant authorities before operations can commence [1] - General business activities include manufacturing of automotive parts and components, processing and sales of mechanical parts and components, manufacturing of general parts, and container-related services such as manufacturing, sales, maintenance, and leasing [1]

Summary of Terex and REV Group Merger Conference Call Company and Industry - **Companies Involved**: Terex Corporation (NYSE:TEX) and REV Group - **Industry**: Specialty Equipment Manufacturing Key Points and Arguments 1. **Merger Announcement**: Terex and REV Group announced a merger to create a large-scale specialty equipment manufacturer focused on resilient and growing end markets [2][7][33] 2. **Financial Performance**: Terex reported earnings of $1.5 EPS on sales of $1.4 billion with a cash conversion of 200% for Q3 2025, maintaining its full-year outlook [6][10] 3. **Shareholder Structure**: Post-merger, Terex shareholders will own 58% and REV shareholders 42% of the combined company, with REV shareholders receiving $425 million in cash [8][9] 4. **Exit from Aerial Segment**: Terex plans to exit its Aerial segment, which is expected to reduce exposure to cyclical markets and enhance the financial profile of the combined company [10][32] 5. **Projected Financials**: The merged company is expected to achieve a mid-teens adjusted EBITDA margin in fiscal 2025, with a strong balance sheet and approximately 2.5 times leverage [10][14] 6. **Synergy Goals**: The merger aims to deliver at least $75 million in annual synergies, with half expected to be realized within the first year [9][29] 7. **Market Focus**: Approximately 85% of the combined revenue will be generated in North America, with a balanced portfolio across specialty vehicles, environmental solutions, and materials processing [15][16] 8. **Growth Drivers**: Key growth drivers include urban expansion, infrastructure spending, and upgrades to the U.S. power grid, with significant opportunities in the utilities market [18][24][25] 9. **Digital Solutions**: The Third Eye digital platform is expected to enhance situational awareness for emergency responders, creating additional revenue streams [31][60] 10. **Backlog Information**: REV Group has a backlog of approximately $4.5 billion, primarily in the specialty vehicles segment, with a duration of 2 to 2.5 years [109][110] Other Important Content 1. **Cyclical Market Reduction**: The merger is designed to create a less cyclical earnings profile, reducing reliance on construction markets [32][98] 2. **Operational Integration**: Both companies will leverage their operating systems to drive efficiencies and improve margins across their combined operations [27][92] 3. **Market Resilience**: The combined company will focus on essential services, with nearly 60% of revenue tied to emergency vehicles and waste collection, which are less affected by economic fluctuations [17][22] 4. **Future Outlook**: The management expressed confidence in the growth potential of the combined entity, emphasizing the importance of strategic integration and synergy realization [39][49] This summary captures the essential details and strategic insights from the conference call regarding the merger between Terex and REV Group, highlighting the anticipated benefits and market positioning of the combined company.