智通财经APP获悉，中集安瑞科(03899)涨近4%，截至发稿，涨3.9%，报10.62港元，成交额6580.62万港 元。 消息面上，近日，中集集团投资者关系活动记录表披露，集团子公司中集安瑞科在低温和高压特种装备 领域拥有深厚的技术积累，在商业航天领域能够提供液氧储罐、液氮罐、甲烷罐以及氮气常压及高压存 储设备、高压氦气储气瓶组等，已跻身全球主要的航空航天储存装备供应商行列，与国内外多个知名航 空航天项目建立了稳固的合作供应关系。2025年，中集安瑞科相关业务营业收入和在手订单超亿元人民 币，其中约一半收入来自海外。 花旗此前指出，根据中集安瑞科管理层的说法，公司今年的相关业务收入已超过1亿元人民币，其中 50%来自海外。 该行认为，虽然该业务收入有限，但由于早前中国国家航天局发布《推进商业航天高 质量安全发展行动计划(2025—2027年)》，因此该业务或可成为中集安瑞科的快速增长部分。 ...

融券方面，世嘉科技1月6日融券偿还0.00股，融券卖出800.00股，按当日收盘价计算，卖出金额2.27万 元；融券余量1.63万股，融券余额46.18万元，超过近一年90%分位水平，处于高位。 资料显示，苏州市世嘉科技股份有限公司位于江苏省苏州市建林路439号，成立日期1990年4月20日，上 市日期2016年5月10日，公司主营业务涉及定制化精密箱体系统的研发、设计、生产、销售以及服务。 主营业务收入构成为：射频器件33.78%，电梯轿厢系统22.74%，专用设备箱体系统22.32%，天线 16.14%，其他(补充)2.82%，精密金属结构件及其他产品2.20%。 截至9月30日，世嘉科技股东户数2.51万，较上期减少17.23%；人均流通股9005股，较上期增加 20.35%。2025年1月-9月，世嘉科技实现营业收入6.74亿元，同比减少4.49%；归母净利润-5101.48万 元，同比减少281.65%。 分红方面，世嘉科技A股上市后累计派现1.23亿元。近三年，累计派现0.00元。 1月6日，世嘉科技跌1.67%，成交额5.23亿元。两融数据显示，当日世嘉科技获融资买入额7339.03万 元，融资 ...

本报讯 （记者袁传玺）天眼查App显示，近日，武威中车时代新能源装备有限公司成立，注册资本1000 万元，经营范围含特种设备制造、建设工程施工、专用设备制造、金属工具销售等，由中国中车 （601766）旗下中车株洲电力机车研究所有限公司全资持股。 ...

证券日报网讯 12月29日，宝色股份在互动平台回答投资者提问时表示，公司自成立以来，始终专注并 深耕于特材非标压力容器装备的研发、设计与制造，积累了大量如钛、镍、锆、复合材及新型合金材料 等特种材料非标装备制造的经验与数据，掌握了丰富的、独有的大型、重型装备关键制造技术，形成了 多元且稳定的产品结构与市场布局。公司生产的多项大型特材非标装备，对我国化工行业、能源行业及 特种材料非标装备制造行业的发展起到了积极的推动作用，公司具有较高的行业地位。随着国家能源产 业转型和"双碳"战略的深入推进，以及特材非标压力容器装备下游应用领域的持续拓展，公司也将加大 力度发展清洁能源领域、环保领域以及深海领域等装备市场与业务，不断推动公司向新质生产力方向发 展。 （文章来源：证券日报） ...

每经AI快讯，博盈特焊（SZ 301468，收盘价：54元）发布公告称，2025年12月24日，博盈特焊接受梵 星投资等投资者调研，公司董事、副总经理、董事会秘书刘一宁、投资者关系管理专员谭静怡参与接 待，并回答了投资者提出的问题。 截至发稿，博盈特焊市值为70亿元。 每经头条（nbdtoutiao）——左手"欠款"右手"豪购"！杨陵江收购"国内酒庄第一股"，1919是否重启上 市？"吹太多牛都实现了，但千亿还没实现，我很着急" 2024年1至12月份，博盈特焊的营业收入构成为：垃圾焚烧发电占比68.46%，其他占比31.54%。 （记者 曾健辉） ...

Core Viewpoint - The company, Guangdong Boying Special Welding Technology Co., Ltd., is focused on special equipment manufacturing, particularly in anti-corrosion and anti-wear welding equipment, with significant growth potential in various industrial sectors [2][9]. Group 1: Company Overview and Competitive Advantages - The company specializes in special equipment manufacturing, extending into industrial equipment, high-end structural components, and large equipment manufacturing [2]. - Key competitive advantages include deep technical barriers, experienced management, significant first-mover advantages, and high-quality customer resources [2]. - The company holds various certifications, including the national special equipment production license and international certifications such as ASME and EN [2]. Group 2: Market Opportunities - The company identifies strong market demand in waste incineration, coal-fired power generation, and chemical industries as growth drivers [2]. - The company is strategically positioning itself in the HRSG (Heat Recovery Steam Generator) and oil and gas composite pipe markets, with HRSG already having scalable production capacity [2]. Group 3: Global Expansion - The company has established three production bases domestically and internationally, with its Vietnam factory now operational and ongoing expansion in the Middle East oil and gas pipeline market [3]. Group 4: Technology and Applications - The company elaborated on its welding technologies, including MIG, TIG, and laser welding, highlighting their specific applications and advantages in various industrial contexts [4]. - Innovations such as digital pulse MIG high-frequency oscillation welding technology have positioned the company as a leader in welding quality [4]. Group 5: Oil and Gas Pipeline Market - The global oil and gas pipeline market is experiencing structural growth driven by increased natural gas demand, energy construction projects due to geopolitical conflicts, and the need for upgrading aging pipelines in Europe and the U.S. [5]. - The company plans to adopt a market-driven production strategy, ensuring stable commercial relationships with clients [5]. Group 6: HRSG Business Insights - The HRSG product production cycle is approximately six months, with a focus on components that have high value within the overall heat recovery boiler system [6]. - The company has established a competitive edge by covering major North American gas turbine suppliers and possessing extensive overseas experience [6]. Group 7: U.S. HRSG Demand Analysis - The U.S. HRSG market is currently in a growth phase, driven by structural increases in electricity demand from sectors like AI data centers and electric vehicle charging stations [8]. - The company's HRSG products align with the U.S. carbon neutrality goals, enhancing gas turbine efficiency and supporting the transition to cleaner energy [8]. Group 8: Summary and Outlook - As a globally recognized manufacturer of energy special equipment, the company is well-positioned for long-term growth due to its technological barriers, brand advantages, and scalable manufacturing capabilities [9]. - The advancement of HRSG and oil and gas composite pipe businesses is expected to further enhance growth potential and support sustained performance [9].

格隆汇12月23日丨博盈特焊(301468.SZ)在投资者互动平台表示，公司的主营业务为特种设备的研发、 生产和销售。公司的技术和产品目前主要应用于节能环保、电力、能源、化工、冶金、造纸等工业领 域。截至目前，公司技术和产品暂无应用于商业航天领域的计划或合作，公司将持续关注最新动态和未 来发展，积极探索发展机会。 ...

证券日报网讯12月18日，中集集团（000039）在互动平台回答投资者提问时表示，液氢、液氧等低温推 进剂的储运是航天发射的关键环节。集团子公司中集安瑞科在低温特种装备领域拥有深厚的技术积累， 能够提供包括燃料运输、储存、加注系统在内的关键装备，已成为多个商业航天公司的配套服务商。今 年7月，中集安瑞科为客户的商业航天项目提供了9台大型低温液氧储罐，为项目注入高效的动力保障； 此外，公司也为航空冷链运输领域提供温控航空箱，今年2月推出国内首款RAP主动式温控航空箱，填 补了国内同类产品空白，将在国内主要航空公司中开展商业运营。 ...

根据《中华人民共和国特种设备安全法》有关规定，惠州大亚湾开发区管委会市场监督管理局责令当事 人改正上述违法行为，并处罚款人民币5万元整。 惠州市某设备有限公司伪造能源效率标识和侵犯注册商标专用权案 近日，惠州大亚湾开发区管委会市场监督管理局在官网公布一批安全生产违法违规案件，涉及出具虚假 检测结果、伪造标识等违法行为。 惠州某有限公司未按照安全技术规范要求开展检测（安全阀校验）及出具虚假的检测结果案 2025年10月23日，惠州大亚湾开发区管委会市场监督管理局依法查处了1宗未按照安全技术规范要求开 展检测（安全阀校验）及出具虚假的检测结果案。当事人上述行为违反了《中华人民共和国特种设备安 全法》第五十二条第一款和五十三条第一款的规定："特种设备检验、检测工作应当遵守法律、行政法 规的规定，并按照安全技术规范的要求进行。""特种设备检验、检测机构及其检验、检测人员应当客 观、公正、及时地出具检验、检测报告，并对检验、检测结果和鉴定结论负责。" 依据《中华人民共和国节约能源法》和《中华人民共和国商标法》有关规定，惠州大亚湾开发区管委会 市场监督管理局决定责令当事人改正上述违法行为，对伪造能源效率标识的违法行为罚款 ...

Core Viewpoint - Sichuan is undergoing a transformative change in the regulation of "three products and one special" (food, medicine, industrial products, and special equipment) safety, aiming to establish a multi-party governance model that includes corporate responsibility, legal supervision, technical support, and broad social participation [1][2]. Group 1: Regulatory Changes - The newly introduced "Sichuan Elevator Safety Regulations" emphasizes the importance of ensuring wireless communication signal coverage in elevators, which is crucial for emergency situations [1]. - The regulations specify responsibilities for elevator manufacturing, usage, and maintenance, creating clearer boundaries for management and maintenance units [1]. Group 2: Food Safety Initiatives - Sichuan has maintained a high-pressure stance on food safety, conducting seven special rectifications this year targeting school food and counterfeit meat products [1]. - The province encourages food producers to establish internal risk reporting and control mechanisms to identify and eliminate safety hazards early [1]. Group 3: Community Involvement in Supervision - Sichuan has initiated the "You Point, I Inspect" food safety activity, engaging over 1.2 million participants and conducting targeted inspections on 97,000 batches, enhancing the resonance between regulation and public opinion [2]. - More than 45,000 "Food Safety Tianfu" volunteers and 2,930 delivery riders are actively involved in food safety supervision and risk assessment [2]. Group 4: Technological Integration - The province is leveraging technology for smart regulation, utilizing the Tianfu Market Smart Supervision Platform to create comprehensive risk profiles of market entities [2]. - A food safety credit risk classification system categorizes enterprises based on credit, production conditions, and product risks, allowing for differentiated regulatory approaches [2]. Group 5: Focus on High-Risk Products - In the food sector, initiatives like "Internet + Bright Kitchen" are being implemented in key locations such as schools to enhance regulatory coverage [3]. - Special inspections are being conducted on high-risk household products like electric bicycles and gas stoves, as well as on products for the elderly and children [3].