证券日报网12月16日讯博盈特焊（301468）在回答调研者提问时表示，截至2025年9月30日，公司在境 外的营业收入占比约为54.28%，公司产品主要出口给亚洲、北美、南美、欧洲等国家及地区。公司拓 展海外市场的方式主要靠商务谈判。公司是国内较早从事工业设备防腐防磨堆焊业务的企业之一，凭借 深厚的技术沉淀、优良的制造工艺、过硬的产品质量，公司在技术实力、产品质量、生产规模、应用案 例、产品价格、行业口碑等多方面得到了客户的肯定与信赖，在行业内树立了良好的品牌形象，使得公 司在开发客户方面存在优势。 ...

Market Overview - The garbage incineration market is divided into domestic and overseas markets, with a slowdown in new projects domestically due to a complex economic environment [1] - The overseas market presents broader opportunities, driven by rapid economic development and urbanization in developing countries, leading to increased waste generation [1] - Developed countries have a mature incineration industry, creating demand for upgrades and renovations of existing facilities [2] Business Performance - As of June 30, 2025, the company's overseas revenue was approximately 145 million CNY, accounting for about 55% of total revenue, with exports primarily to Asia, the USA, South America, and Europe [3] - The company has established a strong brand image and customer trust through its technical expertise, product quality, and production scale [3] New Business Development - The company is expanding its research and development efforts beyond garbage incineration to include gas boilers, oil and gas pipelines, thermal power generation, and marine equipment [4] Market Prospects - The US gas boiler market is experiencing structural growth, driven by a significant increase in electricity demand, particularly from AI data centers [5] Joint Venture Progress - The joint venture with Wilhelm Company has completed registration and is actively progressing, with production areas being strategically located closer to market demands [6][7] Future Development Plans - The company aims to build a special welding technology application platform to serve global markets, focusing on three paths: expanding product variety, application fields, and international markets [7] - **Product Variety**: Leveraging core welding technology to enhance product diversity and meet customer needs [7] - **Application Fields**: Accelerating technology upgrades to serve industries such as energy, chemicals, and metallurgy [7] - **International Markets**: Strengthening capabilities in international order acceptance and delivery, with a focus on establishing a production base in Vietnam [7]

Core Viewpoint - The company has signed a cooperation framework agreement with Suzhou Weirham Welding Technology Co., Ltd. to enhance market competitiveness and expand the application of cladding technology, particularly in the oil and gas market and overseas markets [1][2] Group 1: Cooperation Agreement - The cooperation will leverage both parties' resources in technology, market, brand, and capital to develop practical collaborations in special welding technology applications and anti-corrosion and wear-resistant equipment [1] - A joint venture will be established, with the company holding a controlling stake and Weirham as a minority shareholder, to create a platform for cooperation [1] - The initial focus will be on expanding into the oil and gas market and establishing overseas manufacturing bases, particularly in the Middle East [1] Group 2: Impact on Business - The framework agreement is not expected to have a significant impact on the company's current year operating performance, with future impacts dependent on the specifics of the collaboration [2] - The agreement will not affect the company's business independence, and it will not become reliant on Weirham for its operations [2] - The company aims to actively explore domestic and international oil and gas markets, aligning with its strategic planning [2] Group 3: Market Expansion and Technology Development - The company has been involved in overseas projects in countries such as the USA, UK, Canada, and Germany, serving notable clients like General Electric, Oschatz, and Mitsubishi [3] - The company is increasing R&D investments in various fields, including gas boilers, thermal power, and marine equipment, while also focusing on advanced technologies like laser cladding and secondary remelting [3] - Future growth points are expected to come from product diversification, application area expansion, and international market development, with a focus on establishing a production base in Vietnam [3]