301468 博盈特焊
已收盘 06-04 15:00:00
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博盈特焊：6月4日接受机构调研，泰康资产、华泰资产等多家机构参与
证券之星 · 20:31
博盈特焊：6月4日接受机构调研，泰康资产、华泰资产等多家机构参与
6月4日博盈特焊（301468）龙虎榜数据：机构净买入8652.13万元
证券之星 · 17:38
6月4日博盈特焊（301468）龙虎榜数据：机构净买入8652.13万元
6月4日博盈特焊涨20.00%，华夏稳增混合基金重仓该股
证券之星 · 16:47
6月4日博盈特焊涨20.00%，华夏稳增混合基金重仓该股
6月4日博盈特焊（301468）涨停分析：燃机景气+业务拓展驱动
证券之星 · 15:44
6月4日博盈特焊（301468）涨停分析：燃机景气+业务拓展驱动
博盈特焊：越南生产基地首套HRSG产品已于2026年5月30日交付
证券之星 · 11:36
博盈特焊：越南生产基地首套HRSG产品已于2026年5月30日交付
博盈特焊：6月3日接受机构调研，太平基金、泰康资产等多家机构参与
证券之星 · 06-03 20:31
博盈特焊：6月3日接受机构调研，太平基金、泰康资产等多家机构参与
博盈特焊：公司生产的HRSG产品作为燃气轮机的核心换热设备
证券之星 · 06-01
博盈特焊：公司生产的HRSG产品作为燃气轮机的核心换热设备
博盈特焊：目前公司技术在城市地下管网改造方面无应用
证券之星 · 06-01
博盈特焊：目前公司技术在城市地下管网改造方面无应用
博盈特焊(301468.SZ)拟向越南孙公司增加投资不超1亿元
智通财经 · 06-01
博盈特焊(301468.SZ)拟向越南孙公司增加投资不超1亿元
博盈特焊：公司目前不具备工业机器人或特种作业机器人的合法制造资质
证券之星 · 05-26
博盈特焊：公司目前不具备工业机器人或特种作业机器人的合法制造资质
博盈特焊(301468)5月20日股东户数1.7万户，较上期增加1.06%
证券之星 · 05-26
博盈特焊(301468)5月20日股东户数1.7万户，较上期增加1.06%
股市必读：博盈特焊（301468）5月25日董秘有最新回复
证券之星 · 05-26
股市必读：博盈特焊（301468）5月25日董秘有最新回复
博盈特焊：越南生产基地首台HRSG产品还没有交付
证券之星 · 05-25
博盈特焊：越南生产基地首台HRSG产品还没有交付
博盈特焊：公司已通过部分客户的生产体系认证，并获得部分订单
证券之星 · 05-25
博盈特焊：公司已通过部分客户的生产体系认证，并获得部分订单
股市必读：博盈特焊(301468)股东户数1.69万户，较上期增加3.71%
证券之星 · 05-22
股市必读：博盈特焊(301468)股东户数1.69万户，较上期增加3.71%
5月21日博盈特焊跌6.49%，华夏稳增混合基金重仓该股
证券之星 · 05-21
5月21日博盈特焊跌6.49%，华夏稳增混合基金重仓该股
博盈特焊：公司围绕“一个平台，三条实现路径”的核心战略
证券之星 · 05-21
博盈特焊：公司围绕“一个平台，三条实现路径”的核心战略
博盈特焊：公司2026年一季度业绩受交货期波动影响
证券之星 · 05-21
博盈特焊：公司2026年一季度业绩受交货期波动影响
博盈特焊：越南生产基地新产线需产能爬坡和质量体系磨合
证券之星 · 05-21
博盈特焊：越南生产基地新产线需产能爬坡和质量体系磨合
博盈特焊：截至2026年5月13日股东人数为16855户
证券之星 · 05-21
博盈特焊：截至2026年5月13日股东人数为16855户
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公司概况
公司名称：
广东博盈特焊技术股份有限公司
所属行业：
专用设备制造业
上市日期：
2023-07-24
主营业务：
广东博盈特焊技术股份有限公司的主营业务是防腐防磨堆焊装备、非堆焊的锅炉部件、压力容器及高端钢结构件的研发、生产和销售。公司的主要产品是堆焊水冷壁、堆焊集箱、堆焊过热器、堆焊复合管、非堆焊的锅炉部件、燃汽轮机余热锅炉、压力容器、高端钢结构件。
发行价格：
47.58
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20:31","pubTimestamp":1780576312,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年6月4日博盈特焊发布公告称公司于2026年6月4日接受机构调研，泰康资产、华泰资产、万家基金、信银资本、Robeco、Greencourt参与。通过首套交付，公司目前已逐渐构建起适配越南本地的管理体系，全面完善了生产、质检体系，优化了生产、质检流程。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400038808.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301468","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640332156","title":"6月4日博盈特焊（301468）龙虎榜数据：机构净买入8652.13万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640332156","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640332156?lang=zh_cn&edition=full","pubTime":"2026-06-04 17:38","pubTimestamp":1780565910,"startTime":"0","endTime":"0","summary":"证券之星消息，沪深交易所2026年6月4日公布的交易公开信息显示，博盈特焊因日涨幅达到15%的前5只证券登上龙虎榜。此次是近5个交易日内第1次上榜。截至2026年6月4日收盘，博盈特焊报收于51.97元，上涨20.0%，涨停，换手率22.65%，成交量22.09万手，成交额10.76亿元。从龙虎榜公布的当日买卖数据来看，机构合计净买入8652.13万元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400031020.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301468","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640153403","title":"6月4日博盈特焊涨20.00%，华夏稳增混合基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2640153403","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640153403?lang=zh_cn&edition=full","pubTime":"2026-06-04 16:47","pubTimestamp":1780562838,"startTime":"0","endTime":"0","summary":"证券之星消息，6月4日博盈特焊涨20.00%，收盘报51.97元，换手率22.65%，成交量22.09万手，成交额10.76亿元。融资融券方面近5日融资净流入10.07万，融资余额增加；融券净流入0.0，融券余额增加。重仓博盈特焊的公募基金请见下表：根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共5家，其中持有数量最多的公募基金为华夏基金的华夏稳增混合。华夏稳增混合的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400028776.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301468","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640130767","title":"6月4日博盈特焊（301468）涨停分析：燃机景气+业务拓展驱动","url":"https://stock-news.laohu8.com/highlight/detail?id=2640130767","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640130767?lang=zh_cn&edition=full","pubTime":"2026-06-04 15:44","pubTimestamp":1780559056,"startTime":"0","endTime":"0","summary":"证券之星消息，博盈特焊6月4日涨停收盘，收盘价51.97元。6月4日博盈特焊涨停的可能因素有：燃气轮机概念持续走强，受杰瑞股份与西门子能源签署SGT系列燃机技术合作消息催化；行业供需严重错配，《2026白皮书》指出全球缺口延续至2030年；公司成功拓展燃煤发电、化工等非垃圾焚烧新应用领域，越南基地扩产推进强化海外交付能力；年报获标准无保留意见，治理规范且积极实施分红、回购与股权激励，获公募及资管机构长期持仓认可。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400022329.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","301468"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640139909","title":"博盈特焊：越南生产基地首套HRSG产品已于2026年5月30日交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2640139909","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640139909?lang=zh_cn&edition=full","pubTime":"2026-06-04 11:36","pubTimestamp":1780544210,"startTime":"0","endTime":"0","summary":"证券之星消息，博盈特焊(301468)06月03日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘你好，请问贵公司首批HRSG产品交付了几台？第二期4条产线进展到哪一步了？博盈特焊回复：尊敬的投资者，您好！越南生产基地首套HRSG产品已于2026年5月30日交付，二期4条生产线还在建设中。感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060400014540.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["FVNmain","BK0251","301468"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640904658","title":"博盈特焊：6月3日接受机构调研，太平基金、泰康资产等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2640904658","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640904658?lang=zh_cn&edition=full","pubTime":"2026-06-03 20:31","pubTimestamp":1780489889,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年6月3日博盈特焊发布公告称公司于2026年6月3日接受机构调研，太平基金刘金、泰康资产段中喆、博普资产刘世昌、招商证券吴洋 郭倩倩 陈宇超、易方达基金胡硕卓、诺安基金刘晓飞、国联基金甘传琦、安信基金黎志军、华富基金邬熙哲、东方阿尔法李名雅、新华基金刘海彬参与。在手订单方面，包括 HRSG等产品在内的非防腐防磨堆焊产品占比大幅上升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060300043812.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","301468"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640934337","title":"博盈特焊：公司生产的HRSG产品作为燃气轮机的核心换热设备","url":"https://stock-news.laohu8.com/highlight/detail?id=2640934337","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640934337?lang=zh_cn&edition=full","pubTime":"2026-06-01 16:06","pubTimestamp":1780301169,"startTime":"0","endTime":"0","summary":"证券之星消息，博盈特焊(301468)06月01日在投资者关系平台上答复投资者关心的问题。投资者提问：随着《城市更新“十五五”规划》推进，市场关注城市能源系统升级及绿色低碳改造方向。请问公司HRSG等产品除应用于大型燃气轮机场景外，是否也可适配区域能源站、工业园综合能源利用等城市更新相关场景？公司是否看好相关市场未来空间？博盈特焊回复：尊敬的投资者，您好！公司生产的HRSG产品作为燃气轮机的核心换热设备，能够适配多种终端发电场景。感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060100021340.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301468","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640343679","title":"博盈特焊：目前公司技术在城市地下管网改造方面无应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2640343679","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640343679?lang=zh_cn&edition=full","pubTime":"2026-06-01 16:03","pubTimestamp":1780300992,"startTime":"0","endTime":"0","summary":"证券之星消息，博盈特焊(301468)06月01日在投资者关系平台上答复投资者关心的问题。投资者提问：公司如何解读《城市更新\"十五五\"规划》中\"安全韧性优先\"的核心导向？特别是77万公里地下管网改造、1500个老旧厂区活化等硬任务，公司认为哪些细分领域与自身技术能力最匹配？博盈特焊回复：尊敬的投资者，您好！目前公司技术在城市地下管网改造方面无应用。感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060100020938.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","301468"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640311239","title":"博盈特焊(301468.SZ)拟向越南孙公司增加投资不超1亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640311239","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640311239?lang=zh_cn&edition=full","pubTime":"2026-06-01 15:56","pubTimestamp":1780300570,"startTime":"0","endTime":"0","summary":"智通财经APP讯，博盈特焊(301468.SZ)发布公告，为强化全球化战略布局，把握国际市场机遇，进一步推动公司海外业务的发展，公司拟使用自有资金或自筹资金向境外全资孙公司博盈特焊越南制造有限公司增加投资不超过人民币1亿元，主要用于越南生产基地建设三期厂房、购买HRSG等产品的生产线设备等。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1448442.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["FVNmain","BK0251","301468"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638512759","title":"博盈特焊：公司目前不具备工业机器人或特种作业机器人的合法制造资质","url":"https://stock-news.laohu8.com/highlight/detail?id=2638512759","media":"证券之星","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638512759?lang=zh_cn&edition=full","pubTime":"2026-05-26 20:51","pubTimestamp":1779799879,"startTime":"0","endTime":"0","summary":"证券之星消息，博盈特焊(301468)05月25日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好，当前机器人及特种作业机器人行业发展前景广阔，市场需求持续增长。请问贵公司的经营范围是否包含机器人制造相关业务？目前是否已具备工业机器人或特种作业机器人的合法制造资质？感谢回复。博盈特焊回复：尊敬的投资者，您好！公司目前不具备工业机器人或特种作业机器人的合法制造资质。感谢您对公司的关注。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052600038766.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","301468"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638590288","title":"博盈特焊(301468)5月20日股东户数1.7万户，较上期增加1.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2638590288","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638590288?lang=zh_cn&edition=full","pubTime":"2026-05-26 17:27","pubTimestamp":1779787653,"startTime":"0","endTime":"0","summary":"证券之星消息，近日博盈特焊披露，截至2026年5月20日公司股东户数为1.7万户，较5月13日增加179.0户，增幅为1.06%。在通用设备行业个股中，博盈特焊股东户数低于行业平均水平，截至5月20日，通用设备行业平均股东户数为3.17万户。从股价来看，2026年5月13日至2026年5月20日，博盈特焊区间跌幅为13.88%，在此期间股东户数增加179.0户，增幅为1.06%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052600029539.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301468","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638551026","title":"股市必读：博盈特焊（301468）5月25日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2638551026","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638551026?lang=zh_cn&edition=full","pubTime":"2026-05-26 01:44","pubTimestamp":1779731055,"startTime":"0","endTime":"0","summary":"截至2026年5月25日收盘，博盈特焊报收于53.92元，上涨3.16%，换手率7.7%，成交量5.77万手，成交额3.12亿元。董秘最新回复投资者： 请问越南博盈在手订单对应金额是多少，谢谢！公司在手订单金额已在公司2025年年度报告中披露。公司HRSG业务相关事项如有达到法定披露标准的，公司将依据法律法规及时公告。越南生产基地首台HRSG产品还没有交付。当日关注点来自交易信息汇总：5月25日主力资金净流入811.2万元，呈现明显吸筹迹象。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052600001340.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","301468"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638535197","title":"博盈特焊：越南生产基地首台HRSG产品还没有交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2638535197","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638535197?lang=zh_cn&edition=full","pubTime":"2026-05-25 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