XZCE(SZ:002534) Zheng Quan Shi Bao·2025-09-09 09:28Industry Overview - The energy structure transformation in China is entering a critical phase under the "dual carbon" goals, with efficient utilization of traditional energy and new energy peak regulation becoming key issues [1] - The market for waste heat boilers from gas turbines is experiencing explosive growth due to policy drivers and global energy transition, indicating a high prosperity cycle in the industry [1] Company Performance - Xizi Clean Energy has supplied over 450 sets of gas turbine waste heat boilers, achieving a domestic market share of over 50% and becoming the only一级 supplier for GE in China [1][2] - The company has received multiple awards for technological advancements, including national and provincial science and technology progress awards [1] Project Highlights - Significant projects signed in 2025, such as the Datang South Power Phase II gas turbine innovation demonstration project, highlight the company's capabilities [2] - The company is involved in key projects like the Huizhou New Materials Industrial Park and the Hebei Xintian Green Energy project, contributing to energy structure upgrades [2] Future Outlook - Policies like the "2024-2025 Energy Saving and Carbon Reduction Action Plan" will continue to drive the utilization of industrial waste heat and CCPP power station construction [3] - With nearly 50 years of technological accumulation and a leading market share, Xizi Clean Energy is expected to maintain its leadership in the gas turbine waste heat boiler sector, laying a solid foundation for long-term growth [3]