常宝股份:公司可生产超长、超薄、高钢级HRSG产品

Core Viewpoint - The company has developed HRSG products as a key feature since its IPO in 2010, focusing on technology research and market expansion, leading to increased production and sales in recent years [1] Company Overview - The company produces ultra-long, ultra-thin, and high-strength HRSG products, establishing competitive advantages in quality, delivery speed, and variety [1] - The HRSG products are crucial components in gas turbine combined cycle power generation systems, effectively recovering exhaust heat for secondary power generation, thus enhancing energy efficiency [1] Market Dynamics - The demand for gas turbine generator sets is expected to grow due to the construction of AI data centers and energy transition in regions like North America and the Middle East, indicating a favorable market outlook in the coming years [1] - The company plans to continue expanding HRSG production capacity and upgrading product structures, while also developing stainless steel and nickel-based products to enhance competitiveness and value [1]