Core Insights - The company, Boyingte Welding (301468.SZ), provides critical components for gas turbine HRSG (Heat Recovery Steam Generators), which include economizers, evaporators, superheaters, reheaters, steam drums, headers, and steel structures, representing a significant portion of the overall value of HRSGs [1] - The structural growth in electricity demand in North America forms the market foundation for HRSGs, driven by the rapid expansion of AI data center clusters, the return of manufacturing leading to increased industrial electricity loads, and the proliferation of electric vehicle charging stations [1] - The demand for gas turbines in North America has significantly increased, with HRSGs being a reliable technology choice to efficiently recover high-temperature waste gas emissions from gas turbines, generate steam, and enhance power plant efficiency [1] Industry Overview - The North American gas turbine market and the global gas turbine market are experiencing strong demand for HRSGs [1]
博盈特焊：公司供应的部件主要为燃气轮机的HRSG余热锅炉的承压部件，也是余热锅炉的核心主体