Core Insights - The demand for Heat Recovery Steam Generators (HRSG) in the U.S. is significantly increasing due to the rapid expansion of AI data centers, the return of manufacturing, and the rise in electric vehicle charging stations, leading to a structural growth in electricity demand [1] - The U.S. market for gas turbines is experiencing a notable surge in demand, with HRSG being a critical component that enhances the efficiency of gas turbine power generation [1] - The transition towards cleaner energy sources is further expanding the market for HRSG, as natural gas is increasingly recognized as a low-carbon transitional energy source, reducing carbon emissions compared to coal [1] Industry Summary - The structural growth in electricity demand in the U.S. is driven by several factors, including the rapid expansion of AI data centers and the increase in industrial electricity loads due to manufacturing resurgence [1] - HRSG plays a vital role in improving the overall efficiency of gas turbines by recovering high-temperature waste heat and generating steam for secondary power generation [1] - The ongoing push for carbon neutrality in the U.S. is enhancing the market potential for HRSG, as it helps lower carbon emissions and waste discharge per unit of electricity generated [1]
博盈特焊：美国HRSG需求旺盛，燃气轮机市场需求显著提升