Core Viewpoint - The structural growth in electricity demand in the U.S. is driving the market for Heat Recovery Steam Generators (HRSG), which are essential for enhancing the efficiency of gas turbines and meeting rising electricity needs [1] Group 1: Market Demand Drivers - The rapid expansion of artificial intelligence data center clusters, the return of manufacturing to the U.S. increasing industrial electricity loads, and the proliferation of electric vehicle charging stations are contributing to new highs in U.S. grid load [1] - There is a significant increase in market demand for gas turbines, with HRSG being a key component that efficiently recovers high-temperature waste gas from gas turbines to generate steam for secondary power generation [1] Group 2: Clean Energy Transition - The demand for energy transition towards cleaner sources is further expanding the market for HRSG [1] - In the context of the U.S. pursuing carbon neutrality, natural gas is increasingly recognized as a low-carbon transitional energy source, with significantly lower carbon emissions compared to coal [1] - HRSG enhances the overall efficiency of gas turbines, indirectly reducing carbon and waste emissions per kilowatt-hour, thus aligning with the U.S. energy transition goals [1]
博盈特焊：美国电力需求的结构性增长构成HRSG的市场基本盘，能源清洁化转型的需求进一步提升HRSG的市场空间