Core Viewpoint - The coal-fired power generation remains a crucial power source in China, serving as a pillar industry in the electricity sector, with increasing electricity demand driven by factors such as global warming, AI data centers, and electric vehicle charging [1] Industry Summary - The rapid growth in electricity consumption in China is attributed to rising summer temperatures due to global warming, alongside the demands from AI data centers and electric vehicle charging [1] - Coal power is recognized for its stability, peak regulation capabilities, and reliability, making it a fundamental support for the stable operation of China's power system [1] - There is a growing need for upgrades and renovations in the coal-fired power generation sector, particularly for low-nitrogen combustion modifications, which will enhance the corrosion and wear resistance of boilers [1] - The demand for industrial corrosion and wear protection is expected to rise as coal power plants undergo these necessary upgrades [1]
博盈特焊：在政策的推动下，燃煤发电行业存在升级改造需求