Core Viewpoint - The company, Boying Special Welding (301468.SZ), is focusing on the North American market from its base in Vietnam, facing competition primarily from manufacturers in South Korea, Thailand, and Vietnam [1] Group 1: Competitive Landscape - The main competitors in the HRSG (Heat Recovery Steam Generator) market for the company are several manufacturers from South Korea, Thailand, and Vietnam [1] - The company has established a production line in Vietnam to meet customer requirements for supplier selection [1] Group 2: Company Advantages - The company has extensive experience in the energy and special equipment sectors, with a customer base that includes major gas turbine suppliers in North America [1] - The company possesses complete production qualifications for special equipment and has rich experience in connecting with overseas clients [1] - The HRSG products produced by the company have a cost advantage compared to overseas competitors [1]
博盈特焊(301468.SZ)：越南基地主要针对的是北美市场