Core Viewpoint - The company emphasizes that coal-fired power generation remains a crucial source of electricity in China, serving as a pillar industry in the power sector [1] Industry Summary - Recent trends indicate a rapid increase in electricity consumption in China due to global warming, rising summer temperatures, the growth of artificial intelligence data centers, and the demand for 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 demand for upgrades and renovations in the coal-fired power generation industry, particularly for low-nitrogen combustion modifications, which necessitate improvements in boiler corrosion and wear resistance [1] - This upgrade demand is expected to drive the development of the industrial corrosion and wear resistance sector [1]
博盈特焊：燃煤发电行业存在升级改造需求