Core Viewpoint - The company is focusing on expanding its HRSG production capacity in Vietnam to meet the increasing demand from the North American market, where there is a supply-demand imbalance for gas turbines [1] Group 1: Company Strategy - The company plans to build a total of 12 HRSG production lines in Vietnam, along with expanding its Phase III production base to accommodate the new lines [1] - The company aims to enhance its production and delivery capabilities significantly with the commissioning of these 12 production lines [1] Group 2: Market Dynamics - The North American gas turbine market is currently experiencing a supply shortage, leading to an increased demand for HRSG, which is a core heat exchange device for gas turbines [1] - The company's products are expected to have a cost advantage compared to competitors from South Korea, Thailand, and Vietnam [1]
博盈特焊：越南生产基地主要针对的是北美市场