Core Viewpoint - The demand for computing power in data centers in the U.S. is surging, and the retirement of traditional units is making gas power generation a viable solution. [1] Group 1: Industry Trends - By 2025, there will be a significant increase in gas turbine orders from leading overseas manufacturers, along with a robust demand for accompanying waste heat boilers. [1] - The certification barriers for waste heat boilers in North America are high, and the production capacity of overseas suppliers is limited. [1] Group 2: Future Outlook - Looking ahead to 2026, it is anticipated that both the volume and price of North American waste heat boilers will rise, presenting opportunities for domestic equipment manufacturers to expand internationally. [1]
中金：2026年北美燃机余热锅炉有望量价齐升 关注国产设备出海窗口
Zheng Quan Shi Bao Wang·2026-01-07 00:04