美国数据中心总装机容量巨大，2024 年达 53.7GW，占全球 44%，预 计 2025-2030 年新增装机容量复合增速约为 14%，燃气发电重要性日 益凸显，为燃气轮机及余热锅炉带来市场机遇。 燃气发电相比煤电和核电具有发电效率高（超 60%）、建设周期短（1- 2 年）和成本低的优势，尤其美国天然气价格长期低于煤炭，使其更具 经济性。 燃气轮机运行灵活，能迅速调节负荷以应对数据中心间歇性算力需求， 同时美国水电机组退役高峰期也推动了燃气发电的需求增长，资本市场 关注燃气轮机订单增长。 余热锅炉作为燃气轮机的重要配套设备，可将发电效率提升至 60%以上， 通过回收高温排放蒸汽进行梯次利用，提高能源使用效率，在北美市场 需求量随之增加。 2024 年全球余热回收锅炉市场规模约为 78 亿美元，北美市场占据主导 地位，约占总需求的 40%，其中配套燃气轮机的余热回收锅炉市场规模 为 14 亿美元，北美占 27%份额，刚需明显。 聚焦燃机余热锅炉投资机会 20260107 摘要 Q&A 燃气轮机配套的余热锅炉行业为何值得重视？ 燃气轮机配套的余热锅炉行业值得重视主要有以下几个原因。首先，从 2025 年起，北 ...

刚刚过去的这个秋天，北京城再次"颜值爆表"，"千园之城"到处是网红打卡地，蓝天白云、一花一叶皆 有流量。下一个五年，"美丽北京"如何继续绽放？在专家看来，"十五五"时期，"美丽北京"的建设要内 外兼修、形神兼备：既要有生态环境不断向好的高颜值，又要有能源、产业等关键领域治理的新突破； 既要让绿色赋能高质量发展，更要让市民和游客感受到城市的宜居和活力。 花园城市建设要让市民可感可及 2024年初，北京在实现首个全域国家森林城市基础上，将花园城市建设作为城市发展目标。把首都建设 成为一个大花园，是全域森林城市、公园城市的赓续发展，也是建设美丽中国的北京方案。 "众多指标的大幅改善标志着北京在燃煤污染管控、机动车尾气治理等领域取得突破性进展。"中国工程 院院士、清华大学碳中和研究院院长贺克斌直言，尽管"APEC蓝"常态化为"北京蓝"，但北京减污降碳 协同治理任务依然艰巨。 在贺克斌看来，下一个五年，北京应继续深化京津冀及周边地区协同治理，建立跨区域减污降碳成效量 化评估体系，实现空气质量与碳排放的动态监测预警，通过产业、能源、交通等结构性调整持续优化空 气质量。 能源结构转型仍是关键。北京在北方城市中率先解决燃煤污 ...

Core Viewpoint - The company, Weili, is actively engaged in the oil and gas recovery and VOCs treatment business through its subsidiary, Dole Refrigeration, which utilizes advanced cryogenic technology to address challenges such as low-temperature brittleness, explosion prevention, and ice formation [1] Group 1: Subsidiary Operations - Dole Refrigeration focuses on oil and gas recovery and VOCs treatment, applying cryogenic principles in petrochemical sectors [1] - Weili Energy, another subsidiary, specializes in industrial energy-saving solutions, providing services like variable frequency energy saving and high-temperature heat pump waste heat recovery for high-energy-consuming enterprises [1] - The company has experience in designing and implementing efficient cooling systems, having worked on projects for Hongwei Technology and Yijing Optoelectronics [1] Group 2: Future Developments - Future investments by Jiangsu Weinen Intelligent Refrigeration Technology Co., Ltd. will focus on new liquid cooling technologies, including new CDU systems and dual-source wind wall systems [1] - The company plans to continuously enhance its research and development in these areas to improve technical processes and establish core competitive advantages [1]

Financial Performance - In Q3 2025, the company achieved a revenue of CNY 1.72 billion, a year-on-year increase of 6.88%, and a net profit attributable to shareholders of CNY 160 million, up 13.54% [3] - For the first three quarters, total revenue was CNY 4.83 billion, a decline of 2.45% year-on-year, with a net profit of CNY 428 million, down 9.68% [3] Business Overview - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, operating in a temperature range of -271°C to 200°C [3] - Key product categories include screw compressors, centrifugal compressors, absorption chillers, piston compressors, and industrial heat pumps [3] Market Applications - Products are widely used in various sectors such as food processing, cold chain logistics, industrial cooling systems, and commercial air conditioning [4] - The low-temperature refrigeration segment experienced a slight decline, while the special air conditioning and thermal management segments saw year-on-year growth [4] Data Center Solutions - The company’s subsidiaries provide cooling equipment for data centers, including evaporative condensers and closed cooling towers, with a focus on liquid cooling systems [6] - Notable projects include collaborations with major data centers across China and partnerships with local integrators in North America, Australia, and Southeast Asia [6] Nuclear Power Industry - The company is actively involved in the nuclear power sector, focusing on core applications such as nuclear island cooling and heat recovery [7] - Recent projects include providing solutions for multiple nuclear power stations in China, enhancing safety and efficiency in energy utilization [7] Competitive Advantages - The company boasts a strong foundation in compression and heat exchange technologies, recognized with national awards for technological advancement [7] - A well-established team with extensive experience in specialized project applications contributes to the company’s competitive edge [7] Energy Management Initiatives - The company is committed to carbon neutrality, offering a full range of industrial heat pump services and focusing on energy recovery technologies [8] - Recent government policies are expected to drive demand for waste heat recovery and energy-saving technologies, positioning the company favorably in the market [8]

Group 1 - The article highlights the transformation of the ecological environment and economic development in Jinhua, Zhejiang, emphasizing the balance between industrial growth and environmental protection [1][2] - The local government initiated a comprehensive water treatment campaign, resulting in the closure of over 20,000 crystal processing workshops and the relocation of the industry to designated parks, promoting a shift from low-end to high-end production [1] - Jinhua's efforts in water quality improvement have led to a 100% increase in surface water quality above Class III standards, earning the highest award in the "Five Water Co-Governance" initiative for 11 consecutive years [1] Group 2 - The modern hardware industry in Yongkang, a representative of Jinhua's traditional industries, is facing challenges due to pollution from high-temperature emissions from furnaces [2] - A pilot project for waste heat recovery has been initiated, with five companies participating, including Shunhu Aluminum and Feijian Industry, which have implemented technologies to reduce natural gas consumption and carbon emissions [2] - The project is expected to reduce approximately 40,000 tons of carbon dioxide emissions annually once fully implemented [2] Group 3 - Innovative projects in Jinhua include the establishment of the "Panda Pig Paradise" to promote the "Jinhua Two-Headed Black Pig" and the development of smart bird-watching technology by Unijia Intelligent Technology [3] - Green finance initiatives, such as the "Flower Wood Loan" product from Jinhua Chengtai Rural Commercial Bank, have provided 3.083 billion yuan in loans to support the flower and tree industry and other green projects [3] - The ecological resources in Jinhua are being effectively converted into economic benefits, enhancing the livelihoods of local residents and expanding the pathways for the "Two Mountains" concept [3]