博盈特焊（301468.SZ）11月27日在投资者互动平台表示，公司供应的部件主要为燃气轮机的HRSG余 热锅炉的承压部件，也是余热锅炉的核心主体，具体包括省煤器、蒸发器、过热器、再热器、汽包、集 箱、钢结构等，价值占到余热锅炉整体的比例较高。北美电力需求的结构性增长构成HRSG的市场基本 盘。在人工智能数据中心集群的迅猛扩张、制造业回流带来的工业用电负荷攀升，以及电动汽车充电桩 普及等因素的推动下，北美电网负荷达到新高。北美燃气轮机的市场需求显著提升。作为燃气轮机的核 心换热设备，HRSG能够高效回收燃气轮机排放的高温废气，同时产生蒸汽，驱动二次发电，提升电厂 的发电效率，成为满足北美市场电力需求的可靠技术选择。目前北美燃机市场、全球燃机市场对HRSG 的需求旺盛。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，在燃机发电机的零部件中，HRSG价值量比 叶片、铸锻件等零部件的价值量高吗？北美燃机市场和全球燃机市场每年对HRSG需求金额大约是多少 亿元？ ...

Core Viewpoint - Dongfang Electric (600875.SH) has completed the technical research and development of the G15H gas turbine and is actively engaging with demonstration projects [2] Company Summary - Dongfang Electric has successfully finished the R&D for the G15H gas turbine [2] - The company is now focusing on connecting with demonstration projects to implement the technology [2]

Core Viewpoint - The company has established itself as a significant player in the gas turbine market, both domestically and internationally, with strong partnerships and certifications from major industry players [2]. Group 1: Domestic Market Position - The company has become a key supplier for major domestic entities such as China Shipbuilding Industry Corporation's gas turbine enterprises, Harbin Turbine Factory, and Dongfang Turbine Factory [2]. - The company is also involved in supplying products to the aviation engine group's gas turbine sector [2]. Group 2: International Market Achievements - The company has received certifications for its high-temperature alloy products from leading global firms including Siemens Energy, GE Energy, Baker Hughes, and Caterpillar [2]. - Some of the company's products have already entered mass production and supply stages [2]. Group 3: Research and Development Capabilities - The company possesses advantages in advanced materials research and has collaborated with the Institute of Metal Research, Chinese Academy of Sciences, on the trial production of high-temperature alloy grades for gas turbines [2]. - Strategic cooperation agreements have been signed with several subordinate main engine factories of China Shipbuilding Industry Corporation, positioning the company as a primary supplier of high-temperature alloy products for their research models [2].

Core Viewpoint - The company, Zhongchao Holdings, has provided details about its subsidiary Jiangsu Zhongchao Hangyu Precision Casting Technology Co., Ltd., specifically regarding its gas turbine component products and key clients [2] Group 1: Gas Turbine Components - Jiangsu Zhongchao Hangyu offers various gas turbine components including: compressor rear frame casing, nozzle main channel, outer ring casing, intake casing, load-bearing casing, exhaust scroll, combustion chamber casing, static cooling ventilation sealing ring, and inner support plate [2] - The components are made from high-temperature alloy materials, indicating a focus on advanced manufacturing capabilities in the gas turbine sector [2] Group 2: Key Clients - The company has established relationships with notable clients in the gas turbine industry, including Qingdao Zhongke Guosheng Power Technology Co., Ltd., China Shipbuilding Industry Corporation Longjiang Guanghan Gas Turbine Co., Ltd., and China Aviation Engine Corporation Gas Turbine Co., Ltd. [2]

Core Viewpoint - Chongde Technology (301548) has successfully established itself as a supplier of sliding bearings for gas turbines, covering a range from small to large gas turbines, and has begun supplying to leading global gas turbine manufacturers [1] Group 1 - The company has successfully supplied gas turbine bearings to major domestic manufacturers such as Shanghai Electric (601727), Dongfang Electric (600875), and Harbin Turbine [1] - Chongde Technology has achieved independent design and manufacturing of gas turbine sliding bearings [1] - The company is now supplying products to top global gas turbine manufacturers, indicating a significant expansion in its market reach [1]

前不久，"太行110"首台套商业机组在中国航发燃气轮机有限公司（以下简称"中国航发燃机"）制造装 试基地出厂，这标志着我国自主研制的110兆瓦级重型燃气轮机成功突破产业化重要关口，正式迈入商 业化应用新阶段。 作为能源高效转换、洁净利用、多领域应用的"动力心脏"，重型燃气轮机是工业强国的重要标志之一。 然而，由于其涉及学科众多，技术密集度高，设计制造难度极大，全球仅有少数国家具备独立自主研制 能力。此次出厂的"太行110"，是中国航空发动机集团有限公司（以下简称"中国航发"）通过建立自主 研发体系、历经长期自主攻坚取得的成果，拥有完全自主知识产权，具备启动迅速、综合热效率高等优 势。它不仅刷新了国产商业重型燃气轮机的最大功率纪录，还凭借显著的环保效益，成为当之无愧的绿 色能源典范。 自主研制一颗国产"动力心脏"对保障我国能源安全和绿色发展有何重要意义？开启自主研发之路，研发 团队面临哪些挑战，又是如何冲破重重壁垒的？记者对话中国航发燃机有关负责人，探寻答案。 中央纪委国家监委网站 陈瑶 习近平总书记强调，加快实现航空发动机及燃气轮机自主研发和制造生产，为把我国建设成为航空强国 而不懈奋斗。 党的二十届四中全会 ...

Core Viewpoint - The company Hangzhou Steam Turbine Group B is currently in the research and development phase for its gas turbine technology [1] Company Summary - Hangzhou Steam Turbine Group B has indicated that its gas turbine is still under development, highlighting the company's focus on innovation and future technology [1]

Group 1 - The shortage of gas turbines is becoming a bottleneck for the expansion of AI data centers, leading developers to procure mobile generator sets modified from retired aircraft engines [1] - By 2026, the biggest obstacle to the expansion of AI data centers may no longer be computing power, land, or capital, but rather jet engines [1] - The global demand for natural gas power generation is surging due to the AI boom, resulting in a severe supply bottleneck in the gas turbine market [1] Group 2 - According to DoraPartners, the global new orders for gas turbines (measured by installed capacity) are expected to rise from approximately 60 GW in 2024 to nearly 85 GW in 2025, with the number of orders increasing from about 800 to over 1000, marking a new high since 2011 [1] - The complexity of gas turbine manufacturing makes it difficult to quickly respond to demand shocks, with some core component delivery cycles taking years [1] - The "turbine purchasing war" led by American tech companies has extended equipment delivery cycles to three years [2] Group 3 - Companies like Yingliu Technology, a leader in high-temperature blades for gas turbines, have established business relationships with several gas turbine and aircraft engine manufacturers, with current orders exceeding 1.2 billion yuan [2] - Deweier is continuously developing forging and heat treatment technology for low-pressure gas turbine shaft products, with future supply expected to clients such as Baker Hughes and Caterpillar [2]

Core Viewpoint - The "Taihang 7" gas turbine generator set has achieved a significant milestone by operating for 25,000 hours and generating 122 million kilowatt-hours, setting a record for the longest operation of a domestically produced gas turbine unit [1] Group 1: Company Achievements - The "Taihang 7" gas turbine is a 7-megawatt marine modified gas turbine that features dual fuel capability, quick start, low energy consumption, stable operation, and easy maintenance [1] - The generator set is a collaborative project between China Aviation Engine Group and China National Offshore Oil Corporation, recognized as one of the first batch of gas turbine innovation development demonstration projects by the National Energy Administration [1] Group 2: Operational Performance - Since reaching 20,000 hours of cumulative operation in February 2025, the "Taihang 7" gas turbine has operated stably and without faults for an additional 5,000 hours, achieving the 25,000-hour operational goal [1] - The operational success has validated the turbine's capabilities in marine environments, including moisture resistance, salt fog resistance, and mold resistance, confirming its reliability, maintainability, supportability, testability, safety, and environmental adaptability [1]

Group 1: Nuclear Power Development - The "Hualong One" nuclear power unit at Fuqing Nuclear Power Plant has officially commenced commercial operation, marking a significant achievement in China's third-generation nuclear technology [3] - The "Hualong One" unit has an annual electricity generation capacity of nearly 10 billion kWh, sufficient to meet the annual electricity needs of 1 million people [3] - During the 14th Five-Year Plan period, the construction of "Hualong One" units is progressing steadily, with a domestic equipment localization rate exceeding 90%, benefiting over 5,400 upstream and downstream enterprises [3] Group 2: Heavy Machinery and Infrastructure - The development of large-diameter shield tunneling machines has broken foreign technology monopolies, addressing key construction challenges in China's transportation infrastructure [5] - China Railway Equipment has produced over 50 large-diameter shield machines, including the world's largest high-speed rail shield machine, showcasing China's manufacturing capabilities [5] Group 3: Space Exploration - The "Xihe" solar observation satellite has been capturing solar evolution data, providing a unique perspective for understanding the sun [7] - The satellite has achieved several international firsts in solar observation technology and has made its data available to research teams from 15 countries [7] Group 4: Energy Equipment - The successful development of the domestically produced F-class 50 MW heavy-duty gas turbine represents a significant breakthrough in China's high-end energy equipment sector [9] - This turbine can generate over 70,000 kWh of electricity per hour, enough to meet the daily electricity needs of 7,000 households, and can reduce carbon emissions by approximately 500,000 tons annually [9] Group 5: High-Speed Rail - The CR450 train set, capable of reaching a testing speed of 450 km/h and an operational speed of 400 km/h, represents a significant advancement in high-speed rail technology [11] - The train features a 22% reduction in running resistance and a 10% weight reduction, making it the fastest high-speed train globally upon its operational launch [11] Group 6: Quantum Computing - The "Zuchongzhi 3" superconducting quantum computing prototype has set a new record for quantum computing superiority, outperforming the fastest classical algorithms by 15 orders of magnitude [13] - This achievement highlights China's advancements in quantum computing technology and its potential to lead in this field [13] Group 7: Artificial Synthesis - Chinese scientists have achieved the first artificial synthesis of starch from carbon dioxide in a simplified process, significantly faster than natural methods [15] - This breakthrough could revolutionize food production methods if successfully industrialized [15] Group 8: Offshore Gas Development - The "Deep Sea No. 1" Phase II project has commenced full production, becoming China's largest offshore gas field with a daily output exceeding 15 million cubic meters [17] - This project marks a significant advancement in deep-water oil and gas development in China, entering the ultra-deep water era [17]