Core Insights - The industrial gas turbine industry is characterized by a highly specialized and collaborative supply chain, with cast steel components and rotor forgings holding significant market positions due to their essential functions and technological barriers [1][2] Group 1: Industry Overview - Industrial gas turbines operate under extreme conditions of high temperature, pressure, and speed, making the material properties and manufacturing precision of core components critical to the reliability, efficiency, and lifespan of the entire machine [1] - Cast steel components include complex structures such as cylinders, valve housings, and partition sleeves, which are crucial for sealing, guiding, and bearing high-temperature steam [1] - Rotor forgings are the core rotating components that transmit torque and withstand significant centrifugal and thermal stresses, requiring ultra-high purity materials and advanced manufacturing techniques [1] Group 2: Market Dynamics - The market for cast steel components and rotor forgings accounts for approximately 20% of the total industrial gas turbine market size, reflecting their critical weight in the overall cost structure despite their smaller physical volume [2] - The growth of this niche market is driven by two main factors: the global push for industrial energy efficiency and carbon neutrality, leading to increased demand for high-performance components, and the emergence of innovative manufacturing technologies such as additive manufacturing and numerical simulation [2] Group 3: Future Outlook - The technological advancements and industrial upgrades in cast steel components and rotor forgings are expected to continue driving improvements in overall machine performance [3] - Future market focus will not only be on enhancing material performance limits but also on establishing a comprehensive digital quality assurance system throughout the design, manufacturing, and testing processes [3] - The healthy development of this high-value segment is strategically significant for ensuring the safety and competitiveness of national major equipment supply chains [3]

6月4日，杭州汽轮动力集团股份有限公司(证券简称：杭汽轮B，证券代码：200771.SZ)发布公告称，公 司定于6月6日(星期五)下午14:00召开公司2025年第二次临时股东会。会议审议事项包括关于本次交易符 合上市公司重大资产重组相关法律法规规定的议案、杭州海联讯（300277）科技股份有限公司换股吸收 合并杭州汽轮动力集团股份有限公司暨关联交易方案的议案等共15项议案。 杭州汽轮动力集团股份有限公司创建于1958年，主营产品工业驱动汽轮机，公司产品大量应用于石油、 化工、钢铁、煤炭、电力、冶金、能源、核电等工业领域，客户遍布全球40多个国家和地区，参与承担 了中国经济发展各个阶段重大建设工程中的国产工业驱动汽轮机项目，几乎囊括了所有国内工业汽轮 机"首台套"的设计和制造，在中国工业驱动领域中起到支柱性作用。 作为中国工业汽轮机行业的领军者和国内自主重型燃气轮机的探路者（300005），公司先后获得两届中 国质量奖提名奖，并获得中国首届卓越工程师团队荣誉。2024年度公司实现营业收入663,891.50万元， 利润总额63,750.95万元，净利润57,949.62万元，其中归属于上市公司股东的净利润为5 ...

杭汽轮正在积极推进"B转A"的重大资产重组工作。公司已于4月26日披露重组报告书，并计划于6月6日 召开股东会审议相关事项。待股东会审议通过后，将向深交所报送申报材料。公司相信，重大资产重组 的实施将拓宽公司融资渠道，提升融资能力，助力公司整合产业资源，优化产业布局，进一步加强自主 燃气轮机的研发和应用，推动我国燃气轮机产业的自主创新发展，持续提升公司的核心竞争力和盈利能 力。 2024年度，公司实现营业收入663,891.50万元，利润总额63,750.95万元，净利润57,949.62万元，其中归 属于上市公司股东的净利润为53,996.23万元。2025年一季度，公司营业收入107,738万元，归属于上市 公司股东的净利润为4,231.11万元。 在活动现场，众多机构投资者对杭汽轮从B股市场迈向A股市场表示高度关注和期待。机构们认为，杭 汽轮作为工业汽轮机行业的领军者，拥有深厚的技术积累和广泛的市场基础。此次B转A不仅是公司资 本市场布局的重要一步，更是其迈向更广阔发展平台的关键契机。机构们期待杭汽轮能够在A股市场获 得更多资源支持，加速其在新能源和燃气轮机领域的战略布局，实现从传统装备制造向高端装备制 ...