机器轰鸣作响，焊花四处飞溅，走进武汉控股集团权属企业武锅能源有限公司（以下简称武锅能源）生产车间，生产线上工人忙而有 序。眼下，这家企业订单已排至今年八月，产线开启 "人停机不停" 模式。 "今年上半年，多个项目集中投产，交货期比较紧。"武锅能源总师办主任兼质检部部长黄页西介绍，为保障订单及时交付，企业对部 分岗位实行三班轮值制，全力满足市场需求。 这份亮眼的开局成绩单，源于武锅能源在核心技术与高端装备制造领域的长期深耕。作为企业的王牌产品，碱回收锅炉不仅拿下国内 市场超80%的占有率，更获得多项发明及实用新型专利，企业也于去年成功入选国家级制造业 "单项冠军" 企业（产品）名单。其研发 的"非木浆黑液清洁燃烧技术及高效碱回收锅炉系统"，打破大型碱回收锅炉依靠进口的局面。 武锅能源的生产线正在忙碌而有序地运转。 编辑：张靖 碱回收锅炉是制浆造纸行业资源循环利用和节能减排的核心设备，而黑液的高效燃烧是该设备研发的核心难题。武锅能源技术党支部 副书记、武锅研究院副院长王义丹说，企业通过技术攻关，破解了黑液燃烧的行业难题，"我们在碱回收锅炉上的技术储备充足，5500吨、 7500吨固形物日处理量的技术方案已完成储备 ...

经济观察网 博盈特焊（301468）近20日股价波动显著，区间涨幅7.86%，振幅达23.13%。2月12日收盘 价74.14元，单日上涨6.80%，盘中最高触及78.20元，创阶段性新高。异动主要源于以下因素： 股价异动原因 HRSG业务预期催化股价：公司HRSG（余热锅炉）业务被市场视为切入北美AI算力基础设施的关键环 节。机构调研指出，数据中心扩张推动燃气发电需求，HRSG作为核心设备直接受益。越南产能进展： 越南基地一期4条产线已满产，二期预计2026年二季度投产，规划至年底建成12条产线。产能释放预期 强化了业绩增长逻辑。 股东减持压力：1月23日公告显示，员工持股平台及多名董事、高管拟于2月14日至5月13日减持不超过 0.2235%股份，减持底价设定为46.82元（低于当前股价）。业绩承压与改善信号：2025年前三季度归母 净利润同比降37.17%，但第三季度单季净利润同比增长37.44%，毛利率环比回升至25.87%。市场对短 期业绩与长期转型存在分歧。 资金面与技术面 主力资金活跃：2月9日单日主力资金净流入5926万元，推动股价涨停（收盘73.00元，涨幅10.62%）；2 月12日成交额 ...

2月9日，力聚热能涨1.76%，成交额3.47亿元。两融数据显示，当日力聚热能获融资买入额2384.04万 元，融资偿还3900.56万元，融资净买入-1516.52万元。截至2月9日，力聚热能融资融券余额合计1.23亿 元。 融资方面，力聚热能当日融资买入2384.04万元。当前融资余额1.23亿元，占流通市值的7.38%，融资余 额超过近一年70%分位水平，处于较高位。 融券方面，力聚热能2月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量3300.00股，融券余额24.18万元，超过近一年90%分位水平，处于高位。 资料显示，浙江力聚热能装备股份有限公司位于浙江省湖州市吴兴区埭溪镇上强工业园区茅坞路9号， 成立日期2006年6月27日，上市日期2024年7月31日，公司主营业务涉及热水锅炉与蒸汽锅炉的研发、生 产和销售,产品用于供应采暖和生活用水,以及供应工业生产所需的蒸汽。主营业务收入构成为：工业锅 炉93.56%，维保及合同能源管理6.17%，其他(补充)0.27%。 截至1月30日，力聚热能股东户数6882.00，较上期减少6.29%；人均流通股3305 ...

Investment Rating - The report assigns a "Buy" rating for the company with a target price of 22.22 CNY per share based on a PE of 37x for 2026 [5]. Core Views - The global demand for gas turbines is on the rise, which is expected to accelerate the revenue growth of the company's waste heat boilers. The AIDC catalytic gas turbine industry is projected to see significant growth, with demand in the U.S. expected to increase from 4.1 GW to 57.9 GW between 2025 and 2028, with growth rates of 219%, 135%, and 88% in 2026, 2027, and 2028 respectively [2]. - The company is a leader in the domestic waste heat boiler market, holding over 50% market share, and is expanding its presence in overseas markets, particularly in regions along the Belt and Road Initiative [2]. - The company has a strong foothold in the solar thermal power sector, with a market share of 58% in total design capacity and 55% in project numbers for significant solar thermal projects in China from 2021 to 2024 [3]. - The nuclear power sector is also seeing a revival, with the company planning to expand its nuclear power business and has already supplied numerous components to major nuclear power groups [4]. Summary by Sections Section 1: Company Overview - The company has evolved from a traditional waste heat boiler leader to a comprehensive supplier of clean energy equipment, with a history of nearly 50 years in the industry [15]. - It has diversified its business into nuclear power and molten salt energy storage, participating in significant projects and partnerships [15][16]. Section 2: Waste Heat Boilers - The demand for waste heat boilers is expected to rise alongside the gas turbine industry, with the company positioned to benefit from this trend [2]. - The company has seen a 16.81% year-on-year increase in new waste heat boiler orders, amounting to 1.967 billion CNY in 2025 [2][19]. Section 3: Molten Salt Energy Storage - The company is well-positioned to benefit from the growing solar thermal power market in China, with significant policy support and projected capacity growth [3]. - The company has established deep collaborations with leading clients in the solar thermal sector, enhancing its order prospects [3]. Section 4: Nuclear Power - The approval of nuclear power units in China is on the rise, which is expected to drive demand for nuclear equipment [4]. - The company has a long-standing partnership with major nuclear power groups and is expanding its capabilities in advanced nuclear technologies [4]. Section 5: Financial Forecast and Valuation - The company is projected to achieve revenues of 6.3 billion CNY in 2025, 7.3 billion CNY in 2026, and 8.5 billion CNY in 2027, with corresponding net profits of 431 million CNY, 502 million CNY, and 571 million CNY [5][8]. - The company’s PE ratios are expected to decrease from 35x in 2025 to 26x in 2027, reflecting its growth potential and market positioning [5].

2月2日，江油市四川陆亨能源科技有限公司的厂房里，一件件工业硅余热锅炉走下生产线。"去年 实现产值超4亿元，年缴税金超2000万元。"该公司董事长陈文政介绍，依托"产研融合链式创新体 系"，公司组建了以党员技术骨干为核心的攻关突击队，联合同济大学、西安交通大学等高校的科 研团队，研究破解"灰分大、传热差"这一世界性技术难题，实现锅炉热效率大幅提升，创下行业 领先纪录。 □郭超英 涂伟强 冯蔡 四川日报全媒体记者 祖明远 "企业的跨越式发展，也得益于江油建立靶向攻坚机制、实施差异化战略。"陈文政介绍，当地探 索的"链上党建"工作机制，发挥了关键的赋能作用——江油市成立了特冶新材料产业集群党委， 将组织力量深度嵌入产业链条，画出精确的企业"画像"，针对企业的特点和需求构建"政策护航— 技术突破—市场扩张"的良性发展流程。 如今，该企业年产值较转型前翻两番。为避免同质化竞争，公司聚焦工业硅余热锅炉细分领域， 已占领了全国70%市场份额。 "我们的目标是让企业心无旁骛地攻坚核心技术。"江油市企业发展服务中心主任刘鹏举例说，当 陆亨能源因高强度研发面临资金压力时，江油启动响应闭环服务机制，及时提供应急转贷资金， 保障其 ...

Core Insights - The successful delivery of the heat exchanger module for the 350MW flue gas molten salt energy storage demonstration project marks a significant achievement for Harbin Boiler Company in the energy storage sector, laying a solid foundation for the engineering application of the world's first flue gas molten salt heat exchange technology [1][2] Group 1: Project Overview - The project is part of the national third batch of major technological equipment projects in the energy sector, aimed at optimizing energy structure and ensuring stable energy supply [1] - The goal is to build a world-leading flexible coal-fired power generation unit, providing a demonstration model for the integration of flexible coal unit transformation and new energy storage [1] Group 2: Technical Achievements - The unit's peak shaving rate will reach 6% Pe/min, making it the fastest responding molten salt coupled thermal power unit globally, with all performance indicators meeting international leading levels [1] - The project faced challenges in modular integration and dense tube arrangement, which were addressed through innovative design and high-precision welding techniques, ensuring quality and efficiency in manufacturing [2] Group 3: Future Directions - Harbin Boiler will continue to focus on technological innovation in the new energy sector, optimizing and iterating on flue gas molten salt storage technology, and promoting the first set of technologies to contribute to the transformation of China's energy structure [2]

Core Viewpoint - Xizi Clean Energy (002534.SZ) emphasizes the importance of Heat Recovery Steam Generators (HRSG) in gas turbine systems, highlighting their role in enhancing energy efficiency and clean energy utilization [1] Group 1: HRSG Functionality - HRSG is a core component of the gas-steam combined cycle system [1] - It recovers waste heat from gas turbine exhaust to generate steam [1] - The steam produced is used to drive steam turbines for electricity generation, heating, and other industrial applications [1] Group 2: Efficiency Improvement - HRSG can significantly increase the overall thermal efficiency of combined cycle power plants from approximately 30%-40% to over 60% [1] - This technology enables efficient, clean, and tiered utilization of energy resources [1]

证券日报网2月5日讯 ，西子洁能（002534）在接受调研者提问时表示，公司于1955年建厂，2002年加 入西子电梯集团，2011年深交所挂牌上市，2022年更名为西子清洁能源装备制造股份有限公司。公司主 要从事余热锅炉、清洁环保能源发电装备等产品咨询、研发、生产、销售、安装及工程总承包业务，为 客户提供环保设备和能源利用整体解决方案。目前公司主要包括四部分业务：余热锅炉、清洁环保能源 装备、解决方案、备件及服务业务。余热锅炉主要包括燃机余热锅炉、干熄焦余热锅炉、烧结机余热锅 炉、水泥窑余热锅炉、电站锅炉及电站辅机等产品，客户群体包括五大电力、钢铁、建材、水泥等高耗 能行业企业。清洁环保能源装备主要包括垃圾焚烧锅炉、生物质锅炉、废水废气废物（包括污泥）锅 炉、熔盐吸热器、换热器、储罐及核电设备等，主要用于垃圾废物处理厂、石化厂、核电站和光热项目 等新能源领域。解决方案主要包括但不限于以熔盐储能、导热油换热器、石化化工换热器、海水淡化装 置、气化炉（容器、热交换器）等其他换热器及压力容器为核心设备等综合解决方案项目。备件主要包 括过热器、省煤器等部件，服务包括技术服务、项目改造工程、维修维保等业务。 ...

Company Overview - Founded in 1955, joined Xizi Elevator Group in 2002, and listed on the Shenzhen Stock Exchange in 2011 [4] - Main business includes waste heat boilers, clean energy equipment, solutions, and spare parts/services [4] - Key clients are from high energy-consuming industries such as power, steel, and cement [4] Order and Financial Performance - In 2025, the company achieved new orders totaling CNY 5.998 billion, with breakdowns as follows: - Waste heat boilers: CNY 1.967 billion - Clean energy equipment: CNY 0.632 billion - Solutions: CNY 2.688 billion - Spare parts and services: CNY 0.711 billion [5] - As of December 31, 2025, the company had an order backlog of CNY 5.916 billion [5] - The gross margin for waste heat boilers was 29.68% as of mid-2025 [7] - The company reported a net profit of CNY 220 million to CNY 280 million for 2025, a significant increase of 53.3% to 95.11% year-on-year [9] Market Position and Competitive Advantages - Holds over 50% market share in the domestic waste heat boiler sector, recognized as a leader [6] - Key projects include those for the Beijing Olympics and major energy stations [6] - Established a strong presence in international markets, particularly in Southeast Asia and South America, with significant projects in Pakistan and Nigeria [6][10] Nuclear Power Sector - Over 20 years of experience in the nuclear power sector, with licenses for civil nuclear manufacturing [8] - Focus on key equipment for nuclear islands and partnerships with major players like China General Nuclear Power Group [8] - Aims to expand into third and fourth generation nuclear power projects [8] Strategic Collaborations - Signed a strategic cooperation agreement with Beijing Qingwei Intelligent Technology Co., Ltd. to develop AI data centers and energy solutions [10][11] - The collaboration aims to integrate energy and computing capabilities, enhancing sustainability and efficiency [11] Future Outlook - Plans to enhance order quality and optimize order structure to drive high-quality business growth [5] - Focus on expanding global market presence and increasing competitiveness of "Xizi Manufacturing" in international markets [6]

Group 1 - The core viewpoint of the news is that Xizi Clean Energy has seen a stock price increase of 5.15%, reaching 18.80 CNY per share, with a total market capitalization of 15.716 billion CNY [1] - Xizi Clean Energy specializes in the manufacturing of clean energy equipment, including waste heat boilers, power station boilers, and industrial boilers, with its main business revenue composition being: solutions 50.21%, waste heat boilers 18.98%, clean energy equipment 17.00%, spare parts and services 10.14%, and others 3.67% [1] Group 2 - According to data, a fund under Renbao Asset holds a significant position in Xizi Clean Energy, with Renbao Selected Mixed A Fund (005041) holding 100,000 shares, accounting for 1.78% of the fund's net value, making it the fourth largest holding [2] - The Renbao Selected Mixed A Fund has achieved a year-to-date return of 11.54% and a one-year return of 41.11%, ranking 883 out of 8,873 and 2,812 out of 8,119 in its respective categories [2] - The fund manager, Wu Ruozong, has been in charge for 3 years and 82 days, with the fund's total asset size currently at 161 million CNY, and the best return during his tenure being 79.4% [2]