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]

摘要：铸钢件是通过铸造工艺生产的钢制零件或组件，指将熔化的钢水倒入模具中，经冷却凝固后形成的具有一定形状和尺寸的钢制产品。中国是全球最大 的铸件生产国，铸件产量长期位居世界第一。随着铸造业的发展，大型铸钢件被广泛应用机械设备制造行业，尤其是制造业、能源、轨道交通等下游行业需 求旺盛，大型铸钢件是国家制造业发展水平的重要标志。近年来，受环保政策、经济结构调整等因素影响，铸钢件产量增速有所放缓，但高端铸件占比逐步 提升。2023年我国铸钢件产量为635万吨。绿色铸造、智能制造等技术的推广提高生产效率，支撑产量增长，2024年我国铸钢件产量约695万吨。 | 、正人权力关 | | --- | | 二、行业政策 … | | 1、主管部门及监管体制 | | 2、相关政策 - | | 三、行业壁垒 . | | 1、规模经济壁垒。 | | 2、技术壁垒 1 | | 3、资金壁垒 … | | 4、行业准入壁 | | 四、产业链 | | 1、行业产业链分析 | | 2、行业领先企业分析 - | | (1) 中信重工机械股份有限公司 - | | （2）太原重工股份有限公司 - | | 五、行业现状 . | | 六、发展因素 | ...