Group 1 - The core viewpoint of the article highlights a decline in the import value of boiler-related products in China, with an estimated total import amount of approximately 1.5 billion yuan in 2024, representing a year-on-year decrease of 23.57% [1] - The import proportion of steam boilers and superheated water boilers has been increasing, reaching nearly 40% in 2024 [3] - South Korea is the primary source of boiler imports for China, accounting for over 24% of the total imports in the first nine months of 2025 [4] Group 2 - Jiangsu Province has the highest import value for boilers, amounting to 304 million yuan in the first nine months of 2025, with significant imports also noted from Shanghai, Beijing, Zhejiang, Hubei, and Shandong [6] - Despite a general decline in overall boiler imports, there remains a high dependency on imports for certain high-end products, indicating a need for continued foreign sourcing in the industry [8]

注：海关总署锅炉行业税则号为蒸汽锅炉;过热水锅炉(8402)与集中供暖用的热水锅炉(8403)，下同 转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院锅炉制造研究小组发布的《中国锅炉制造行业市场前瞻与节能技 术分析报告》 行业主要上市公司：西子洁能(002534)、华光环能(600475)、川润股份(002272)、海陆重工(002255)、华 西能源(002630)、东方锅炉(600786)等 本文核心数据：锅炉制造出口现状、锅炉制造出口规模 锅炉相关产品出口金额保持稳定 根据中国海关总署的数据，我国锅炉相关产品出口金额波动变化，2024年我国锅炉行业出口总金额为88 亿元，同比下跌22.16%。2025年1-9月出口额超过79亿元。整体来看，我国锅炉相关产品出口保持稳 定。 集中供暖用的热水锅炉出口占比波动上升 根据海关总署锅炉行业税则号分类，锅炉分为蒸汽锅炉;过热水锅炉(8402)与集中供暖用的热水锅炉 (8403)，2019-2023年期间，蒸汽锅炉，过热水锅炉(8402)占比较高，2024年超过76%。集中供暖用的热 水锅炉占比波动上升，从2019年的12.3%增长至2024年的23.4%。 ...