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？ ...

Group 1: Company Overview and Core Competencies - The company focuses on manufacturing anti-corrosion and anti-wear welding equipment, with applications in energy conservation, environmental protection, power, energy, chemical, metallurgy, and papermaking industries [1] - It possesses key core technologies covering materials, processes, and equipment, along with comprehensive special equipment production qualifications [1] - The management team has extensive industry experience and stable core technical personnel, contributing to the company's competitive edge [1] Group 2: Market Opportunities and Global Strategy - The company is committed to both domestic and international markets, maintaining a leading position in the domestic market while actively exploring overseas opportunities [2] - The waste incineration market is expanding, driven by urbanization in developing countries, with countries like Vietnam, Thailand, and Indonesia prioritizing waste-to-energy solutions [3] - In developed regions like Europe and North America, there is a growing demand for upgrading existing waste incineration facilities [4] Group 3: Product Applications and Clientele - The company has established a strong presence in various sectors, including papermaking and metallurgy, with notable clients such as Nine Dragons Paper and Zijin Mining [5] - It provides specialized products and services to non-ferrous metal enterprises, including welding equipment and components [6] Group 4: HRSG Product Development and Market Demand - The HRSG (Heat Recovery Steam Generator) products produced in Vietnam are primarily designed for heavy-duty gas turbines, contributing to increased efficiency in power generation [6] - The demand for HRSG in the U.S. is rising due to structural growth in electricity demand and the transition to cleaner energy sources [7] - The pricing of HRSG products is determined by material costs, labor, and profit margins, with potential adjustments based on market conditions [7]