Group 1: Company Overview and Growth - The company maintains steady growth, with significant achievements in overseas expansion, rapid business growth in HRSG, and the oil and gas composite pipe business poised for development [1] - The traditional waste incineration sector shows strong overseas market demand, driven by policy support in developing countries and the need for energy transition [1] - The company has established a production capacity for HRSG and is in the process of connecting with leading international clients [1] Group 2: Production Capacity and Facilities - The new production base in Vietnam has begun to ramp up production, with the first phase of HRSG production lines already operational [2] - Each HRSG production line in Vietnam can produce approximately 2 units per year, depending on production scheduling and resource availability [4] - The construction of the new production base in Daqiao is progressing as planned, with production expected to commence this year [1] Group 3: Market Potential and Demand - The overseas market for waste incineration boilers is expanding, particularly in Southeast Asia, Central Asia, and Latin America, where urbanization is increasing waste generation [5] - Countries like Vietnam, Thailand, and Indonesia are prioritizing waste incineration as a national strategy, supported by government policies [5] - In developed regions like Europe and North America, there is a growing demand for upgrading existing waste incineration facilities [5] Group 4: HRSG Business and Market Entry - The HRSG business is positioned as a reliable technology choice for meeting electricity demands in the U.S., with ongoing production and certification processes [3] - The company has obtained ASME certification and is progressing through customer production system certifications, with orders entering the production phase [7] - The verification process for entering the North American HRSG market involves stringent international certifications and customer approvals [7]
博盈特焊(301468) - 2026年1月15日投资者关系活动记录表