龙源技术(300105) - 龙源技术调研活动信息

Market Overview - The company estimates that the current market capacity for flexibility transformation in coal-fired power plants is difficult to determine due to the unique requirements of each project [3] - The flexibility transformation market for coal-fired power plants is expected to peak during the "14th Five-Year Plan" period from 2023 to 2025 [3] Company Performance - In the first half of 2022, the company's various business orders exceeded those of the same period last year [3] - The plasma ignition business has maintained a stable trend, generating approximately 200 million [3] - The company reported that the plasma ignition business's market share is around 90%, with successful overseas applications [4] Technology and Innovation - The company's plasma ignition technology allows for coal-fired units to start without fuel oil and maintain low-load stable combustion [4] - The plasma ignition technology has evolved to its fourth generation, featuring lower costs, better economic efficiency, higher safety, and increased intelligence [4] - The company offers a range of energy-saving transformation products, including economizers, waste heat utilization, and boiler comprehensive transformations [5] Future Outlook - The company plans to focus on energy-saving and environmental protection technologies in coal-fired units while investing in renewable energy and low-carbon initiatives [5] - The company has sufficient funds and plans to invest in wind power, distributed photovoltaic, and geothermal energy in the future [5]