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Boying Special Welding revealed at the performance briefing on September 9 that in the first half of 2026, the company's overseas revenue was about 137 million yuan, accounting for 76.79% of revenue, and the international market share increased steadily. The company has sufficient reserves for new orders to provide support for the implementation of the main results in the second half of the year. The company said that the expansion of data centers in the US will increase the electricity consumption load and drive an increase in demand for HRSG equipment supporting gas turbines. Currently, mainstream overseas manufacturers, HRSG have limited production capacity. It is expected that the industry will be in short supply in the next 3-5 years, and the production capacity gap will continue to expand; after 5 to 10 years, as overseas manufacturers expand production, the market will shift to a pattern of high demand combined with high supply. The company HRSG uses “one contract, one quote”, and the recent order price has increased compared to the previous period.

Zhitongcaijing·09/10/2026 03:57:03
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Boying Special Welding revealed at the performance briefing on September 9 that in the first half of 2026, the company's overseas revenue was about 137 million yuan, accounting for 76.79% of revenue, and the international market share increased steadily. The company has sufficient reserves for new orders to provide support for the implementation of the main results in the second half of the year. The company said that the expansion of data centers in the US will increase the electricity consumption load and drive an increase in demand for HRSG equipment supporting gas turbines. Currently, mainstream overseas manufacturers, HRSG have limited production capacity. It is expected that the industry will be in short supply in the next 3-5 years, and the production capacity gap will continue to expand; after 5 to 10 years, as overseas manufacturers expand production, the market will shift to a pattern of high demand combined with high supply. The company HRSG uses “one contract, one quote”, and the recent order price has increased compared to the previous period.