Boyingte Welding told investors its 1H26 overseas revenue was about 137 mln
yuan, accounting for 76.79% of sales, with international share rising. The
company said a healthy new-order backlog supports H2 revenue delivery. U.S. data
center expansion is raising power demand and lifting demand for gas-turbine heat
recovery steam generators (HRSGs); Boyingte said major overseas suppliers
currently have limited HRSG capacity, and it expects industry supply to fall
short over the next 3–5 years with the capacity gap widening. Over a 5–10 year
horizon the company expects overseas capacity expansion to move the market
toward higher supply alongside sustained demand. Boyingte prices HRSGs on a
one-contract-one-quote basis and said recent order prices have risen versus
earlier levels.
