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Industry comments! Current Situation and Development Prospect of Waste Heat Boiler Industry in 2023

2024-07-18 01:54:20 Source: Champu Consulting Visits:0

余热锅炉是指利用各种工业过程中的废气、废料或废液中的余热及其可燃物质燃烧后产生的热量把水加热到一定温度的锅炉,由锅筒、活动烟罩、炉口段烟道、斜1段烟道、斜2段烟道、末1段烟道、末2段烟道、加料管(下料溜)槽、氧枪口、氮封装置及氮封塞、入孔、微差压取压装置、烟道的支座和吊架等组成。其工作原理是将高温废气或废液通过换热器传递给水或蒸汽,从而提高水或蒸汽的温度,进而用于发电或供暖等用途。余热锅炉具有节能减排、提高能效的优势,被认为是继煤、油、气和水力之后的第五大常规能源。

According to data from the Champ Consulting Group,2022年全球余热锅炉市场规模约为129billion yuan,2018-2022年年复合增长率CAGRAbout5.6%,预计未来将持续保持平稳增长的态势,到2029The annual market size will be close151Billions in the next six yearsCAGRFor2.2%。其中,中国是全球最大的余热锅炉生产和消费国,占据了全球市场的近一半份额。2022年中国余热锅炉市场规模约为60亿元,占全球市场的46.5%, is expected2029The year will reach69亿元,占全球市场的45.7%

尚普咨询认为,影响中国余热锅炉行业发展的主要因素有以下几个方面:

一是政策因素。近年来,国家层面出台了一系列促进节能环保和碳中和的政策措施,为余热锅炉行业提供了有利的政策环境。例如,《工业能效提升行动计划》提出了实施重点领域节能改造工程,包括推进钢铁等高耗能行业余能回收利用工程;《国家工业节能技术装备推荐目录(2020)》明确了推荐应用的余能回收利用技术装备;《关于清理规范城镇供水供电供气供暖行业收费促进行业高质量发展的通知》规定了减免余热系统费用的政策;《关于加快推进钢铁行业超低排放改造的指导意见》要求加快推进钢铁行业余热锅炉超低排放改造等。此外,各省市也根据自身情况出台了相应的地方性政策,如《北京市2023年清洁取暖行动计划》提出了淘汰燃煤锅炉、推广电锅炉等措施;《江苏省工业节能减排“十四五”规划》提出了实施工业余能回收利用工程,推动余热锅炉改造升级等目标;《广东省工业节能减排“十四五”规划》提出了加快推进钢铁、有色等行业余能回收利用工程,提高余热锅炉效率等任务等。这些政策的出台,无疑为余热锅炉行业的发展提供了强有力的支撑。

二是市场因素。随着我国经济社会的发展,工业生产和城镇化建设对能源的需求不断增加,同时也带来了大量的废气、废水、废渣等污染物的排放,给环境和人民生活带来了严重的影响。因此,利用工业过程中产生的余热进行水加热或发电,既可以节约能源,又可以减少污染物排放,具有重要的经济和社会效益。据估算,我国可回收余热总资源平均值约为13亿吨标准煤,其中高温烟气余热占比最高,达到50%。这些余热资源可用于发电、驱动机械、加热或制冷等,因而能减少一次能源的消耗,并减轻对环境的污染。根据尚普咨询集团的数据显示,2022年我国余热发电累积装机量约为6000万千瓦。随着碳中和目标的实施和节能环保要求的提高,未来余热资源利用率和气电装机量将得到大幅提升,从而带动余热锅炉的需求增长。

三是技术因素。技术创新是推动余热锅炉行业发展的重要动力。随着科技水平的不断提高和用户需求的不断变化,余热锅炉产品也在不断进行技术优化升级,以适应新的市场需求和环保标准。例如,在产品结构方面,由于传统的单压循环余热锅炉存在着效率低、投资大、运行成本高等问题,双压循环和三压循环等多压循环余热锅炉逐渐成为主流产品;在产品参数方面,由于用户对于产品性能和质量的要求不断提高,大型化、高效化、超临界化等高端技术参数引领的余热管理设备和清洁能源方案受到市场青睐;在产品应用方面,由于不同行业的余热特点和利用方式不同,余热锅炉产品也在不断拓展新的应用领域和场景,如水泥、钢铁、有色金属、化工、玻璃、陶瓷等行业的余热发电、余热供暖、余热制冷等。这些技术创新,不仅提高了余热锅炉的效率和性能,也扩大了余热锅炉的市场空间和竞争优势。

四是竞争因素。中国余热锅炉行业经过多年的发展,已形成了以中节能、中冶南方、中冶北方、中冶京诚、中冶赛迪等为代表的一批具有较强技术实力和市场影响力的龙头企业,同时也有一些中小型企业参与市场竞争,形成了较为激烈的竞争格局。据尚普咨询集团数据显示,2022年中国余热锅炉市场前五大企业的市场份额分别为:中节能19.8%、中冶南方16.5%、中冶北方14.2%、中冶京诚12.6%、中冶赛迪10.4%,合计占据了市场的73.5%,显示出较高的集中度。这些企业之间在产品质量、技术水平、服务能力、价格策略等方面进行着激烈的竞争,同时也在不断进行技术创新和市场拓展,以适应市场变化和客户需求。

To sum up,2023年中国余热锅炉行业处于一个稳步发展的阶段,受益于碳中和目标的推动和节能环保政策的支持,有望保持平稳增长,但也面临着产能过剩、技术创新不足、环保标准提高等挑战。因此,建议余热锅炉企业要加强技术创新和产品升级,提高产品质量和效率,降低产品成本和排放;要拓展新的应用领域和市场空间,增加产品多样性和差异化,满足客户个性化需求;要加强与上下游企业的合作和协调,形成产业链协同效应,提高行业整体竞争力。



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