Development Status of 1. Boiler Market

1.1 Boiler Market Overview

A boiler is a device that heats water or other fluids to a certain temperature or pressure, and its output steam or hot water can be used for industrial production, civil heating, power generation and other purposes. According to the scope and function of boilers, boilers can be divided into two categories: industrial boilers and civil boilers. Industrial boilers are mainly used in the production process of chemical, pharmaceutical, paper, textile, food, metallurgy and other industries, and civil boilers are mainly used for urban heating, domestic water and so on.

According to the structure and working principle of the boiler, the boiler can be divided into circulating fluidized bed boiler, electric boiler, steam boiler, vacuum boiler, organic heat carrier boiler and other types. According to the energy source and use of the boiler, the boiler can be divided into gas boiler, oil boiler, electric boiler, biomass boiler and other types.

1.2 boiler market size

According to data from the Champ Consulting Group, 2018Year to 2020In 2012, affected by the national energy conservation and emission reduction policy, China's industrial boiler production showed a downward trend, from 2018Year of 44.5Ten thousand tons of steam dropped to 202038.9 of the yearTen thousand tons of steam, down 12.6 percent year-on-year.. Among them, 2019Year and 2020Industrial production activities were severely disrupted by the outbreak of new crown pneumonia, resulting in a decline in demand for industrial boilers.2021With China's economic recovery and industrial restructuring, the industrial boiler market began to pick up.In 2022, China's industrial boiler market will maintain a steady growth trend, with annual output reaching36.5Ten thousand tons of steam, year-on-year growth11%; Champ Consulting Group Forecast2023The annual output will reach40Ten thousand tons of steam, year-on-year growth9.6%。

On the other hand, the scale of China's civil boiler market has also shown a steady growth trend. According to data from the Champ Consulting Group, 2018Year to 2020In, China's civil boiler sales from 2018Year of 120010,000 units increased to 2020Year of 1400million units, with an average annual growth rate of 8.2 percent. Among them, 2020As a result of the epidemic, the growth rate of domestic boiler sales slowed to only 6.1 percent in 2012.。2021Since the beginning of the year, with the acceleration of China's urbanization process and the improvement of residents' living standards, the market demand for civil boilers has rebounded.In 2022, China's civil boiler market will continue to maintain a high growth rate, with annual sales reaching1650Ten thousand units, year-on-year growth10%; expected2023Annual sales will reach1800Ten thousand units, year-on-year growth9.1%。

On the whole, the scale of China's boiler market shows a steady upward trend,2022Year reached211.5Billion yuan, year-on-year growth10.5%, is expected2023Year-round will reach233.8Billion yuan, year-on-year growth10.6%。

1.3 boiler market demand

China's boiler market demand is mainly affected by the following factors:

（1) National Policy Factors

National policy is one of the important factors affecting the boiler market demand. In recent years, the Chinese government has issued a series of policies and measures on energy conservation and emission reduction, carbon neutralization, and new energy development, which put forward higher requirements for the boiler industry. For example, the "Implementation Plan for Carbon Peak in the Industrial Sector" puts forward a timetable and roadmap for carbon peak in the industrial sector, and clarifies key tasks such as energy-saving transformation of industrial boilers (kilns), clean energy substitution, and utilization of surplus energy and surplus pressure; The "Action Plan for Accelerating the Development of Green and Low-Carbon Innovation of Power Equipment" puts forward goals and measures such as accelerating the promotion and application of high-efficiency and energy-saving power equipment, and energy-saving power equipment, and clean transformation; the "Guiding Opinions on Promoting the High-quality Development of Natural Gas" puts forward measures such as accelerating the construction of natural gas infrastructure and promoting natural gas to replace traditional energy in industries and urban heating.

These policies have had a positive impact on the boiler market demand. On the one hand, they have promoted the demand for boiler products with high efficiency, energy saving, low emission, clean and environmental protection, such as circulating fluidized bed boilers, electric boilers, biomass boilers, etc.; on the other hand, they have also promoted the elimination and upgrading of traditional energy boilers, such as gas boilers and oil boilers.

（2) Factors of economic situation

The economic situation is one of the important factors affecting the boiler market demand. In recent years, my country's economy has maintained a steady and positive development trend, industrial production and urban construction have continued to expand, and the demand for boilers has also increased. According to data from the Champ Consulting Group,2021years ago11In the last month, China's industrial added value increased year-on-year.9.8%, in which11Month-on-month growth7.4%；2021years ago10In the last month, China's fixed asset investment increased year-on-year.8.9%, in which urban fixed asset investment increased year-on-year.8.6%。

（3) Energy structure factors

Energy structure is one of the important factors affecting the boiler market demand. In recent years, my country's energy structure has undergone significant changes, the proportion of clean energy has continued to increase, and the proportion of traditional energy has gradually decreased. According to data from the Champ Consulting Group,2022China's clean energy consumption accounted for 25.9 of the total primary energy consumption.，比2015年提高7.7个百分点；非化石能源消费占一次能源消费总量的17.7%，比2015年提高6.2个百分点；天然气消费占一次能源消费总量的8.2%，比2015年提高1.5个百分点；而煤炭消费占一次能源消费总量的56.2%，比2015年下降10.1percentage point.

这些变化对锅炉市场需求产生了深刻的影响，一方面推动了清洁能源锅炉的发展，如电锅炉、生物质锅炉等；另一方面也促使传统能源锅炉进行技术改造和结构优化，如提高燃气锅炉和油锅炉的效率和安全性等。

（4）环境保护因素

环境保护是影响锅炉市场需求的重要因素之一。近年来，我国政府加大了对环境污染治理和生态文明建设的力度，出台了一系列关于大气污染防治、水污染防治、固废管理等方面的法律法规和标准规范。例如，《大气污染防治法》《水污染防治法》《固体废物污染环境防治法》等；《大气污染防治行动计划》《水污染防治行动计划》《固废管理行动计划》等；《锅炉大气污染物排放标准》《锅炉水污染物排放标准》《锅炉固体废物管理规范》等。

这些法律法规和标准规范对锅炉市场需求产生了积极的影响，一方面促进了低排放、环保的锅炉产品的需求，如循环流化床锅炉、电锅炉、生物质锅炉等；另一方面也促进了传统能源锅炉的淘汰和更新换代，如燃气锅炉、油锅炉等。

综上所述，我国锅炉市场需求呈现出以下特点：

工业锅炉需求以替代和改造为主，民用锅炉需求以新增和更新为主；

清洁能源锅炉需求增长迅速，传统能源锅炉需求增长缓慢；

高效节能、低排放、环保的锅炉产品受到市场青睐，低效污染的锅炉产品被市场淘汰。

二、锅炉市场竞争分析

2.1锅炉市场竞争格局

我国锅炉市场竞争格局呈现出以下特点：

锅炉市场竞争激烈，企业数量众多，产品结构多样；

锅炉市场集中度较低，行业领先企业占有率不高，中小企业占有率较高；

锅炉市场竞争方式多元，企业之间不仅在价格、质量、服务等方面竞争，还在技术、品牌、渠道等方面竞争；

锅炉市场竞争趋势向好，企业之间逐渐形成合作共赢的局面，行业整体水平不断提高。

According to data from the Champ Consulting Group,2022年，我国工业锅炉市场前十大企业的销售收入占工业锅炉市场总销售收入的28.4%，其中哈尔滨锅炉股份有限公司仍然居于榜首，占比为5.4%；我国民用锅炉市场前十大企业的销售收入占民用锅炉市场总销售收入的37.2%，其中广东美的制冷设备有限公司继续领跑，占比为9.1%。

2.2锅炉市场主要企业介绍

（1）哈尔滨锅炉股份有限公司

哈尔滨锅炉股份有限公司（以下简称哈尔滨锅股）是我国最大的电站锅炉制造商，成立于1954年，总部位于黑龙江省哈尔滨市。哈尔滨锅股主要从事电站锅炉、工业锅炉、核电设备、环保设备等产品的研发、设计、制造、安装和服务。哈尔滨锅股拥有国内最大的电站锅炉研发中心和制造基地，其产品覆盖了从50MW到1000MW的各种类型和规格的电站锅炉，包括循环流化床锅炉、超超临界锅炉、超临界锅炉等。哈尔滨锅股在国内外市场上享有较高的声誉，其产品已出口到印度、越南、印尼、泰国等多个国家和地区。

根据其2022年年报，该公司2022年实现营业收入为92.3亿元，同比增长3.8%；实现净利润为3.5亿元，同比增长12.9%。根据其2023年一季报，该公司2023年第一季度实现营业收入为23.7Billion yuan, year-on-year growth10.6%；实现净利润为0.9Billion yuan, year-on-year growth29%。可以看出，哈尔滨锅股在过去两年中保持了稳定的增长态势。

（2）广东美的制冷设备有限公司

广东美的制冷设备有限公司（以下简称美的制冷）是美的集团旗下专业从事民用锅炉产品的子公司，成立于2003年，总部位于广东省佛山市。美的制冷主要从事壁挂式燃气锅炉、壁挂式电锅炉、地暖专用锅炉等产品的研发、生产和销售。美的制冷拥有国内领先的锅炉技术和生产线，其产品具有高效节能、安全可靠、智能舒适等特点。美的制冷在国内市场上占有较高的份额，其产品已覆盖全国各省市，并出口到俄罗斯、伊朗、土耳其等多个国家和地区。

根据美的集团的年度报告，2022年，美的制冷继续保持稳健增长，营业收入为29.9亿元，同比增长12.8%，净利润为2.4亿元，同比增长14.3%。2023年第一季度，美的制冷实现营业收入为7.6亿元，同比增长13.2%，净利润为0.6亿元，同比增长14.6%。

（3）其他企业

除了哈尔滨锅股和美的制冷之外，我国锅炉市场上还有许多其他优秀的企业，如：

东方电气集团有限公司：是我国最大的电力设备制造商之一，成立于1993年，总部位于上海市。东方电气主要从事火力发电设备、水力发电设备、核电设备等产品的研发、设计、制造、安装和服务。东方电气在工业锅炉领域拥有较强的竞争力，其产品包括循环流化床锅炉、余热锅炉、垃圾焚烧锅炉等。

浙江华菱钢铁股份有限公司：是我国最大的民营钢铁企业之一，成立于1992年，总部位于浙江省杭州市。华菱钢铁主要从事钢铁及其深加工产品的生产和销售。华菱钢铁在民用锅炉领域拥有较强的竞争力，其产品包括壁挂式燃气锅炉、壁挂式电锅炉、地暖专用锅炉等。

江苏沙钢集团有限公司：是我国最大的民营钢铁企业之一，成立于1978年，总部位于江苏省张家港市。沙钢集团主要从事钢铁及其深加工产品的生产和销售。沙钢集团在工业锅炉领域拥有较强的竞争力，其产品包括循环流化床锅炉、余热锅炉、垃圾焚烧锅炉等。

三、锅炉市场未来发展趋势和建议

根据尚普咨询集团的分析，我国锅炉市场未来将呈现以下发展趋势：

锅炉市场规模将继续保持稳定增长，预计到2023The end of the year will reach233.8亿元；

锅炉市场需求将更加多元化和个性化，客户对锅炉的性能、品质、服务等方面的要求将更加高；

锅炉市场竞争将更加激烈和多变，企业之间将在技术创新、品牌塑造、渠道拓展等方面展开更加激烈的竞争；

锅炉市场格局将更加优化和协调，行业领先企业将进一步巩固和扩大市场份额，中小企业将通过合作和整合提升自身实力。

针对以上发展趋势，尚普咨询集团提出以下建议：

加强技术创新，提升产品竞争力。技术创新是锅炉行业的核心驱动力，企业应不断投入资金和人力，开发符合市场需求和国家政策的新产品，如高效节能、低排放、清洁环保的锅炉产品，以及智能化、网络化、数字化的锅炉产品，提升产品的性能、品质、安全性和舒适性。

加强品牌建设，提升企业形象。品牌建设是锅炉行业的核心竞争力，企业应通过广告宣传、公关活动、社会责任等方式，树立良好的企业形象和产品形象，提升企业的知名度和美誉度，增强客户的信任度和忠诚度。

加强渠道拓展，提升市场覆盖。渠道拓展是锅炉行业的核心战略，企业应通过建立自有销售网络、与经销商合作、与其他行业联盟等方式，拓展国内外市场，提升市场份额和收入。同时，企业应通过提供优质的售前、售中、售后服务，增加客户的满意度和黏性。

加强合作共赢，提升行业水平。合作共赢是锅炉行业的核心理念，企业应通过与同行业或跨行业的其他企业进行合作交流、资源共享、技术互补等方式，实现优势互补和共同发展。同时，企业应与政府部门、行业协会、科研机构等进行密切沟通和配合，促进行业规范和健康发展。