产业链“建圈强链” 四川“风光氢储”上市公司迎发展良机

Core Viewpoint - The Sichuan Provincial Economic and Information Technology Department and the Provincial Energy Bureau have issued the "Sichuan Province New Energy Industry Chain Development Plan (2025-2027)", aiming to enhance the comprehensive strength of the new energy industry, targeting an industry chain revenue exceeding 500 billion yuan by 2027, with a goal of reaching 600 billion yuan [1][2]. Group 1: Industry Overview - As of the end of 2024, Sichuan Province is expected to have nearly 200 enterprises in the new energy industry chain, including 11 local listed companies and 37 recognized as specialized, refined, and innovative [2]. - The new energy industry chain in Sichuan achieved approximately 207.9 billion yuan in revenue, ranking among the top three in the country, with key enterprises like Tongwei Co., Ltd., Dongfang Hydrogen Energy, and China National Materials Group [2]. Group 2: Revenue Targets - By 2027, the revenue targets for specific segments within the new energy industry chain are set as follows: over 400 billion yuan for the photovoltaic industry chain, aiming for 480 billion yuan; 55 billion yuan for the wind power industry chain, aiming for 65 billion yuan; and 45 billion yuan for the hydrogen energy industry chain, aiming for 55 billion yuan [2]. Group 3: Development Path - The plan emphasizes focusing on key areas such as photovoltaic, wind power, hydrogen energy, and new energy storage, aiming to create a comprehensive industrial development picture and enhance cooperation across the supply chain [3]. - The plan also aims to significantly increase the application scale of the new energy industry chain, including promoting distributed photovoltaic systems and integrated green industrial parks, with a target of achieving an installed capacity of 45 million kilowatts for photovoltaic and wind power [3].