推进水电工程及沿海核电建设 新一轮电力装备稳增长方案出台

Core Viewpoint - The recent release of the "Power Equipment Industry Stabilization and Growth Work Plan (2025-2026)" aims to enhance the growth foundation of the power equipment industry through eight key measures, responding to the increasing demand from countries and regions involved in the Belt and Road Initiative [1][2]. Summary by Sections Industry Growth and Development - The power equipment industry is a foundational sector in the industrial economy, with significant achievements, including a total installed power generation capacity of 3.65 billion kilowatts and breakthroughs in offshore wind power and nuclear power technologies [2]. - The new plan emphasizes a more precise approach to address emerging challenges, focusing on demand-driven strategies, quality over quantity, and structural optimization [2]. New Growth Points - The plan identifies new growth points amid domestic demand pressures, including accelerating the construction of renewable energy bases and high-voltage power transmission projects [3]. - It aims to support key innovative projects in renewable energy and smart grid equipment to ensure supply capacity aligns with demand [3]. Growth Targets - The plan sets reasonable growth targets, aiming for a 6% average annual revenue growth for traditional power equipment from 2025 to 2026, with an increase in renewable equipment exports [4]. - It also targets a 7% average revenue growth for advanced manufacturing clusters in the power equipment sector and a 10% growth for leading enterprises [4]. Supply Capacity Enhancement - The plan proposes improving equipment supply quality and promoting green and intelligent transformation by integrating new information technologies with power equipment [5]. - It emphasizes stabilizing demand through major engineering projects and expanding into global markets, particularly in green infrastructure and new energy sectors [5]. Development Environment Optimization - The plan highlights the importance of optimizing the development ecosystem, enhancing competition, and strengthening standard support to improve equipment quality and facilitate large-scale updates [5]. - It also focuses on supporting advanced manufacturing clusters and nurturing high-quality small and medium-sized enterprises [5].