Core Viewpoint - The new plan for the power equipment industry aims for an average revenue growth rate of around 6% for traditional power equipment and a steady increase for new energy equipment in 2025-2026, with a focus on enhancing supply capabilities and expanding effective market demand [1][2]. Group 1: Industry Growth Targets - The average revenue growth rate for the power equipment industry is set at approximately 6% for traditional equipment and 7% for advanced manufacturing clusters, with leading enterprises targeting a 10% growth rate [1][2]. - The previous plan aimed for a 9% average revenue growth rate for 2023-2024, indicating a shift towards more precise and adaptable targets in the new plan [2][3]. Group 2: Supply and Demand Strategies - The plan emphasizes improving supply quality and implementing major technology equipment projects to enhance supply capabilities [1][4]. - It aims to expand domestic demand through major engineering projects and international market exploration, particularly in green and new infrastructure [1][5]. Group 3: Industry Challenges and Adjustments - The industry faces challenges such as supply-demand imbalances and systemic losses due to previous overcapacity, prompting regulatory measures to stabilize competition and pricing [4][5]. - The average utilization rates for wind and solar power have decreased, highlighting the need for improved power system adjustment capabilities [3][4]. Group 4: Market Dynamics - The wind power sector has shown signs of recovery, with average bidding prices for onshore wind turbines increasing by over 9% compared to the previous year, indicating a stabilization in pricing [5]. - Leading companies in the wind power sector, such as Mingyang Smart Energy and Goldwind Technology, reported significant revenue growth, reflecting a positive trend in the industry [5].
电力装备行业稳增长新一轮工作方案出炉 行业营收目标动态调整成亮点
Di Yi Cai Jing·2025-09-12 14:52