重磅方案出炉！电力装备行业两年目标明确：传统装备“降速” 新能源装备出口看涨 算力中心配电有新招

Core Insights - The Ministry of Industry and Information Technology, along with two other departments, has issued the "Power Equipment Industry Steady Growth Work Plan (2025-2026)", indicating a strong demand for the power equipment industry due to the global transition to a green and low-carbon energy structure [1] - The main targets for 2025-2026 include maintaining an average revenue growth rate of around 6% for traditional power equipment, ensuring stable growth for new energy equipment, and increasing the export volume of new energy equipment [1][2] - The plan emphasizes the importance of leading regions and enterprises, aiming for an average revenue growth rate of 7% for advanced manufacturing clusters in the power equipment sector and 10% for leading enterprises [1] Industry Growth Targets - The average revenue growth target for traditional power equipment has been adjusted to 6%, lower than the previous plan's target of over 9%, reflecting a slowdown in electricity consumption growth [2] - The export prospects for new energy equipment remain positive despite external uncertainties, with emerging markets outside of Europe and the U.S. presenting significant opportunities [2] Nuclear Power Development - The plan encourages the steady advancement of nuclear power development, with a focus on safely and orderly promoting coastal nuclear power projects [3] - The language used in the current plan suggests a potential acceleration in the pace of nuclear power development compared to previous plans [3] Digital Transformation and Smart Upgrades - The plan calls for the integration of new information technologies with power equipment, promoting green upgrades and digital transformation across the industry [4] - Enhancements in the intelligence of distribution bus systems are crucial for supporting the construction and operation of computing power centers, which are expected to see significant increases in electricity demand due to advancements in artificial intelligence [5][6] Impact of Computing Power Centers - The construction of computing power centers poses challenges for electricity demand, necessitating low-carbon and intelligent support systems [5] - Smart bus technology is identified as a key technology for ensuring high-quality development of computing power centers, improving power distribution reliability, and enhancing energy efficiency [6]