三部门联合发文 助力电力装备行业稳增长

Core Viewpoint - The "Power Equipment Industry Stabilization Growth Work Plan (2025-2026)" outlines the positive growth outlook for the power equipment industry in China, driven by the global transition to a green and low-carbon energy structure and the establishment of a new power system [1] Group 1: Goals for 2025-2026 - The plan sets a target for traditional power equipment to maintain an average annual revenue growth rate of around 6%, while revenue from new energy equipment is expected to show stable growth [2] - The production of power generation equipment is to remain within a reasonable range, ensuring effective supply, and the export volume of new energy equipment is anticipated to increase [2] - Key regions and enterprises are expected to enhance their driving role, with the national advanced manufacturing cluster in the power equipment sector aiming for an average annual revenue growth rate of 7%, and leading enterprises targeting a 10% growth rate [2] Group 2: Adjustments and Market Insights - The current plan's target for traditional power equipment growth is lower than the previous plan's target of over 9%, reflecting a reasonable adjustment due to a slowdown in power consumption growth [2] - Despite uncertainties in the external environment, the export prospects for new energy equipment are expected to continue growing, particularly in emerging markets outside of Europe and the U.S. [3] - The plan emphasizes the steady advancement of nuclear power development, with a focus on safely and orderly promoting the approval and construction of coastal nuclear power projects [3] Group 3: Technological Integration and Upgrades - The plan encourages the deep integration of new-generation information technology with power equipment, accelerating the green upgrade and transformation of equipment [3] - It aims to guide enterprises in the power equipment sector towards a comprehensive digital transformation and enhance the intelligence level of distribution busbars [3] - The initiative includes actions to cultivate smart factories and accelerate the application of "5G + Industrial Internet" in the power equipment field [3]