Core Viewpoint - The "Power Equipment Industry Stabilization Growth Work Plan (2025-2026)" aims to maintain a steady growth in traditional power equipment revenue and promote the development of new energy equipment, with specific targets for revenue growth and production output [1][2]. Group 1: Revenue and Production Goals - The plan sets a target for traditional power equipment to achieve an average annual revenue growth rate of around 6% from 2025 to 2026 [1]. - New energy equipment revenue is expected to show stable growth, with key regions and enterprises driving the market [1]. - The average annual revenue growth for national advanced manufacturing clusters in the power equipment sector is targeted at around 7%, while leading enterprises aim for a 10% growth rate [1]. Group 2: Demand Expansion Strategies - The plan emphasizes expanding domestic effective demand by leveraging major energy projects to stabilize power equipment demand [1]. - It includes initiatives to accelerate the development of large onshore wind and photovoltaic bases, as well as orderly construction of offshore wind power [1]. - The plan promotes the phased elimination of outdated capacity and the development of major hydropower projects and pumped storage [1]. Group 3: Green and Intelligent Transformation - The plan advocates for the deep integration of new information technology with power equipment, accelerating the green upgrade and transformation of equipment [2]. - It encourages enterprises in the power equipment sector to accelerate digital transformation across all processes and enhance the intelligence level of distribution busbars [2]. - The plan also promotes the recycling of wind and solar equipment and encourages the remanufacturing of high-value products like generators and gearboxes [2].
利好!三部门印发
证券时报·2025-09-12 03:08