KEHUA HENGSHENG(SZ:002335) 中国基金报·2025-09-12 02:07Core Viewpoint - The article discusses the release of the "Power Equipment Industry Stabilization Growth Work Plan (2025-2026)" by three government departments, which aims to ensure steady growth in the power equipment sector, focusing on both traditional and renewable energy equipment [1][7]. Summary by Sections Overall Requirements - The plan emphasizes the need to adhere to the principles of high-quality development and the dual carbon goals of peak carbon emissions and carbon neutrality, while balancing supply and demand in the power equipment industry [8]. Main Goals - The primary objectives for 2025-2026 include maintaining an average revenue growth rate of around 6% for traditional power equipment, ensuring stable revenue growth for renewable energy equipment, and achieving a 10% average revenue growth rate for leading enterprises in the sector [9]. Work Measures - Improving Equipment Supply Quality: Focus on enhancing the quality of power equipment through technological breakthroughs and innovation in key components [10]. - Expanding Domestic Effective Demand: Leverage major energy projects to stabilize demand for power equipment and promote the development of wind and solar energy projects [11]. - Exploring International Markets: Strengthen cooperation with emerging market countries in the wind, solar, and energy storage sectors, encouraging companies to expand overseas [12]. - Accelerating Equipment Promotion and Application: Implement policies to support the promotion of innovative power equipment and enhance collaboration between research and industry [13]. - Optimizing Industry Development Environment: Foster a competitive environment and establish industry standards to guide the development of the power equipment sector [13]. - Strengthening Standard Support and Guidance: Improve the standard system for power equipment to enhance quality and facilitate large-scale equipment updates [14]. - Promoting Green and Intelligent Transformation: Encourage the integration of new information technologies with power equipment to drive green upgrades and digital transformation [14]. - Enhancing Industry Chain Collaboration: Support advanced manufacturing clusters in the power equipment sector to stabilize industry growth and promote collaboration among enterprises [15]. Guarantee Measures - Strengthening Organizational Support: Enhance coordination among departments and encourage local governments to implement supportive measures for the power equipment industry [15]. - Strengthening Financial Support: Implement tax incentives and utilize special government bonds to support large-scale equipment updates in the energy sector [16].