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电力装备业发展瞄准以质取胜
Jing Ji Ri Bao· 2025-10-14 23:22
Core Viewpoint - The "Power Equipment Industry Steady Growth Work Plan (2025-2026)" aims for an average revenue growth rate of around 6% for traditional power equipment and about 7% for advanced manufacturing clusters in the sector by 2026, emphasizing the importance of power equipment for energy security and economic stability [1] Group 1: Industry Growth and Innovation - The power equipment sector is crucial for energy supply and conversion, with significant market demand driven by rapid economic development and global green transition awareness [1] - The plan outlines goals that balance current industry realities with future growth potential, guiding companies in production and investment planning [1] - The domestic power equipment manufacturing industry has seen continuous improvement in independent innovation capabilities, with advancements in smart grid construction and high-efficiency technologies [3] Group 2: Strategic Focus and Systematic Coordination - The new plan emphasizes precise actions and systematic coordination, focusing on "demand-driven, quality-oriented, structural optimization, and safety control" as core considerations [4] - It identifies new growth points in the context of domestic demand pressures, including accelerating the construction of renewable energy bases and supporting key product innovation projects [4] - The plan aims to enhance collaboration between domestic and international markets, promoting participation in global energy transitions and expanding overseas markets for power equipment [4] Group 3: Quality Improvement and Industrial Ecosystem - The plan highlights the integration of economic growth with industrial upgrades, focusing on quality improvements to drive reasonable growth in the power equipment sector [5] - It proposes enhancing the standard system in the power equipment field to improve the quality of products like cables, transformers, and motors [5] - The industry is encouraged to embrace high-end, intelligent, and green transformations, leveraging technological innovations to upgrade the value chain [5] Group 4: Technological Advancements and Market Opportunities - Digital technology advancements are creating new opportunities in the power equipment market, with smart inspection robots and remote monitoring systems enhancing operational efficiency [6] - The plan aims to stabilize demand for power equipment through major engineering projects and the continued implementation of coal power upgrades [6] - A healthy industrial ecosystem is essential for high-quality development, with policies supporting the promotion of innovative products and the development of advanced manufacturing clusters [6] Group 5: Global Leadership and Future Prospects - The power equipment industry is actively pursuing high-end, intelligent, and green transformations, with technologies in clean and efficient power generation leading globally [7] - The sector's advancements are expected to support China's leading position in the global energy equipment landscape [7]
政策高频 | 金砖国家领导人线上峰会召开(申万宏观·赵伟团队)
申万宏源宏观· 2025-09-18 16:04
Group 1 - The core viewpoint of the article emphasizes the importance of multilateralism, open cooperation, and collective development among BRICS nations to address global challenges and promote a fair international order [1][2] - The article outlines three key suggestions from President Xi Jinping: uphold multilateralism to defend international justice, maintain an open and win-win international economic order, and strengthen unity and cooperation among BRICS countries [1][2] Group 2 - Vice Premier Zhang Guoqing's research in Sichuan focuses on promoting the deep integration of technological and industrial innovation, enhancing industrial innovation capabilities, and fostering new quality productivity for high-quality development [3][4] - The State Council's approval of the pilot implementation plan for market-oriented allocation of factors in ten regions aims to break down barriers to the free flow and efficient allocation of resources, including traditional and innovative factors [5][6] - The National Development and Reform Commission and the National Energy Administration's implementation opinions on "Artificial Intelligence + Energy" aim to establish a collaborative innovation system by 2027, with a goal of achieving world-leading levels in AI applications within the energy sector by 2030 [7][8] Group 3 - The 17th meeting of the Standing Committee of the National People's Congress highlighted the need to implement policies to unleash domestic demand, promote technological and industrial innovation, and ensure coordinated regional development [9][10] - The Ministry of Industry and Information Technology's meeting emphasized the importance of maintaining a reasonable proportion of manufacturing, enhancing supply chain resilience, and accelerating the development of emerging industries [11][12] - The State Council's opinions on releasing sports consumption potential aim to build a modern sports industry system, with a target of exceeding 7 trillion yuan in total scale by 2030 [13][14] Group 4 - The "Power Equipment Industry Growth Stabilization Work Plan (2025-2026)" sets a target for traditional power equipment revenue growth to maintain around 6% annually, while ensuring effective supply and promoting key equipment breakthroughs [15][16]
经济日报丨三部门发文推动电力装备行业稳增长
国家能源局· 2025-09-16 04:19
Core Viewpoint - The document outlines a plan by three government departments to promote stable growth in the electric power equipment industry from 2025 to 2026, emphasizing the importance of this sector in supporting economic growth and enhancing domestic and international market opportunities [2][3]. Group 1: Industry Goals and Performance - The electric power equipment industry aims for an average annual revenue growth rate of around 6% for traditional equipment and stable growth for renewable energy equipment from 2025 to 2026 [3]. - The production of power generation equipment is expected to remain within a reasonable range, ensuring effective supply, while the export volume of renewable energy equipment is projected to increase [3]. - Key regions and enterprises are expected to play a stronger role, with national advanced manufacturing clusters in the electric power equipment sector targeting an average annual revenue growth rate of 7%, and leading enterprises aiming for a 10% growth rate [3]. Group 2: Strategic Initiatives - The plan includes measures to improve equipment supply quality, expand domestic effective demand, actively explore international markets, accelerate equipment promotion and application, and strengthen standard support [4]. - The document emphasizes the need to optimize the industry development environment, promote digital and green transformation, and enhance collaboration across the industrial chain [4].
电力装备行业稳增长工作方案印发
Ren Min Ri Bao· 2025-09-15 22:22
近年来,18兆瓦海上风电机组并网运行、"华龙一号""国和一号"三代核电机组批量应用,电力装备行业 一批标志性成果取得突破,全国累计发电装机容量达36.5亿千瓦。近期,国内部署一批重大能源工程, 国际上共建"一带一路"国家和地区需求不断提升,电力装备行业发展迎来新机遇。 工业和信息化部装备工业二司有关负责人表示,方案提出电力装备行业新的增长点,在需求侧明确要加 快"沙戈荒"新能源基地、风光水一体化基地和特高压电力外送通道等项目建设,同时,通过专项在新能 源、智能电网装备等领域支持一批关键产品创新项目,保障装备供给能力,实现需求侧与供给侧精准对 接。 本报北京9月15日电 (记者刘温馨)近日,工业和信息化部等3部门联合印发《电力装备行业稳增长工 作方案(2025—2026年)》,提出2025—2026年传统电力装备年均营收增速保持6%左右,新能源装备 营收稳中有升等目标。 《 人民日报 》( 2025年09月16日 02 版) (责编:袁勃、赵欣悦) 关注公众号:人民网财经 ...
电力装备行业稳增长工作方案印发 支持新能源、智能电网装备等领域创新项目
Ren Min Ri Bao· 2025-09-15 22:20
Core Viewpoint - The Ministry of Industry and Information Technology, along with two other departments, has issued a plan for the power equipment industry aimed at maintaining an average annual revenue growth rate of around 6% for traditional power equipment from 2025 to 2026, while ensuring stable growth for renewable energy equipment [1] Group 1: Industry Growth Targets - The plan sets a target for the traditional power equipment sector to achieve an average annual revenue growth rate of approximately 6% during the 2025-2026 period [1] - It emphasizes the need for stable growth in the revenue of renewable energy equipment [1] Group 2: Recent Achievements and Developments - Significant milestones in the power equipment industry include the operational integration of 18 MW offshore wind turbines and the mass application of the "Hualong One" and "Guohe One" third-generation nuclear power units [1] - The total installed power generation capacity in the country has reached 3.65 billion kilowatts [1] Group 3: New Opportunities and Projects - The industry is poised for new opportunities due to the deployment of major energy projects domestically and the increasing demand from countries and regions involved in the Belt and Road Initiative [1] - The plan highlights new growth points for the power equipment industry, focusing on accelerating the construction of projects such as the "Shagohuang" renewable energy base, integrated wind-solar-water bases, and ultra-high voltage power transmission channels [1] Group 4: Innovation and Supply Chain - The plan aims to support key product innovation projects in the fields of new energy and smart grid equipment through specialized initiatives [1] - It seeks to ensure equipment supply capabilities and achieve precise alignment between demand and supply sides [1]
电力装备行业稳增长方案出台
Ren Min Ri Bao· 2025-09-15 20:59
Core Viewpoint - The joint work plan aims to stabilize growth in the electric power equipment industry from 2025 to 2026, targeting an average revenue growth rate of around 6% for traditional power equipment and an increase in revenue for new energy equipment [1] Group 1: Revenue Growth Targets - The plan sets a goal for the average annual revenue growth rate of traditional electric power equipment to maintain around 6% from 2025 to 2026 [1] - It aims for the revenue of new energy equipment to show steady growth during the same period [1] - The plan also targets an average annual revenue growth rate of 7% for national advanced manufacturing clusters in the electric power equipment sector and around 10% for leading enterprises [1] Group 2: Production and Export Goals - The plan seeks to keep the production of power generation equipment within a reasonable range from 2025 to 2026 [1] - It aims for an increase in the export volume of new energy equipment during the same timeframe [1] Group 3: Industry Achievements and Future Directions - The electric power equipment industry has made significant progress, with installed power generation capacity reaching 3.65 billion kilowatts [1] - New energy equipment has become a competitive advantage for China's manufacturing sector, with continuous improvements in supply levels [1] - The work plan proposes a series of measures to address new challenges by coordinating efforts in supply, demand, and environmental aspects [1]
三部门联合发文 助力电力装备行业稳增长
Mei Ri Jing Ji Xin Wen· 2025-09-14 13:36
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]
扩大国内需求 开拓国际市场三部门发文推动电力装备行业稳增长
Jing Ji Ri Bao· 2025-09-13 03:42
Core Viewpoint - The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration have issued a work plan for the power equipment industry for 2025-2026, aiming for stable growth in the sector. Group 1: Industry Goals - The power equipment industry aims for an average annual revenue growth rate of around 6% for traditional power equipment and steady growth for renewable energy equipment [1] - The production of power generation equipment is to be maintained within a reasonable range, ensuring effective supply, with an increase in the export volume of renewable energy equipment [1] - Key regions and enterprises are expected to enhance their driving role, with national advanced manufacturing clusters in the power equipment sector targeting an average annual revenue growth rate of 7% and leading enterprises aiming for 10% [1] Group 2: Industry Achievements - The power equipment industry has made significant progress, with a total installed power generation capacity reaching 3.65 billion kilowatts and breakthroughs in landmark achievements such as the 18 MW offshore wind turbine and the mass application of the "Hualong One" and "Guohe One" third-generation nuclear power units [1] - Renewable energy equipment has become a competitive area in China's manufacturing sector, with supply levels continuously improving to meet domestic demand [1] Group 3: Strategic Measures - The plan outlines measures to improve equipment supply quality, expand domestic effective demand, actively explore international markets, accelerate equipment promotion and application, strengthen standard support, optimize the industry development environment, promote digital and green transformation, and enhance industry chain collaboration [2]
三部门发文推动 电力装备行业稳增长
Xin Lang Cai Jing· 2025-09-13 00:28
新华社北京9月12日电 记者12日从工业和信息化部获悉,工业和信息化部、市场监管总局、国家能源局 三部门日前印发《电力装备行业稳增长工作方案(2025—2026年)》,其中提出,到2026年,我国传统 电力装备年均营收增速保持6%左右,新能源装备营收稳中有升。 在供给侧,统筹实施产业基础再造和重大技术装备攻关,突破一批标志性装备;依托能源等领域国家科 技专项,新部署一批项目;提升装备智能化、绿色化水平。 在需求侧,依托大型风电光伏基地、海上风电基地、智能电网、抽水蓄能电站等能源领域重大工程建 设,稳定电力装备国内需求,充分利用全球能源绿色低碳转型的重要机遇,积极拓展海外市场。 在环境侧,落实好首台(套)推广应用政策,制定实施风电、光伏等行业规范,通过标准提升带动电力 装备质量提升和大规模设备更新,强化产业链协同,引导行业持续健康发展。 据了解,下一步,工业和信息化部将会同市场监管总局、国家能源局强化组织保障和调度分析,加强财 税支持和宣传引导,更好支撑电力装备行业稳增长。 方案还明确了一系列2025年至2026年电力装备行业稳增长主要目标:发电装备产量保持在合理区间,供 给得到有效保障,新能源装备出口量实现增 ...
三部门:推动电力装备行业稳增长
Sou Hu Cai Jing· 2025-09-12 23:28
Core Viewpoint - The "Power Equipment Industry Growth Stabilization Work Plan (2025-2026)" aims to maintain a steady growth rate of around 6% in traditional power equipment revenue and promote growth in renewable energy equipment revenue by 2026 [1] Group 1: Industry Growth Targets - The plan sets a target for power generation equipment output to remain within a reasonable range, ensuring effective supply [1] - Key regions and enterprises are expected to enhance their driving role, with national advanced manufacturing clusters in the power equipment sector achieving an average revenue growth rate of around 7% [1] - Leading enterprises are projected to achieve an average revenue growth rate of 10% [1] Group 2: Key Initiatives - Improve equipment supply quality through coordinated implementation of industrial foundation reconstruction and major technical equipment breakthroughs [2] - Expand domestic effective demand by stabilizing power equipment demand through major energy projects and promoting the orderly construction of offshore wind power [2] - Actively explore international markets and deepen cooperation in green infrastructure and new infrastructure sectors [2] Group 3: Supportive Measures - Strengthen financial and tax support, including tax incentives for R&D expenses and resource utilization [3] - Establish a coordination mechanism for steady growth involving key enterprises and industry associations to address growth challenges [3] - Enhance public awareness and policy guidance to improve the implementation and influence of policies [3]