9月12日，工信部等三部门联合印发《电力装备行业稳增长工作方案（2025—2026年）》（以下简称 《方案》）。 《方案》指出，近年来，全球能源结构绿色低碳转型加速推进，我国正加快构建新型电力系统，为电力 装备行业带来旺盛需求，整体来看，电力装备行业稳增长形势良好。 《方案》明确，2025—2026年主要目标是：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；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长；重点地 区、重点企业带动作用加强，电力装备领域国家先进制造业集群年均营收增速7%左右，龙头企业年均 营收增速10%左右；推动一批标志性装备攻关突破和推广应用。 专家：核电开发推进节奏有望较此前略有加快 2023年9月，工信部曾发布《电力装备行业稳增长工作方案（2023—2024年）》。当时文件提出的主要 目标是：发挥电力装备行业带动作用，同时考虑目标可实现性，通过实施一系列工作举措，稳定电力装 备行业增长，力争2023—2024年电力装备行业主营业务收入年均增速达9%以上，工业增加值年均增速 9%左右。 厦门大学中国能源政策研究院院长林伯强在接受《每日经济新闻》记者微 ...

Core Viewpoint - The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration have issued the "Power Equipment Industry Stabilization Growth Work Plan (2025-2026)", aiming to maintain steady growth in the power equipment sector and promote the integration of new energy technologies [1][2]. Group 1: Revenue and Growth Targets - 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]. - The revenue of the national advanced manufacturing clusters in the power equipment sector is expected to grow at an average annual rate of 7%, while leading enterprises aim for a 10% average annual revenue growth [1]. Group 2: Demand Expansion and Project Development - The plan emphasizes expanding domestic effective demand by stabilizing power equipment needs through major energy projects [1]. - It includes initiatives to accelerate the development of large onshore wind and photovoltaic bases, promote orderly construction of offshore wind power, and advance distributed development of wind and solar energy [1]. Group 3: Green and Intelligent Transformation - The plan promotes the deep integration of new information technologies with power equipment, accelerating the green upgrade and transformation of equipment [2]. - It encourages enterprises in the power equipment sector to accelerate digital transformation and improve the efficiency of electric motors, transformers, and distribution equipment [2].