中证报中证网讯（记者 李嫒嫒）10月22日至24日，2025绿色能源发展大会暨智能船舶发展大会在湖北 省宜昌市举行。期间，中国中车旗下的中车长江集团研制的深冷装备—LNG动力船舶可换装燃料供气 系统参加了长江中游首次LNG船舶能源换罐路演活动。 中国中车相关负责人表示，中车长江集团推出的LNG动力船舶可换装燃料供气系统，提供"一罐到底"的 新模式，凭借"换罐15分钟、续航4000公里"的优势，为破解行业痛点提供切实可行的解决方案。 其核心优势集中体现在四个方面：一是安全效能突出，码头无需中间作业，大幅降低风险隐患；二是经 济价值显著，无需新建昂贵设施、操作耗时短，有效降低了综合成本；三是场景适配性强，不受水位及 恶劣天气影响，高效盘活岸线资源；四是设计赋能性优，标准化模块化设计简化船舶选型、降低改造成 本，更助推储、运、用一体化落地。 作为未来核心发展方向之一，中车长江集团进一步拓展清洁能源装备应用场景，重点布局氢能储、运、 加，LNG船舶动力罐，以及液态二氧化碳、氮、氩、氨、醇等多介质的标准化低温深冷储运装备，构 建清洁能源装备"研发+制造+智能运营服务"的全产业链模式，为现代物流绿色化、智能化升级提供关 ...

9月17日上午，2025世界清洁能源装备大会在四川省德阳市开幕。 开幕式上，现场发布了《中国清洁能源装备领域标准研究成果》和《全国发电设备行业科技创新成 果》，以及四川省重大技术装备攻关工程成果；东方电气集团东方汽轮机有限公司自主研发的首款15兆 瓦纯氢燃气轮机（G15H）首次亮相；重大合作项目签约仪式举行，16个招商引资项目和6个上下游供销 合作项目成功签约，范围覆盖装备制造、氢能、机器人、先进材料等领域。 此外，德阳投资控股集团有限责任公司与相关基金公司签订了高端能源装备基金合伙协议，将进一步夯 实产业基础，延伸产业链条，推动清洁能源装备产业规模再上新台阶。 （文章来源：每日经济新闻） 会上，中国机械工业联合会党委书记、会长徐念沙表示，当前，全球能源格局深刻变革，技术革新驱动 装备向大容量、高效率、智能化加速迭代，全球产业链竞争格局加速重构，"光伏+""风电+""新型储能 +"等跨界融合新业态不断涌现，重塑能源应用。目前，我国已建成全球最大、最完整的清洁能源装备 产业链，清洁能源装备成为促发展的重要驱动力。本次大会发布了清洁能源装备领域的标准研究成果、 科技创新成果，将进一步搭建合作平台，汇聚全球智慧。 ...

Core Insights - China's clean energy equipment production has seen rapid growth this year, significantly contributing to the construction of a modern energy system and a new power system [2][6] - The core technology of clean energy equipment has achieved major breakthroughs in self-control, providing a solid foundation for energy security [3][8] Clean Energy Equipment Production Growth - In the first seven months of this year, solar cell production reached 470 million kilowatts, a year-on-year increase of 19.6% [2] - Wind and solar power accounted for 89.9% of newly installed power generation capacity in the first half of the year [2] - China's clean energy equipment has been exported to 108 countries and regions, with steady growth in export value [2] Technological Advancements - Significant advancements in core technologies for clean energy equipment have been made during the 14th Five-Year Plan period [3] - In Deyang, a major production base, 70% of gas turbine units, 60% of nuclear power units, and 40% of hydropower units' key technologies are developed [3] Innovations in Manufacturing - The G50 heavy gas turbine is nearing completion, marking a significant breakthrough in self-developed gas turbines [4] - The world's largest 500-megawatt hydropower unit rotor has been completed using robotic welding, achieving a 99% first-pass yield rate [4] - The first fourth-generation nuclear power plant with complete independent intellectual property rights has been operating stably for nearly two years, with a utilization rate of 75% and a domestic equipment rate of 93.4% [4] Environmental Impact and Efficiency - The two gas turbine units in Zhejiang Anji are expected to achieve an annual power generation of approximately 7 billion kilowatt-hours, reducing carbon dioxide emissions by about 1.86 million tons annually [5] - The efficiency of the gas turbine units is projected to reach 64.15%, significantly improving energy output [5] Transition to Global Market - China's clean energy equipment is transitioning from product exports to industry ecosystem outputs, with projects like the 1000-megawatt pumped storage power station in Cambodia [6] - The successful production of high-end shield pumps for European clients indicates the establishment of a technical and standard system [6] Standardization and International Influence - The rapid development of clean energy equipment in China is significantly influenced by standardization efforts, with 64 new standards established for the wind power industry during the 14th Five-Year Plan [7] - China's participation in international standard-setting has increased its influence, marking a shift from "market for technology" to "technology output standards" [8]

Group 1 - The 2025 World Clean Energy Equipment Conference opened in Deyang, Sichuan, focusing on high-quality development of the clean energy equipment industry and promoting international exchange and cooperation with the theme "Green New Energy, Intelligent Manufacturing New Future" [1] - The conference featured the release of research results on standards in the clean energy equipment sector and technological innovation achievements in the national power generation equipment industry, including the debut of the first 15 MW pure hydrogen gas turbine (G15H) developed by Dongfang Electric Group [5] - A signing ceremony for major cooperation projects took place, resulting in 16 investment projects and 6 upstream and downstream supply cooperation projects, covering areas such as equipment manufacturing, hydrogen energy, robotics, and advanced materials [7] Group 2 - Deyang aims to recreate an "Industrial Deyang" by promoting integrated development of "source-network-load-storage" and multi-energy complementarity, striving to build a world-class clean energy equipment manufacturing base [7]

Core Viewpoint - The "Power Equipment Industry Stabilization Growth Work Plan (2025-2026)" aims to maintain a steady growth rate in traditional power equipment revenue and promote the development of new energy equipment, with specific targets set for revenue growth and international cooperation [1][2]. Group 1: Revenue Growth Targets - The plan targets an average annual revenue growth rate of approximately 6% for traditional power equipment from 2025 to 2026 [1]. - It aims for a 7% average annual revenue growth rate for national advanced manufacturing clusters in the power equipment sector and a 10% growth rate for leading enterprises [1]. Group 2: Demand and Structural Optimization - The core content of the plan emphasizes "demand-driven, quality-oriented, structural optimization, and safety control" [1]. - New growth points include accelerating the construction of projects such as the "Shagohuang" new energy base and integrated wind-solar-hydro bases [1]. Group 3: International Cooperation and Innovation - The plan encourages deepening cooperation with emerging market countries in the wind, solar, and energy storage sectors, guiding enterprises to conduct overseas layouts in an orderly manner [1]. - It emphasizes the importance of innovation and efficiency improvement in the power equipment industry, which is crucial for national economic stability and global competitiveness [2].

Core Viewpoint - Guangdong Construction Engineering (002060.SZ) has recently highlighted its strong production capacity in clean energy equipment manufacturing, which includes wind power tower tubes, photovoltaic brackets, and construction machinery [1] Group 1: Company Overview - The company operates 8 clean energy equipment manufacturing plants [1] - The annual design capacity of the company is approximately 300,000 tons [1] - The company demonstrates robust production capabilities in the clean energy sector [1]

Core Insights - The mechanical industry in China has shown stable performance in the first seven months of the year, with all five major sectors experiencing year-on-year growth in added value [1] Industry Performance - General equipment manufacturing increased by 8.3% year-on-year [1] - Automobile manufacturing saw a growth of 10.9% year-on-year [1] - Electrical machinery and equipment manufacturing grew by 11.9% year-on-year [1] Clean Energy Impact - Clean energy equipment has significantly boosted the mechanical industry [1] - Cumulative production of solar cells in China exceeded 470 million kilowatts, representing a year-on-year increase of 19.6% [1] - Wind power units have been exported to 108 countries and regions, with export value steadily increasing [1]

Group 1 - The core viewpoint indicates that China's machinery industry has maintained stable operations in the first seven months of the year, with all five major categories showing positive growth trends [1] - The general equipment manufacturing industry, automotive manufacturing, and electrical machinery and equipment manufacturing have seen year-on-year growth rates of 8.3%, 10.9%, and 11.9% respectively [1] Group 2 - Clean energy equipment has significantly boosted the machinery industry, with the cumulative production of solar cells exceeding 470 million kilowatts, representing a year-on-year increase of 19.6% [3] - Wind power units have been exported to 108 countries and regions, with a steady increase in export value [3]

Core Insights - China CRRC reported a significant increase in net profit by 72.48% year-on-year, reaching 7.246 billion RMB in the first half of 2025, driven by strong revenue growth and new orders [3] - The company achieved total revenue of 119.758 billion RMB, marking a 32.99% increase compared to the previous year, with new orders totaling approximately 146 billion RMB, including 30.9 billion RMB from overseas [3] - The railway equipment business remains the largest revenue contributor, accounting for 49.86% of total revenue, followed by new industries at 34.01% [3][4] Revenue Breakdown - The railway equipment business saw a revenue increase of 42.21% year-on-year, generating 59.706 billion RMB [4] - New industries, particularly in clean energy equipment, reported a revenue increase of 35.59%, totaling 40.733 billion RMB [4][5] - The company’s revenue composition includes railway equipment (49.86%), urban rail and infrastructure (14.53%), new industries (34.01%), and modern services (1.60%) [3] Strategic Developments - China CRRC is focusing on optimizing its layout and structural adjustments, enhancing its position in the rail transit equipment industry [3] - The company is expanding its new industries, which include wind power equipment, new materials, and other emerging sectors such as solar energy and hydrogen [5] - A total of 69.4 billion RMB was invested in R&D during the reporting period, representing 5.79% of total revenue, with 1,630 new patent applications filed [5]

Core Insights - The mechanical industry in China has shown resilience and vitality in the first half of the year, with a year-on-year growth of 9.0% in value added for enterprises above designated size, particularly in the automotive and electrical machinery sectors, which achieved double-digit growth [1][2]. Group 1: Industry Performance - As of the end of June, the number of enterprises in the mechanical industry reached 136,000, an increase of 6,000 from the previous year, accounting for 26.2% of the national industrial total [2]. - The total assets of the mechanical industry amounted to 40.4 trillion yuan, a year-on-year increase of 6.6%, representing 22.0% of the national industrial total, with a 0.3 percentage point increase compared to the previous year [2]. - In the first half of the year, 84 out of 122 monitored major products saw a year-on-year increase in output, representing 68.9% of the total, which is a 7.4 percentage point improvement from the previous year [2]. Group 2: Automotive Sector Insights - The automotive market maintained a positive trend in the first half of the year, with production and sales reaching 15.62 million and 15.65 million units, respectively, reflecting year-on-year growth of 12.5% and 11.4% [2][3]. - The improvement in domestic demand, supported by effective policies, has played a crucial role in the overall growth of the automotive market [3]. Group 3: Technological Advancements - The mechanical industry has made significant breakthroughs in major technical equipment, enhancing the safety of industrial chains and supporting national major engineering projects [3]. - The clean energy equipment sector has demonstrated strong development resilience and innovation vitality, with wind power generation equipment output increasing by over 70% in the first half of the year [4]. Group 4: Green Transition - The mechanical industry is accelerating its green transformation, with a focus on technological innovation and sustainable development, becoming a key player in global clean energy development [4]. - The share of wind and solar power generation installations in new power generation capacity reached 89.9% [4]. Group 5: Future Outlook - The mechanical industry is expected to face a more complex and severe environment in the second half of the year, with ongoing challenges and difficulties, but the foundation for stable growth remains [5][6]. - The market for new energy vehicles is anticipated to continue its growth trajectory, with sales expected to exceed those of the first half of the year, driven by favorable macro policies and structural adjustments [6][7].