Core Insights - The article discusses the joint issuance of guidelines by four Chinese government departments aimed at promoting high-quality development in the energy equipment sector by 2030 [1] Group 1: Policy Objectives - The guidelines aim for a self-controlled, high-end, intelligent, and green development of China's energy key equipment industry chain and supply chain by 2030 [1] - The initiative seeks to achieve significant advancements in technology and industrial systems, enhancing global leadership and international influence [1] Group 2: Key Tasks - The guidelines outline six main areas with a total of 13 key tasks for high-quality development in energy equipment, including: - Accelerating the transformation and upgrading of energy exploration and development equipment [1] - Improving the quality and efficiency of energy conversion equipment [1] - Promoting large-scale application of energy storage equipment [1] - Strengthening technological breakthroughs in energy transmission equipment [1] - Advancing digital and intelligent upgrades of energy equipment [1] - Encouraging green and high-end development of energy equipment [1]

Core Viewpoint - The recent joint issuance of the "Guiding Opinions on Promoting High-Quality Development of Energy Equipment" by four government departments aims to achieve significant advancements in the energy equipment industry by 2030, focusing on self-sufficiency, high-end, intelligent, and green development to support the construction of a new energy system [1] Group 1: Key Tasks for Energy Equipment Development - The "Guiding Opinions" outlines 13 key tasks for high-quality development in energy equipment, including upgrading energy exploration and development equipment, enhancing the quality and efficiency of energy conversion equipment, promoting large-scale application of energy storage equipment, advancing technical breakthroughs in energy transmission equipment, digital and intelligent upgrades of energy equipment, and fostering green and high-end development of energy equipment [1] Group 2: Measures to Optimize Industrial Innovation Ecosystem - The document proposes seven measures to optimize the industrial innovation ecosystem, which include strengthening the role of enterprises, enhancing industrial platform construction, improving comprehensive quality management, encouraging the application of first sets of equipment, establishing a high-level standard system, deepening international cooperation, and increasing policy support [1]

Core Insights - The China Securities National New State-Owned Enterprise Modern Energy Index has decreased by 0.80% as of September 23, 2025, with mixed performance among constituent stocks [3] - The National Energy Administration and other departments have issued guidelines aiming for significant advancements in the energy equipment industry by 2030, focusing on self-sufficiency, high-end, intelligent, and green development [3][4] Market Performance - The top-performing stocks include Nanshan Energy, which rose by 6.16%, and XJ Electric, which increased by 2.50%, while China Rare Earth fell by 5.75% [3] - The Central State-Owned Enterprise Modern Energy ETF (561790) has seen a decline of 0.88%, with a latest price of 1.13 yuan, but has accumulated a 6.55% increase over the past three months [3] Trading Activity - The trading volume for the Central State-Owned Enterprise Modern Energy ETF was 30.02 million yuan with a turnover rate of 0.7% [3] - The average daily trading volume over the past year for the ETF was 628.85 million yuan [3] Industry Outlook - Experts emphasize the necessity of new energy infrastructure to support the construction of a new energy system, including low-carbon transformation of coal power and improvements in energy storage systems [4] - The index tracks 50 listed companies involved in modern energy sectors, with the top ten stocks accounting for 48.28% of the index [4]

Core Viewpoint - The joint issuance of the "Guiding Opinions on Promoting High-Quality Development of Energy Equipment" by four government departments aims to achieve significant advancements in the energy key equipment industry chain and supply chain by 2030, supporting the construction of a new energy system [1] Group 1: Key Tasks for High-Quality Development - The "Guiding Opinions" outlines 13 key tasks for the high-quality development of energy equipment, including accelerating the transformation and upgrading of energy exploration and development equipment, enhancing the quality and efficiency of energy conversion equipment, promoting the large-scale application of energy storage equipment, strengthening technological breakthroughs in energy transmission equipment, advancing the digital and intelligent upgrade of energy equipment, and fostering green and high-end development of energy equipment [1] Group 2: Measures to Optimize the Innovation Ecosystem - The document proposes measures to optimize the industrial innovation ecosystem from seven aspects: reinforcing the leading role of enterprises, enhancing the construction of industrial platforms, strengthening comprehensive quality management, encouraging the application of first sets of equipment, establishing a high-level standard system, deepening international cooperation, and increasing policy support [1]

在推进能源装备数字化智能化升级方面，《指导意见》明确，重点突破自主可控工业控制系统、设备智 能感知和智能运维、网络设施、作业机器人等数智产品，通过构建"感知—规划—决策—执行"闭环体 系，推动覆盖开采、转换、存储、输送全过程的能源装备数字化智能化升级。 上述相关负责同志谈道，为推动重点任务的落实，《指导意见》从强化企业主体地位、加强产业平台建 设、加强全面质量管理、鼓励首台（套）应用、建立完善高层次标准体系、深化国际开放合作、加大政 策支持力度等7个方面，提出了优化产业创新生态环境的措施。 （文章来源：科技日报） 《指导意见》提出，到2030年，我国能源关键装备产业链供应链实现自主可控，高端化、智能化、绿色 化发展取得显著成效，技术和产业体系全球领先，国际影响力持续提升，有效保障高效智能能源勘探开 发、低碳高效能量转换、低成本高可靠能源存储、高效稳定能源输送等战略任务，有力支撑新型能源体 系建设。 "能源装备是构建新型能源体系的重要载体。"国家能源局科技司相关负责同志表示，推进能源装备高质 量发展，是全面贯彻"四个革命、一个合作"能源安全新战略和创新驱动发展战略，支撑实现"碳达峰、 碳中和"目标，加快推进制造 ...

Core Viewpoint - The joint issuance of the "Guiding Opinions on Promoting High-Quality Development of Energy Equipment" by four government departments aims to achieve significant advancements in the energy key equipment industry chain and supply chain by 2030, supporting the construction of a new energy system [1] Group 1: Key Tasks for High-Quality Development - The "Guiding Opinions" outlines 13 key tasks for the high-quality development of energy equipment, including accelerating the transformation and upgrading of energy exploration and development equipment, enhancing the quality and efficiency of energy conversion equipment, and promoting the large-scale application of energy storage equipment [1] - Other tasks include strengthening technological breakthroughs in energy transmission equipment, advancing the digital and intelligent upgrade of energy equipment, and promoting the green and high-end development of energy equipment [1] Group 2: Measures to Optimize Industrial Innovation Ecosystem - The document proposes measures to optimize the industrial innovation ecosystem from seven aspects, including reinforcing the leading role of enterprises, enhancing the construction of industrial platforms, and strengthening comprehensive quality management [1] - Additional measures include encouraging the application of first sets of equipment, establishing a high-level standard system, deepening international cooperation, and increasing policy support [1]

Core Viewpoint - The "Guiding Opinions on Promoting High-Quality Development of Energy Equipment" emphasizes the importance of enhancing R&D investment and innovation in state-owned enterprises to support the development of a new energy system and manufacturing power in China [1][3]. Group 1: Key Tasks for Energy Equipment Development - Accelerate the transformation and upgrading of energy exploration and development equipment, focusing on safe and efficient coal development and the effective development of unconventional and aging oil and gas fields [1]. - Improve the quality and efficiency of energy conversion equipment, targeting fossil energy generation and renewable energy equipment [2]. - Promote the large-scale application of energy storage equipment, emphasizing the development of a safe and efficient energy storage technology system [2]. - Strengthen technological breakthroughs in energy transmission equipment, focusing on power, coal, oil, and natural gas transmission [2]. - Advance the digital and intelligent upgrade of energy equipment, covering the entire process from extraction to transmission [2]. - Foster the green and high-end development of energy equipment, including recycling and remanufacturing initiatives [3]. Group 2: Measures for Implementation - The guiding opinions propose measures to optimize the industrial innovation ecosystem, including enhancing the role of enterprises, strengthening industrial platform construction, and encouraging the application of first sets of equipment [3]. - Emphasis on utilizing re-loans and fiscal interest subsidies to expand long-term loans in the manufacturing sector, supporting large-scale equipment updates and technological transformations in key energy areas [3].

基于此，《指导意见》部署了6个部分共13项能源装备高质量发展重点任务。6个部分包括：加快能源勘 探开发装备转型升级，提升能量转换装备质效水平，推动能源存储装备规模化应用，加强能源输送装备 技术攻关，推进能源装备数字化智能化升级，促进能源装备绿色高端发展。 其中，在推进能源装备数字化智能化升级方面，《指导意见》提出，重点突破自主可控工业控制系统、 设备智能感知和智能运维、网络设施、作业机器人等数智产品，通过构建"感知—规划—决策—执行"闭 环体系，推动覆盖开采、转换、存储、输送全过程的能源装备数字化智能化升级。(完) 能源装备是构建新型能源体系的重要载体。《指导意见》提出，到2030年，中国能源关键装备产业链供 应链实现自主可控，高端化、智能化、绿色化发展取得显著成效，技术和产业体系全球领先，国际影响 力持续提升，有效保障高效智能能源勘探开发、低碳高效能量转换、低成本高可靠能源存储、高效稳定 能源输送等战略任务，有力支撑新型能源体系建设。 中新社北京9月22日电 (记者 王梦瑶)中国国家能源局等部门联合印发的《关于推进能源装备高质量发展 的指导意见》(下称《指导意见》)22日对外公布。这份文件提出，到2030年 ...

人民财讯9月22日电，国家能源局等四部门发布关于推进能源装备高质量发展的指导意见。其中提出， 重点突破能源装备智能感知与决策融合技术，融合视觉、振动、光谱等非侵入式传感技术，搭建能源装 备全景感知网络，推进精准预测装备作业工况与健康状况精准预测，实现装备全生命周期科学管理。研 制具备边缘计算能力的智能终端，推进终端场景协作机器人、人形机器人研发，结合具身智能等技术， 提升装备复杂环境下的自主作业能力。 ...

Core Insights - The National Energy Administration and four other departments have released guidelines to promote high-quality development of energy equipment, focusing on hydrogen production and storage technologies [1] Group 1: Hydrogen Production Technologies - Accelerate breakthroughs in high-reliability, long-life, and high-efficiency electrolysis equipment for hydrogen production, suitable for variable power input [1] - Develop large-scale off-grid hydrogen production technology to enhance the local consumption and utilization of renewable energy [1] Group 2: Storage and Transportation Technologies - Develop large-diameter hydrogen-resistant high-strength steel pipeline materials, high-performance carbon fiber materials, and new composite materials [1] - Strengthen research on solid, liquid, cryogenic high-pressure composite, and organic liquid storage and transportation technologies, as well as long-distance hydrogen pipeline connection technologies [1] - Create high-pressure container bundles, high-capacity hydrogen compressors, and low-energy hydrogen liquefaction expansion machines to support a diverse equipment system for hydrogen storage [1] Group 3: Key Equipment and Catalysts - Research high-temperature seals and hydrogen-resistant materials to overcome challenges in long-term hydrogen storage and hydrogen-electric synergy [1] - Breakthroughs in hydrogen-rich vertical furnaces, hydrogen-blended/pure gas turbines, and high-power, high-stability fuel cells are emphasized [1] - Focus on carbon dioxide hydrogenation to methanol, ammonia combustion, efficient catalysts, and flexible synthesis technologies [1] - Develop low-energy, short-process methanol synthesis, ammonia synthesis, and biomass gasification equipment to support the diversified application of hydrogen-based fuels in industrial, power, and transportation sectors [1]