证券日报网1月28日讯，豪迈科技（002595）在接受调研者提问时表示，公司燃气轮机业务客户主要有 GE、三菱、西门子、上海电气（601727）、东方电气（600875）、哈电等。 ...

Core Viewpoint - China Aviation Engine Group has successfully passed the evaluation and acceptance of three gas turbine innovation demonstration projects, marking a significant advancement in the country's gas turbine industry and its capabilities in independent research, design, manufacturing, testing, and maintenance [1] Group 1: Project Achievements - The "Taihang" series gas turbines have demonstrated stable operation, with the "Taihang 7" turbine accumulating over 25,000 hours of operation, filling the gap for domestic gas turbines in offshore platform applications [1] - The "Taihang 15" turbine has operated for over 6,300 hours, utilizing associated gas resources from offshore oil fields to provide autonomous power supply for island microgrids, validating the unit's stability and reliability [1] - The "Taihang 110" turbine has achieved over 8,400 equivalent hours of operation, possessing complete independent intellectual property rights and achieving 100% localization, filling the gap for 110 MW heavy-duty gas turbine products in China [1] Group 2: Industry Impact - The successful development of these gas turbines is expected to significantly promote the industrialization and commercialization of China's gas turbine industry [1] - The "Taihang 110" turbine is currently the largest domestically produced commercial heavy-duty gas turbine, having passed national product verification and achieved international commercial orders [1]

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island closure operation on December 18, 2025, marks a significant step in China's commitment to high-level opening-up and the construction of an open world economy, which is expected to have profound international and domestic impacts [3][4]. Group 1: Economic Impact and Opportunities - The Hainan Free Trade Port aims to create a high-level open gateway for China's new era of foreign trade, facilitating the interaction between domestic and international markets, and enhancing the global trade network [3][4]. - The implementation of policies characterized by "zero tariffs, low tax rates, and simplified tax systems" will link China's vast domestic market with international markets, promoting both commodity and factor flow [4][5]. - In the first month of operation, the "zero tariff" policy benefited over 10,000 new entities, with import value reaching 750 million yuan, a year-on-year increase of 38.9% [6]. Group 2: Infrastructure and Connectivity - Hainan is developing two headquarters bases for Chinese companies going international and foreign companies entering China, as well as two international shipping hubs and two networks for international economic cooperation [4][5]. - The province has seen a significant increase in flight operations, with 32,800 flights completed in the first month, a 9.8% increase from the previous month [6]. Group 3: Investment Environment - Hainan has established a robust legal framework for intellectual property protection, which is crucial for attracting foreign investment, including the establishment of a dedicated intellectual property court [10]. - The province is actively aligning with international trade rules and has implemented measures to enhance the business environment, including a negative list for foreign investment that is among the shortest in China [18]. Group 4: Social and Environmental Considerations - Hainan is committed to maintaining its ecological environment while pursuing economic growth, with specific targets for air quality and biodiversity conservation [12][13]. - The government is focused on ensuring that the benefits of the free trade port's development are shared with the local population, with measures in place to improve income levels and employment opportunities [15].

Core Viewpoint - China Aviation Engine Group has successfully completed the evaluation and acceptance of three gas turbine innovation demonstration projects, marking significant advancements in the domestic gas turbine industry [1] Group 1: Project Achievements - The "Taihang 7" gas turbine has accumulated over 25,000 operating hours, filling the gap in domestic gas turbine applications for offshore platforms [1] - The "Taihang 15" gas turbine demonstration unit has run for over 6,300 hours, utilizing associated gas resources from offshore oil fields to ensure autonomous power supply for island microgrids, demonstrating stability and reliability [1] - The "Taihang 110" gas turbine demonstration unit has operated for over 8,400 equivalent hours, achieving 100% domestic production and filling the gap for 110 MW heavy gas turbine products in China, currently being the largest domestic commercial heavy gas turbine [1]

近5年突破200余项关键核心技术，创造工业燃气轮机领域多个"零"的突破；从单一型号到形成3至50兆 瓦系列产品谱系…… 1月16至17日，在黑龙江哈尔滨举行的2026中船集团燃机日上，一系列自主创新成果集中呈现，清晰绘 就出我国燃气轮机从依赖进口到自主创新的跨越式发展图景。 "CGT的意思是China gas turbine，就是中国自己的燃气轮机。"中船集团第七〇三研究所压气机技术中心 副主任刘冰冰告诉记者。2012年他刚到研究所工作时，研制的燃气轮机还只有一种型号，如今研究所形 成覆盖3至50兆瓦功率范围的CGT系列燃气轮机谱系，实现了从设计、制造到试验验证的全流程自主可 控。 "虽然在材料智能化开发与优化、工程化稳定性控制、长时性能数据积累等方面仍有待提升，但我们的 核心部件、关键材料已经基本实现了自主化，部分领域达到国际先进水平。"中船集团第七〇三研究所 副所长孙鹏说。 低碳智能助力新型能源体系建设 当前，全球能源结构加速向绿色、低碳、智能转向，燃气轮机在构建新型能源体系、实现国家"双碳"目 标进程中具有至关重要的战略意义。 数十年磨一剑铸就"中国心" "CGT3燃气轮机为3兆瓦等级，突破了多项关键技 ...

现在我们能够在全球扬眉吐气，掌握着未来经济发展的能源命脉。若是再倒回几年，我们会发现，彼时 的我国在这个领域仍旧处于被西方国家卡脖子的阶段，面对这种情况，咱们国家又是如何一步步地突破 封锁，取得今日之地位？ 我国的地位 在工业体系当中，燃气轮机有着"电力心脏"之称，这就相当于电力体系的核心中的核心，然而，西方国 家为避免我国抢占先机，早早做好了布局。 马斯克曾预言：在算力的下半场，电就是货币，而中国握有最强的印钞机。彼时，欧美正领跑全球的经 济与科技，认为这不过是一个商人的自作聪明之语。 然而，随着时间的推进，这一预言逐渐开始在现实的世界上演。全球各国对于电的需求量激增，2026 年，全球燃气轮机的订单迅速飙升，相关机构已经给出初步预估的数据，同比增长将超过80%，其中最 主要的供应商则来自咱们国家。 中华民族是一个韧劲极强的民族，当对手越是轻视我们的时候，我们就能爆发出令全世界震颤的力量。 为了突破西方世界的技术垄断，中国华电、东方电气担负起民族重任，联合全国高达300多家企业、众 多高校以及科研院所，开始一项一项地攻克难关。经过数十年的努力，我国如今已经成为全球第六个能 够独立研发并生产"电力心脏"的国家 ...

Core Insights - The project "Development and Application of Manufacturing Technology for the First Domestic 300 MW F-Class Heavy Gas Turbine" has won the Special Prize for Excellent Projects in Shanghai's Industry-Academia-Research Cooperation, marking a significant leap from "catching up" to "keeping pace" in the core manufacturing technology of heavy gas turbines in China [1] Group 1: Project Overview - The first domestic 300 MW F-Class heavy gas turbine consists of over 50,000 components and is widely used for ground power generation and grid peak shaving, achieving an energy utilization efficiency close to 60%, compared to approximately 45% for traditional coal-fired power plants [1] - The Shanghai Turbine Factory, leveraging over 70 years of high-end equipment manufacturing experience, led the project and coordinated resources across the industry chain to tackle multi-disciplinary challenges in the manufacturing process [1][2] Group 2: Technical Challenges and Innovations - The project faced significant technical challenges, requiring innovative breakthroughs in manufacturing processes due to the use of new materials and structures, with high precision and assembly requirements [2] - A total of 90 key technical challenges were transformed into specific research topics, with collaboration established with universities and research institutions to address these issues [2][3] Group 3: Collaboration and Results - The collaboration between Shanghai Turbine Factory and Shanghai Jiao Tong University led to the establishment of the "Advanced Materials and Intelligent Manufacturing Joint Research Center," facilitating seamless integration of production line issues into academic research [2] - The partnership resulted in the acquisition of over 15,000 foundational data points on key material cutting performance and the establishment of a knowledge platform for typical component cutting processes, improving processing efficiency by over 30% [3]

Core Viewpoint - China is committed to expanding high-level opening-up to promote trade and investment liberalization, aiming to share development opportunities with the world and inject positive energy into global development [8][9]. Group 1: High-Level Opening-Up - The current global situation is rapidly changing, and China emphasizes the importance of high-level opening-up as a strategic choice to navigate these changes [8]. - Xi Jinping highlighted China's role as a major contributor to global economic growth and stability, reinforcing the commitment to high-level opening-up [8]. - The 2025 Central Economic Work Conference stressed the need to better coordinate domestic economic work with international trade struggles [8]. Group 2: Institutional Opening-Up - Institutional opening-up focuses on aligning international rules and standards, which is essential for overcoming systemic barriers and creating new competitive advantages [9]. - The establishment of Free Trade Zones (FTZs) is a key initiative for testing institutional opening-up, contributing to about 20% of China's foreign investment and trade [9]. - The Hainan Free Trade Port is highlighted as a significant platform for high-standard trade rules and efficient customs models, supporting the development of a comprehensive industrial ecosystem [10]. Group 3: Foreign Trade Quality Improvement - China's foreign trade is a crucial engine for economic growth, with a total import and export value of 41.21 trillion yuan, reflecting a 3.6% year-on-year increase [11]. - The strategy for enhancing foreign trade quality includes promoting trade-investment integration and domestic-international market integration [12][14]. - There is a focus on developing service trade, digital trade, and green trade to foster new growth drivers in foreign trade [15]. Group 4: Comprehensive Cooperation - China is expanding its openness to promote cooperation and mutual benefits, with a notable example being the "China-Laos Railway" facilitating trade with Southeast Asian countries [16]. - The first China International Import Expo showcased products from global companies, emphasizing the importance of creating a transparent and stable investment environment [17]. - The Belt and Road Initiative is seen as a collaborative effort to enhance international economic cooperation, with trade with Belt and Road countries reaching 21.33 trillion yuan, a 6% increase [18]. Group 5: Trade Agreements Expansion - China is actively working to expand its network of high-standard free trade agreements, having signed 24 agreements with 31 countries and regions [19]. - The focus is on leveraging multilateral platforms to accelerate the signing of regional and bilateral trade agreements, enhancing economic partnerships [19].

项目5号机组是国家第一批燃气轮机创新发展示范项目，由中国华电联合上海电气等产业链上下游 单位协同攻关，攻克核心部件制造、系统自主可控、大容量全氢冷发电机、低氮燃烧优化、机组可靠性 提升等多项关键技术难题，累计产生30余项创新成果，实现了从核心部件研发应用到整机运维的自主可 控。这一里程碑式突破，为我国重型燃机产业向高端化、智能化、绿色化方向进阶注入强劲动力。 位于苏州的华电望亭发电厂二期燃机项目，共建设2台494兆瓦燃气、蒸汽联合循环机组，均采用全 球首批500兆瓦全氢冷发电机，其中，6号机组已于今年7月正式投运。随着5号机组投运后，二期燃机项 目年发电量可达24.4亿千瓦时，不仅能为江苏地区能源保供提供坚实支撑，满足230万居民一年用电需 求，每年还可节约标煤20万吨，减排二氧化碳约90万吨，为江苏地区今冬明春电力保供提供清洁能源保 障。 近日，首台全国产商用300兆瓦级重型燃机项目——华电望亭发电厂二期燃机5号机组，顺利通过 168小时满负荷试运行并正式投运，标志着我国首次实现商用燃机国产化制造产业链全线贯通。 作为装备制造业领域"皇冠上的明珠"，300兆瓦级重型燃机集高精尖技术、新型材料与复杂工艺于 一 ...

华电望亭发电厂二期燃机项目位于江苏省苏州市，共建设2台大F级494MW燃气—蒸汽联合循环机组， 均采用500MW全氢冷发电机。5号机组投产后，项目年发电量可达24.4亿千瓦时，不仅能为江苏地区能 源保供提供坚实支撑，满足230万居民一年用电需求，每年还可节约标煤20万吨，减排二氧化碳约90万 吨。 （文章来源：新华财经） 新华财经南京12月30日电（记者朱程）29日，全国产大F级商用燃机项目——华电望亭发电厂二期燃机 5号机组顺利通过168小时满负荷试运行并正式投产。 作为装备制造业领域的"皇冠上的明珠"，大F级燃气轮机集高精尖技术、新型材料与复杂工艺于一体， 是构建新型能源体系、保障国家能源安全的关键核心装备。此次投运的5号机组是国家燃气轮机创新发 展示范项目，由中国华电联合上海电气等产业链上下游单位协同攻关，成功攻克核心部件制造、系统自 主可控、大容量全氢冷发电机、低氮燃烧优化、机组可靠性提升等多项关键技术难题，累计产生30余项 创新成果，实现了从核心部件研发应用到整机运维的自主可控，为我国重型燃机产业向高端化、智能 化、绿色化方向进阶注入强劲动力。 ...