Core Viewpoint - The "Power Equipment Industry Stability Growth Work Plan (2025-2026)" aims to ensure steady growth in the power equipment sector, focusing on both traditional and renewable energy equipment, with specific revenue growth targets and measures to address supply, demand, and environmental challenges [1][2][3]. Group 1: Development Goals - The plan sets a target for an average annual revenue growth of around 6% for traditional power equipment from 2025 to 2026, while ensuring stable growth for renewable energy equipment [1]. - It aims to maintain reasonable production levels for power generation equipment and increase the export volume of renewable energy equipment [1]. - Key regions and enterprises are expected to drive growth, with national advanced manufacturing clusters in the power equipment sector targeting an average annual revenue growth of about 7%, and leading enterprises aiming for a 10% growth [1]. Group 2: Measures for Growth - The plan proposes eight measures to tackle key issues in the industry, focusing on supply, demand, and environmental aspects [1][2]. - On the supply side, it emphasizes the implementation of major technological equipment projects and the reconstruction of industrial foundations to enhance both strengths and address weaknesses [1][2]. - On the demand side, it plans to stabilize domestic demand through major energy projects and actively expand overseas markets, leveraging opportunities from the global green energy transition [1][2]. Group 3: Quality and Standards - The plan highlights the importance of promoting the first set of applications and establishing industry standards for wind and solar power to enhance product quality and facilitate large-scale equipment updates [2][3]. - It aims to strengthen the synergy within the industry chain to ensure sustainable and healthy development [2]. - The plan also focuses on optimizing supply and demand by identifying new growth points, particularly in the context of domestic demand pressures [3]. Group 4: International Cooperation - The plan emphasizes the need to combine domestic and international markets, actively participating in global energy transitions and enhancing cooperation with emerging market countries in the full industry chain of wind, solar, and energy storage [3]. - It aims to clarify directions for international market expansion while ensuring domestic demand is met through major energy projects [3]. Group 5: Economic Growth and Industrial Upgrade - The plan seeks to integrate economic growth with industrial upgrades, focusing on quality improvements to drive reasonable growth in quantity [3]. - It aims to enhance the standard system in the power equipment sector to improve the quality of products such as cables, transformers, and motors [3]. - The plan also promotes the deep integration of new information technologies with power equipment to accelerate green upgrades and create new demand through quality supply [3].

Core Viewpoint - A new round of key industry growth stabilization plans has been launched, focusing on ten major industries to support economic stability and growth amid changing external environments and internal economic adjustments [1][2]. Group 1: Key Industries - The ten key industries targeted for growth stabilization include steel, non-ferrous metals, petrochemicals, chemicals, building materials, machinery, automobiles, power equipment, light industry, and electronic information manufacturing [3][4]. - These industries collectively account for approximately 70% of the industrial output above a designated scale, indicating their critical role in stabilizing the industrial and national economy [4]. Group 2: Economic Context - In 2023, the industrial added value growth rate was only 3.8%, necessitating measures to stabilize the industrial base and maintain reasonable growth rates to support the overall economy [2]. - By the first half of the year, the industrial added value had increased by 6.4% year-on-year, reflecting a positive trend despite ongoing external uncertainties and structural challenges [2]. Group 3: Policy Focus - The stabilization plans emphasize enhancing supply capabilities, optimizing industry development environments, and promoting qualitative improvements and reasonable growth in key industries [2][6]. - Specific measures include strengthening technological innovation, improving quality standards, and facilitating digital, intelligent, and green transformations within industries [6]. Group 4: Role of New Technologies - Artificial intelligence is highlighted as a crucial element in the stabilization plans, driving innovation across the entire industrial chain from chips to smart terminals [7]. - The plans also focus on promoting major engineering projects to stimulate investment and consumption, which are vital for improving quality within key industries [7]. Group 5: Opportunities for Enterprises - The plans provide tailored strategies for each segment of the industry chain, encouraging a shift from price competition to competition based on technology, quality, and brand [9]. - Support measures for enterprises include tax incentives, platform construction for testing innovations, and encouragement for small and medium enterprises to focus on niche markets [9]. Group 6: Future Potential - As the growth stabilization plans are implemented, the development potential of these key industries is expected to be continuously released, contributing to overall economic stability [10].

Core Viewpoint - The "Power Equipment Industry Stability Growth Work Plan (2025-2026)" aims to ensure steady growth in the power equipment sector, focusing on both traditional and renewable energy equipment, with specific revenue growth targets and measures to address current industry challenges [1][2]. Group 1: Development Goals - The plan sets a target for 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]. - It aims for an average annual revenue growth rate of 7% for national advanced manufacturing clusters in the power equipment sector and 10% for leading enterprises [1][2]. Group 2: Supply-Side Measures - The plan emphasizes the implementation of major technological equipment projects and industrial foundation reconstruction to enhance supply capabilities, addressing both strengths and weaknesses in the industry [1][2]. - It includes the promotion of key equipment breakthroughs and applications to improve the overall supply level of the power equipment industry [2]. Group 3: Demand-Side Strategies - The plan focuses on stabilizing domestic demand through major energy projects such as large wind and solar bases, offshore wind farms, and smart grids, while also expanding overseas markets [1][3]. - It highlights the need to accelerate the construction of new energy bases and ensure the supply of key core products in the renewable energy and smart grid sectors [3]. Group 4: Environmental Considerations - The plan aims to implement policies for the promotion and application of first sets of equipment, establish industry standards for wind and solar sectors, and enhance product quality through standardization [2]. - It seeks to strengthen the synergy within the industry chain to promote sustainable and healthy development [2]. Group 5: International Market Expansion - The plan outlines strategies for expanding into international markets, particularly in the context of global energy transition, emphasizing cooperation with emerging market countries in the wind, solar, and energy storage sectors [3]. - It aims to leverage bilateral cooperation mechanisms to enhance the global competitiveness of the power equipment industry [3].

Core Viewpoint - A new round of growth stabilization plans for ten key industries has been launched, focusing on maintaining reasonable growth rates and improving efficiency and structure in the context of changing external environments and internal economic adjustments [1][2]. Group 1: Reasons for Launching the New Plans - The previous growth stabilization plan was initiated when the industrial added value growth rate was only 3.8%, amidst pressures from domestic demand contraction, supply shocks, and weakened expectations [2]. - Currently, the industrial economy is showing a positive trend, with a 6.4% year-on-year growth in industrial added value in the first half of the year, but challenges remain due to external complexities and structural contradictions [2][4]. - The new plans aim to enhance the quality of supply, optimize the development environment, and achieve both qualitative and reasonable quantitative growth in key industries [2][6]. Group 2: Key Industries Identified - The ten key industries targeted in the growth stabilization plans include steel, non-ferrous metals, petrochemicals, chemicals, building materials, machinery, automobiles, electric equipment, light industry, and electronic information manufacturing [3][4]. - These industries collectively account for approximately 70% of the industrial output above designated size, indicating their critical role in stabilizing the industrial and national economy [4]. Group 3: Policy Focus Areas - The plans emphasize stimulating innovation by addressing both supply and demand sides, including enhancing technological innovation, quality standards, and promoting digital, intelligent, and green transformations [6][10]. - Artificial intelligence is highlighted as a key driver for innovation across the entire industrial chain, with specific initiatives in electronic information manufacturing and electric equipment sectors [7][8]. - The plans also propose measures to upgrade traditional consumption, expand new consumption scenarios, and promote new business models [10]. Group 4: Opportunities for Enterprises - The plans signal a shift from irrational competition to a focus on technology, quality, and brand, encouraging enterprises to develop high-value-added products [10]. - Specific guidance is provided for technological and industrial innovation, including the development of new terminal devices and support for key product innovation projects in renewable energy and smart grid equipment [10]. - Support measures for enterprises include tax incentives, platform construction for testing, and encouragement for small and specialized enterprises to focus on differentiated development [10][11].

Core Insights - The "Power Equipment Industry Steady Growth Work Plan (2025-2026)" aims for an average annual revenue growth of around 6% for traditional power equipment and stable growth for new energy equipment from 2025 to 2026 [1] - The plan emphasizes the importance of financial and tax support, including R&D expense deductions and tax incentives for energy-saving and resource utilization [1] - The introduction of ultra-long-term special treasury bonds is expected to enhance confidence in the industry and reduce local debt risks while supporting large-scale equipment updates [1] Financial Support and Innovation - Financial institutions are encouraged to provide innovative financial services tailored to the actual needs of power equipment companies [2] - The plan suggests that financial institutions can offer loans based on intellectual property and technology achievements to help companies facing financing difficulties due to lack of collateral [2] - A one-stop financial service model is proposed to meet the diverse financial needs of power equipment enterprises, improving service quality and customer satisfaction [2]

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 new plan for the power equipment industry aims for an average revenue growth rate of around 6% for traditional power equipment and a steady increase for new energy equipment in 2025-2026, with a focus on enhancing supply capabilities and expanding effective market demand [1][2]. Group 1: Industry Growth Targets - The average revenue growth rate for the power equipment industry is set at approximately 6% for traditional equipment and 7% for advanced manufacturing clusters, with leading enterprises targeting a 10% growth rate [1][2]. - The previous plan aimed for a 9% average revenue growth rate for 2023-2024, indicating a shift towards more precise and adaptable targets in the new plan [2][3]. Group 2: Supply and Demand Strategies - The plan emphasizes improving supply quality and implementing major technology equipment projects to enhance supply capabilities [1][4]. - It aims to expand domestic demand through major engineering projects and international market exploration, particularly in green and new infrastructure [1][5]. Group 3: Industry Challenges and Adjustments - The industry faces challenges such as supply-demand imbalances and systemic losses due to previous overcapacity, prompting regulatory measures to stabilize competition and pricing [4][5]. - The average utilization rates for wind and solar power have decreased, highlighting the need for improved power system adjustment capabilities [3][4]. Group 4: Market Dynamics - The wind power sector has shown signs of recovery, with average bidding prices for onshore wind turbines increasing by over 9% compared to the previous year, indicating a stabilization in pricing [5]. - Leading companies in the wind power sector, such as Mingyang Smart Energy and Goldwind Technology, reported significant revenue growth, reflecting a positive trend in the industry [5].

Group 1 - The core viewpoint of the news is the release of the "Power Equipment Industry Stabilization Growth Work Plan (2025-2026)" by the Ministry of Industry and Information Technology, which sets four main goals for the power equipment industry, including maintaining an average revenue growth rate of around 6% for traditional power equipment and a steady increase for new energy equipment [1][2] - The new plan emphasizes precise efforts and aims for an average revenue growth rate of 10% for leading enterprises in the power equipment sector, reflecting a shift from the previous plan's broader targets [2][4] - The plan outlines measures to enhance supply-side capabilities, expand effective demand on the demand side, and optimize the development environment on the environmental side, focusing on improving equipment supply quality and promoting innovative product applications [1][3][4] Group 2 - The current development targets of 6%-10% are more suitable for the present state of the power industry, especially in the context of new energy equipment, which has seen rapid growth but is expected to slow down in the second half of the year [3] - As of June 2023, the installed capacity of wind and solar power in China reached 1.67 billion kilowatts, surpassing that of thermal power, but the system's adjustment capacity has not kept pace, leading to challenges in renewable energy consumption [3] - The plan aims to strengthen the combination of quality supply and effective demand, with a focus on accelerating the construction of major energy projects and expanding international market cooperation in the wind and solar sectors [5]

新华财经北京9月12日电（记者李唐宁刘旭阳）9月12日，工业和信息化部联合市场监管总局、国家能源 局印发的《电力装备行业稳增长工作方案（2025—2026年）》（以下简称《方案》）正式公布。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，龙头企业年 均营收增速10%左右。分析人士认为，我国电力装备的存量改造市场巨大、增量市场空间广阔，输配电 装备等多个细分赛道将迎来机遇。 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 右升 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 三、工作举措 � (一) 提高装备供给质量 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。 35 推动"锻长板" 203 加快"补短板" 依托国家科技专项,统筹推进一批 加快风电等新能源装备产业高质量 关键零部件攻关突破 发展,巩固优势产业领先地位 (二) 扩大国内需求 依托能源领域重大工程项目,稳 ...

Core Viewpoint - The electric equipment industry is a crucial sector for industrial economic growth, and the recently issued "Electric Equipment Industry Stabilization Growth Work Plan (2025-2026)" aims to enhance domestic demand, accelerate equipment application, and optimize the industry environment to support economic stability [1][3]. Summary by Sections Policy and Market Response - The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration jointly released the plan, which has positively impacted the A-share electric equipment sector, leading to significant stock price increases for several companies [1]. - The electric equipment industry is experiencing robust demand due to the global transition to a green and low-carbon energy structure, with the current installed power generation capacity reaching 3.65 billion kilowatts [2]. Goals and Adjustments - The plan sets four main goals for the electric equipment industry from 2025 to 2026, including maintaining a 6% annual revenue growth for traditional electric equipment and increasing the export volume of new energy equipment [3]. - Compared to the previous plan, the new plan emphasizes differentiated planning for various types of equipment and includes a focus on international market expansion [3]. Strategic Focus Areas - The plan emphasizes three strategic areas: enhancing the combination of quality supply and effective demand, integrating domestic and international markets, and aligning economic growth with industrial upgrading [4]. - The Ministry of Industry and Information Technology highlights the importance of quality improvement to drive reasonable growth in quantity [5]. Supply and Demand Initiatives - On the supply side, the plan aims to enhance supply capacity by improving equipment quality and promoting green and intelligent transformation [7]. - On the demand side, it seeks to expand effective domestic demand through major engineering projects and actively explore international markets, particularly in wind, solar, and energy storage sectors [8]. Environmental and Infrastructure Development - The plan proposes several measures to optimize the industry environment, including promoting innovative product applications and enhancing industry standards [8]. - Significant investments in high-voltage power projects are expected to exceed 800 billion yuan, which will support the upstream and downstream supply chains and accelerate energy transition [9].