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《关于推进能源装备高质量发展的指导意见》解读︱强化科技引领 加速电力装备高端化、智能化、绿色化发展
国家能源局· 2025-10-01 02:12
Core Viewpoint - The article emphasizes the need for high-quality development in the power equipment industry, focusing on the transition towards advanced, intelligent, and green technologies in response to the evolving energy landscape and national strategies [3][10]. Group 1: Historical Development - China's power equipment industry has transitioned from "following" to "keeping pace" and now "leading" in various fields, achieving significant advancements through independent innovation and technology absorption [4]. - Key projects such as the 630℃ supercritical thermal power demonstration project and the Baihetan hydropower station have set world records, showcasing China's leading position in power equipment technology [4]. Group 2: Current Challenges - The industry faces three main challenges: a gap in high-end equipment technology to meet green energy transition needs, reliance on imports for certain core components, and insufficient digital intelligence capabilities [5]. Group 3: Future Directions - The "Guiding Opinions" outline a roadmap for the power equipment sector, focusing on enhancing equipment quality, promoting large-scale application of energy storage, advancing digital intelligence upgrades, and fostering green high-end development [6][7][8][9]. - Specific actions include improving the performance of energy conversion equipment, developing energy storage technologies, and establishing a comprehensive green lifecycle management system [6][7][9]. Group 4: Implementation Strategies - To realize the goals set forth in the "Guiding Opinions," the industry must strengthen innovation ecosystems, enhance corporate responsibility in innovation, and establish self-regulatory mechanisms to avoid unhealthy competition [10].
【新华解读】电力装备稳增长目标公布:龙头企业年均营收增约10% 输配电装备等赛道迎机遇
Xin Hua Cai Jing· 2025-09-12 13:51
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 ...