预计到2025年，俄罗斯的核电总装机容量将达到32吉瓦。通过这种"全包式"服务，俄罗斯不仅提升了核电项目的国际竞争力，还借此增强了与各国的战略合 作。 在全球能源领域，核电的发展格局正在经历显著的变化，特别是在中国、美国和俄罗斯之间的竞争中。这一变化背后有一个令人关注的数字：从2017年到 2024年，全球新建的52座核反应堆中，中国设计了其中的25座，俄罗斯设计了23座，而美国仅有4座。这一差距不仅表现在数量上，更反映了全球核电实力 的对比正在发生转变。过去，美国在核电领域曾占据绝对领先地位，但如今，中俄的快速崛起让美国的优势不再显著。 为了更好地理解这一变化，我们可以先看看中俄两国在核能领域做出了哪些努力。 中国：核电领域迅速发展 中国在核电领域取得了快速发展，目前其总装机容量位居全球第二。中国已有102座在运、在建及获批的核反应堆，总装机容量达到1.13亿千瓦。国内已建 立起完整的核电产业链，涵盖了设备制造、工程建设、燃料供应以及运营维护等各个环节。 中国的自主三代核电技术，如"华龙一号"和"国和一号"，已经投入商业运行，并开始进入国际市场。当前，核电发电量占全国总发电量的5.2%，预计到2025 年， ...

Core Viewpoint - The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration jointly issued the "Power Equipment Industry Stabilization Growth Work Plan (2025-2026)", aiming for a steady growth in revenue for traditional power equipment and an increase in revenue for new energy equipment during this period [1][2]. Group 1: Revenue Growth Projections - Traditional power equipment is expected to maintain an average annual revenue growth rate of around 6% from 2025 to 2026 [1][2]. - The revenue of new energy equipment is projected to show steady growth, with the annual revenue growth rate for national advanced manufacturing clusters in the power equipment sector expected to be around 7% [1][2]. - Leading enterprises in the power equipment industry are anticipated to achieve an average annual revenue growth rate of 10% [1][2]. Group 2: Industry Development and Opportunities - The power equipment industry is recognized as a dominant and foundational sector in the industrial economy, playing a crucial role in stabilizing economic growth [2]. - The installed capacity of power generation has reached 3.65 billion kilowatts, with significant breakthroughs in landmark achievements such as the 18 MW offshore wind turbine and the mass application of third-generation nuclear power units [2]. - The recent deployment of major energy projects domestically and the increasing demand from countries along the Belt and Road Initiative present new opportunities for the power equipment industry [2]. Group 3: Strategic Focus Areas - The plan emphasizes the integration of quality supply and effective demand, with a focus on accelerating the construction of new energy bases and key projects in the field of smart grid equipment [3][4]. - It aims to strengthen the connection between domestic and international markets, promoting global cooperation in the wind, solar, and energy storage sectors [3][4]. - The plan highlights the importance of economic growth and industrial upgrading, advocating for quality improvements to drive reasonable growth in quantity [3][4]. Group 4: Implementation Measures - The plan outlines several measures to enhance supply capabilities, including improving equipment quality and promoting green and intelligent transformation [4][5]. - It aims to expand effective domestic demand through major engineering projects and actively explore international markets to support global energy transitions [4][5]. - The plan includes measures to optimize the development environment, such as promoting innovation in product applications and enhancing industry standards [4][5]. Group 5: Support Mechanisms - The plan proposes four key support measures: strengthening organizational support, enhancing data monitoring and analysis, providing financial and tax support, and promoting policy awareness [5].

Group 1 - The core theme of the recent China Nuclear Society 2025 Annual Conference is the urgency and sustainability of technological innovation in the nuclear energy sector [1][2] - The conference highlighted significant advancements in China's nuclear technology innovation system, including third and fourth-generation nuclear power, small modular reactors, controlled nuclear fusion, and advanced nuclear fuel cycles [1][2] - China's nuclear energy industry is currently in a new phase of large-scale development, with a total installed capacity of 125 million kilowatts, making it the world's largest nuclear power country [2][3] Group 2 - The Deputy Director of the National Atomic Energy Agency emphasized the importance of high-level self-reliance and innovation in nuclear technology to empower high-quality development in the nuclear industry [3][4] - Key strategies for enhancing nuclear power include optimizing third-generation pressurized water reactor technology, accelerating the development of new-generation nuclear technologies, and strengthening the foundational research system in the nuclear field [4][5] - The focus on innovation is critical as the nuclear power sector faces a new wave of technological revolution and industrial transformation, necessitating a proactive approach to avoid locking into a single technology route too early [5]

Core Insights - The 2025 Yantai International Nuclear Power Industry and Equipment Expo will be held from September 15 to 17 in Yantai, Shandong, focusing on the theme of "Green Development, Low-Carbon Future" [1] - The expo will feature over 300 exhibitors, including major state-owned enterprises and innovative companies, showcasing the entire nuclear power industry chain from design and manufacturing to operation and maintenance [1] - The event aims to promote the nuclear energy sector's transition towards a "dual carbon" era, emphasizing safety, low-carbon benefits, and a sustainable future [1] Group 1 - The exhibition area will cover 20,000 square meters, highlighting technological advancements and industry upgrades in the nuclear energy sector [1] - Major participants include China National Nuclear Corporation, State Power Investment Corporation, China General Nuclear Power Group, and China Huaneng Group, each presenting various models and technologies [1] - The expo will feature models such as "Hualong One," "China's Circulating Three," and advanced technologies in clean energy like wind, solar, and energy storage [1] Group 2 - A series of supporting activities will take place during the expo, including conferences on digital transformation, safety, and innovation in nuclear power [2] - Over 30 representatives from research institutions, state-owned enterprises, and industry leaders will discuss key topics such as digitalization, safety, and collaborative innovation in the nuclear power industry [2] - The event is organized by the China Machinery Industry Federation and supported by various industry associations and research institutions [2]

Group 1: Industry Policies - The Ministry of Industry and Information Technology and other departments issued the "Power Equipment Industry Steady Growth Work Plan (2025-2026)", targeting a 6% annual revenue growth for traditional power equipment and stable revenue growth for new energy equipment [1] - The plan emphasizes the acceleration of major energy projects and the support for key product innovation projects in new energy and smart grid equipment [1] - The National Development and Reform Commission and the National Energy Administration released guidelines for the construction of power spot markets, focusing on reliable capacity assessment mechanisms for various power sources [2] Group 2: Financial Support and Funding - The Ministry of Industry and Information Technology, the Ministry of Finance, and the Financial Regulatory Bureau announced the implementation of the 2025 insurance compensation policy for major technical equipment [3] - The policy supports all fields listed in the "Guidance Directory for the Promotion and Application of Major Technical Equipment (2024 Edition)" [4] - In Shanghai's Pudong New Area, a call for project applications for new energy technology development funding was issued, with a subsidy of up to 30% of fixed asset investment for eligible projects [5][7] Group 3: Technological Advancements - The first intelligent inspection substation in Anshun has been launched, significantly improving operational efficiency by automating inspection processes [12][13] - The world's first plateau hydropower unit production and research base has been established in Tibet, aimed at enhancing the development of high-capacity hydropower units [14] - The first 630℃ unit has achieved a significant milestone in its commissioning, marking a breakthrough in high-efficiency coal-fired power generation technology [15] Group 4: Major Projects and Developments - The largest onshore wind power project in China, with a total installed capacity of 1.5 million kilowatts, has commenced commercial operation, showcasing advancements in wind energy technology [19][20] - A new digital intelligent substation in Shandong has been successfully put into operation, enhancing the local power grid structure [16][17] - The first commercial unit of the "Taihang 110" heavy-duty gas turbine has been produced, marking a new phase in the commercialization of domestically developed gas turbines [18] Group 5: Patent Applications and Innovations - Zhejiang Yingji Power Technology has applied for a patent for a self-driven steam heating system, aimed at improving energy efficiency in industrial steam supply [24] - China Yangtze Power and Dongfang Electric have jointly applied for a patent for an online monitoring method for turbine shaft seal temperatures, enhancing measurement accuracy [25][26] - Huaneng has obtained a patent for a flow path designed to suppress vortex formation in axial flow turbines, contributing to improved turbine performance [27]

Core Viewpoint - The document outlines a plan by three government departments to promote stable growth in the electric power equipment industry from 2025 to 2026, emphasizing the importance of this sector in supporting economic growth and enhancing domestic and international market opportunities [2][3]. Group 1: Industry Goals and Performance - The electric power equipment industry aims for an average annual revenue growth rate of around 6% for traditional equipment and stable growth for renewable energy equipment from 2025 to 2026 [3]. - The production of power generation equipment is expected to remain within a reasonable range, ensuring effective supply, while the export volume of renewable energy equipment is projected to increase [3]. - Key regions and enterprises are expected to play a stronger role, with national advanced manufacturing clusters in the electric power equipment sector targeting an average annual revenue growth rate of 7%, and leading enterprises aiming for a 10% growth rate [3]. Group 2: Strategic Initiatives - The plan includes measures to improve equipment supply quality, expand domestic effective demand, actively explore international markets, accelerate equipment promotion and application, and strengthen standard support [4]. - The document emphasizes the need to optimize the industry development environment, promote digital and green transformation, and enhance collaboration across the industrial chain [4].

近年来，18兆瓦海上风电机组并网运行、"华龙一号""国和一号"三代核电机组批量应用，电力装备行业 一批标志性成果取得突破，全国累计发电装机容量达36.5亿千瓦。近期，国内部署一批重大能源工程， 国际上共建"一带一路"国家和地区需求不断提升，电力装备行业发展迎来新机遇。 工业和信息化部装备工业二司有关负责人表示，方案提出电力装备行业新的增长点，在需求侧明确要加 快"沙戈荒"新能源基地、风光水一体化基地和特高压电力外送通道等项目建设，同时，通过专项在新能 源、智能电网装备等领域支持一批关键产品创新项目，保障装备供给能力，实现需求侧与供给侧精准对 接。 本报北京9月15日电 （记者刘温馨）近日，工业和信息化部等3部门联合印发《电力装备行业稳增长工 作方案（2025—2026年）》，提出2025—2026年传统电力装备年均营收增速保持6%左右，新能源装备 营收稳中有升等目标。 《 人民日报 》（ 2025年09月16日 02 版） (责编：袁勃、赵欣悦) 关注公众号：人民网财经 ...

Core Viewpoint - The Ministry of Industry and Information Technology, along with two other departments, has issued a plan for the power equipment industry aimed at maintaining 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] Group 1: Industry Growth Targets - The plan sets a target for the traditional power equipment sector to achieve an average annual revenue growth rate of approximately 6% during the 2025-2026 period [1] - It emphasizes the need for stable growth in the revenue of renewable energy equipment [1] Group 2: Recent Achievements and Developments - Significant milestones in the power equipment industry include the operational integration of 18 MW offshore wind turbines and the mass application of the "Hualong One" and "Guohe One" third-generation nuclear power units [1] - The total installed power generation capacity in the country has reached 3.65 billion kilowatts [1] Group 3: New Opportunities and Projects - The industry is poised for new opportunities due to the deployment of major energy projects domestically and the increasing demand from countries and regions involved in the Belt and Road Initiative [1] - The plan highlights new growth points for the power equipment industry, focusing on accelerating the construction of projects such as the "Shagohuang" renewable energy base, integrated wind-solar-water bases, and ultra-high voltage power transmission channels [1] Group 4: Innovation and Supply Chain - The plan aims to support key product innovation projects in the fields of new energy and smart grid equipment through specialized initiatives [1] - It seeks to ensure equipment supply capabilities and achieve precise alignment between demand and supply sides [1]

Core Viewpoint - The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration have issued a work plan for the power equipment industry for 2025-2026, aiming for stable growth in the sector. Group 1: Industry Goals - The power equipment industry aims for an average annual revenue growth rate of around 6% for traditional power equipment and steady growth for renewable energy equipment [1] - The production of power generation equipment is to be maintained within a reasonable range, ensuring effective supply, with an increase in the export volume of renewable energy equipment [1] - Key regions and enterprises are expected to enhance their driving role, with national advanced manufacturing clusters in the power equipment sector targeting an average annual revenue growth rate of 7% and leading enterprises aiming for 10% [1] Group 2: Industry Achievements - The power equipment industry has made significant progress, with a total installed power generation capacity reaching 3.65 billion kilowatts and breakthroughs in landmark achievements such as the 18 MW offshore wind turbine and the mass application of the "Hualong One" and "Guohe One" third-generation nuclear power units [1] - Renewable energy equipment has become a competitive area in China's manufacturing sector, with supply levels continuously improving to meet domestic demand [1] Group 3: Strategic Measures - The plan outlines measures to improve equipment supply quality, expand domestic effective demand, actively explore international markets, accelerate equipment promotion and application, strengthen standard support, optimize the industry development environment, promote digital and green transformation, and enhance industry chain collaboration [2]

Core Viewpoint - The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration have issued the "Power Equipment Industry Steady Growth Work Plan (2025-2026)", aiming for a stable growth trajectory in the power equipment sector, with specific revenue growth targets and strategic initiatives to enhance the industry's overall performance [1][2]. Group 1: Industry Goals and Performance - The main objectives for the power equipment industry from 2025 to 2026 include maintaining an average annual revenue growth rate of around 6% for traditional power equipment and ensuring steady growth in revenue for new energy equipment [1]. - The production of power generation equipment is expected to remain within a reasonable range, ensuring effective supply, while the export volume of new energy equipment is projected to increase [1]. - Key regions and enterprises are expected to play a stronger role, with the national advanced manufacturing clusters in the power equipment sector targeting an average annual revenue growth rate of approximately 7%, and leading companies aiming for a 10% growth rate [1]. Group 2: Industry Development and Achievements - The power equipment industry is a dominant and foundational sector of the industrial economy, significantly contributing to economic stability [1]. - Recent achievements in the industry include a total installed power generation capacity of 3.65 billion kilowatts, with notable breakthroughs such as the operation of 18-megawatt offshore wind turbines and the mass application of the "Hualong One" and "Guohe One" third-generation nuclear power units [1]. - New energy equipment has emerged as a competitive area for China's manufacturing sector, with supply levels continuously improving to meet domestic demand [1]. Group 3: Strategic Initiatives - The plan outlines a series of measures aimed at improving equipment supply quality, expanding domestic effective demand, actively exploring international markets, accelerating equipment promotion and application, strengthening standard support, optimizing the industry development environment, promoting digital and green transformation, and enhancing industry chain collaboration [2]. - These initiatives are designed to solidify the growth foundation of the power equipment industry and provide robust support for overall economic improvement [2].