Core Viewpoint - The "Power Equipment Industry Growth Stabilization Work Plan (2025-2026)" aims to enhance the development of the power equipment industry, which is crucial for economic stability and growth in China, by addressing supply and demand dynamics and leveraging both domestic and international markets [1][2]. Background - The power equipment industry is a leading and foundational sector in the industrial economy, significantly contributing to economic growth. Recent achievements include a total installed power generation capacity of 3.65 billion kilowatts and breakthroughs in offshore wind power and nuclear power technologies [1]. - The plan is a response to new opportunities arising from major energy projects domestically and increasing demand from countries along the Belt and Road Initiative [1]. New Considerations - The plan emphasizes a combination of demand-driven growth, quality improvement, structural optimization, and safety. It aims to enhance the synergy between quality supply and effective demand, particularly in the context of domestic demand pressures [2]. - It also focuses on integrating domestic and international markets, promoting participation in global energy transitions, and expanding overseas markets for power equipment [2]. Main Goals - The plan sets a target for traditional power equipment revenue growth to maintain around 6% annually from 2025 to 2026, with a stable increase in revenue from new energy equipment [4]. - It aims to ensure effective supply, with power equipment production remaining within a reasonable range and an increase in new energy equipment exports [4]. - The plan targets a 7% annual revenue growth for advanced manufacturing clusters in the power equipment sector and a 10% growth for leading enterprises [4]. Key Tasks - The plan outlines tasks focusing on supply, demand, and environmental aspects. It aims to enhance supply capabilities by improving equipment quality and promoting green and intelligent transformations [5]. - On the demand side, it seeks to stabilize domestic demand through major projects and expand international market opportunities, particularly in green infrastructure [6]. - It emphasizes optimizing the development environment by promoting innovation, enhancing competition, and strengthening industry standards [6]. Assurance Measures - To ensure the successful implementation of the plan, four key assurance measures are proposed: strengthening organizational support, enhancing data monitoring and analysis, providing financial support, and promoting policy awareness [7].

Core Viewpoint - The article emphasizes the achievements of Dongfang Electric Group during the 14th Five-Year Plan, highlighting its role in enhancing China's energy security and promoting high-quality development in both traditional and renewable energy sectors [2][3]. Group 1: Traditional Energy Development - Dongfang Electric Group has produced over 220 million kilowatts of power generation equipment since the beginning of the 14th Five-Year Plan, maintaining a leading position globally for 18 consecutive years [6]. - The company has successfully developed key equipment for major national power projects, including the 6000 horsepower electric fracturing pump and the 12000-meter ultra-deep intelligent drilling rig, contributing to oil and gas exploration [6]. - Significant energy-saving modifications have been made to approximately 40 million kilowatts of coal-fired power units, resulting in annual savings of 7 million tons of standard coal and a reduction of 17.5 million tons of CO2 emissions [6]. - The company is advancing the construction of the Yuncheng 1 million kilowatt high-efficiency 630℃ ultra-supercritical secondary reheating national power demonstration project, achieving optimal coal consumption and over 50% thermal efficiency [6]. Group 2: Renewable Energy Development - Dongfang Electric Group has actively promoted the development of a new energy system, launching action plans for hydrogen energy and energy storage, and implementing policies to support strategic emerging industries [8]. - The company has developed the world's first 18 MW and 26 MW offshore wind turbines, achieving significant advancements in domestic technology [8]. - In the solar energy sector, the company has established a smart solar energy company and provided core equipment for solar thermal power projects, leading to substantial reductions in coal consumption and CO2 emissions [8][9]. - The company is also involved in the hydrogen energy sector, establishing a full industry chain and launching standardized hydrogen refueling stations [8]. Group 3: Energy Technology Revolution - Dongfang Electric Group has maintained a research and development investment intensity of over 5% since the 14th Five-Year Plan, with a nearly 50% increase in the number of new patents compared to the end of the 13th Five-Year Plan [12]. - The company has successfully developed a 50 MW heavy-duty gas turbine with complete independent intellectual property rights, filling a gap in China's heavy-duty gas turbine application [12]. - The establishment of multiple national and provincial-level research platforms has facilitated collaboration with universities and research institutions, enhancing innovation capabilities [12]. - The company aims to enhance the self-sufficiency of the industrial chain by focusing on high-end industrial mother machines and key core technology breakthroughs [12].

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: 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].

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].