中国发展网讯 记者从9月9日召开的2025世界清洁能源装备大会新闻发布会上获悉，2025世界清洁能源装备大会（WCCEE 2025）定于9月16日至18日在德阳 举办，目前筹备工作全面就绪，这场聚焦全球能源转型的高端盛会进入倒计时一周阶段。届时将有来自12个国家的40多位外宾、6位院士及众多央企、科研 院所和跨国公司负责人共赴"绿色之约"。 "1+1+19"活动矩阵：覆盖清洁能源装备全产业链 此次大会由中国机械工业联合会主办，机械工业信息研究院、德阳国际会展集团有限公司联合主办，以"绿色新能源·智造新未来"为主题，将打造"1场开幕 式主旨大会+1场高端装备展览会+19场专题会议活动"的活动矩阵，深度覆盖水电、风电、光伏、核电、氢能、新型储能等清洁能源装备全产业链。 中国机械工业联合会副会长罗俊杰介绍，大会将发布《中国清洁能源装备十大标准》《全国发电设备行业十大科技创新成果》及《四川省重大技术装备攻关 工程成果》，这些标准填补了多项空白，自主核电"国和一号"示范工程、300MW级F级重型燃气轮机等技术突破成果将集中亮相展示。 19场专题会议将围绕"清洁能源装备国际合作""核电装备'十五五'发展战略""风电行业标 ...

Group 1 - The core viewpoint of the report is that the stock prices of Dongfang Electric (600875) for A and H shares are projected to correspond to P/E ratios of 15.8 and 13.1 for 2025, and 12.8 and 10.4 for 2026, respectively, with a positive outlook due to ongoing projects and market recovery [1] - The target prices for A and H shares have been raised by 30% and 67.2%, reaching 22.1 RMB and 19.4 HKD, which correspond to P/E ratios of 18 times and 14.5 times for this year [1] Group 2 - Dongfang Electric reported a total revenue of 38.151 billion RMB for the first half of the year, reflecting a year-on-year growth of 14.03%, with a net profit of 1.91 billion RMB, up 12.91% [2] - In the second quarter, revenue was 21.603 billion RMB, showing a year-on-year increase of 17.38%, while net profit decreased by 3.79% to 756 million RMB due to increased impairment losses [2] - The company secured new effective orders amounting to 65.485 billion RMB in the first half, marking a year-on-year growth of 16.78% [2] - The clean and efficient energy equipment segment saw a revenue increase of 19.2% year-on-year, with coal and nuclear power revenues growing by 32.6% and 38.7%, respectively [2] - The gross margin for coal power increased by 2.7 percentage points to 19.1%, while the nuclear power gross margin declined due to product delivery structure impacts [2] - The company achieved its first overseas order for a 50-megawatt heavy-duty gas turbine, indicating potential for continued expansion in international markets [2]

Financial Performance - The company reported total operating revenue of RMB 38.151 billion for the six months ending June 30, 2025, representing a year-on-year increase of 14.03% [1] - The net profit attributable to shareholders was RMB 1.910 billion, up 12.91% compared to the same period last year [1] - Earnings per share stood at RMB 0.60 [1] Industry Development - The quality of hydropower orders has significantly improved, while the company maintains the leading market share in nuclear and gas power [2] - The company achieved a breakthrough with overseas orders for 50-megawatt heavy gas turbines [2] - In the new energy sector, the company secured bulk orders for 20-megawatt offshore wind power and launched new energy equipment manufacturing bases [2] - The company reported newly effective orders amounting to RMB 65.485 billion in the first half of 2025, a year-on-year growth of 16.78% [2] - Among the new orders, clean and efficient energy equipment accounted for 37.59%, renewable energy equipment for 30.82%, and emerging growth industries for 11.27% [2] Technological Innovation - The company has seen a concentration of innovative achievements, including successful assembly acceptance of a 500-megawatt hydropower generator and stable operation of a 15-megawatt heavy gas turbine [3] - The company has developed key technologies in biomass gasification and has been recognized by the Ministry of Industry and Information Technology for its hydrogen industry technology pilot platform [3] - The integration of technological and industrial innovation is evident, with the development of marine anti-corrosion materials applied to offshore wind turbines [3]

Core Insights - The company reported a total revenue of RMB 38.151 billion for the six months ending June 30, 2025, representing a year-on-year growth of 14.03% [1] - The net profit attributable to shareholders was RMB 1.910 billion, an increase of 12.91% compared to the same period last year [1] - Earnings per share stood at RMB 0.60 [1] Industry Development - The quality of hydropower orders has significantly improved, while the company maintains the leading market share in nuclear and gas power [2] - The company achieved a breakthrough with overseas orders for 50-megawatt heavy gas turbines [2] - In the new energy sector, the company secured bulk orders for 20-megawatt offshore wind power and launched new energy equipment manufacturing bases in Ruoqiang and Burqin [2] - The company won a demonstration project for 30 heavy-duty hydrogen trucks in Panzhihua and achieved a breakthrough in orders for a 1,000 standard cubic meter alkaline electrolysis water system [2] - The company’s new effective orders reached RMB 65.485 billion in the first half of 2025, marking a year-on-year increase of 16.78% [2] - Among the new effective orders, clean and efficient energy equipment accounted for 37.59%, renewable energy equipment for 30.82%, engineering and international supply chain for 11.51%, modern manufacturing services for 8.80%, and emerging growth industries for 11.27% [2] Technological Innovation - The company has seen a surge in innovative achievements, including the successful assembly acceptance of the stator and rotor support for a 500-megawatt hydropower unit [3] - A 15-megawatt heavy gas turbine has been operating stably at design conditions, and a 26-megawatt semi-direct drive offshore wind turbine blade has passed static load testing [3] - The company has successfully completed a pilot study on key technologies for biomass gasification and has been included in the first batch of key cultivation lists by the Ministry of Industry and Information Technology for its megawatt-level chemical chain combustion pilot platform and hydrogen industry technology pilot platform [3] - The integration of technological and industrial innovation is evident, with the company independently developing marine anti-corrosion materials for use in 20-megawatt offshore wind turbines [3]

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) is being held in Beijing from July 16 to 20, attracting 651 enterprises and institutions from 75 countries and regions, with foreign exhibitors accounting for 35% [1] - Chengdu Zongheng Automation Technology Co., Ltd. has sold drones to over 40 countries, highlighting the growing maturity of drone applications in Africa for tasks such as oil pipeline and power grid inspections [1] - Sichuan province has a comprehensive industrial layout with significant technological advantages in six pillar industries: electronic information, equipment manufacturing, food and light textiles, energy and chemicals, advanced materials, and pharmaceutical health [1] Group 2 - China Dongfang Electric Group, a leader in clean energy equipment manufacturing, showcased several major products at the Chain Expo, including a 50 MW heavy gas turbine and the world's largest offshore wind turbine [2] - Chengdu Yikong Zhilian Automotive Electronics Co., Ltd. displayed innovations in smart, connected, and unmanned vehicles, attracting interest from foreign automotive manufacturers [2] - The Chain Expo serves as a platform for small and medium-sized enterprises to engage with industry giants, exemplified by Sichuan Shanghao Tea Co., Ltd. successfully connecting with Yum! Brands for potential product inclusion [2] Group 3 - The Chain Expo has facilitated investment agreements in various sectors, with Sichuan securing over 2.5 billion RMB in contracts, including international cooperation projects [3] - The Dalian Logistics Group signed a $10 million agreement for a commodity import-export supply chain center project in Chengdu, aiming to enhance trade and logistics services [3] - The initiative is expected to strengthen Sichuan's southward openness and provide comprehensive services for ASEAN enterprises entering the Chinese market [3]

Group 1 - The China International Supply Chain Promotion Expo (Chain Expo) serves as an efficient platform for companies to address supply chain shortcomings and challenges [2] - Sichuan Tianlian Robot, among 29 participating Sichuan enterprises, aims to adopt new solutions if breakthroughs in battery energy density are achieved [1][2] - Chengdu Zongheng Co. showcased a new pure electric flagship model with a battery life exceeding 3 hours, attracting interest from overseas customers [2] Group 2 - The expo facilitates equal dialogue between small and medium-sized enterprises (SMEs) and industry giants, exemplified by Sichuan Shanghao Tea's successful negotiations with major beverage companies [4] - Dongfang Electric Group presented advanced clean energy products, including a 50 MW heavy gas turbine and the world's largest 26 MW offshore wind turbine [4] - Zhongke Jiuwai's participation in the expo has led to investment interest from various government delegations, highlighting the event's role as an investment accelerator [5] Group 3 - Sichuan signed multiple projects during the expo, with a total value exceeding 2.5 billion yuan, including a $10 million investment from Ocean Logistics Group for a supply chain center project [5] - The project aims to leverage Chengdu's strategic location on the Eurasian corridor to enhance trade and supply chain services for ASEAN enterprises entering the Chinese market [5]

Group 1 - The third China International Supply Chain Promotion Expo opened in Beijing, showcasing Sichuan's integration into the global supply chain with over 3,300 registered buyers and professional visitors [1] - The expo featured six specialized exhibition areas including advanced manufacturing, clean energy, smart vehicles, digital technology, healthy living, and green agriculture, along with a supply chain service area [3] - Sichuan enterprises, including 29 companies like Dongfang Electric Group and Sichuan Changhong, presented their latest technological achievements and solutions, highlighting the province's robust production capabilities [3] Group 2 - The "Invest in Sichuan" international supply chain cooperation conference was held during the expo, attracting over 200 guests including diplomats, representatives from Fortune 500 companies, and media [3][4] - Various cities in Sichuan promoted their advantageous industries, revealing the province's differentiated development and investment potential in strategic emerging industries [4] - A significant announcement was made regarding the "Sichuan Province Industrial Chain Investment Cooperation Opportunity List," which includes 158 investment projects totaling 379.12 billion yuan, providing ample collaboration options for domestic and foreign enterprises [5]