节点：上游（原材料/资源端）位置：上游情绪：利好参考度：8/10
工业和信息化部、市场监管总局、国家能源局联合印发《电力装备行业稳增长工作方案（2025 – 2026年）》。伴随全球能源结构绿色低碳转型加速，我国新型电力系统构建步伐加快，电力装备行业需求旺盛，整体稳增长形势向好。
方案明确2025 – 2026年主要目标：传统电力装备年均营收增速维持在6%左右，新能源装备营收稳中有升；发电装备产量处于合理区间，保障有效供给，新能源装备出口量实现增长；重点地区与企业发挥更强带动作用，电力装备领域国家先进制造业集群年均营收增速达7%左右，龙头企业年均增速达10%左右；推动标志性装备的攻关突破与推广应用。
方案着重推动绿色智能转型。促进新一代信息技术与电力装备深度融合，加速装备绿色化升级，以优质供给催生新需求。引导企业全..光伏等新能源装备循环利用，鼓励企业对退役叶片、光伏组件等进行再利用，稳妥推进发电机等高附加值产品再制造。
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
