On September 22, 2025, the National Energy Administration and other authorities released the "Guiding Opinions on Promoting High-Quality Development of Energy Equipment," aiming to advance China's energy equipment industry, support the construction of a new energy system, and achieve carbon peak and carbon neutrality goals.

Key Focus Areas

1. Exploration and Development Equipment

   • Intelligent, integrated, and unmanned upgrades for coal and oil & gas equipment

   • Breakthrough technologies for deep-earth, deep-water, and mature oilfield development

2. Energy Conversion Equipment

   • Efficiency improvements for PV, CSP, wind, hydro, and nuclear power equipment

   • Development of high-voltage string inverters, high-efficiency PV modules, and 300 MW CSP systems

3. Energy Storage & Hydrogen Equipment

   • High-safety, long-life energy storage systems

   • Efficient hydrogen production and storage solutions

   • Battery recycling and cascade utilization systems

4. Energy Transmission Equipment

   • High-efficiency, low-loss power transmission equipment

   • Upgrades for long-distance coal, oil, and gas transport

5. Digitalization & Intelligent Upgrades

   • Independently controllable industrial control systems

   • Smart sensing, operation, and full lifecycle management of equipment

6. Green & High-End Development

   • Green and recyclable materials, remanufacturing, and lifecycle management

   • Advanced intelligent equipment with sustainable design

Strategic Goals

• Achieve independent control of key energy equipment by 2030

• Realize high-end, intelligent, and green development

• Establish globally leading technological and industrial systems to support a clean, low-carbon, and efficient energy system

Highlights

• Breakthroughs in high-efficiency PV modules and high-voltage inverters

• Significant improvement in CSP efficiency

• Rapid advancement of energy storage, hydrogen, and smart control equipment

• Promotion of green design, remanufacturing, and lifecycle management