Founder Securities: Implementation Plan for High-Quality Development of Energy-Saving Equipment Released, Long-Term Allocation Value is Significant

NightAirdropper · 2026-03-27T07:20:08+00:00

Founder Securities research report points out that the "Implementation Plan for High-Quality Development of Energy-Saving Equipment" has been released, promoting industry transformation through the "dual carbon" goals. The focus is on six major areas including motors, emphasizing technological advancement and digitalization to drive high-end development. Demand comes from equipment upgrades and emerging scenarios, while supply needs to enhance localization and AI applications. Investment opportunities are concentrated in fields such as motors and transformers, demonstrating significant medium- to long-term allocation value.

NightAirdropper

2026-03-27 07:20:08

Abstract generation in progress

Rui Finance Yan Ming Meeting According to a report by Founder Securities, recently, the “Implementation Plan for the High-Quality Development of Energy-Saving Equipment (2026-2028)” was released. The policy is guided by the “dual carbon” goals and focuses on six key areas: electric motors, transformers, industrial heat pumps, heating and cooling equipment, electrolysis hydrogen production, and information communication equipment. It proposes promoting the development of energy-saving equipment towards high-end, intelligent, and systematic advancements through technological breakthroughs, product upgrades, system optimization, and digital empowerment.

From the demand side, the update of existing equipment, the trend of electrification, and emerging scenarios such as computing power and hydrogen energy form a threefold driving force, accelerating the release of industry space. From the supply side, the domestic substitution of high-end materials and core components, the enhancement of system integration capabilities, and the application of AI have become key competitive factors.

In terms of investment, electric motors and transformers present certain opportunities, while industrial heat pumps and system energy-saving services offer growth elasticity. Hydrogen energy and computing power energy-saving directions have medium- to long-term high potential. Overall, the energy-saving equipment industry is transitioning from traditional equipment manufacturing to energy efficiency solutions, indicating significant mid- to long-term allocation value.

Related company: Founder Securities sh601901

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