Shanghai releases a three-year action plan for the innovative development of the energy equipment industry, with a 2029 output value target of 400 billion yuan

On October 21, Shanghai released the "Shanghai Energy Equipment Industry Innovation and Development Three-Year Action Plan (2027-2029)" (hereinafter referred to as the "Action Plan"), aimed at implementing the national carbon peak and carbon neutrality strategy, focusing on the construction of a new-type power system, and accelerating the formation of new quality productive forces. The Action Plan proposes that by 2029, a "43613" systematic breakthrough will be achieved, with the output value scale reaching 400 billion yuan, building 3 hundred-billion-level cluster zones, 6 ten-billion-level emerging fields, and 10 landmark products, and cultivating more than 3 high-quality enterprises. It strives to exceed an output value scale of 500 billion yuan by 2030.

The following are the specific contents of the Action Plan:

The energy equipment industry is a comprehensive manifestation of the high-end, intelligent, green, and international capabilities of the equipment industry, and is an important component of the city's trillion-level high-end equipment industry cluster. In order to implement the national carbon peak and carbon neutrality strategy, focus on the construction of a new-type power system, and accelerate the formation of new quality productive forces, this Action Plan is hereby formulated.

I. Development Goals

By 2029, focusing on the overall goal of "Shanghai Equipment, Equipping the World," the city's energy equipment industry will achieve a "43613" systematic breakthrough, with an output value scale of 400 billion yuan, forming 3 hundred-billion-level cluster zones in Minhang, Songjiang, and the Lin-gang Special Area, 6 ten-billion-level emerging fields such as advanced nuclear energy, hydrogen-based energy, and offshore wind power, creating 10 landmark products such as microreactors, high hydrogen-blend industrial gas turbines, and 25MW-class deep-sea floating wind turbines, and cultivating more than 3 high-quality enterprises, with the independent and controllable capacity of the industrial chain and the high-end level of the industry significantly improved. It strives to exceed an output value scale of 500 billion yuan by 2030, accelerating the building of an internationally leading innovation highland and home port for going global in the energy equipment industry.

II. Key Fields

(1) Focus on developing new-type nuclear energy

Deepen the advantages of third-generation nuclear power technology, improve the manufacturing level of fourth-generation nuclear power main equipment, and strengthen the supply capacity of main equipment for multiple reactor types and key complete sets of equipment such as nuclear-grade pumps and valves, instruments, and control units. Accelerate the development of advanced nuclear energy equipment, make breakthroughs in the manufacturing of advanced small reactor equipment such as thorium-based molten salt reactors, gas-cooled microreactors, and marine nuclear power units, and carry out research on key technologies and equipment such as microreactors, nuclear fusion, and nuclear power pumps and valves. Accelerate the layout of future nuclear energy-related technologies and products such as multi-route fusion experimental devices including high-temperature superconducting tokamaks, the Accelerator Driven Transmutation Research System (CiADS), and lead-based/lead-bismuth fast reactors and efficient low-carbon nuclear power equipment.

(2) Accelerate the construction of the hydrogen-based energy industry chain

Guided by the integration of "production, storage, transportation, refueling, and use," build an efficient hydrogen energy equipment industry chain. Strengthen the development and demonstration application of advanced fuel cell stacks, focus on breakthroughs in related technologies such as high-power fuel cell stacks, improve the reliability, stability, and durability of key materials such as catalysts, proton exchange membranes, and carbon paper, develop high-performance and low-cost membrane electrode products, and accelerate breakthroughs in SAF technology. Carry out the development of large-scale, high-efficiency alkaline electrolyzers, PEM electrolyzers, and AEM electrolyzers as well as various green fuel production, storage, transportation, and refueling equipment, and promote the integrated development of "production, storage, refueling, and use" of the efficient hydrogen-based energy equipment industry chain such as green hydrogen, green ammonia, and green methanol.

(3) Prospectively lay out the new track of "photovoltaics, energy storage, and gas turbines"

Accelerate the research and development of high-efficiency heterojunction and perovskite photovoltaic cells, and continue to promote breakthroughs in related manufacturing equipment. Strive to tackle long-duration energy storage technologies, seize the opportunity to overtake on a new track in key long-duration energy storage fields such as solid-state batteries, flow batteries, and sodium-ion batteries, and focus on breakthroughs in key technologies such as highly conductive solid electrolytes for all-solid-state batteries, liquid carbon dioxide energy storage, and compressed air energy storage. Accelerate the independent development of new-generation heavy-duty gas turbines, complete industrial gas turbines, and hot-end components, and explore new routes for gas turbines such as high hydrogen blending and pure hydrogen.

(4) Promote the transformation and upgrading of "wind, thermal power, and electricity"

With independent innovation of key technologies as the starting point, promote the efficient, green, and intelligent transformation and upgrading of advantageous energy equipment industries. Accelerate the development of large-megawatt deep-sea wind turbine generator sets, strengthen supporting capabilities in key fields such as super-large wind turbine blades, and promote breakthroughs in key components such as generator alloy forgings and castings and large wind turbine main shaft bearings. Accelerate technical research and product development for thermal power unit flexibility transformation such as cross-generation unit parameter upgrading and transformation, energy storage coupling thermal power units with heat pump cycle thermal batteries, deep peak-shaving integration, and steam compressor coupling thermal power unit heating, make breakthroughs in coal power integrated products such as large-capacity, high-efficiency, and flexible ultra-supercritical boilers, and carry out research, development, and application of co-firing power generation technology and equipment such as green ammonia. Develop advanced CO2 capture core equipment for thermal power units, and form CCUS complete equipment systems and one-stop system solutions. Develop new-type power transmission and distribution equipment such as digital substations, high-voltage DC circuit breakers, and superconducting cables to support the construction of a new-type power system.

III. Main Measures

1. Strengthen engineering demonstration applications. Promote the implementation of advanced energy equipment such as high hydrogen-blend industrial gas turbines and photovoltaic perovskites in typical scenarios such as industrial parks, 5G/6G communications, data centers, and rail transit, and accelerate application and promotion in fields such as buildings, transportation, and agriculture. Support enterprises in carrying out research and development innovation and demonstration applications of first sets (sets), first batches, and first editions. Encourage a number of energy project scenarios such as solid-state hydrogen storage fuel cells to give priority to purchasing first-creation verified equipment, and provide subsidies for first-creation verified products that achieve sales application. Promote the demonstration application of key technology and equipment for new-type power systems such as high-proportion renewable energy access and intelligent dispatch, photovoltaic-storage-direct-flexible, and long-duration energy storage, explore the feasibility of engineering applications such as offshore floating power generation platforms, wind-solar hydrogen production, and marine nuclear power equipment, and encourage areas such as ports and wharves to carry out comprehensive multi-energy demonstrations of "wind, solar, storage, and hydrogen."

2. Promote the coordinated development of "complete machines and components." Focusing on the entire chain of the energy equipment sector—"components—complete machines—services"—encourage the coordinated development of "complete machines and components" and "components and components," and promote linkage and complementarity across the energy equipment industry chain. Strengthen targeted breakthroughs to fill gaps and domestic substitution, support the city's complete-machine enterprises in purchasing innovative domestically produced component products, support the construction of demonstration complete-set equipment production lines, and use the manufacturing of high-end energy equipment products to drive the development of basic equipment such as industrial machine tools, industrial robots, instruments and meters, and intelligent testing equipment, forming a development pattern of "complete machines driving components, components promoting complete machines, and coordinated development of complete machines and components."

3. Build an "AI + energy equipment" training ground. Focus on supporting a batch of AI + full-process industrial manufacturing pilots and energy equipment pilots that can be scaled up for promotion. Led by high-quality energy equipment enterprises, integrate high-value industry datasets such as equipment design, simulation, and equipment operation data, and develop vertical large models for the energy equipment field. Based on MCP, form a model ecosystem in which general large models and vertical small models collaborate, and build an intelligent, integrated experimental validation platform covering all links such as R&D and design, production and manufacturing, operation and maintenance, quality inspection, and supply chain optimization. Promote the development and deployment of specialized intelligent agents for intelligent design, intelligent manufacturing, intelligent scheduling, remote diagnosis, and operation and maintenance decision-making, promote the upgrading of energy equipment from single-point intelligence to system intelligence, and form a collaborative network of intelligent agents across equipment, scenarios, and the entire life cycle.

4. Strengthen the tiered cultivation of high-quality enterprises. Promote vertical integration and cross-sector integration of the industrial chain, and build world-class benchmark enterprises with international competitiveness. Build a tiered cultivation system, and cultivate and incubate a batch of innovative small and medium-sized enterprises with killer products. Build an international industrial cooperation network, encourage enterprises to go global in groups, and enhance the brands of "Offshore Wind Power" and "Shanghai Nuclear Power." Support enterprises in establishing overseas R&D centers, building overseas energy institutions and facilities, and participating in the formulation of international standards and international patent applications.

5. Improve the layout of industrial innovation platforms. Build a "national-level—municipal and district-level—enterprise-level" R&D and innovation platform system, advance the construction of innovation carriers such as industrial innovation centers, industry pilot-testing platforms, and application validation platforms, and promote the preparation and construction of industrial innovation platforms such as manufacturing innovation centers, the Offshore Wind Power Industry Innovation Alliance, and the gas turbine pilot-testing platform. Increase the integration of and support for existing platform resources, promote concentrated breakthroughs in key common technologies in the industry, and accelerate the formation of complete industrial chain capabilities of "R&D—pilot testing—industrialization" in key fields of the city's key industries.

6. Accelerate the construction of an advanced standards system. Support participation in the formulation and revision of international standards, national standards, and industry standards for new energy equipment. Carry out research on relevant standards for low-carbon and zero-carbon products/systems/scenarios/parks in key fields, and build key testing capabilities such as system performance, environmental adaptability, and carbon emissions for scenarios such as renewable energy access, energy storage, and microgrid systems. Support high-end energy equipment exported to overseas markets in carrying out international R&D certification such as IECRE (IEC System for Certification to Standards Relating to Equipment for Use in Renewable Energy Applications), supporting domestically produced equipment in going global.

7. Guide enterprises to carry out service-oriented manufacturing. Encourage equipment enterprises to provide services such as general contracting, system solutions, and operation and maintenance, and build a batch of benchmark service-oriented manufacturing enterprises in the energy equipment field. Support business model innovation of "promoting manufacturing through repair," support enterprises in actively carrying out the construction of a value-added service system for the entire product life cycle, and provide users with long-term value-added services such as big-data-based supply-demand matching R&D and design platforms, equipment health management, and operation and maintenance fault diagnosis.

8. Focus on the "three cores" layout for development. Focus on Minhang's advanced energy and green low-carbon sector, Songjiang's renewable energy power equipment, and the Lin-gang Special Area's power equipment to build three major high-end energy equipment manufacturing core zones, and promote the clustered development of six 10-billion-level key fields and major projects, including advanced nuclear energy, hydrogen-based energy, offshore wind power, industrial gas turbines, photovoltaic perovskite, and superconducting and high-conductivity copper power transmission and distribution. Actively promote the secondary development of existing inefficient industrial land, make planning adjustments related to incremental space, accelerate the construction of distinctive industrial parks for energy equipment, and encourage qualified enterprises to "move industry upstairs." Strengthen energy equipment industry collaboration and resource linkages in the Yangtze River Delta region, and build a world-class energy equipment industry cluster.

9. Increase policy support. Give play to the driving role of national special policies such as "Two Major" and "Two New," rely on various special funds such as the city's funds for promoting high-quality industrial development and municipal strategic emerging industries, increase support for the energy equipment field, and study and formulate targeted policy support measures. Encourage Minhang, Songjiang, and Lin-gang to establish special funds for energy equipment development. Focus on shortcomings and weaknesses in industrial chains such as gas turbines and future frontier directions, and organize special projects for paired breakthroughs, "open competition to select the best candidates," and "gap-filling" breakthroughs.

10. Strengthen support from financial factors. Support high-quality energy equipment enterprises in establishing CVC funds, promote enterprises to carry out corporate venture capital focused on key links upstream and downstream of the energy equipment industry chain, and promote the strengthening, extension, and supplementation of chains in key industries. Advocate that financial institutions expand the scale of corporate credit loans, financial leasing, and medium- and long-term loans, encourage the development of supply chain finance and green finance for energy equipment, and encourage insurance institutions in Shanghai to develop energy equipment insurance products. Support energy equipment enterprises in applying for national first-set major technical equipment insurance compensation projects.

11. Strengthen the introduction and cultivation of talent. Make full use of national and municipal overseas high-level talent introduction plans, and accelerate the introduction of high-end talent in the global energy equipment field. Encourage enterprises to apply for special awards for talent in the city's key industry fields. Promote universities, research institutes, and enterprises to strengthen industry-university-research cooperation and joint talent training, encourage various forms of vocational training, and support the construction of national-level high-skilled talent training bases for the energy equipment industry.