Macro
The National Energy Administration deploys the next phase of hydrogen energy pilot tasks
04-16
At the 2026 National People's Congress and Chinese People's Political Consultative Conference, the 15th Five Year Plan included the concept of building a strong energy country in the national five-year plan for the first time, marking a historic intersection with the strategy of building a strong manufacturing country. While the representatives and committee members were still discussing this statement, the world's first converter valve based on domestically produced IGCT devices at the Lingbao converter station in Henan had quietly completed the verification of the real working conditions of the power grid. The power equipment industry, which combines the dual attributes of energy and manufacturing, is standing at the coordinate point of the triple tide superposition.

Ultra high voltage brain achieves chip autonomy
The Longdong to Shandong ultra-high voltage direct current project has applied a nationally produced chip DC control and protection system for the first time, overcoming key technologies such as high-performance parallel computing and high-speed signal acquisition, and completely bidding farewell to import dependence. China's transformer production capacity accounts for 60% of the world's total, and the complete monitoring system for pumped storage power stations has achieved full chain autonomous controllability from chips to algorithms. After the localization of hardware, the breakthrough in the software field is filling the last gap.

AI scheduling error reduced to 5%
The virtual power plant scheduling system based on AI algorithms can achieve minute level adjustable capability prediction for heterogeneous resources such as distributed photovoltaics, energy storage, and charging piles, with an error rate of no more than 5%. The role of power equipment is shifting from passive execution to active perception and intelligent decision-making. A medium-sized intelligent computing center with 5000 cabinets consumes as much power as 100000 households, and the end of computing power is electricity. The performance of electrical equipment directly determines the upper limit of the realization of computing power dividends. Keywords: Strategic News Network, Power Upgrade

Transformers export earns 1.6 billion yuan in gold in two months
In the first two months of 2026, China's transformer exports amounted to approximately 1.6 billion US dollars, a year-on-year increase of nearly 40%. The overseas model has been upgraded from a single product output to a comprehensive layout of production capacity landing, technology output, and standard co construction. China has taken the lead in formulating 14 IEC international standards related to ultra-high voltage, and the carbon footprint accounting system is being promoted synchronously with the construction of green supply chain barriers. The compliance capability under the pressure of the EU carbon border adjustment mechanism is being transformed into a new competitive barrier.Editor/Gao Xue
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