Energy · 1.12

Power Equipment

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+17weighted per event

Average gross impact20absolute weighted average

Events13same period

Confidence76%model average

Raw intensity64before weighting

Previous period+22net impact

Gross change-11%

Diffusion speed1.9 / day

Concentration11%

Direction disagreement13%

Source independence96%8 sources

IMPACT TREND

7-day effective impact

Positive 12 · Negative 1 · Mixed 0

+270-27

28 Jul, 001 event

28 Jul, 143 events

-3

29 Jul, 042 events

29 Jul, 180 events

+11

30 Jul, 081 event

+13

30 Jul, 222 events

31 Jul, 120 events

1 Aug, 020 events

1 Aug, 160 events

2 Aug, 060 events

+27

2 Aug, 202 events

+15

3 Aug, 102 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term13%35 cumulative effective impact

Medium term77%199 cumulative effective impact

Long term10%26 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 2 · 13 events

Macro5

Macro3 Aug, 08:00positive

Central Government Rolls Out ‘Two Priorities, Six Networks’ Plan with Over 7 Trillion Yuan in 2026

China is accelerating major infrastructure construction under the ‘two priorities’ and ‘six networks’ plan, with 2026 investment estimated to exceed 7 trillion yuan. The Three Gorges New Waterway started construction in June, marking a landmark project. In the first half, internet services investment rose 39.9%, water transport 19.8%, power supply 19.4%, and air transport 11%, while private capital in water network projects surged 85.8%. Full-year ultra-long bonds of 800 billion yuan have been allocated, and projects are entering the peak construction season to translate policy into tangible progress.

Effective: +51
Intensity: 80
Confidence: 80%
Horizon: Medium term

Macro3 Aug, 16:46positive

NDRC and NEA Issue 15th Five-Year Power Plan for Coal-Fired Flexibility Retrofits and New Energy Integration

China's National Development and Reform Commission and National Energy Administration have issued the 15th Five-Year Plan for Building a New-Type Power System, requiring existing coal-fired units to undergo wide-load high-efficiency retrofits and limiting the coal consumption increase under low-load operation to within 25%. The plan supports coal power and new energy integration projects, and calls for flexibility retrofits of all eligible existing units by 2030. Combined heat and power units must achieve minimum power output below 40%, with heat-power decoupling encouraged to maintain stable heating.

Effective: +28
Intensity: 50
Confidence: 70%
Horizon: Medium term

Macro31 Jul, 12:01positive

NDRC to Accelerate AI Law Legislation, National AI Computing Power Surges 2.8-Fold

China's National Development and Reform Commission (NDRC) announced plans to accelerate the legislative process for an artificial intelligence law, aiming to establish a key institutional framework and provide a distinctive AI governance approach. As of the end of June 2026, the national AI computing power scale had reached 2.8 times that of the same period in 2025, with AI-related industries expanding by over 30%. The NDRC emphasized the need for risk monitoring and human-centered development. Additionally, estimates indicate that the computing network during the 15th Five-Year Plan period will attract RMB 4 trillion in direct investment.

Effective: +26
Intensity: 72
Confidence: 85%
Horizon: Long term

Macro29 Jul, 13:23negative

FCC Updates Restricted Equipment List, New Overseas High-End Robots and Power Inverters Principally Ineligible

The U. S. Federal Communications Commission (FCC) updated its Restricted Equipment List on July 28, making new high-end robot equipment and power inverters from overseas in principle ineligible for FCC equipment authorization. The ban prohibits imports, advertising, and sales in the United States. No new inverter models will be approved for certification, affecting future sales, though previously certified models remain salable.

Effective: -17
Intensity: 75
Confidence: 85%
Horizon: Short term

Macro28 Jul, 08:19positive

NDRC and NEA Issue Renewable Energy 15th Five-Year Plan, Setting Four Targets

The National Development and Reform Commission and the National Energy Administration have jointly unveiled the Renewable Energy Development 15th Five-Year Plan. The plan, covering the 2026–2030 period, sets out targets in four areas: total renewable energy volume, power generation, non-electric utilization, and reliable substitution. It provides a policy framework to guide the sector’s development over the next five years.

Effective: +16
Intensity: 80
Confidence: 82%
Horizon: Medium term

Industries4

Industries3 Aug, 07:09positive

Electric Vehicle Charging Equipment 3C Certification Mandatory From Aug 1; Uncertified Products Banned From

China has made China Compulsory Certification (CCC) mandatory for electric-vehicle charging equipment from Aug 1, banning uncertified products from leaving factories, being sold, imported or used in operations. The regime covers AC and DC chargers, including home and public units. Most leading manufacturers have obtained certification, while some smaller firms are seeking contract manufacturing or maintenance work. By end-June 2026, charging infrastructure reached 23.057 million units, up 43.2% year on year; a 2025 SAMR sampling showed a 49.1% failure rate.

Effective: +36
Intensity: 72
Confidence: 80%
Horizon: Medium term

Industries30 Jul, 22:07positive

AI Computing Demand Boosts Gas Turbine Orders; Chinese Companies Secure Supply Agreements

Rising global AI computing demand is driving electricity needs for data centers, fueling a new growth cycle for gas turbines and boosting orders. Chinese supply chain companies are seizing export opportunities amid tight overseas capacity and long delivery lead times. Feiwo Technology signed a memorandum of understanding with GEV and a five-year strategic supply agreement with Baker Hughes, progressing from product certification to batch shipments. Xizi Clean Energy, a licensee of US N/E Company, is expanding its gas turbine heat recovery boiler business globally. Haomao Technology offers casting and machining services for gas turbine components, capitalizing on the trend.

Effective: +26
Intensity: 80
Confidence: 90%
Horizon: Medium term

Industries31 Jul, 08:54positive

AI Tech Drives Virtual Power Plant Scale-Up, Top Firms' Trading Revenue Near 60%, 49 Projects Won Jan-Jul 2026

AI technology and policy support are transforming the virtual power plant industry, with 2026 marking the first year of large-scale deployment. Trading revenue now accounts for nearly 60% at leading companies. From January to July 2026, 49 virtual power plant procurement projects were awarded, with project scales rising to the billion-yuan level. The industry targets regulation capacity of 20 million kW by 2027 and 50 million kW by 2030. Companies are shifting to sustainable software-plus-revenue-sharing models, and private enterprises are entering the market, driving a shift from scale expansion to quality competition.

Effective: +15
Intensity: 60
Confidence: 75%
Horizon: Medium term

Industries29 Jul, 06:52positive

Rising AI Data Center Power Demand Drives Solid-State Transformer Commercialization, 2026 Seen as Tipping

Surge in AI computing power consumption is accelerating solid-state transformer (SST) adoption, with Sungrow Power, Envision Group, and others unveiling products. China XD Group leads industry standards. SSTs offer up to 98.5% efficiency, reduce volume by 40%–60%, and cut copper use by 80%. Nvidia targets SST as the ultimate AI data center power architecture. Pilot projects remain limited, but 2026 is expected to mark the start of full commercialization.

Effective: +8
Intensity: 60
Confidence: 70%
Horizon: Medium term

Companies1

Companies3 Aug, 10:50positive

CATL Establishes Wholly-Owned Sales Subsidiary with RMB 3 Billion Capital

Contemporary Amperex Technology Co. , Ltd. (CATL) has established a wholly-owned sales subsidiary, CATL (Ningde) Sales Co. , with registered capital of RMB 3 billion. The new entity's business scope covers battery sales, battery component sales, new energy prime mover equipment, charging piles, and new energy vehicle battery swap facilities. Business registration records confirm CATL holds full ownership of the subsidiary.

Effective: +17
Intensity: 50
Confidence: 65%
Horizon: Short term