Five departments advance energy-saving infrastructure upgrades, potentially ushering in a replacement cycle for efficient equipment

Which facilities does the new plan include in the upgrades?

An action plan issued by the National Development and Reform Commission and four other departments calls for energy-saving and carbon-reduction upgrades to infrastructure including computing facilities, communications base stations and equipment rooms, and for optimizing the energy-use mix. Key industries such as steel, nonferrous metals, petrochemicals, chemicals and building materials will be upgraded under a tailored approach for each industry.
The plan calls for energy consumption per unit of value added by industrial enterprises above the designated size to fall by more than 10% by 2030 compared with 2025, and for energy-saving and carbon-reduction upgrades in key industries to achieve energy savings of more than 150 million tonnes of standard coal equivalent.

The comprehensive evaluation and assessment measures for carbon peaking and carbon neutrality released in April 2026 set out procedures ranging from local self-assessment and departmental evaluation to on-site verification and the issuance of assessment results; the three-year action plan released in May focuses on 9 industries including steel, electrolytic aluminum and cement.
The three-year action plan calls for the share of capacity meeting benchmark levels in key industries to rise by an average of 20 percentage points by the end of 2028, and for capacity below baseline levels to be virtually eliminated. It also uses tools including investment support from the budget and differentiated electricity pricing to create incentives and constraints.
Wang Weiqi of Guosen Securities believes efficient energy-saving equipment is an important means of reducing energy consumption in key industrial sectors. Equipment for motors and drives, fluid conveyance, power transmission and distribution, and waste heat and pressure recovery could enter a replacement cycle.

Ruichen Environmental Protection's products include high-efficiency energy-saving centrifugal fans, centrifugal pumps and permanent magnet motors. It also provides technical upgrade services, addressing energy-saving needs in industrial fluid conveyance and motor systems.
Envicool supplies data center temperature-control and energy-saving equipment to Huawei, one of its major customers, aligning with the plan's direction for energy-saving upgrades to computing infrastructure.