Core Insights - In September, the total electricity consumption reached 888.6 billion kilowatt-hours, representing a year-on-year growth of 4.5% [3] - Cumulative electricity consumption from January to September was 7,767.5 billion kilowatt-hours, with a year-on-year increase of 4.6% [3] By Industry - The first industry consumed 12.9 billion kilowatt-hours in September, showing a year-on-year increase of 7.3% [3] - The second industry accounted for 5,705 billion kilowatt-hours in September, with a year-on-year growth of 5.7% [3] - The third industry used 1,765 billion kilowatt-hours in September, reflecting a year-on-year increase of 6.3% [3] - Urban and rural residents' electricity consumption was 128.7 billion kilowatt-hours in September, which is a year-on-year decrease of 2.6% [3] Cumulative Data - From January to September, the first industry consumed 114.2 billion kilowatt-hours, marking a year-on-year increase of 10.2% [3] - The second industry consumed 49,093 billion kilowatt-hours, with a year-on-year growth of 3.4% [3] - The third industry had a total consumption of 15,062 billion kilowatt-hours, reflecting a year-on-year increase of 7.5% [3] - Urban and rural residents' cumulative electricity consumption was 1,237.8 billion kilowatt-hours, showing a year-on-year increase of 5.6% [3]

Core Insights - The 2025 Beijing International Wind Energy Conference has set ambitious targets for China's wind power capacity, aiming for an annual increase of no less than 120 million kilowatts during the 14th Five-Year Plan, with cumulative installed capacity reaching 1.3 billion kilowatts by 2030 and 5 billion kilowatts by 2060 [1] Group 1: Offshore Wind Power Development - Offshore wind power is recognized as a crucial component in global energy transition, with China's offshore wind energy resources capable of exceeding 2.7 billion kilowatts within 300 kilometers offshore [1] - Challenges in offshore wind development include conflicts over sea usage, the need for improved resource utilization efficiency, high development and operational costs, and the exploration of new wind utilization models [1] - The development of deep-sea wind power faces significant challenges, particularly when water depth exceeds 50 meters and distance from shore exceeds 70 kilometers [1] Group 2: Technological Innovations - Goldwind Technology and Three Gorges Group have successfully installed a floating wind turbine in Beihai, Guangxi, which allows for the development of deep-sea wind resources, reducing project development area and costs [2] - China CRRC showcased a 20-megawatt floating offshore wind turbine, which can generate approximately 3,500 hours of full-load operation annually, saving about 25,000 tons of coal per year [2] - The introduction of a 26-megawatt fixed offshore wind turbine by China CRRC is noted as one of the largest in the world, capable of generating up to 100 million kilowatt-hours of clean energy annually, meeting the annual electricity needs of 55,000 households [2] Group 3: AI and Smart Technologies - Goldwind's new wind turbine products utilize intelligent control modes to optimize electricity generation based on price fluctuations, potentially extending the turbine's lifespan by five years [3] - China CRRC is leveraging artificial intelligence to enhance the efficiency and reliability of its wind turbine products, including cost reduction and lifecycle management through predictive maintenance [3] - The wind power industry is urged to adopt digital and intelligent technologies to drive continuous innovation in renewable energy technology [2][3]

Core Viewpoint - CATL (Contemporary Amperex Technology Co., Limited) reported impressive third-quarter results, achieving a record net profit and significantly outpacing revenue growth [1][3]. Financial Performance - In Q3, CATL achieved operating revenue of 104.186 billion yuan, a year-on-year increase of 12.90%, and a net profit attributable to shareholders of 18.549 billion yuan, up 41.21% year-on-year [3]. - For the first three quarters, total revenue reached 283.072 billion yuan, a 9.28% increase year-on-year, with net profit at 49.034 billion yuan, reflecting a 36.20% growth [3]. - The company reported a daily profit of approximately 201.6 million yuan in Q3, nearing last year's total profit within the first nine months [1][3]. Market Demand and Production Capacity - Strong market demand is driving performance, with China's power battery production and sales increasing by 51.4% and 55.8% respectively from January to September [3]. - CATL's production capacity utilization remained high at around 90%, with Q3 shipments totaling approximately 180 GWh, of which 20% was for energy storage and 80% for power batteries [3][4]. Expansion Plans - CATL is accelerating global capacity expansion to meet surging customer orders, with significant expansions planned in multiple domestic bases and ongoing projects in Germany, Hungary, Spain, and Indonesia [4]. - The company anticipates that its market share will improve as new capacities come online next year, despite a slight decline in market share to 42.75% in Q3 [4]. Future Outlook - Analysts view CATL's Q3 performance as "better than expected," although rising raw material prices pose potential challenges [6]. - The company has a robust supply chain strategy to mitigate the impact of raw material price increases, maintaining a competitive edge in the market [6]. - CATL is also focusing on sodium-ion battery technology, which offers advantages in performance and cost, and is expanding its battery swapping business through strategic partnerships [7].

10月18日，由中国新闻摄影学会、中国行业报协会主办，科普时报社、人民摄影报社协办的"和平发展 逐梦同行"——全国主流媒体新闻摄影展在北京中 华世纪坛开幕。中国能源传媒集团1个摄影专题版面和4幅摄影作品在该摄影展展出。本次展览将持续10天，到10月27日结束。 ▲《中国电力报》摄影专题版面《保障能源电力稳定供应影像》。 ▲《巴渝铁军贯山河》2025年4月8日，在重庆市合川区沙鱼镇，国网重庆超高压公司输电运检人员完成 重庆段最后一段铁塔的登塔走线，标志着国家"十四五"电力发展规划重点项目——哈密—重庆±800千伏 特高压直流输电工程重庆段完成走线验收。林熙熙摄 ▲《洞庭湖堤防保卫战》2024年7月7日，在湖南岳阳市华容县团洲垸洞庭湖一线堤防决口封堵现场，经 中国安能建设集团有限公司技术专家组研究会商，采取"机械化双向立堵+船舶水上抛投"战法，按照"抢 筑裹头、双向立堵、水上抛投、突击合龙、加高加固、防渗闭气"的程序加紧进行封堵作业。马帅伟摄 责任编辑：闫弘旭 ▲《双机浇筑特高压》2025年5月，在四川阿坝州1000千伏阿坝—成都东特高压交流输电工程建设现场， 国网电力空间技术有限公司两架直升机经过5小时33分钟 ...

10月21日，中国中煤党委书记、董事长王树东在中国中煤总部会见中国铁建党委书记、董事长戴和根，双方就进一步深化合作展开交流。中国中煤党委常 委、副总经理倪嘉宇，中国铁建党委常委、副总裁黄昌富参加会见。 王树东对戴和根一行的到访表示欢迎，介绍了中国中煤发展历史、产业结构、生产经营、科技创新等基本情况，以及加快推进"两个联营+"、构建"两个对 冲"机制的思路举措，重点介绍了煤炭开采领域聚焦"少人无人"，煤炭消费领域聚焦"少人少碳"，煤基新材料领域聚焦"少人无碳"的发展思路。他表示， 中国铁建与中国中煤合作基础扎实、前景广阔，希望双方进一步加强对接与合作交流，延伸合作领域，共同推动央企间协同发展迈上更高水平、取得更实 成效。 中国中煤办公室、规划发展部、煤炭事业部、电力及新能源事业部、建设集团有关负责人，中国铁建总工程师代敬辉，相关部门、单位负责人参加会见。 来源：中国中煤 编辑：孔欣慰 校对：刘卓 戴和根对中国中煤近几年取得的成绩表示祝贺，感谢中国中煤对中国铁建的信任与支持，介绍了中国铁建历史沿革、业务结构、经营管理等基本情况，期 待双方进一步密切工作对接交流，加强在能源基础设施建设、绿色矿山、深部地下空间综合利 ...

Core Insights - Huaneng (Yongxin) Pumped Storage Co., Ltd. was officially established in Yongxin County, Jiangxi Province, marking Huaneng's first pumped storage project and a key initiative under China's 14th Five-Year Plan [1][3] Group 1: Project Overview - The Yongxin pumped storage project has a total investment of 7.823 billion yuan, with an installed capacity of 1.2 million kilowatts (4×300,000 kilowatts) [4] - The project is designed as a daily regulation pure pumped storage power station, with a continuous full-load operation duration of 6 hours [4] - Upon completion, the power station is expected to generate an annual electricity output of 1.296 billion kilowatt-hours, saving approximately 420,000 tons of standard coal and reducing carbon dioxide emissions by about 1.06 million tons [4] Group 2: Strategic Importance - The project is a significant step for Huaneng in achieving its "dual carbon" goals and aligns with the new power system construction initiatives in Jiangxi Province [3] - Huaneng Jiangxi Branch aims to develop Yongxin into an important integrated clean energy base, combining wind, solar, and water storage [3] - The local government emphasizes its commitment to supporting the project through favorable policies and a conducive environment, aiming to make it a model project recognized by the community [3]

福建能源监管办将坚持问题导向，强化许可服务规范化长效机制，进一步督促问题企业落实整改，限期 补办登记事项变更手续，持续提升资质许可管理工作质效。（杨懿） 责任编辑：于彤彤 为维护电力市场准入秩序，提升资质许可管理工作质效，按照国家能源局电力业务资质管理中心开展输 供电（含增量配电）企业执行电力业务许可管理制度情况排查工作的统一部署，福建能源监管办精心组 织、有序推进，顺利完成福建省输供电（含增量配电）企业执行许可管理情况排查工作。 本次排查主要针对省内输供电企业依法持证经营情况、登记事项及许可事项变更情况开展监管，重点排 查市、县级（含市辖区）供电企业经许可的供电营业区域范围与实际供电区域是否一致；持证企业是否 及时办理基本信息、主要供电设施、供电营业分支机构等登记事项变更申请，以及供电营业区域发生变 更后是否及时提出许可事项变更申请等问题。 福建能源监管办以此次排查工作为契机，加强与输供电企业的沟通联系，明确不同变更事项的责任主 体、申报频次、方式及时限，确保后续变更事项申报及时、准确。截至目前，累计排查1家输电企业、 79家供电企业和11家配售电企业，形成《输供电（含增量配电）企业执行许可管理制度情况排查 ...

Core Points - Zhou Xinhai has resigned from his positions as Executive Director, Vice Chairman, and CEO of China National Offshore Oil Corporation (CNOOC), effective October 20, 2025 [1][2] - The board of directors approved the resignation with a unanimous vote of 8 in favor, with no opposition or abstentions [2] - Zhou has confirmed that there are no disagreements with the board and no matters related to his resignation that need to be brought to the attention of shareholders or stock exchanges [2] Company Contributions - The board expressed sincere gratitude for Zhou Xinhai's contributions to the company and the offshore oil industry [3]

Core Points - The EPC project of the Lumut Balai Phase II Geothermal Power Plant in Indonesia, undertaken by China Power Construction Group, has officially received the operation acceptance certificate from the owner, marking the successful handover of the project and its entry into the warranty period [1] - This project is the first successful handover of a geothermal power plant EPC project by a Chinese company overseas [1] Project Execution - Since the commencement of the project, the China Power Construction project team has adhered to scientific planning, strict control, and precise execution, overcoming challenges such as tight schedules, complex environments, and limited resources [1] - The project achieved key milestones including the start of operation (SLO), commercial operation (COD), 15 days of reliability operation, and completion certificate (CC), with performance test results exceeding contract indicators [1] Significance and Future Plans - The Lumut Balai Phase II Geothermal Power Plant project serves as an important demonstration of China-Indonesia energy cooperation, showcasing the engineering strength and technical standards of China Power Construction in complex environments [1] - The company will continue to uphold the principles of "high, strict, detailed, and practical" during the warranty period, ensuring operational support and expediting the handling of any remaining defects to achieve the final fulfillment goals [1]

深水攻坚，能源体制革命勇往直前！ ...