| 601139 | 深圳燃 | 0.92 | 0.30 | 6.57 | 6.61 | 0.63 | | --- | --- | --- | --- | --- | --- | --- | | | 气 | | | | | | | 002813 | 路畅科 | 1.36 | 2.69 | 24.37 | 24.52 | 0.63 | | | 技 | | | | | | | 000966 | 长源电 | 0.66 | 0.71 | 4.58 | 4.60 | 0.45 | | | 力 | | | | | | | 601158 | 重庆水 | 0.43 | 0.12 | 4.70 | 4.72 | 0.35 | | | 务 | | | | | | | 000875 | 吉电股 | 1.35 | 0.84 | 5.24 | 5.25 | 0.25 | | | 份 | | | | | | | 002032 | 苏泊尔 | 0.21 | 0.08 | 51.32 | 51.39 | 0.14 | | 002157 | 正邦科 | 0.70 | 0.38 | 2.87 | 2.87 | 0.12 | | | 技 | | ...

Market Overview - The Shanghai Composite Index is at 3636.69 points, slightly down by 0.08%, with a total trading volume of 802.9 billion yuan [1] - 21 A-shares have surpassed their annual line today, with notable stocks showing significant deviation rates [1] Stocks with Significant Deviation Rates - *ST Yitong has a deviation rate of 2.59%, with a price increase of 4.74% and a turnover rate of 2.93% [1] - Landun Optoelectronics shows a deviation rate of 1.97%, with a price increase of 6.14% and a turnover rate of 10.07% [1] - Guodian Power has a deviation rate of 1.53%, with a price increase of 1.52% and a turnover rate of 0.48% [1] Stocks with Smaller Deviation Rates - Pumen Technology and Jinlang Technology have just crossed the annual line with minor deviation rates of 0.06% and 0.13% respectively [2] - Longi Green Energy has a deviation rate of 0.20%, with a price increase of 0.25% [2]

Core Viewpoint - The Hong Kong power sector experienced a collective surge, driven by record electricity demand and positive market sentiment towards the sector [1] Group 1: Market Performance - Power stocks such as Huadian International Power rose over 5%, while Huaneng International Power, Datang Power, and China Resources Power increased by 2% [1] - Datang New Energy saw a rise of 1.7%, with other companies like CGN Power and China Power also following suit [1] Group 2: Electricity Demand - The State Grid reported that electricity load hit a historical high for two consecutive days, with a single-day load increase exceeding 70 million kilowatts, reaching a maximum load of 1.229 billion kilowatts, a 4.1% increase from last year's peak [1] - Regions such as Chongqing, Shaanxi, and Henan experienced significant increases in air conditioning load due to high temperatures, prompting local power departments to enhance inter-provincial transmission and energy storage applications to ensure reliable power supply [1] Group 3: Analyst Insights - Guosheng Securities released a report suggesting that the combination of peak summer demand and performance catalysts, along with low costs, supports the fundamentals of the power sector, recommending an increase in allocation to this sector [1] - CITIC Construction believes that AI will significantly drive global electricity demand growth, predicting that electricity consumption by global data centers will more than double by 2030 [1] - Recent increases in capital expenditure expectations from overseas companies indicate sustained high investment in the AI sector [1]

本文源自：金融界AI电报 华电国际电力股份(01071.HK)在港交所发布公告称，上半年累计发电量约1.2亿兆瓦时，同比下降约 6.41%。 ...

此外，公司持股100%的广东华电惠州能源有限公司的两台535兆瓦燃气发电机组、持股80%的华电江苏 能源有限公司的附属公司的一台494.6兆瓦燃气发电机组，已于近期投入商业运营。截至本公告日，集 团控股装机容量为77,444.58兆瓦。 华电国际（600027）电力股份(01071)公布，于2025年上半年，该集团按照中国会计准则财务报告合并 口径计算的2025年上半年累计完成发电量约1.2亿兆瓦时，比追溯调整后的上年同期数据下降约6.41%; 完成上网电量约1.13亿兆瓦时，比追溯调整后的上年同期数据下降约6.46%。2025年上半年发电量及上 网电量下降的主要原因是集团所在部分区域电力供需宽松，新能源装机容量持续增加，煤电机组利用小 时数下降。经初步核算，2025年上半年，集团的平均上网电价约为人民币517.12元/兆瓦时，比追溯调 整后的上年同期数据下降约1.37%。 ...

二零二五年上半年發電量、上網電價及機組投產公告 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，幷明確表示，概不對因本公告全部或任何部份內容而産生或因倚賴該等 內容而引致的任何損失承擔任何責任。 本公告乃根據《香港聯合交易所有限公司證券上市規則》第 13.10B 條而作出。 華電國際電力股份有限公司 Huadian Power International Corporation Limited* （在中華人民共和國（「中國」）註冊成立之中外合資股份有限公司） （股份代碼：1071） 海外監管公告 截至二零二五年六月三十日，華電國際電力股份有限公司（以下簡稱「本公司」）及其附属公司（以 下簡稱「本集團」）按照中國會計準則財務報告合併口徑計算的二零二五年上半年累計完成發電量 120.62 百萬兆瓦時，比追溯調整後的上年同期數據下降約 6.41%；完成上網電量 113.29 百萬兆瓦 時，比追溯调整后的上年同期数据下降约 6.46%。二零二五年上半年發電量及上網電量下降的主要 原因是本集團所在部分區域電力供需寬鬆，新能源裝機容量持續增加，煤電機組利用小時 ...

证券代码：600027 证券简称：华电国际 公告编号：2025-064 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 华电国际电力股份有限公司 2025 年上半年发电量、上网电价及机组投产 公告 截至 2025 年 6 月 30 日，华电国际电力股份有限公司（以下简称"本公司"）及其 子公司（以下简称"本集团"）按照中国会计准则财务报告合并口径计算的 2025 年上 半年累计完成发电量 1,206.21 亿千瓦时，比追溯调整后的上年同期数据下降约 6.41%； 完成上网电量 1,132.89 亿千瓦时，比追溯调整后的上年同期数据下降约 6.46%。2025 年 上半年发电量及上网电量下降的主要原因是本集团所在部分区域电力供需宽松，新能源 装机容量持续增加，煤电机组利用小时数下降。经初步核算，2025 年上半年，本集团的 平均上网电价约为人民币 517.12 元/兆瓦时，比追溯调整后的上年同期数据下降约 1.37%。 | 类型 | 发电厂/公司名称 | 2025 | 年 | 月 4-6 | 年 2025 | 月 4-6 | 2 ...

格隆汇8月7日丨华电国际(600027.SH)公布，截至2025年6月30日，公司及其子公司按照中国会计准则财 务报告合并口径计算的2025年上半年累计完成发电量1,206.21亿千瓦时，比追溯调整后的上年同期数据 下降约6.41%；完成上网电量1,132.89亿千瓦时，比追溯调整后的上年同期数据下降约6.46%。2025年上 半年发电量及上网电量下降的主要原因是本集团所在部分区域电力供需宽松，新能源装机容量持续增 加，煤电机组利用小时数下降。经初步核算，2025年上半年，本集团的平均上网电价约为人民币517.12 元/兆瓦时，比追溯调整后的上年同期数据下降约1.37%。 本公司持股100%的广东华电惠州能源有限公司的两台53.5万千瓦燃气发电机组、持股80%的华电江苏能 源有限公司的子公司的一台49.46万千瓦燃气发电机组，已于近期投入商业运营。截至本公告日，本集 团控股装机容量为7,744.46万千瓦。 ...

Core Viewpoint - Huadian International (600027.SH) reported a decline in electricity generation and sales for the first half of 2025, attributed to a relaxed power supply-demand balance in certain regions and increased renewable energy capacity [1] Group 1: Financial Performance - As of June 30, 2025, the cumulative electricity generation reached 120.621 billion kWh, a decrease of approximately 6.41% compared to the adjusted figures from the previous year [1] - The total on-grid electricity volume was 113.289 billion kWh, reflecting a decline of about 6.46% from the adjusted figures of the same period last year [1] - The average on-grid electricity price for the first half of 2025 was approximately RMB 517.12 per MWh, down about 1.37% from the adjusted figures of the previous year [1] Group 2: Market Conditions - The decline in electricity generation and sales is primarily due to a relaxed power supply-demand situation in certain regions [1] - The continuous increase in installed renewable energy capacity has contributed to the reduced utilization hours of coal-fired power units [1]

Core Viewpoint - The central enterprises in the power and energy sector are focusing on new energy development, innovative storage solutions, improving electricity market mechanisms, and expanding overseas business in the second half of 2025, driven by the "dual carbon" goals [2]. Group 1: National Grid Corporation - The National Grid aims to strengthen safety production, ensure reliable electricity supply during peak summer demand, and enhance strategic research for its "14th Five-Year Plan" [3]. - The company plans to increase investment in the grid, improve supply capacity, and support the integration of renewable energy [3]. - Emphasis will be placed on market competition and technological innovation to foster new growth points [3]. Group 2: Southern Power Grid - The Southern Power Grid is prioritizing the construction of a new energy system and enhancing the integration of renewable energy [5][6]. - The company will focus on digital transformation to improve operational efficiency and smart grid capabilities [5]. - Continuous reform of the electricity market and strengthening regional market connections are also key objectives [7]. Group 3: Huaneng Group - Huaneng Group is committed to high-quality development of renewable energy, with a current installed capacity of 110 million kilowatts and over 54% from clean energy [8]. - The company plans to accelerate the development of large-scale renewable energy bases [8]. Group 4: Huadian Group - Huadian Group aims to expand effective investment and accelerate the production of key projects, including an 8 million kilowatt project in Xinjiang [9]. - The focus will be on increasing clean energy development and enhancing production capabilities [9]. Group 5: State Energy Group - The State Energy Group is enhancing its technology innovation system, focusing on clean coal utilization and renewable energy technologies [10]. - The company is also promoting the construction of digital intelligence systems and expanding its renewable energy capacity [10]. Group 6: Datang Group - Datang Group emphasizes safety production and energy supply for the capital, while accelerating green and low-carbon transformation [11]. - The company aims to integrate technological innovation with industrial development [11]. Group 7: State Power Investment Corporation - The State Power Investment Corporation is focused on expanding effective investments in renewable resources and major projects [12]. - The company aims to achieve breakthroughs in national technology projects and promote the integration of industry and innovation [12]. Group 8: China General Nuclear Power Group - China General Nuclear Power Group is prioritizing the high-quality completion of its "14th Five-Year Plan" [15]. Group 9: China Energy Engineering Group - China Energy Engineering Group is focusing on high-quality completion of its "14th Five-Year Plan" evaluation and planning for the "15th Five-Year Plan" [16]. Group 10: China Power Construction Group - China Power Construction Group is committed to completing annual targets and enhancing management levels while expanding market share [17].