资料显示，龙源电力集团股份有限公司位于北京市西城区阜成门北大街6号(c幢)20层2006室,香港铜锣湾 希慎道33号利园1期19楼1917室，成立日期1993年1月27日，上市日期2022年1月24日，公司主营业务涉 及电力系统及电气设备的技术改造、技术服务和生产维修;与电力相关的新技术、新设备、新材料、新 工艺的研制、开发、生产、成果转让;电站污染物治理;风力发电、节能技术及其他新能源的技术开发、 项目投资管理;进出口业务;电气设备的租赁;与主营业务相关的咨询服务;承办展览会、展销会;机电产 品、化工原料及制品(危险化学品除外)、建筑材料、五金交电、日用百货、汽车配件、电力系统专用车 辆的销售;出租写字间。主营业务收入构成为：电力产品99.22%，其他收入0.78%。 龙源电力所属申万行业为：公用事业-电力-风力发电。所属概念板块包括：绿色电力、碳中和、储能、 光伏玻璃、风能等。 来源：新浪证券-红岸工作室 9月9日，龙源电力盘中上涨2.01%，截至09:38，报18.28元/股，成交2792.12万元，换手率0.03%，总市 值1528.17亿元。 资金流向方面，主力资金净流入45.33万元，大单买入27 ...

Core Viewpoint - Longyuan Power announced a significant increase in power generation for the year 2025, indicating strong growth in renewable energy sectors, particularly wind and solar power [1] Group 1: Power Generation Performance - The company expects to achieve a total power generation of 5,273,319 MWh by August 2025, representing a year-on-year growth of 5.56% compared to the same period in 2024 [1] - Excluding the impact of hydropower, the year-on-year growth is even more pronounced at 32.97% [1] Group 2: Renewable Energy Growth - Wind power generation for the month showed a year-on-year increase of 22.38% [1] - Solar power generation experienced a remarkable year-on-year growth of 74.41% [1]

Core Viewpoint - Longyuan Power (001289) announced a projected power generation of 5,273,319 MWh by August 2025, representing a year-on-year growth of 5.56% compared to the same period in 2024, with a 32.97% increase when excluding the impact of thermal power [1] Group 1 - The company's wind power generation increased by 22.38% year-on-year this month [1] - The company's solar power generation saw a significant year-on-year increase of 74.41% this month [1]

Group 1 - Longyuan Power has seen a stock price increase of 7.56% over the last three days, currently trading at 17.92 CNY per share with a market capitalization of 149.808 billion CNY [1] - The company specializes in power system and electrical equipment technology transformation, technical services, and production maintenance, with 99.22% of its revenue coming from power products [1] - Longyuan Power was established on January 27, 1993, and was listed on January 24, 2022 [1] Group 2 - The fund "Jiaoyin National Enterprise Reform Flexible Allocation Mixed A" has increased its holdings in Longyuan Power by 1.12 million shares, now holding a total of 3.83 million shares, representing 0.05% of the circulating shares [2] - The fund has achieved a year-to-date return of 9.32% and a one-year return of 31.41%, ranking 5742 out of 8248 and 4528 out of 8051 respectively [2] - The fund manager, Shen Nan, has a tenure of over 10 years, with the best fund return during this period being 116.32% [3] Group 3 - Longyuan Power is the eighth largest holding in the "Jiaoyin National Enterprise Reform Flexible Allocation Mixed A" fund, accounting for 2.85% of the fund's net value [4] - The fund has realized a floating profit of approximately 482.58 thousand CNY during the recent three-day stock price increase [4]

Core Viewpoint - Longyuan Power (001289.SZ) reported a significant increase in power generation for August 2025, with a total of 5,273,319 MWh, representing a year-on-year growth of 5.56%, and a 32.97% increase when excluding the impact of thermal power [1] Group 1: Power Generation Performance - In August 2025, the company's wind power generation increased by 22.38% year-on-year [1] - Solar power generation saw a remarkable year-on-year growth of 74.41% in August 2025 [1] - Cumulatively, as of August 31, 2025, the company achieved a total power generation of 51,254,555 MWh, which is a slight decrease of 0.001% compared to the same period in 2024, but shows a 15.53% increase when excluding thermal power [1] Group 2: Year-on-Year Growth Breakdown - Wind power generation for the cumulative period increased by 7.42% year-on-year [1] - Solar power generation for the cumulative period experienced a substantial growth of 77.04% year-on-year [1]

Core Viewpoint - Longyuan Power (001289.SZ) reported a significant increase in power generation for August 2025, with a total of 5,273,319 MWh, representing a year-on-year growth of 5.56%, and a notable 32.97% increase when excluding the impact of thermal power [1] Group 1: Power Generation Performance - In August 2025, the company's wind power generation increased by 22.38% year-on-year [1] - Solar power generation saw a remarkable year-on-year growth of 74.41% in August 2025 [1] - Cumulatively, as of August 31, 2025, the total power generation reached 51,254,555 MWh, showing a slight decline of 0.001% compared to the same period in 2024, but a 15.53% increase when excluding thermal power [1] Group 2: Year-on-Year Growth Breakdown - Wind power generation for the cumulative period increased by 7.42% year-on-year [1] - Solar power generation for the cumulative period experienced a substantial growth of 77.04% year-on-year [1]

Core Viewpoint - Longyuan Power (001289)(00916.HK) reported a slight decrease in cumulative power generation for the first eight months of the year, while showing a positive growth in August's power generation compared to the same month last year [1] Summary by Category Power Generation Performance - Cumulative power generation for the first eight months reached 51.2546 million megawatt-hours, reflecting a year-on-year decrease of 0.001% [1] - Power generation in August amounted to 5.2733 million megawatt-hours, indicating a year-on-year increase of 5.56% [1]

Core Viewpoint - Longyuan Power (001289) reported a significant increase in power generation for the year 2025, with a notable growth in renewable energy sources such as wind and solar power [1] Group 1: Power Generation Performance - In August 2025, Longyuan Power achieved a total power generation of 5.2733 million megawatt-hours, representing a year-on-year increase of 5.56%, and a 32.97% increase when excluding the impact of thermal power [1] - For the month of August 2025, wind power generation increased by 22.38%, while solar power generation surged by 74.41% [1] Group 2: Cumulative Power Generation - As of August 31, 2025, the cumulative power generation reached 51.2546 million megawatt-hours, showing a slight decline of 0.001% compared to the same period in 2024, but a 15.53% increase when excluding thermal power [1] - Wind power generation for the cumulative period increased by 7.42%, and solar power generation saw a remarkable increase of 77.04% [1]

Core Viewpoint - Longyuan Power (00916) reported a significant increase in power generation for the year 2025, with a total of 5.2733 million megawatt-hours, reflecting a year-on-year growth of 5.56%, and a notable 32.97% increase when excluding the impact of thermal power generation [1] Group 1: Power Generation Performance - For August 2025, the company achieved a power generation of 5.2733 million megawatt-hours, which is a 5.56% increase compared to the same period in 2024 [1] - Excluding the impact of thermal power, the year-on-year growth in power generation is 32.97% [1] - Wind power generation for the month increased by 22.38% year-on-year, while solar power generation saw a remarkable increase of 74.41% [1] Group 2: Cumulative Power Generation - As of August 31, 2025, the cumulative power generation reached 51.2546 million megawatt-hours, which is a slight decrease of 0.001% compared to the same period in 2024 [1] - When excluding thermal power impacts, the cumulative generation shows a year-on-year increase of 15.53% [1] - Wind power generation increased by 7.42% year-on-year, and solar power generation experienced a substantial growth of 77.04% [1]

Core Insights - Longyuan Power (001289.SZ) reported a total power generation of 5,273,319 MWh for August 2025, representing a year-on-year increase of 5.56%, with a 32.97% increase when excluding the impact of thermal power [1] - The company's wind power generation increased by 22.38% year-on-year, while solar power generation surged by 74.41% in August 2025 [1] - Cumulatively, as of August 31, 2025, Longyuan Power achieved a total power generation of 51,254,555 MWh, which is a slight decrease of 0.001% compared to the same period in 2024, but shows a 15.53% increase when excluding thermal power [1] - Wind power generation for the cumulative period increased by 7.42%, and solar power generation saw a remarkable growth of 77.04% [1]