国家能源集团前三季度新能源投资超630亿元

Core Viewpoint - The State Energy Group has reported continuous improvement in operational performance for the third quarter, with significant investments in new energy exceeding 63 billion yuan, laying a solid foundation for achieving annual goals and long-term development [1][2]. Group 1: Operational Performance - The company has maintained a peak coal production level of 50 million tons for 48 consecutive months, with a year-on-year increase of 12.4% in coal sales volume [1]. - Power generation reached 457.5 billion kWh, reflecting a year-on-year growth of 2.2%, with 36 days of daily generation exceeding 4 billion kWh, an increase of 20 days compared to the same period last year [1]. - Monthly average non-coal transportation volume increased by 8.7% to 2.53 million tons, while the sales proportion of high-value-added polyolefin products in the chemical sector rose to 48.3%, up 7 percentage points year-on-year [1]. Group 2: Investment and Project Development - In the first nine months, the company invested over 63 billion yuan in new energy, with a production scale surpassing 10 million kilowatts, leading in investment cost indicators within the region [2]. - The hydrogen energy sector has become a highlight, with the company establishing a development strategy that includes "one goal, dual-chain drive, three major scenarios, and four bases," along with 14 specific measures [2]. - The company has built and put into operation six hydrogen stations and three plants, achieving an annual green hydrogen production capacity of 6,300 tons and a refueling capacity of 8.5 tons per day [2]. Group 3: Future Focus - For the fourth quarter, the company will focus on three areas: preparing for winter peak demand by increasing coal production, stabilizing electricity generation, and expanding chemical exports [4]. - The company aims to accelerate the construction of "Digital National Energy," promoting an "AI+" action plan and enhancing the technology special system [4]. - Investment optimization will be pursued, with plans to advance the production of clean and efficient coal power units and develop five hydropower stations in the Dadu River basin simultaneously, while promoting integrated development of wind, solar, hydrogen, storage, and finance [4]. Group 4: Strategic Alignment - The company plans to align closely with national strategies during the 14th Five-Year Plan period, increasing investments in new energy bases, hydrogen industry, and new energy storage to drive high-quality development and ensure the preservation and appreciation of state-owned assets [5].