公用事业周报：全社会用电量数据公布，周均来水波动提升

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [2][4]. Core Insights - In August, the total electricity consumption reached 964.9 billion kWh, marking an 8.9% year-on-year increase. The first industry consumed 14.9 billion kWh (up 4.6%), the second industry 567.9 billion kWh (up 4.0%), the third industry 190.3 billion kWh (up 11.2%), and urban and rural residential electricity consumption 191.8 billion kWh (up 23.7%) [3][7]. - Shanghai has announced plans for renewable energy construction in 2024, including 248.41 MW of onshore wind power and 488.96 MW of solar power, which will be fully integrated into the development plan [3][6]. - Water inflow has shown significant fluctuations, with the Three Gorges Dam's inflow at 12,700 cubic meters per second, down 7.48% year-on-year but up 15.39% week-on-week [3][20]. Summary by Sections Industry News - Shanghai's renewable energy construction notification emphasizes accelerating onshore wind and solar projects, with specific capacity targets for 2024 [6]. - The National Energy Administration reported a total electricity consumption of 964.9 billion kWh in August, reflecting a robust growth across various sectors [7]. Key Company Announcements - Yunda Co. approved an investment of 546.07 million yuan for a 100 MW wind power project [9]. - Huadian Energy received a heating subsidy of 11.47 million yuan from the Jiamusi Heating Gas Guarantee Center [10]. - Victory Energy plans to establish a wholly-owned subsidiary in Jiangsu with an investment of 100 million yuan [10]. Domestic Electricity Data Tracking - The average weekly electricity spot prices in various provinces showed fluctuations, with significant increases in inter-provincial prices compared to last year [11]. - The coal consumption of key power plants was reported at 5.68 million tons per day, a decrease of 2.41% year-on-year [20]. Fossil Fuel and Hydrological Data Tracking - The spot price of Qinhuangdao port's Q5500 thermal coal was 868 yuan per ton, down 92 yuan year-on-year [14]. - Natural gas prices showed varied trends, with TTF spot prices at $10.61 per million BTU, down 11.36% year-on-year [16]. Major Company Dividends and Yield Situation - The report includes a table detailing the dividend yields of major companies in the public utility sector, with notable figures such as Huadian International at 2.94% and Zhejiang Energy at 4.40% [23][24].