战略定量估算9月全国发电量同增11%至8,267亿度

Group 1: Power Generation Estimates - National power generation in September is estimated to increase by 10.9% year-on-year to 826.7 billion kWh[1] - Thermal power generation is expected to rise by 17.3% to 583.3 billion kWh, while hydropower is projected to decline by 25.2% to 104.3 billion kWh[1] - Wind power generation is anticipated to grow by 27.7% to 139.1 billion kWh[1] Group 2: Power Consumption and Industry Insights - Key industries show strong electricity demand, with lithium battery production increasing by 43% year-on-year in September[3] - The cumulative number of charging stations in China has risen by 50% year-on-year as of September[3] - The average temperature in September was 22.6°C, 0.65°C higher than the same period last year, contributing to increased electricity demand[4] Group 3: Risks and Considerations - Potential model and data errors may lead to discrepancies in actual power generation figures[9] - Electricity demand may fall short of expectations due to macroeconomic factors, impacting related equipment investments[9] - Variability in power generation growth rates may arise from incomplete statistics on smaller renewable energy sources[9]