格隆汇1月9日丨龙源电力(001289.SZ)公布，2025年12月按合并报表口径完成发电量7,372,982兆瓦时， 较2024年同期同比增长9.57%。本月风电发电量同比增长4.36%，光伏发电量同比增长55.35%。截至 2025年12月31日，本公司2025年累计完成发电量76,469,353兆瓦时，较2024年同期同比增长1.22%，剔 除火电影响同比增长11.82%，其中风电同比增长4.19%，光伏同比增长70.92%。 ...

人民财讯1月9日电，龙源电力（001289）1月9日发布2025年12月发电量数据公告，公司2025年12月按合 并报表口径完成发电量737.3万兆瓦时，较2024年同期同比增长9.57%。2025年12月风电发电量同比增长 4.36%，光伏发电量同比增长55.35%。截至2025年12月31日，本公司2025年累计完成发电量7646.94万兆 瓦时，较2024年同期同比增长1.22%，剔除火电影响同比增长11.82%，其中风电同比增长4.19%，光伏 同比增长70.92%。 ...

格隆汇1月9日丨三峡能源(600905.SH)公布，根据公司初步统计，截至2025年12月31日，公司2025年第 四季度总发电量195.07亿千瓦时，较上年同期增长0.92%。其中，风电完成发电量132.38亿千瓦时，较 上年同期增长2.33%(陆上风电完成发电量83.79亿千瓦时，较上年同期增长5.09%；海上风电完成发电量 48.59亿千瓦时，较上年同期下降2.12%)；太阳能完成发电量60.92亿千瓦时，较上年同期增长1.70%；独 立储能完成发电量1.77亿千瓦时，较上年同期下降13.24%。 2025年累计总发电量762.61亿千瓦时，较上年同期增长5.99%。其中，风电完成发电量479.21亿千瓦 时，较上年同期增长6.08%(陆上风电完成发电量324.17亿千瓦时，较上年同期增长10.28%；海上风电完 成发电量155.04亿千瓦时，较上年同期下降1.74%)；太阳能完成发电量276.54亿千瓦时，较上年同期增 长8.87%；独立储能完成发电量6.86亿千瓦时，较上年同期增长22.94%；本年度未产生水电发电量(公司 自2025年1月起不再控股水电项目装机)。 ...

证券日报网讯 12月30日，雄韬股份在互动平台回答投资者提问时表示，算力中心与数据中心UPS电源 是公司最核心的发展战略，公司专注于算力中心与数据中心UPS电源领域，致力于提供不同产品解决方 案，例如高倍率高能量密度锂电池、免维护高功率铅酸蓄电池、氢能源电池替代柴发与清洁能源发电。 （文章来源：证券日报） ...

Core Viewpoint - China Resources Power (00836) reported a significant increase in electricity sales from its subsidiaries for November 2025, indicating strong growth in renewable energy sectors, particularly in wind and solar power [1] Summary by Category Electricity Sales Performance - The electricity sales volume for November 2025 reached 18,866,666 MWh, representing an 8.6% year-on-year increase [1] - The subsidiary wind power plants contributed 5,260,109 MWh, with a year-on-year increase of 29.5% [1] - The subsidiary solar power plants achieved sales of 1,020,094 MWh, marking a substantial year-on-year increase of 71.2% [1] Cumulative Sales Data - For the first eleven months of 2025, the cumulative electricity sales volume from subsidiaries totaled 204,885,875 MWh, reflecting a 7.1% year-on-year growth [1] - Cumulative sales from subsidiary wind power plants reached 48,340,837 MWh, with a year-on-year increase of 15.8% [1] - Cumulative sales from subsidiary solar power plants amounted to 12,069,023 MWh, showing a significant year-on-year increase of 55.4% [1]

智通财经APP讯，龙源电力(001289.SZ)披露2025年11月发电量数据，公司2025年11月按合并报表口径完 成发电量6,944,492兆瓦时，较2024年同期同比增长14.34%。本月风电发电量同比增长10.79%，光伏发 电量同比增长43.06%。 ...

证券代码：600956 证券简称：新天绿能 公告编号：2025-068 新天绿色能源股份有限公司 2025 年 11 月主要经营数据公告 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。 根据公司初步统计，2025年11月，本公司及子公司按合并报表口径完成发电 量1,662,026.37兆瓦时，同比增加24.45%。截至2025年11月30日，累计完成发电 量13,368,949.46兆瓦时，同比增加8.04%。 | 地区 | | | 发电量 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 年 同比变动 2025 | 月 11 | | 年 2025 1-11 | 月 | 同比变动 | | | （%） | （兆瓦时） | | （兆瓦时） | | （%） | | 风电业务 | | 1,642,817.49 | 25.26 | 13,031,081.25 | | 6.96 | | 河北 | | 1,270,627.86 | 29.79 | 9,336,512.25 | | ...

东方证券认为，1）国内铜冶炼"反内卷"自律措施或加速落地，矿端与冶炼端供需矛盾有望缓解。2）多 个大型铜矿有望重启生产，中期矿端放量速度或高于冶炼扩产，冶炼费存上行空间。近期自由港麦克莫 兰公司宣布将于2026年一季度恢复全球第二大矿Grasberg的大规模生产，且矿区的铜产量将在2026— 2027年持续增长，预计2027年产量或可达到72.6万吨。3）下游高景气度有望推升铜需求量，中期或迎 铜价与加工费齐升局面。近期美国宣布正式启动名为"创世纪任务"的AI研究计划，致力于将AI应用于医 疗、能源、制造等领域的科学研究。从铜下游需求来看，传统输配电网用铜量在全球电网升级需求带动 下或为铜消费"筑底"，清洁能源发电、AI数据中心等建设浪潮则有望成为提升铜需求量的新动力，持续 推升铜价中枢。 12月3日，伦敦金属交易所（LME）的铜价，创历史新高，交易所数据显示，提货订单出现自2013年以 来最大单日增幅。沪铜期货主力合约站上9万元/吨大关，亦创历史新高。 光大证券认为，矿端紧张传导至电解铜，继续看好铜价新高。CSPT成员企业达成减产共识说明铜矿的 短缺已经传导至电解铜环节，而铜矿供给紧张至少维持到2026年， ...

Investment Rating - The report maintains a "Positive" investment rating for the utility sector [8] Core Insights - In October, the national power generation increased by 7.9% year-on-year, driven by abnormal high temperatures in southern regions, marking the highest monthly growth rate of the year [2][18] - Hydropower continues to perform strongly with a 28.2% year-on-year increase in October, while thermal power shows significant recovery with a 7.3% increase [2][24] - The report highlights the improvement in the operational environment for thermal power, with a narrowing decline of 0.4% for the year-to-date [11][45] Summary by Sections Power Generation Data - In October, total power generation reached 800.2 billion kWh, with thermal power contributing 513.8 billion kWh, hydropower 135.1 billion kWh, nuclear power 38.7 billion kWh, wind power 73.3 billion kWh, and solar power 39.4 billion kWh [17][24] - For the first ten months of 2025, total power generation was 8062.5 billion kWh, reflecting a 2.3% year-on-year growth [17][18] Thermal Power Insights - Thermal power generation in October saw a significant turnaround with a 7.3% increase, alleviating previous pressures, and the year-to-date decline has narrowed to 0.4% [2][45] - The average coal price at Qinhuangdao port was 746.89 RMB/ton in October, down 105.22 RMB/ton year-on-year, contributing to the improved operational environment for thermal power [11][45] Hydropower Performance - Hydropower generation in October was 135.1 billion kWh, up 28.2% year-on-year, supported by improved rainfall and a low base from the previous year [11][26] - The average rainfall in October was 51.5 mm, significantly above the historical average, enhancing hydropower generation capacity [26] Renewable Energy Trends - Wind power generation decreased by 11.9% year-on-year in October, while solar power generation increased by 5.9%, although the growth rate has slowed [11][32] - The report notes that the cumulative installed capacity for wind and solar power has seen a decline in new installations compared to previous years [32][40] Investment Recommendations - The report recommends focusing on quality thermal power operators such as Huaneng International, Datang Power, and Guodian Power, as well as hydropower companies like Yangtze Power and State Power Investment Corporation [11][50] - For renewable energy, it suggests companies like Longyuan Power and China Nuclear Power, highlighting their potential for growth in the current market environment [50][52]

Core Insights - In the first three quarters, Xinjiang's industrial enterprises generated 4,191.98 billion kilowatt-hours of electricity, representing a year-on-year increase of 4.0% [1] Power Generation Breakdown - Thermal power generation decreased by 0.2% year-on-year [1] - Hydropower generation increased by 1.0% year-on-year [1] - Wind power generation saw a growth of 5.4% year-on-year [1] - Solar power generation experienced a significant increase of 41.3% year-on-year [1]