Core Insights - The report highlights the performance of Shanghai's electricity generation in 2025, indicating a total generation of 70.8 billion kWh in April, reflecting a year-on-year increase of 1.8% [1] - From January to April 2025, the total electricity generation in Shanghai was 328.8 billion kWh, showing a year-on-year decline of 2.9% [1] - The breakdown of electricity generation by type reveals that thermal power accounted for 316.1 billion kWh (96.1% of total generation), with a year-on-year decrease of 3.3% [1] - Wind power generation was 8.2 billion kWh (2.5% of total), experiencing a year-on-year decline of 6.7% [1] - Solar power generation reached 4.47 billion kWh (1.4% of total), marking a significant year-on-year increase of 41% [1] Industry Overview - The report is part of a comprehensive market research analysis and investment outlook for the Chinese energy industry from 2025 to 2031, published by Zhiyan Consulting [1] - The data presented is based on large-scale industrial enterprises, defined as those with annual main business revenues of 20 million yuan or more [1] - The report emphasizes the importance of consistent statistical criteria for year-on-year comparisons, noting that the scope of large-scale industrial enterprises may change annually [2]

Core Viewpoint - The article highlights the growth trends in various sectors of the Chinese economy for August 2025, including industrial output, fixed asset investment, and retail sales, indicating a mixed economic recovery with specific sectors showing stronger performance than others [2][3][8]. Industrial Output - In August 2025, the industrial added value for large-scale enterprises increased by 5.2% year-on-year, with a month-on-month growth of 0.37%. For the first eight months of 2025, the year-on-year growth was 6.2% [3]. - By sector, mining increased by 5.1%, manufacturing by 5.7%, and electricity, heat, gas, and water production and supply by 2.4% in August [3]. - Among 41 major industries, 31 reported year-on-year growth in added value, with notable increases in chemical raw materials and products (7.6%), black metal smelting and processing (7.3%), and non-ferrous metal smelting and processing (9.1%) [3][4]. Fixed Asset Investment - From January to August 2025, national fixed asset investment (excluding rural households) reached 326.1 billion yuan, a year-on-year increase of 0.5%. However, private investment decreased by 2.3% [5][6]. - The investment in the primary industry grew by 5.5%, while the secondary industry saw a 7.6% increase. The tertiary industry, however, experienced a decline of 3.4% [6]. - Infrastructure investment in the tertiary sector grew by 2.0%, with significant increases in water transportation (15.9%) and water conservancy management (7.4%) [6]. Retail Sales - In August 2025, the total retail sales of consumer goods reached 39.668 billion yuan, marking a year-on-year growth of 3.4%. Excluding automobiles, retail sales grew by 3.7% [8][10]. - For the first eight months, total retail sales amounted to 323.906 billion yuan, with a growth rate of 4.6% [10]. - Online retail sales for the same period reached 99.828 billion yuan, reflecting a year-on-year increase of 9.6%, with physical goods online sales growing by 6.4% [11]. Energy Production - In August 2025, the production of raw coal decreased by 3.2% year-on-year, while crude oil production increased by 2.4% [15][18]. - The industrial electricity generation reached 936.3 billion kilowatt-hours in August, showing a year-on-year growth of 1.6% [23]. - Natural gas production also saw stable growth, with an output of 21.2 billion cubic meters in August, up by 5.9% year-on-year [21].

Core Insights - In August, the production decline of raw coal narrowed, while crude oil production accelerated, and natural gas and electricity production showed stable growth [1] Group 1: Raw Coal, Crude Oil, and Natural Gas Production - Raw coal production in August was 390 million tons, a year-on-year decrease of 3.2%, with the decline narrowing by 0.6 percentage points compared to July; the average daily production was 12.6 million tons [2] - From January to August, raw coal production totaled 3.17 billion tons, reflecting a year-on-year increase of 2.8% [2] - Crude oil production in August reached 18.26 million tons, a year-on-year increase of 2.4%, with the growth rate accelerating by 1.2 percentage points compared to July; the average daily production was 589,000 tons [4] - From January to August, crude oil production totaled 144.86 million tons, a year-on-year increase of 1.4% [5] - Crude oil processing in August was 63.46 million tons, a year-on-year increase of 7.6%; the average daily processing was 2.047 million tons [6] - From January to August, crude oil processing totaled 488.07 million tons, a year-on-year increase of 3.2% [7] - Natural gas production in August was 21.2 billion cubic meters, a year-on-year increase of 5.9%; the average daily production was 690 million cubic meters [9] - From January to August, natural gas production totaled 173.7 billion cubic meters, a year-on-year increase of 6.1% [10] Group 2: Electricity Production - Electricity production in August was 936.3 billion kilowatt-hours, a year-on-year increase of 1.6%; the average daily production exceeded 30 billion kilowatt-hours for the first time, reaching 30.2 billion kilowatt-hours [13] - From January to August, electricity production totaled 6,419.3 billion kilowatt-hours, a year-on-year increase of 1.5%, with a daily average increase of 1.9% after adjusting for the number of days [13] - In August, the growth rates of various electricity generation types varied: - Thermal power increased by 1.7%, slowing by 2.6 percentage points compared to July - Hydropower decreased by 10.1%, with the decline expanding by 0.3 percentage points compared to July - Nuclear power grew by 5.9%, slowing by 2.4 percentage points compared to July - Wind power surged by 20.2%, accelerating by 14.7 percentage points compared to July - Solar power increased by 15.9%, slowing by 12.8 percentage points compared to July [13]

Group 1: Coal, Oil, and Natural Gas Production - In August, the production of raw coal in large-scale industries was 390 million tons, a year-on-year decrease of 3.2%, with the decline narrowing by 0.6 percentage points compared to July, and the average daily output was 12.6 million tons [2] - From January to August, the total raw coal production reached 3.17 billion tons, showing a year-on-year increase of 2.8% [3] - The production of crude oil in August was 18.26 million tons, representing a year-on-year increase of 2.4%, with the growth rate accelerating by 1.2 percentage points compared to July, and the average daily output was 589,000 tons [5] - From January to August, the total crude oil production was 144.86 million tons, with a year-on-year increase of 1.4% [6] - The crude oil processing volume in August was 63.46 million tons, a year-on-year increase of 7.6%, with an average daily processing of 2.047 million tons [7] - From January to August, the total crude oil processing volume was 488.07 million tons, reflecting a year-on-year increase of 3.2% [8] - The natural gas production in August was 21.2 billion cubic meters, a year-on-year increase of 5.9%, with an average daily output of 690 million cubic meters [9] - From January to August, the total natural gas production reached 173.7 billion cubic meters, with a year-on-year increase of 6.1% [10] Group 2: Electricity Production - The electricity production in large-scale industries in August was 936.3 billion kilowatt-hours, a year-on-year increase of 1.6%, with the average daily generation surpassing 30 billion kilowatt-hours for the first time, reaching 30.2 billion kilowatt-hours [11] - From January to August, the total electricity production was 6,419.3 billion kilowatt-hours, showing a year-on-year increase of 1.5%, and the average daily generation increased by 1.9% after adjusting for the number of days [11] - In August, the growth rates for different types of electricity generation varied: thermal power increased by 1.7% (slowing by 2.6 percentage points from July), hydropower decreased by 10.1% (widening the decline by 0.3 percentage points), nuclear power grew by 5.9% (slowing by 2.4 percentage points), wind power surged by 20.2% (accelerating by 14.7 percentage points), and solar power increased by 15.9% (slowing by 12.8 percentage points) [12]

Core Insights - In August 2025, the production of raw coal in large-scale industries in China decreased by 3.2% year-on-year, although the decline has narrowed [1] - Electricity production showed stable growth, with daily generation surpassing 30 billion kilowatt-hours for the first time, reaching 30.2 billion kilowatt-hours [1] Group 1: Energy Production - The output of crude oil in large-scale industries reached 18.26 million tons in August, marking a year-on-year increase of 2.4%, with the growth rate accelerating by 1.2 percentage points compared to July [5] - From January to August, the total crude oil output was 144.86 million tons, reflecting a year-on-year growth of 1.4% [5] - Natural gas production in large-scale industries was 21.2 billion cubic meters in August, showing a year-on-year increase of 5.9%, with a daily average production of 690 million cubic meters [6] Group 2: Electricity Generation - The total electricity generation in large-scale industries reached 936.3 billion kilowatt-hours in August, representing a year-on-year increase of 1.6% [6] - From January to August, the total electricity generation was 6419.3 billion kilowatt-hours, with a year-on-year growth of 1.5% [6]

Core Insights - In August 2025, China's industrial energy production showed mixed results, with coal production declining but oil and natural gas production increasing [1][2] Energy Production Overview - Coal production in August decreased by 3.2% year-on-year, with a total output of 39 million tons, but the decline rate narrowed compared to July [1] - Oil production accelerated, reaching 18.26 million tons in August, a 2.4% increase year-on-year, with a daily average of 589,000 tons [1] - Natural gas production grew steadily, with August output at 21.2 billion cubic meters, reflecting a 5.9% year-on-year increase [1] Electricity Generation - Electricity generation in August was stable, totaling 936.3 billion kilowatt-hours, a 1.6% increase year-on-year, with daily generation surpassing 30 billion kilowatt-hours for the first time [2] - Wind power generation saw a significant increase of 20.2%, while hydropower output declined by 10.1% [2] - Thermal power and nuclear power generation growth slowed, with thermal power increasing by 1.7% and nuclear power by 5.9% [2]

Core Insights - In August, the production of crude oil in large-scale industries reached 18.26 million tons, marking a year-on-year increase of 2.4% [5][6]. Group 1: Crude Oil Production - The production of crude oil in large-scale industries accelerated in August, with a year-on-year growth of 2.4%, which is an increase of 1.2 percentage points compared to July [5][6]. - The average daily production of crude oil in August was 589,000 tons [5]. - From January to August, the total crude oil production was 144.86 million tons, reflecting a year-on-year increase of 1.4% [6]. Group 2: Coal and Natural Gas Production - The production of raw coal in large-scale industries decreased by 3.2% year-on-year in August, but the decline was narrower by 0.6 percentage points compared to July, with a daily average production of 12.6 million tons [3]. - From January to August, the total raw coal production was 317 million tons, showing a year-on-year increase of 2.8% [3]. - Natural gas production in large-scale industries reached 21.2 billion cubic meters in August, with a year-on-year growth of 5.9% and an average daily production of 690 million cubic meters [11]. - From January to August, the total natural gas production was 173.7 billion cubic meters, reflecting a year-on-year increase of 6.1% [11]. Group 3: Electricity Production - Electricity production in large-scale industries in August was 936.3 billion kilowatt-hours, representing a year-on-year increase of 1.6%, with the average daily generation surpassing 30 billion kilowatt-hours for the first time, reaching 30.2 billion kilowatt-hours [13]. - From January to August, the total electricity production was 6419.3 billion kilowatt-hours, with a year-on-year increase of 1.5% [13]. - In August, the growth rates varied by type: wind power increased by 20.2%, while hydropower decreased by 10.1%. Thermal power grew by 1.7%, nuclear power by 5.9%, and solar power by 15.9% [13].

1—8月份，规上工业原油加工量48807万吨，同比增长3.2%。 天然气生产稳定增长。8月份，规上工业天然气产量212亿立方米，同比增长5.9%；日均产量6.9亿立方 米。 8月份，规模以上工业（以下简称规上工业）原煤生产降幅收窄，原油生产增速加快，天然气、电力生 产平稳增长。 一、原煤、原油和天然气生产及相关情况 原煤生产降幅收窄。8月份，规上工业原煤产量3.9亿吨，同比下降3.2%，降幅比7月份收窄0.6个百分 点；日均产量1260万吨。 1—8月份，规上工业原煤产量31.7亿吨，同比增长2.8%。 原油生产增速加快。8月份，规上工业原油产量1826万吨，同比增长2.4%，增速比7月份加快1.2个百分 点；日均产量58.9万吨。 1—8月份，规上工业原油产量14486万吨，同比增长1.4%。 原油加工较快增长。8月份，规上工业原油加工量6346万吨，同比增长7.6%；日均加工204.7万吨。 1—8月份，规上工业天然气产量1737亿立方米，同比增长6.1%。 二、电力生产情况 规上工业电力生产平稳增长。8月份，规上工业发电量9363亿千瓦时，同比增长1.6%；日均发电首次突 破300亿千瓦时，达302.0 ...

人民财讯9月15日电，国家统计局发布2025年8月份能源生产情况，8月份，规模以上工业(以下简称规上 工业)原煤生产降幅收窄，原油生产增速加快，天然气、电力生产平稳增长。8月份，规上工业原煤产量 3.9亿吨，同比下降3.2%，降幅比7月份收窄0.6个百分点；日均产量1260万吨。8月份，规上工业原油产 量1826万吨，同比增长2.4%，增速比7月份加快1.2个百分点；日均产量58.9万吨。8月份，规上工业原 油加工量6346万吨，同比增长7.6%；日均加工204.7万吨。 ...

原煤生产降幅收窄。8月份，规上工业原煤产量3.9亿吨，同比下降3.2%，降幅比7月份收窄0.6个百分点；日均产量1260万吨。 1—8月份，规上工业原煤产量31.7亿吨，同比增长2.8%。 原油生产增速加快。8月份，规上工业原油产量1826万吨，同比增长2.4%，增速比7月份加快1.2个百分点；日均产量58.9万吨。 8月份，规模以上工业（以下简称规上工业）原煤生产降幅收窄，原油生产增速加快，天然气、电力生产平稳增长。 一、原煤、原油和天然气生产及相关情况 1—8月份，规上工业原油产量14486万吨，同比增长1.4%。 原油加工较快增长。8月份，规上工业原油加工量6346万吨，同比增长7.6%；日均加工204.7万吨。 1—8月份，规上工业原油加工量48807万吨，同比增长3.2%。 天然气生产稳定增长。8月份，规上工业天然气产量212亿立方米，同比增长5.9%；日均产量6.9亿立方米。 1—8月份，规上工业天然气产量1737亿立方米，同比增长6.1%。 二、电力生产情况 规上工业电力生产平稳增长。8月份，规上工业发电量9363亿千瓦时，同比增长1.6%；日均发电首次突破300亿千瓦时，达302.0亿千瓦时。 ...