Core Insights - The report highlights the growth and changes in electricity generation in Ningxia Hui Autonomous Region, with a total generation of 593.3 billion kWh in the first half of 2025, marking a year-on-year increase of 4.2% [1] - The report indicates a shift in the energy mix, with thermal power contributing 71.5% of total generation, while renewable sources like wind and solar are showing significant growth [1] Group 1: Electricity Generation Data - In June 2025, electricity generation reached 204 billion kWh, reflecting a year-on-year growth of 3.4% [1] - For the first half of 2025, thermal power generation was 827.9 billion kWh, down 0.7% year-on-year [1] - Wind power generation was 143.3 billion kWh, accounting for 12.4% of total generation, with a year-on-year increase of 7.1% [1] - Solar power generation reached 177.91 billion kWh, representing 15.4% of total generation, with a year-on-year growth of 19.4% [1] Group 2: Industry Context - The report is part of a broader market research analysis by Zhiyan Consulting, focusing on the energy sector in China from 2025 to 2031 [1][2] - The data is based on large-scale industrial enterprises, defined as those with annual main business revenues of 20 million yuan or more [2] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports and consulting services [2]

Core Insights - The report highlights the performance of the energy sector in Xinjiang, with a total electricity generation of 455.4 billion kWh in June 2025, showing a year-on-year decline of 0.7% [1] - In the first half of 2025, Xinjiang's total electricity generation reached 1,361.2 billion kWh, reflecting a year-on-year growth of 0.4% [1] Generation Breakdown - Thermal power generation accounted for 1,850.5 billion kWh, representing 69.9% of the total generation, with a year-on-year decrease of 3.7% [1] - Hydropower generation was 162.7 billion kWh, making up 6.1% of the total, and saw a year-on-year increase of 7.2% [1] - Wind power generation totaled 376.2 billion kWh, constituting 14.2% of the total, with a year-on-year decline of 3.3% [1] - Solar power generation reached 259.03 billion kWh, accounting for 9.8% of the total, and experienced a significant year-on-year growth of 29.8% [1]

Core Insights - The report by Zhiyan Consulting highlights the growth in electricity generation in Tibet, with a total generation of 830 million kWh in June 2025, marking an 11.6% year-on-year increase [1] - In the first half of 2025, Tibet's total electricity generation reached 2.31 billion kWh, reflecting a 2.6% year-on-year growth [1] Generation Breakdown - In the first half of 2025, thermal power generation in Tibet was 180 million kWh, accounting for 3.1% of total generation, with a year-on-year increase of 22.6% [1] - Hydropower generation was 4.96 billion kWh, making up 84.5% of total generation, with a year-on-year growth of 0.7% [1] - Wind power generation reached 170 million kWh, representing 2.9% of total generation, with a significant year-on-year increase of 88.5% [1] - Solar power generation was 563 million kWh, accounting for 9.6% of total generation, but experienced a year-on-year decline of 11% [1]

报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收入2000万元及以上的工业企 业。 由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径差异。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询整理 上市企业：华能水电（600025） 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年6月，云南省发电324.2亿千瓦时，同比增长13.9%。2025年上半年，云南省发电908.4亿千瓦时， 同比增长9.5%。分品种看，2025年上半年，云南省火力发电量331.2亿千瓦时，占总发电量的16.3%，同 比增长0.5%；云南省水力发电量1277.6亿千瓦时，占总发电量的63%，同比增长9.1%；云南省风力 ...

统计范围： 报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收入2000万元及以上的工业企 业。 上市企业：陕天然气（002267）、通源石油（300164）、宝光股份（600379）、隆基绿能（601012）、 中国西电（601179）、陕西煤业（601225）、陕鼓动力（601369）、美能能源（001299）、陕西能源 （001286）、爱科赛博（688719） 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年6月，陕西省发电264.8亿千瓦时，同比增长1.6%。2025年上半年，陕西省发电787.3亿千瓦时， 同比下滑5.1%。分品种看，2025年上半年，陕西省火力发电量1279.2亿千瓦时，占总发电量的85.6%， 同比下滑3.7%；陕西省水力发电量27.2亿千瓦时，占总发电量的1.8%，同比下滑11.4%；陕西省风力发 电量108.1亿千瓦时，占总发电量的7.2%，同比增长9.7%；陕西省太阳能发电量79.68亿千瓦时占总发电 量的5.3%，同比增长3.6%。 附注 由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比 ...

报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收入2000万元及以上的工业企 业。 由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径差异。 上市企业：黔源电力（002039）、泰永长征（002927）、ST天成（600112）、盘江股份（600395）、 贵州燃气（600903） 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年6月，贵州省发电215.6亿千瓦时，同比增长7.5%。2025年上半年，贵州省发电641.7亿千瓦时， 同比增长8.2%。分品种看，2025年上半年，贵州省火力发电量867亿千瓦时，占总发电量的70.1%，同 比增长11.7%；贵州省水力发电量225.4亿千瓦时，占总发电量的18.2%，同比下滑12.2%；贵州省风力发 电量66.7亿千瓦时，占总发电量的5.4%，同比下滑0.4%；贵州省太阳能发电量77.34亿千瓦时占总发电 量的6.3%，同比增长3.4%。 附注 统计范围： 知前沿，问智研。智研咨 ...

相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年6月，四川省发电369.3亿千瓦时，同比增长6.2%。2025年上半年，四川省发电1058.3亿千瓦时， 同比增长4%。分品种看，2025年上半年，四川省火力发电量479.8亿千瓦时，占总发电量的21.1%，同 比下滑0.9%；四川省水力发电量1626.5亿千瓦时，占总发电量的71.4%，同比增长5.1%；四川省风力发 电量109亿千瓦时，占总发电量的4.8%，同比下滑6%；四川省太阳能发电量61.22亿千瓦时占总发电量 的2.7%，同比增长49.9%。 附注 统计范围： 报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收入2000万元及以上的工业企 业。 上市企业：川能动力（000155）、德龙汇能（000593）、运机集团（001288）、ST升达（002259）、 融发核电（002366）、新筑股份（002480）、华西能源（002630）、科新机电（300092）、英杰电气 （300820）、大宏立（300865）、川投能源（600674）、东方电气（600875）、国机重装（6013 ...

Core Viewpoint - The National Bureau of Statistics of China released the energy production data for July 2025, indicating a mixed performance across different energy sectors, with coal production declining, while oil, natural gas, and electricity production showed growth. Group 1: Coal Production - The production of raw coal in the industrial sector decreased in July 2025 [1] Group 2: Oil Production - The crude oil production remained stable with an output of 12,660 million tons in the first seven months, reflecting a year-on-year growth of 1.3% [3] - The growth rate for crude oil production in July was 1.2%, which is a slowdown of 0.2 percentage points compared to June [3] Group 3: Natural Gas Production - The natural gas production in the industrial sector reached 21.6 billion cubic meters in July, showing a year-on-year increase of 7.4%, which is an acceleration of 2.8 percentage points compared to June [3] - For the first seven months, the total natural gas production was 152.5 billion cubic meters, marking a year-on-year growth of 6.0% [3] Group 4: Electricity Production - The electricity generation in the industrial sector amounted to 926.7 billion kilowatt-hours in July, with a year-on-year growth of 3.1%, which is an increase of 1.4 percentage points from June [3] - The total electricity production for the first seven months was 54,703 billion kilowatt-hours, reflecting a year-on-year growth of 1.3% [4]

Production Overview - In July, the production of raw coal in large-scale industries decreased, while crude oil production remained stable, and the growth rate of natural gas and electricity production accelerated [1][3][7][9] Raw Coal Production - In July, the output of raw coal was 380 million tons, a year-on-year decrease of 3.8%, with an average daily output of 12.29 million tons [1] - From January to July, the total output of raw coal reached 2.78 billion tons, reflecting a year-on-year increase of 3.8% [1] Crude Oil Production - In July, the output of crude oil was 18.12 million tons, showing a year-on-year growth of 1.2%, with a daily average output of 585,000 tons [3] - From January to July, the total output of crude oil was 126.6 million tons, with a year-on-year increase of 1.3% [3] Natural Gas Production - In July, the output of natural gas was 21.6 billion cubic meters, representing a year-on-year increase of 7.4%, with a daily average output of 700 million cubic meters [7] - From January to July, the total output of natural gas was 152.5 billion cubic meters, with a year-on-year increase of 6.0% [7] Electricity Production - In July, the electricity generation was 926.7 billion kilowatt-hours, a year-on-year increase of 3.1%, with a daily average generation of 29.89 billion kilowatt-hours [9] - From January to July, the total electricity generation was 5,470.3 billion kilowatt-hours, reflecting a year-on-year increase of 1.3% [9] - The growth rates for different types of electricity generation in July included: thermal power increased by 4.3%, hydropower decreased by 9.8%, nuclear power grew by 8.3%, wind power increased by 5.5%, and solar power surged by 28.7% [9]

Group 1: Production Overview - In July, the production of raw coal in large-scale industries decreased, while crude oil production remained stable, and the growth rate of natural gas and electricity production accelerated [1] - The output of raw coal in July was 380 million tons, a year-on-year decrease of 3.8%, with an average daily output of 12.29 million tons. From January to July, the total output was 2.78 billion tons, a year-on-year increase of 3.8% [2] - Crude oil production in July was 18.12 million tons, a year-on-year increase of 1.2%, with a daily average of 585,000 tons. From January to July, the total output was 126.6 million tons, a year-on-year increase of 1.3% [4] - Natural gas production in July reached 21.6 billion cubic meters, a year-on-year increase of 7.4%, with a daily average of 700 million cubic meters. From January to July, the total output was 152.5 billion cubic meters, a year-on-year increase of 6.0% [8] Group 2: Electricity Production - Electricity production in large-scale industries accelerated in July, with a total generation of 926.7 billion kilowatt-hours, a year-on-year increase of 3.1%, and an average daily generation of 29.89 billion kilowatt-hours. From January to July, the total generation was 5,470.3 billion kilowatt-hours, a year-on-year increase of 1.3% [10] - In July, the growth rates of thermal power, wind power, and solar power generation increased, while hydropower experienced a larger decline, and nuclear power growth slowed. Specifically, thermal power increased by 4.3%, hydropower decreased by 9.8%, nuclear power grew by 8.3%, wind power increased by 5.5%, and solar power surged by 28.7% [10]