Core Insights - In July 2025, the energy production in China showed a mixed performance with an increase in electricity generation and natural gas production, while coal production declined [1][2][3][5][9][11] Group 1: Electricity Production - The total electricity generation by large-scale industries reached 926.7 billion kWh in July, marking a year-on-year increase of 3.1%, with a growth rate acceleration of 1.4 percentage points compared to June [1][11] - The average daily electricity generation was 29.89 billion kWh in July, and for the first seven months, the total generation was 5,470.3 billion kWh, reflecting a year-on-year growth of 1.3% [1][11] - Among different energy sources, coal-fired power generation increased by 4.3%, wind power by 5.5%, and solar power surged by 28.7%, while hydropower saw a decline of 9.8% and nuclear power growth slowed to 8.3% [1][11] Group 2: Coal, Oil, and Gas Production - Coal production in July was 38 million tons, showing a year-on-year decrease of 3.8%, with an average daily output of 12.29 million tons [2][3] - Crude oil production remained stable at 18.12 million tons in July, with a year-on-year increase of 1.2%, while the average daily output was 585,000 tons [5] - Natural gas production increased significantly, reaching 21.6 billion cubic meters in July, which is a year-on-year growth of 7.4%, with an average daily output of 700 million cubic meters [9]

Core Insights - The report highlights the performance of Hubei Province's power generation in 2025, indicating a total generation of 238.8 billion kWh in June, representing a year-on-year increase of 2.3% [1] - In the first half of 2025, Hubei's total power generation was 691.2 billion kWh, showing a year-on-year decline of 4.5% [1] Generation Breakdown - Thermal power generation accounted for 754.7 billion kWh, making up 51.9% of the total, with a slight year-on-year decrease of 0.1% [1] - Hydropower generation reached 504.7 billion kWh, representing 34.7% of the total, with a significant year-on-year decline of 14.3% [1] - Wind power generation increased to 88.7 billion kWh, constituting 6.1% of the total, with a year-on-year growth of 16.2% [1] - Solar power generation was 104.95 billion kWh, accounting for 7.2% of the total, with a year-on-year increase of 5.8% [1]

Group 1 - The core viewpoint of the news highlights the performance of the energy sector in Henan Province, indicating a decline in overall electricity generation in 2025 compared to the previous year [1] - In June 2025, Henan Province generated 258.5 billion kilowatt-hours of electricity, representing a year-on-year decrease of 0.9% [1] - In the first half of 2025, the total electricity generation in Henan Province was 836.5 billion kilowatt-hours, showing a year-on-year decline of 3.8% [1] Group 2 - In terms of electricity generation by type, thermal power accounted for 77% of the total generation, amounting to 1,255.9 billion kilowatt-hours, with a year-on-year decrease of 6.5% [1] - Hydropower generation reached 76.1 billion kilowatt-hours, making up 4.7% of the total, and experienced a year-on-year growth of 4.4% [1] - Wind power generation was 257.6 billion kilowatt-hours, representing 15.8% of the total, with a significant year-on-year increase of 26.3% [1] - Solar power generation totaled 42.49 billion kilowatt-hours, accounting for 2.6% of the total, and saw a year-on-year growth of 18.7% [1]

Core Insights - The report by Zhiyan Consulting highlights the energy production trends in Guangxi Zhuang Autonomous Region for 2025, indicating a mixed performance across different energy sources [1]. Group 1: Energy Production Overview - In June 2025, Guangxi's electricity generation reached 20.93 billion kilowatt-hours, reflecting a year-on-year increase of 0.9% [1]. - For the first half of 2025, total electricity generation in Guangxi was 59.08 billion kilowatt-hours, showing a year-on-year decline of 0.9% [1]. Group 2: Breakdown by Energy Source - Thermal power generation accounted for 57.4 billion kilowatt-hours, representing 47.9% of total generation, with a year-on-year decrease of 10.1% [1]. - Hydropower generation was 22.45 billion kilowatt-hours, making up 18.7% of total generation, and experienced a year-on-year decline of 11.5% [1]. - Nuclear power generation reached 16.54 billion kilowatt-hours, contributing 13.8% to total generation, and saw a year-on-year increase of 33% [1]. - Wind power generation was 18.65 billion kilowatt-hours, accounting for 15.6% of total generation, with a year-on-year growth of 17.7% [1]. - Solar power generation totaled 4.867 billion kilowatt-hours, representing 4.1% of total generation, and increased by 27% year-on-year [1].

Core Insights - The report highlights a decline in electricity generation in Shandong Province for the first half of 2025, with a total generation of 1513.4 billion kWh, representing a year-on-year decrease of 2.3% [1] - The report indicates a significant increase in nuclear power generation, which rose by 60.5% year-on-year, reaching 166.7 billion kWh, while other sources like thermal and hydropower saw declines [1] Electricity Generation Breakdown - In the first half of 2025, thermal power generation accounted for 77.4% of total generation at 2263.1 billion kWh, down 6.9% year-on-year [1] - Hydropower generation was 27.4 billion kWh, making up 0.9% of the total, with a year-on-year decrease of 6% [1] - Wind power generation increased slightly by 0.4% to 325.8 billion kWh, representing 11.1% of total generation [1] - Solar power generation saw a notable increase of 17.8%, totaling 140.5 billion kWh, which is 4.8% of the total generation [1] 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, providing insights into market trends and investment prospects [1][2] - The data is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, ensuring consistency in the statistical scope for year-on-year comparisons [3]

Group 1 - The core viewpoint of the news highlights the performance of Hunan Province's power generation in 2025, indicating a mixed trend with an overall increase in thermal power generation and a significant decline in hydropower generation [1] - In June 2025, Hunan Province's power generation reached 141.7 billion kilowatt-hours, representing a year-on-year growth of 5.9% [1] - In the first half of 2025, Hunan Province's total power generation was 428.4 billion kilowatt-hours, showing a year-on-year decrease of 1.7% [1] Group 2 - In the first half of 2025, thermal power generation was 488.9 billion kilowatt-hours, accounting for 59.1% of the total power generation, with a year-on-year increase of 14.2% [1] - Hydropower generation in the same period was 193.2 billion kilowatt-hours, making up 23.3% of the total, but experienced a year-on-year decline of 28.7% [1] - Wind power generation was 111.8 billion kilowatt-hours, representing 13.5% of the total, with a slight year-on-year decrease of 1.4% [1] - Solar power generation reached 33.73 billion kilowatt-hours, accounting for 4.1% of the total, and saw a significant year-on-year increase of 59.8% [1]

Group 1 - The core viewpoint of the news highlights the performance of Guangdong Province's power generation in 2025, indicating a decline in overall electricity production compared to the previous year [1] - In June 2025, Guangdong's power generation reached 59.48 billion kilowatt-hours, reflecting a year-on-year decrease of 0.7% [1] - For the first half of 2025, total power generation in Guangdong was 153.76 billion kilowatt-hours, down 3.1% year-on-year [1] Group 2 - In terms of power generation types, thermal power accounted for 70.3% of the total, with a generation of 232.74 billion kilowatt-hours, showing a year-on-year increase of 1.9% [1] - Hydropower generation was 9.7 billion kilowatt-hours, representing 2.9% of the total, with a significant year-on-year decline of 30.6% [1] - Nuclear power generation reached 61.56 billion kilowatt-hours, making up 18.6% of the total, with a year-on-year growth of 5.4% [1] - Wind power generation was 18.66 billion kilowatt-hours, accounting for 5.6% of the total, down 4.2% year-on-year [1] - Solar power generation saw a notable increase, reaching 8.546 billion kilowatt-hours, which is 2.6% of the total, with a year-on-year growth of 40.7% [1]

上市企业：南京公用（000421）、协鑫能科（002015）、金智科技（002090）、东华能源（002221）、 蔚蓝锂芯（002245）、海陆重工（002255）、华昌化工（002274）、润邦股份（002483）、天顺风能 （002531）、新联电子（002546） 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，江苏省发电507.8亿千瓦时，同比下滑3.7%。2025年上半年，江苏省发电1455.8亿千瓦时， 同比下滑5.7%。分品种看，2025年上半年，江苏省火力发电量2271.5亿千瓦时，占总发电量的77.8%， 同比下滑5.4%；江苏省水力发电量20.6亿千瓦时，占总发电量的0.7%，同比增长34.5%；江苏省核能发 电量252.2亿千瓦时，占总发电量的8.6%，同比下滑2.1%；江苏省风力发电量275.2亿千瓦时，占总发电 量的9.4%，同比下滑3.5%；江苏省太阳能发电量101.57亿千瓦时占总发电量的3.5%，同比增长15.1%。 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 ...

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。 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：赣能股份（000899）、诚志股份（000990）、华伍股份（300095）、安源煤业（600397）、 晶科科技（601778）、九丰能源（605090）、晶科能源（688223）、孚能科技（688567）、百通能源 （001376）、德福科技（301511）、南矿集团（001360） 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，江西省发电143.6亿千瓦时，同比增长4.8%。2025年上半年，江西省发电419亿千瓦时，同 比增长0.8%。分品种看，2025年上半年，江西省火力发电量673.8亿千瓦时，占总发电量的80.9%，同比 增长5.3%；江西省水力发电量32.7亿千瓦时，占总发电量的3.9%，同比下滑39.5%；江西省风力发电量 70.2亿千瓦 ...

上市企业：皖能电力（000543）、国轩高科（002074）、中电兴发（002298）、铜冠铜箔（301217）、 淮河能源（600575）、恒源煤电（600971）、淮北矿业（600985）、新集能源（601918）、安孚科技 （603031）、皖天然气（603689）、科威尔（688551） 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。 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 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，安徽省发电279.9亿千瓦时，同比增长 ...