Group 1 - The core viewpoint of the article highlights the performance of Huaneng Hydropower (600025) and the energy generation statistics in Tibet for the year 2025, indicating a slight decline in overall power generation [1] - In July 2025, Tibet's power generation reached 1.4 billion kilowatt-hours, representing a year-on-year decrease of 2.4% [1] - From January to July 2025, Tibet's total power generation was 7.28 billion kilowatt-hours, showing a year-on-year growth of 0.6% [1] Group 2 - The breakdown of power generation types from January to July 2025 shows that thermal power generation was 220 million kilowatt-hours, accounting for 3% of total generation, with a year-on-year increase of 18.6% [1] - Hydropower generation was 6.21 billion kilowatt-hours, making up 85.3% of total generation, with a slight year-on-year decrease of 0.3% [1] - Wind power generation reached 190 million kilowatt-hours, representing 2.6% of total generation, with a significant year-on-year increase of 102.9% [1] - Solar power generation was 661 million kilowatt-hours, accounting for 9.1% of total generation, with a year-on-year decline of 9.2% [1] Group 3 - The report's data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, focusing on industrial enterprises with annual main business income of 20 million yuan and above [1] - The statistical scope of the report ensures comparability of data year-on-year, despite changes in the range of large-scale industrial enterprises [1]

Core Insights - The report highlights the growth in electricity generation in Liaoning Province, with a total generation of 206.7 billion kWh in July 2025, marking a year-on-year increase of 3.4% [1] - From January to July 2025, the total electricity generation reached 1,358.1 billion kWh, reflecting a year-on-year growth of 4.9% [1] Generation Breakdown - Thermal power generation accounted for 748.6 billion kWh, representing 55.1% of the total generation, with a year-on-year increase of 4.7% [1] - Hydropower generation was 32.1 billion kWh, making up 2.4% of the total, and saw a significant year-on-year increase of 37.7% [1] - Nuclear power generation reached 304 billion kWh, constituting 22.4% of the total, with a modest year-on-year growth of 0.9% [1] - Wind power generation totaled 232 billion kWh, representing 17.1% of the total, with a year-on-year increase of 8.3% [1] - Solar power generation was 41.52 billion kWh, accounting for 3.1% of the total, with a year-on-year growth of 1.5% [1] Industry Context - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, which specializes in industry research and consulting services [2] - The report covers large-scale industrial enterprises with annual main business revenues of 20 million yuan and above, ensuring comparability of data across years [2]

上市企业：建投能源（000600）、冀中能源（000937）、晶澳科技（002459）、冀凯股份（002691）、 通合科技（300491）、同飞股份（300990）、廊坊发展（600149）、中国动力（600482）、保变电气 （600550）、金牛化工（600722） 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7月，河北省发电355.8亿千瓦时，同比增长7.5%。2025年1-7月，河北省发电2404.8亿千瓦时，同 比增长4.1%。分品种看，2025年1-7月，河北省火力发电量1645.3亿千瓦时，占总发电量的68.4%，同比 下滑3.3%；河北省水力发电量41亿千瓦时，占总发电量的1.7%，同比增长29.8%；河北省风力发电量 469.8亿千瓦时，占总发电量的19.5%，同比增长25.5%；河北省太阳能发电量248.66亿千瓦时占总发电 量的10.3%，同比增长22.6%。 2018-2025年1-7月河北省各品种发电量累计产量统计图 数据来源：国家统计局，智研咨询整理 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20 ...

Core Viewpoint - The report highlights the growth in electricity generation in Heilongjiang Province, with a notable increase in total power generation and specific growth in various energy sources from January to July 2025 [1] Group 1: Electricity Generation Data - In July 2025, Heilongjiang Province generated 11.61 billion kilowatt-hours of electricity, representing a year-on-year increase of 8.6% [1] - From January to July 2025, the total electricity generation in Heilongjiang Province reached 78.48 billion kilowatt-hours, showing a year-on-year growth of 4.3% [1] Group 2: Breakdown of Power Generation by Source - In the first seven months of 2025, thermal power generation accounted for 54.89 billion kilowatt-hours, making up 69.9% of the total generation, with a year-on-year increase of 4% [1] - Hydropower generation was 2.23 billion kilowatt-hours, representing 2.8% of the total, but saw a decline of 9.7% year-on-year [1] - Wind power generation reached 17.01 billion kilowatt-hours, contributing 21.7% to the total, with a year-on-year growth of 6.1% [1] - Solar power generation was 4.343 billion kilowatt-hours, accounting for 5.5% of the total, and increased by 9.3% year-on-year [1] Group 3: Statistical Data Source - The data is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, focusing on industrial enterprises with annual main business income of 20 million yuan or more [1]

Core Viewpoint - The report highlights the growth and changes in China's energy sector, particularly focusing on the generation of electricity across various sources from 2018 to July 2025, indicating a shift towards renewable energy sources while traditional sources like coal and hydropower show declines in output [1][2]. Group 1: Electricity Generation Data - In July 2025, the total electricity generation in China reached 926.72 billion kilowatt-hours, marking a year-on-year increase of 3.1% [1]. - From January to July 2025, the total electricity generation was 5,470.26 billion kilowatt-hours, reflecting a year-on-year growth of 1.3% [1]. - The breakdown of electricity generation from January to July 2025 shows: - Thermal power generation was 3,543.95 billion kilowatt-hours, accounting for 64.8% of total generation, with a year-on-year decline of 1.3% [1]. - Hydropower generation was 690.97 billion kilowatt-hours, making up 12.6% of total generation, with a year-on-year decrease of 4.5% [1]. - Nuclear power generation reached 279.28 billion kilowatt-hours, representing 5.1% of total generation, with a year-on-year increase of 10.8% [1]. - Wind power generation was 629.1 billion kilowatt-hours, constituting 11.5% of total generation, with a year-on-year growth of 10.4% [1]. - Solar power generation amounted to 326.849 billion kilowatt-hours, accounting for 6% of total generation, with a year-on-year increase of 22.7% [1]. Group 2: Industry Insights - The report is based on data compiled by Zhiyan Consulting, which specializes in industry research and provides comprehensive market analysis and investment outlooks for the energy sector in China [2]. - The statistical data is derived from large-scale industrial enterprises, defined as those with annual main business revenues of 20 million yuan or more, ensuring comparability of data across years despite changes in the scope of large-scale industrial enterprises [2].

上市企业：金房能源（001210）、龙源电力（001289）、北京科锐（002350）、京能热力（002893）、 万邦达（300055）、潜能恒信（300191）、天壕能源（300332）、双杰电气（300444）、新雷能 （300593）、新特电气（301120） 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7月，北京市发电43.5亿千瓦时，同比增长1.1%。2025年1-7月，北京市发电257.3亿千瓦时，同比 增长0.5%。分品种看，2025年1-7月，北京市火力发电量247.2亿千瓦时，占总发电量的96.1%，同比下 滑0.9%；北京市水力发电量7.8亿千瓦时，占总发电量的3%，同比增长71.3%；北京市风力发电量0.9亿 千瓦时，占总发电量的0.3%，同比增长15%；北京市太阳能发电量1.43亿千瓦时占总发电量的0.6%，同 比增长21.1%。 2018-2025年1-7月北京市各品种发电量累计产量统计图 数据来源：国家统计局，智研咨询整理 附注 统计范围： 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 ...

Core Insights - The report highlights a decline in electricity generation in the Xinjiang Uygur Autonomous Region for the year 2025, with a total generation of 409.4 billion kWh, representing a year-on-year decrease of 5.6% [1] - In the first five months of 2025, electricity generation in Xinjiang reached 2,187.2 billion kWh, showing a slight year-on-year decline of 1.1% [1] Generation Breakdown - Thermal power generation accounted for 1,568.2 billion kWh, which is 71.7% of the total generation, experiencing a year-on-year decrease of 3.8% [1] - Hydropower generation was 119.5 billion kWh, making up 5.5% of the total, with a year-on-year increase of 9.1% [1] - Wind power generation totaled 301.3 billion kWh, representing 13.8% of the total, and saw a year-on-year decline of 4.4% [1] - Solar power generation reached 198.15 billion kWh, accounting for 9.1% of the total, with a significant year-on-year increase of 25.6% [1]

Group 1 - The core viewpoint of the report indicates a decline in electricity generation in Tibet, with a total generation of 1.21 billion kWh in May 2025, representing a year-on-year decrease of 8.6% [1] - From January to May 2025, Tibet's total electricity generation was 4.27 billion kWh, showing a year-on-year decline of 4.3% [1] - In terms of generation types, thermal power accounted for 3.3% of total generation at 0.14 billion kWh, with a year-on-year increase of 26.2% [1] - Hydropower generation was 3.71 billion kWh, making up 86.9% of total generation, but experienced a year-on-year decline of 1.4% [1] - Wind power generation was 0.04 billion kWh, representing 0.9% of total generation, with a significant year-on-year decrease of 45.5% [1] - Solar power generation was 0.384 billion kWh, accounting for 9% of total generation, and saw a year-on-year decline of 25.8% [1] Group 2 - The report's data is based on large-scale industrial enterprises, defined as those with annual main business revenues of 20 million yuan or more [2] - To ensure comparability of data year-on-year, the report adjusts the statistical scope of enterprises, which may lead to discrepancies with previously published data [2] - The consulting firm, Zhiyan Consulting, is recognized as a leading industry consulting agency in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [2][3]

Group 1 - The core viewpoint of the article highlights the decline in electricity generation in Jiangsu Province, with a total generation of 489.8 billion kWh in May 2025, representing a year-on-year decrease of 4.3% [1] - From January to May 2025, Jiangsu's total electricity generation was 2406.5 billion kWh, showing a year-on-year decline of 5.3% [1] - Breakdown of electricity generation by type for January to May 2025: thermal power generation was 1858.5 billion kWh (77.2% of total), down 6.9%; hydropower generation was 16.8 billion kWh (0.7% of total), up 33.3%; nuclear power generation was 212.1 billion kWh (8.8% of total), down 2.5%; wind power generation was 239.5 billion kWh (10% of total), down 3.1%; solar power generation was 79.64 billion kWh (3.3% of total), up 19% [1] Group 2 - The report referenced is the "2025-2031 China Energy Industry Market Research Analysis and Investment Prospect Assessment Report" published by Zhiyan Consulting [1] - The statistical scope of the report includes large-scale industrial enterprises with annual main business income of 20 million yuan and above, ensuring comparability of data year-on-year [2] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing in-depth industry research reports, business plans, feasibility studies, and customized services [2]

Core Insights - The report highlights the growth in electricity generation in Zhejiang Province, with a total generation of 371.4 billion kWh in May 2025, marking a year-on-year increase of 2% [1] - From January to May 2025, the total electricity generation reached 1,812.4 billion kWh, reflecting a year-on-year growth of 2.8% [1] Generation Breakdown - Thermal power generation accounted for 1,301.8 billion kWh, representing 71.8% of total generation, with a year-on-year increase of 3.3% [1] - Hydropower generation was 68.5 billion kWh, making up 3.8% of total generation, but saw a decline of 13.8% year-on-year [1] - Nuclear power generation reached 302.3 billion kWh, constituting 16.7% of total generation, with a slight decrease of 0.3% year-on-year [1] - Wind power generation was 64.1 billion kWh, accounting for 3.5% of total generation, and experienced a significant year-on-year increase of 15.1% [1] - Solar power generation totaled 75.66 billion kWh, representing 4.2% of total generation, with a notable year-on-year growth of 19.6% [1]