上市企业：思源电气（002028）、汉钟精机（002158）、神开股份（002278）、普利特（002324）、柘 中股份（002346）、协鑫集成（002506）、良信股份（002706）、泰胜风能（300129）、科泰电源 （300153）、科大智能（300222） 相关报告：智研咨询发布的《2026-2032年中国能源行业市场研究分析及投资前景评估报告》 2025年10月，上海市发电75.2亿千瓦时，同比增长10%。2025年1-10月，上海市发电845.2亿千瓦时，同 比下滑1%。分品种看，2025年1-10月，上海市火力发电量810.9亿千瓦时，占总发电量的95.9%，同比下 滑1.4%；上海市风力发电量20.3亿千瓦时，占总发电量的2.4%；上海市太阳能发电量13.79亿千瓦时占 总发电量的1.6%，同比增长33.3%。 2018-2025年1-10月上海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： 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 ...

数据来源：国家统计局，智研咨询整理 附注 上市企业：华锦股份（000059）、冰山冷热（000530）、*ST惠天（000692）、沈阳化工（000698）、 铁岭新城（000809）、大连重工（002204）、大金重工（002487）、聆达股份（300125）、联美控股 （600167）、时代万恒（600241）、恒力石化（600346）、*ST金山（600396）、大连热电 （600719）、辽宁能源（600758）、国电电力（600795）、水发燃气（603318） 相关报告：智研咨询发布的《2026-2032年中国能源行业市场研究分析及投资前景评估报告》 2025年10月，辽宁省发电190.3亿千瓦时，同比增长11.3%。2025年1-10月，辽宁省发电1933.4亿千瓦 时，同比增长5.4%。分品种看，2025年1-10月，辽宁省火力发电量1087亿千瓦时，占总发电量的 56.2%，同比增长5.4%；辽宁省水力发电量49.5亿千瓦时，占总发电量的2.6%，同比增长38.1%；辽宁 省核能发电量431亿千瓦时，占总发电量的22.3%，同比增长0.9%；辽宁省风力发电量304.4亿千瓦时， 占总发电量的 ...

数据来源：国家统计局，智研咨询整理 附注 统计范围： 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《2026-2032年中国能源行业市场研究分析及投资前景评估报告》 2025年10月，河北省发电301.3亿千瓦时，同比增长1.9%。2025年1-10月，河北省发电3365.4亿千瓦时， 同比增长4.1%。分品种看，2025年1-10月，河北省火力发电量2342.3亿千瓦时，占总发电量的69.6%， 同比下滑2.5%；河北省水力发电量59.2亿千瓦时，占总发电量的1.8%，同比增长34.4%；河北省风力发 电量594亿千瓦时，占总发电量的17.7%，同比增长19.2%；河北省太阳能发电量369.81亿千瓦时占总发 电量的11%，同比增长28.2%。 2018-2025年1-10月河北省各品种发电量累计产量统计图 报告中的产量数据统计口径均为规模以上工业，其统计范 ...

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《2026-2032年中国能源行业市场研究分析及投资前景评估报告》 2025年10月，北京市发电23.7亿千瓦时，同比下滑0.4%。2025年1-10月，北京市发电341.6亿千瓦时，同 比下滑0.2%。分品种看，2025年1-10月，北京市火力发电量327.6亿千瓦时，占总发电量的95.9%，同比 下滑1.6%；北京市水力发电量10.8亿千瓦时，占总发电量的3.2%，同比增长63.1%；北京市风力发电量 1.1亿千瓦时，占总发电量的0.3%，同比增长4.6%；北京市太阳能发电量2.04亿千瓦时占总发电量的 0.6%，同比增长23.4%。 2018-2025年1-10月北京市各品种发电量累计产量统计图 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 ...

Group 1 - The core viewpoint of the articles highlights the performance of various energy generation sectors in Tianjin, with a notable decline in total electricity generation in 2025 compared to the previous year [1] - In the first ten months of 2025, Tianjin's total electricity generation was 632 billion kilowatt-hours, representing a year-on-year decrease of 9.2% [1] - Among the different types of electricity generation, thermal power accounted for 88.7% of the total generation, with a year-on-year decline of 11.4%, while wind power saw a significant increase of 31.4% [1] Group 2 - The report indicates that wind power generation reached 31.2 billion kilowatt-hours, making up 4.9% of the total generation, while solar power contributed 40.27 billion kilowatt-hours, or 6.4% of the total [1] - The data presented in the report is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, focusing on industrial enterprises with annual main business revenues of 20 million yuan or more [1] - The report emphasizes the importance of consistent statistical criteria for comparing year-on-year growth rates, as the scope of large-scale industrial enterprises changes annually [2]

上市企业：皖能电力（000543）、建投能源（000600）、韶能股份（000601）、宝新能源（000690）、 湖南发展（000722）、晋控电力（000767）、甘肃能源（000791）、赣能股份（000899）、长源电力 （000966）、闽东电力（000993） 数据来源：国家统计局，智研咨询整理 附注 相关报告：智研咨询发布的《2026-2032年中国能源行业市场研究分析及投资前景评估报告》 统计范围： 2025年10月，全国发电8002.1亿千瓦时，同比增长7.9%。2025年1-10月，全国发电80625.5亿千瓦时，同 比增长2.3%。分品种看，2025年1-10月，全国火力发电量52130.5亿千瓦时，占总发电量的64.7%，同比 下滑0.4%；全国水力发电量11311.2亿千瓦时，占总发电量的14%，同比增长1.6%；全国核能发电量 3967.6亿千瓦时，占总发电量的4.9%，同比增长8.7%；全国风力发电量8416.7亿千瓦时，占总发电量的 10.4%，同比增长7.6%；全国太阳能发电量4798.16亿千瓦时占总发电量的6%，同比增长23.2%。 2018-2025年1-10月全国各品 ...

Group 1: Energy Production Overview - In October, the production of raw coal remained at a high level, with an output of 410 million tons, a year-on-year decrease of 2.3%, and an average daily output of 13.12 million tons [2] - From January to October, the cumulative output of raw coal reached 3.97 billion tons, representing a year-on-year increase of 1.5% [2] - Crude oil production in October was 18 million tons, showing a year-on-year growth of 1.3%, with a daily average of 581,000 tons [4] - The cumulative crude oil production from January to October was 180.64 million tons, reflecting a year-on-year increase of 1.7% [4] - Natural gas production in October was 22.1 billion cubic meters, with a year-on-year growth of 5.9%, although the growth rate slowed by 3.5 percentage points compared to September [7] - The cumulative natural gas production from January to October was 217 billion cubic meters, marking a year-on-year increase of 6.3% [8] Group 2: Electricity Production Situation - Electricity production in October saw a significant increase, with an output of 800.2 billion kilowatt-hours, a year-on-year growth of 7.9%, accelerating by 6.4 percentage points compared to September [10] - The cumulative electricity production from January to October was 8,062.5 billion kilowatt-hours, representing a year-on-year increase of 2.3% [10] - Among different types of electricity generation in October, thermal power turned from decline to growth with a year-on-year increase of 7.3%, while hydropower grew by 28.2%, although at a slower rate than in September [10] - Nuclear power generation increased by 4.2%, accelerating compared to September, while wind power saw a decline of 11.9%, with the decline rate widening compared to the previous month [10] - Solar power generation grew by 5.9%, but the growth rate slowed down by 15.2 percentage points compared to September [10]

Group 1: Coal, Oil, and Natural Gas Production - In October, the industrial coal production remained at a high level with a total output of 410 million tons, a year-on-year decrease of 2.3%, and an average daily output of 13.12 million tons [1] - From January to October, the total coal production reached 3.97 billion tons, showing a year-on-year increase of 1.5% [1] - The industrial crude oil production in October was 18 million tons, reflecting a year-on-year growth of 1.3%, with a daily average output of 581,000 tons [3] - For the first ten months, the crude oil production totaled 180.64 million tons, marking a year-on-year increase of 1.7% [3] - The industrial natural gas production in October was 22.1 billion cubic meters, with a year-on-year growth of 5.9%, and a daily average output of 710 million cubic meters [8] - From January to October, the total natural gas production was 217 billion cubic meters, representing a year-on-year increase of 6.3% [8] Group 2: Electricity Production - The industrial electricity production accelerated in October, with a total generation of 800.2 billion kilowatt-hours, a year-on-year increase of 7.9%, and a daily average generation of 25.81 billion kilowatt-hours [10] - From January to October, the total electricity generation was 8,062.5 billion kilowatt-hours, reflecting a year-on-year growth of 2.3% [10] - In terms of electricity generation types, coal-fired power increased by 7.3% year-on-year in October, reversing the previous decline of 5.4% in September [10] - Hydropower generation grew by 28.2% in October, although the growth rate slowed by 3.7 percentage points compared to September [10] - Nuclear power generation increased by 4.2% in October, with an acceleration of 2.6 percentage points from September [10] - Wind power generation saw a decline of 11.9% in October, with the decline rate widening by 4.3 percentage points from September [10] - Solar power generation increased by 5.9% in October, but the growth rate slowed by 15.2 percentage points compared to September [10]

Core Insights - The National Bureau of Statistics of China reported on the energy production situation for October 2025, highlighting stable growth in oil and gas production, while coal production showed a slight decline [1][2] Energy Production Overview - In October, the production of raw coal remained high, with an output of 410 million tons, a year-on-year decrease of 2.3%, and an average daily output of 13.12 million tons. From January to October, the total raw coal production reached 3.97 billion tons, reflecting a year-on-year increase of 1.5% [1] - Crude oil production also maintained growth, with an output of 18 million tons in October, representing a year-on-year increase of 1.3%, although the growth rate slowed by 2.8 percentage points compared to September. The average daily output was 581,000 tons, and the total crude oil production from January to October was 180.64 million tons, up by 1.7% year-on-year [1] - Natural gas production saw a slowdown, with an output of 22.1 billion cubic meters in October, a year-on-year increase of 5.9%, down by 3.5 percentage points from September. The average daily output was 710 million cubic meters, and the total natural gas production from January to October was 217 billion cubic meters, up by 6.3% year-on-year [2] Electricity Production Insights - Electricity production in the industrial sector accelerated, with a total generation of 800.2 billion kilowatt-hours in October, marking a year-on-year increase of 7.9%, which is an acceleration of 6.4 percentage points compared to September. The average daily generation was 25.81 billion kilowatt-hours, and the total electricity production from January to October was 8,062.5 billion kilowatt-hours, reflecting a year-on-year increase of 2.3% [2] - By energy type, thermal power production turned positive with a year-on-year growth of 7.3% in October, compared to a decline of 5.4% in September. Hydropower increased by 28.2%, although the growth rate slowed by 3.7 percentage points. Nuclear power grew by 4.2%, accelerating by 2.6 percentage points from September. Wind power saw a decline of 11.9%, with the drop expanding by 4.3 percentage points, while solar power increased by 5.9%, but the growth rate slowed by 15.2 percentage points [2]

Core Insights - The National Bureau of Statistics of China reported on the energy production situation for October 2025, indicating a stable production of raw coal and steady growth in crude oil and natural gas production [1][7]. Group 1: Coal Production - The production of raw coal in large-scale industries remained at a high level in October 2025 [1]. Group 2: Crude Oil Production - The output of crude oil in large-scale industries reached 18 million tons in October, reflecting a year-on-year increase of 1.3%, although the growth rate slowed by 2.8 percentage points compared to September [5]. - From January to October, the cumulative crude oil production was 180.64 million tons, showing a year-on-year growth of 1.7% [5]. Group 3: Natural Gas Production - The production of natural gas in large-scale industries was 22.1 billion cubic meters in October, with a year-on-year increase of 5.9%, but the growth rate decreased by 3.5 percentage points from September [6]. - For the period from January to October, the total natural gas production was 217 billion cubic meters, marking a year-on-year growth of 6.3% [6]. Group 4: Electricity Production - The electricity production in large-scale industries reached 800.2 billion kilowatt-hours in October, with a significant year-on-year increase of 7.9%, accelerating by 6.4 percentage points compared to September [6]. - From January to October, the cumulative electricity production was 8062.5 billion kilowatt-hours, reflecting a year-on-year growth of 2.3% [6].