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新华社丨我国月度用电量首破万亿大关
国家能源局· 2025-08-22 12:17
长期以来,工业是用电的"压舱石"。在全社会用电量中占比近六成的第二产业用电也保持向上势头,增速连续两个月回 升。1至7月,第二产业用电量3.74万亿千瓦时,同比增长2.8%。7月当月,第二产业用电量5936亿千瓦时,同比增长 4.7%。其中,高技术及装备制造业用电量增速领先。 中国电力企业联合会(以下简称"中电联")统计与数智部副主任蒋德斌介绍说,1至7月,高技术及装备制造业合计用电量 同比增长4.6%,增速高于同期制造业平均增长水平2.3个百分点。其中,新能源整车制造业继续保持高速增长,用电量同 比增长25.7%。 透过用电量可见,经济发展不断"攀高"的同时,含"新"量也在不断提升。 1至7月,第三产业用电量1.13万亿千瓦时,同比增长7.8%。7月当月,第三产业用电量2081亿千瓦时,同比增长 10.7%,增速比上月提高1.7个百分点。 其中,在移动互联网、大数据、云计算等快速发展带动下,1至7月互联网和相关服务业用电量同比增长28.2%。同期,批 发和零售业用电量同比增长12.0%,其中,由于电动汽车高速发展,充换电服务业用电量同比增长42.6%。 中电联表示,考虑到三季度高温因素及上年四季度基数偏低因 ...
华泰证券:继续看好电力需求增长韧性下的电力设备和电源装备产业趋势
Mei Ri Jing Ji Xin Wen· 2025-08-13 00:27
每经AI快讯,华泰证券指出,考虑到2025年扩大内需和推动高质量发展的经济工作主线不变,叠加6月 以来历史级高温带动最高用电负荷峰值持续突破,对2025年电力需求在新质生产力、二产出口、居民拉 动下增速继续跑赢GDP增速的全年预期不变,继续看好电力需求增长韧性下的电力设备和电源装备产业 趋势。电力需求增长拉动电力设备主配网投资共振,以及基荷支撑性电源需求。 ...
A股申购 | 宏远股份(920018.BJ)开启申购 产品用于大容量电力变压器等大型输变电设备
智通财经网· 2025-08-10 22:27
智通财经APP获悉,8月11日,宏远股份(920018.BJ)开启申购,发行价格为9.17元/股,申购上限为145.73万股,市盈率12.34倍,属于北交所,民生证券为其 保荐人。 | 600,000 | 542,400 | | | --- | --- | --- | | | 519,761 493.922 | | | 500.000 | INDANIVERSI | | | | 426,878 | | | | 402,427 | | | 400,000 | | 369,194 | | | 336,588 309,187 | | | 300 000 - 278,166 | | | | | 262,365 | | | 200,000 | | | | 100,000 | | | | | 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 | | 财务方面,于2022年度、2023年度、2024年度,公司实现营业收入分别约为13.11亿元、14.61亿元、20.72亿元,同期实现净利润分别约为4999.75万元、 6446.57万元、1.02亿人民币 ...
多国重新审视核能政策、陆续启动核电项目
Ren Min Ri Bao· 2025-08-07 00:59
Group 1: Global Nuclear Energy Outlook - The International Energy Agency (IEA) projects that global nuclear power generation is expected to reach a historical high by 2026, driven by the restart of nuclear reactors in Japan, strong growth in the US and France, and new nuclear projects in Asia [1] - Nuclear energy currently accounts for nearly 10% of global electricity generation, making it the second-largest low-carbon energy source after hydropower [1] - There are nearly 420 operational nuclear reactors worldwide, with 63 reactors under construction, totaling over 70 gigawatts (GW) of capacity, the highest level since 1990 [1] Group 2: Southeast Asia Nuclear Initiatives - Southeast Asian countries are initiating nuclear power projects, with Vietnam planning to restart a 4 million kilowatt nuclear power plant and Indonesia aiming to build over 20 reactors by 2050 [2] - Thailand plans to introduce two small modular reactors (SMRs) by 2037, while Malaysia has launched a national nuclear technology policy for 2030 [2] - By 2040, Southeast Asia's nuclear power capacity is expected to exceed 7 GW [2] Group 3: European Nuclear Policy Shift - Several European countries are reassessing their nuclear energy policies, with Germany showing signs of easing its opposition to nuclear power amid rising energy prices [2] - Countries like Belgium, the UK, and Italy are also planning to restart or expand their nuclear facilities [2] - A tripartite nuclear declaration signed at the UN Climate Change Conference aims to triple global nuclear power capacity by 2050, contributing to net-zero emissions goals [2] Group 4: Technological Innovations in Nuclear Energy - Technological innovations are transforming the nuclear energy landscape, with multiple small modular reactor designs under development, expected to be operational by around 2030 [3] - The IEA estimates that global SMR capacity could reach 40 GW by 2050, with potential growth to 120 GW under supportive policies [3] - SMRs are attractive to commercial investors due to their smaller scale and shorter return on investment periods, facilitating broader private sector participation in the nuclear industry [3]
韩国因高温相关疾病死亡人数升至19人
Xin Hua She· 2025-08-04 02:05
Group 1 - The number of deaths related to heat-related illnesses in South Korea has risen to 19 this summer, with over 3,100 seeking medical attention due to heat discomfort, marking a doubling compared to the same period last year [1] - The most common condition reported is heat exhaustion, accounting for 61.3% of cases, followed by heat stroke at 16.2% and heat cramps at 12.8%. The elderly population, particularly those aged 65 and above, represents about 31.9% of the cases [1] - July recorded the most severe heatwave in South Korea's history, with 15 days of temperatures reaching 33 degrees Celsius or higher, which is more than four times the average of 3.4 days since records began in 1973 [1] Group 2 - The average peak electricity demand in July reached 85 gigawatts, a 5.6% increase year-on-year, marking the highest July demand since records began in 1993 [1] - The highest recorded daily peak electricity demand in South Korea occurred in August 2024 at 87.8 gigawatts, with forecasts suggesting that peak demand this summer may reach 97.8 gigawatts in the second week of August [2] - The South Korean government is collaborating with power companies to manage electricity supply, implementing emergency systems to address the increased demand [2]
石油天然气管道公司安桥:由于数据中心的发展,电力需求的增长速度超过了GDP。
news flash· 2025-08-01 14:42
Core Insights - The growth rate of electricity demand is outpacing GDP due to the development of data centers [1] Group 1 - The increase in electricity demand is primarily driven by the expansion of data centers [1]
行业深度报告:我国天然铀供应商有望受益长期供需紧张
NORTHEAST SECURITIES· 2025-07-18 09:14
Investment Rating - The report rates the industry as "Outperforming the Market" [5] Core Insights - The global demand for electricity is expected to grow significantly, with a projected increase of 4.0% in 2024, driven by advancements in data centers, electric vehicles, and heat pumps [1][19] - Nuclear power is regaining attention due to its stable, low-carbon, and cost-effective nature, with a forecasted global nuclear power generation of 2,768 TWh in 2024, marking a 2.5% increase from the previous year [2][37] - China's nuclear fuel demand is projected to reach approximately 13,000 tons of uranium (tU) in 2024, accounting for 19.4% of global demand, while its domestic uranium production is only about 3% of the global total [2][78] Summary by Sections Global Uranium Supply and Demand - The global electricity demand is expected to grow robustly, with a 4.0% increase in 2024, surpassing previous years [1][19] - Nuclear power generation is anticipated to reach a record high of 2,768 TWh in 2024, with a 2.5% year-on-year growth [2][37] - The International Atomic Energy Agency (IAEA) predicts that by 2040, natural uranium demand will be between 86,000 to 116,000 tons, with a compound annual growth rate of 1.5% to 3.4% [2][54] China's Uranium Suppliers - China Uranium Industry holds a dominant position in the domestic market, with plans to expand production capacity and a projected output of 4,500 tons of U3O8 in 2024 [3] - China General Nuclear Power Corporation (CGN) has significant uranium resources in Kazakhstan, with a forecasted production of 1,324 tons of uranium in 2024 [4] - Wanli Stone is also expected to benefit from asset injections and technological advancements in uranium resources [4] Investment Recommendations - The report suggests that the uranium supply-demand imbalance will support high uranium prices in the coming years, with financial institutions holding a total of 34,846 tons of physical uranium in 2024, a 4.4% increase from the previous year [2][70]
A股电力行业午后持续走高,华银电力5天4板,韶能股份、世茂能源、豫能控股、华电辽能等多股涨停,明星电力、华电能源、九洲集团、赣能股份等个股大幅走高;据多家媒体报道,多地高温持续推高用电需求。
news flash· 2025-07-07 05:25
Group 1 - The A-share power industry is experiencing a significant rise in stock prices, with Huayin Power achieving a remarkable five consecutive trading limits [1] - Several companies, including Shaoneng Co., Shimao Energy, YN Holdings, and Huadian Liaoning, have reached their daily price limits, indicating strong market performance [1] - The surge in electricity demand is attributed to ongoing high temperatures across multiple regions, driving up consumption [1]
电力板块震荡拉升 江苏新能3连板
news flash· 2025-05-29 01:59
Group 1 - Jiangsu New Energy has achieved a three-day consecutive rise in stock prices, indicating strong market performance [1] - Other companies in the power sector, such as Guangdong Electric A and Shenzhen Nanshan Electric A, have also reached their daily price limit, reflecting a broader positive trend in the industry [1] - According to the China Electricity Council's forecast, the national electricity consumption is expected to reach 10.4 trillion kilowatt-hours by 2025, representing a year-on-year growth of approximately 6% [1] Group 2 - The annual regulated maximum electricity load is projected to be around 1.55 billion kilowatts, highlighting the increasing demand for electricity in the coming years [1] - Several other power companies, including Jiangsu Guoxin, Three Gorges Water Conservancy, and Fujian Dong Power, have also seen their stock prices rise, indicating a collective upward movement in the sector [1]
特朗普:我了解到,我们全国需要的电力是目前的两倍,实际上还远不止于此。
news flash· 2025-04-30 21:33
Core Viewpoint - The current national electricity demand is projected to be twice as much as the present levels, indicating a significant need for increased energy production and infrastructure [1] Industry Summary - The statement highlights a critical issue in the energy sector, emphasizing the necessity for expansion in electricity generation capabilities to meet future demands [1]