11月24日，国家能源局公布的最新数据显示，截至10月底，全国累计发电装机容量37.5亿千瓦，同比增长17.3%。其中，太阳能发电装机容量11.4 亿千瓦，同比增长43.8%；风电装机容量5.9亿千瓦，同比增长21.4%。 | 指 标 名 称 | 車位 | 1-10月 | 同比增长 | | --- | --- | --- | --- | | | | 累计 | (%) | | 全国发电装机容量 | 万千瓦 | 375171 | 17.3 | | 其中:水电 | 万千瓦 | 44388 | 3.0 | | 火电 | 万千瓦 | 151473 | 6.0 | | 核电 | 万千瓦 | 6248 | 7.6 | | 风电 | 万千瓦 | 59039 | 21.4 | | 太阳能发电 | 万千瓦 | 114018 | 43.8 | | 全国供电煤耗率 | 克/千瓦时 | 305.5 | -1.3* | | 全国供热量 | 万百万千焦 | 462222 | 0.7 | | 全国供热耗用原煤 | 万吨 | 27119 | 0.2 | | 全国发电设备累计平均利用小时 | 小日本 | 2619 | -260* | | 全国发 ...

Core Insights - The commissioning of Chengdu Airport and Huai Prefecture 500 kV substations marks a significant step in the construction of the Chengdu 500 kV three-dimensional double-ring network, enhancing the power supply for the Chengdu-Chongqing economic circle [1][2] - The construction of the substations is part of a broader initiative to improve the grid's capacity to meet the growing electricity demand in the eastern districts of Chengdu, Jianyang, and Jintang County, with an additional capacity of 4.8 million kVA expected [1] - The project has seen effective collaboration between government and enterprises, with the Sichuan provincial government leading the establishment of a power grid task force and signing cooperation agreements to support the construction [1] Group 1 - The two 500 kV substations were put into operation on November 8 and 11, 2023, respectively [1] - The three-dimensional double-ring network consists of a total of 15 substations, with the new substations being part of the "inner seven, outer eight" configuration [1] - The project aims to support the high-quality development of the Chengdu-Chongqing economic circle by providing a robust power supply [1] Group 2 - The construction process involved intricate coordination with existing infrastructure, including high-speed rail and highways, requiring precise execution of the project [2] - New technologies such as mechanized net sealing and visual line laying were introduced, along with the first use of heavy-duty drones for construction in the province [2] - Once the transmission line connecting the Chengdu East 1000 kV substation to the Huai Prefecture 500 kV substation is operational, it will integrate into the Sichuan-Chongqing UHV ring network, facilitating the stable and efficient delivery of clean energy from the Ganzi and Aba regions to Chengdu [2]

Core Insights - The construction of the 2×5 MW back-pressure unit cogeneration project in Jining Yanzhou High-tech Zone has officially commenced, which is a significant energy infrastructure project in Shandong Province [1] - This project is crucial for ensuring stable steam supply to Yandian Technology Industrial Park and Yanzhou Industrial Park, and it supports the creation of a national-level development zone [1] - The project has been included in the Shandong Province coal and electricity industry transformation and upgrading implementation plan, the "14th Five-Year" electricity development plan, and the key projects for green, low-carbon, and high-quality development by 2025 [1] Project Management and Execution - The Lunan Institute organized a dedicated team and equipment for the construction, establishing a party member task force and QC group to enhance project execution [2] - Specific measures were developed for key aspects such as technical disclosure, quality control, and safety inspections, with a focus on checklist management and project-based promotion [2] - The project team is committed to maintaining high standards in engineering quality, safety production, and environmental protection, ensuring the project is completed on time and to a high standard [2]

Core Insights - The National Energy Administration reported significant growth in electricity consumption and renewable energy capacity in the first three quarters of the year, highlighting the resilience of the energy supply system amid challenges posed by extreme weather and economic recovery [2][4]. Group 1: Electricity Consumption - In July and August, electricity consumption in China exceeded 1 trillion kilowatt-hours for the first time, setting a world record [2]. - There were 66 days where daily electricity consumption surpassed 30 billion kilowatt-hours since July, an increase of 29 days compared to the previous year [2]. - The increase in electricity demand is attributed to economic recovery and prolonged high-temperature weather, which posed new challenges for summer electricity supply [2]. Group 2: Charging Infrastructure - By September 2025, the total number of electric vehicle charging facilities in China is expected to reach 18.063 million, a year-on-year increase of 54.5% [3]. - The total rated power of public charging facilities is approximately 200 million kilowatts, reflecting a 59.2% increase since the beginning of the year [3]. - The introduction of high-power charging facilities has improved charging speed significantly, with capabilities of charging for 10 minutes to achieve over 300 kilometers of range [3]. Group 3: Renewable Energy - In the first three quarters, China added 31 million kilowatts of renewable energy capacity, a year-on-year increase of 47.7%, accounting for 84.4% of the total new capacity [4]. - As of September, the total installed capacity of renewable energy reached 2.198 billion kilowatts, a 27% increase year-on-year, representing 59.1% of the country's total power generation capacity [4]. - Renewable energy generation reached 2.89 trillion kilowatt-hours, a 15.5% increase year-on-year, making up about 40% of total electricity generation [4].

Group 1 - The establishment of the solar thermal operation and maintenance subsidiary marks a significant step for the company in the solar thermal sector, aligning with the "14th Five-Year Plan" for energy structure optimization and industrial upgrading [3] - The company aims to create a first-class professional operation and maintenance company, focusing on safety, efficiency, and high-quality development [3] - There is an emphasis on strengthening capability building through a professional operation and maintenance system, driven by talent and innovation [3] Group 2 - The company plans to deepen the integration of party building and corporate culture, fostering a positive development environment for high-quality growth in the solar thermal sector [3]

Group 1 - The core viewpoint of the articles highlights the stable growth of China's economy and energy consumption, with a significant increase in the share of non-fossil energy consumption [1] Group 2 - Energy production has steadily increased, with major energy products such as coal, oil, and gas showing growth. The industrial raw coal output reached 3.57 billion tons, a year-on-year increase of 2.0% [2] - Oil and gas production also saw moderate growth, with industrial crude oil output at 160 million tons (up 1.7%) and natural gas output at 194.9 billion cubic meters (up 6.4%) [2] - Electricity production was robust, with industrial power generation at 7.3 trillion kilowatt-hours, a year-on-year increase of 1.6%. Notably, clean energy sources like nuclear, wind, and solar power saw significant growth rates of 9.2%, 10.1%, and 24.2% respectively [2] Group 3 - Energy supply security has improved, with a decrease in energy imports. Coal imports fell to 35 million tons, down 11.1%, while crude oil imports increased to 42 million tons, up 2.6% [3] - Natural gas imports decreased to 9.286 million tons, down 6.2%, indicating a narrowing decline compared to the first half of the year [3] - The electricity supply has been effective, with record-high national power loads and enhanced coordination among power sources, networks, and storage [3] Group 4 - The energy consumption structure is undergoing a green transition, with total energy consumption increasing by 3.7% year-on-year. The share of non-fossil energy in total energy consumption rose by 1.7 percentage points [4] - The share of clean energy sources in industrial power generation reached 35.3%, an increase of 1.9 percentage points compared to the previous year [4]

Core Viewpoint - The national economy of China has shown stable growth in the first three quarters, with energy consumption growth remaining steady and a continuous optimization of the energy structure [2] Energy Production - Energy production has steadily increased, with major energy products such as coal, oil, gas, and electricity all showing growth. The industrial raw coal output reached 3.57 billion tons, a year-on-year increase of 2.0% [3] - Crude oil production was 160 million tons, up 1.7% year-on-year, while natural gas production hit 194.9 billion cubic meters, marking a historical high with a growth of 6.4% [3] - Electricity generation amounted to 7.3 trillion kilowatt-hours, reflecting a year-on-year increase of 1.6%. Notably, nuclear, wind, and solar power generation saw significant growth rates of 9.2%, 10.1%, and 24.2% respectively [3] Supply Assurance - Domestic coal supply has been sufficient, leading to a decrease in energy imports. Coal imports fell to 35 million tons, down 11.1% year-on-year, while crude oil imports increased by 2.6% to 42 million tons [3] - Natural gas imports decreased by 6.2% to 9.286 million tons, indicating a narrowing decline compared to the first half of the year [3] Green and Low-Carbon Transition - Energy consumption in the first three quarters showed a robust growth in electricity, with total energy consumption rising by 3.7% year-on-year. The share of non-fossil energy in total energy consumption increased by 1.7 percentage points compared to the previous year [5] - The share of clean energy generation from hydropower, nuclear power, wind power, and solar power reached 35.3%, an increase of 1.9 percentage points year-on-year [5]

胡汉舟指出，原煤生产保持平稳。煤炭行业积极推动先进产能有序释放，煤炭供应保持平稳，煤炭"压 舱石"作用充分彰显。前三季度，规模以上工业原煤产量35.7亿吨，同比增长2.0%。 油气生产稳中有增。前三季度，规模以上工业原油产量1.6亿吨，同比增长1.7%；规模以上工业天然气 产量1949亿立方米，创历史同期新高，同比增长6.4%。 电力生产保障有力。前三季度，规模以上工业发电量7.3万亿千瓦时，同比增长1.6%。其中，规模以上 工业火电、水电分别下降1.2%、1.1%，规模以上工业核电、风电和太阳能发电分别增长9.2%、10.1%、 24.2%。 供给保障有力有效 央广网北京10月20日消息（记者 樊瑞）10月20日，国家统计局能源统计司司长胡汉舟在统计局官撰文 表示，前三季度，我国经济稳定增长，能源消费增速保持平稳。能源行业运行整体向好，各类能源先进 产能积极有序释放，新能源快速发展，能源供应保障能力继续提升；能源消费结构优化转型加速推进， 非化石能源消费比重持续提高。 能源生产稳步增长 前三季度，能源生产稳步增长，规模以上工业煤油气电等主要能源产品生产均保持增长。 受国产煤供应较为充分等有利因素影响，今年以 ...

Core Insights - China's economy has shown stable growth in the first three quarters, with energy consumption growth remaining steady and a significant increase in the share of non-fossil energy consumption [1] Group 1: Energy Production - Energy production has steadily increased, with major energy products such as coal, oil, and gas showing growth. The industrial raw coal output reached 3.57 billion tons, a year-on-year increase of 2.0% [2] - Crude oil production was 160 million tons, up 1.7% year-on-year, while natural gas production hit 194.9 billion cubic meters, marking a historical high with a growth of 6.4% [2] - Industrial electricity generation totaled 7.3 trillion kilowatt-hours, reflecting a 1.6% year-on-year increase, with significant growth in nuclear, wind, and solar power generation [2] Group 2: Supply Security - Domestic coal supply has been sufficient, leading to a decrease in energy imports. Coal imports fell to 35 million tons, down 11.1% year-on-year, while crude oil imports rose to 42 million tons, an increase of 2.6% [3] - Natural gas imports decreased to 9.286 million tons, down 6.2% year-on-year, indicating improved energy self-sufficiency and security [3] - The power supply has been robust, with record-high electricity loads due to sustained high temperatures, enhancing the coordination of power generation, grid, and storage [3] Group 3: Green and Low-Carbon Transition - Energy consumption in the first three quarters grew by 3.7% year-on-year, with a notable shift towards greener energy sources [4] - The share of non-fossil energy in total energy consumption increased by 1.7 percentage points compared to the previous year, indicating a significant structural transformation [4] - Clean energy sources such as hydropower, nuclear power, wind, and solar accounted for 35.3% of the power generation mix, up 1.9 percentage points year-on-year [4]

Group 1 - The core viewpoint of the articles highlights the stable growth of China's economy in the first three quarters, with a steady increase in energy consumption and a significant development in renewable energy sources [1] Group 2 - Energy production has shown steady growth, with major energy products such as coal, oil, gas, and electricity maintaining an upward trend [2] - The production of raw coal remained stable, with an output of 3.57 billion tons, reflecting a year-on-year increase of 2.0% [3] - Oil and gas production also increased, with crude oil output reaching 160 million tons (up 1.7%) and natural gas output hitting 194.9 billion cubic meters (up 6.4%) [4] Group 3 - Energy supply has been effectively secured, with a decrease in energy imports; coal imports fell to 35 million tons (down 11.1%), while crude oil imports rose to 42 million tons (up 2.6%) [5] - The electricity supply has been robust, with record-high power loads due to high temperatures, enhancing the coordination of power sources and ensuring stable supply for economic and social operations [5] Group 4 - The transition to a green and low-carbon economy is accelerating, with total energy consumption increasing by 3.7% year-on-year; the share of non-fossil energy in total consumption rose by 1.7 percentage points [6] - The share of clean energy sources in electricity generation reached 35.3%, an increase of 1.9 percentage points compared to the previous year [6]