智通财经APP讯，龙源电力(001289.SZ)公告，公司2025年12月按合并报表口径完成发电量7,372,982兆瓦 时，较2024年同期同比增长9.57%。本月风电发电量同比增长4.36%，光伏发电量同比增长55.35%。 ...

国家知识产权局信息显示，北京京能电力股份有限公司取得一项名为"给水设备及其混合调速控制方 法、装置和存储介质"的专利，授权公告号CN115234897B，申请日期为2022年7月。 天眼查资料显示，北京京能电力股份有限公司，成立于2000年，位于北京市，是一家以从事电力、热力 生产和供应业为主的企业。企业注册资本669462.1015万人民币。通过天眼查大数据分析，北京京能电 力股份有限公司共对外投资了81家企业，参与招投标项目764次，财产线索方面有商标信息10条，专利 信息404条，此外企业还拥有行政许可10个。 内蒙古京隆发电有限责任公司，成立于2003年，位于乌兰察布市，是一家以从事电力、热力生产和供应 业为主的企业。企业注册资本187743.2万人民币。通过天眼查大数据分析，内蒙古京隆发电有限责任公 司共对外投资了1家企业，参与招投标项目5000次，专利信息110条，此外企业还拥有行政许可16个。 北京华泰润达节能科技有限公司，成立于2011年，位于北京市，是一家以从事科技推广和应用服务业为 主的企业。企业注册资本5000万人民币。通过天眼查大数据分析，北京华泰润达节能科技有限公司共对 外投资了2家 ...

龙源电力公告，2025年12月按合并报表口径完成发电量737.3万兆瓦时，较2024年同期同比增长9.57%。 本月风电发电量同比增长4.36%，光伏发电量同比增长55.35%。截至2025年12月31日，2025年累计完成 发电量7646.94万兆瓦时，较2024年同期同比增长1.22%，剔除火电影响同比增长11.82%，其中风电同比 增长4.19%，光伏同比增长70.92%。 ...

依托白银市丰富的风光资源禀赋与区位优势，国网白银供电公司全力推动新能源规模化、有序化开发，能源结构绿色转型成效凸显。"十四五"末，白银地区 新能源装机总容量达729万千瓦，较"十三五"末增长539%；新能源装机占电网总装机比重从20%跃升至66%，实现从"补充能源"向"主力能源"的转变。 国网白银供电公司设置实体化电源服务室，构建"一口对外、内转外不转"接网服务体系，定期联合能源主管部门召开并网协调推进会，搭建市县政府、电网 企业、新能源业主交流沟通平台，精准服务国家第一批沙戈荒大基地、陇东直流配套、"十四五"第二批等新能源项目按期并网投产。"十四五"末，全市新能 源发电量达57.79亿千瓦时，较"十三五"末增长250%，为地区经济社会全面绿色转型注入澎湃绿能。 "源网荷储"协同发力，转型模式不断创新。2023年，成立全省首家地市级能源发展研究中心，以"四大服务体系"为核心打造能源智库，整合政企校资源开展 能碳双控、能源规划等领域研究，构建"电力看双碳"监测场景，精准核算298家规上企业碳减排量。能源低碳转型取得新成效，助推白银市千万千瓦级风电 光伏基地纳入国家可再生能源规划，助力中瑞铝业源网荷储一体化项目以 ...

Market Overview - The electricity sector increased by 0.22% compared to the previous trading day, with Shimao Energy leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up by 0.92%, while the Shenzhen Component Index closed at 14120.15, up by 1.15% [1] Top Gainers in Electricity Sector - Shimao Energy (605028) closed at 34.95, with an increase of 8.20% and a trading volume of 100,200 shares, amounting to a transaction value of 334 million yuan [1] - New Zhonggang (605162) closed at 9.29, up by 4.85%, with a trading volume of 110,500 shares and a transaction value of 100 million yuan [1] - Hengtong Group (600226) closed at 5.83, increasing by 3.55%, with a trading volume of 1,110,800 shares and a transaction value of 636 million yuan [1] Top Losers in Electricity Sector - Zilian Energy (001376) closed at 16.90, down by 2.48%, with a trading volume of 153,500 shares and a transaction value of 260 million yuan [2] - Jinko Technology (601778) closed at 4.05, decreasing by 1.46%, with a trading volume of 1,525,700 shares and a transaction value of 620 million yuan [2] - Shanghai Electric Power (600021) closed at 21.32, down by 0.84%, with a trading volume of 1,901,600 shares and a transaction value of 1.93 billion yuan [2] Capital Flow Analysis - The electricity sector experienced a net outflow of 1.101 billion yuan from institutional investors, while retail investors saw a net inflow of 999 million yuan [2] - Major stocks like Huami Energy (600475) had a net inflow of 59.68 million yuan from institutional investors, while retail investors had a net outflow of 19.79 million yuan [3] - Shimao Energy (605028) saw a net inflow of 49.16 million yuan from institutional investors, with retail investors experiencing a net outflow of 32.19 million yuan [3]

人民财讯1月9日电，三峡能源（600905）1月9日发布2025年发电量完成情况公告，根据公司初步统计， 截至2025年12月31日，公司2025年第四季度总发电量195.07亿千瓦时，较上年同期增长0.92%。2025年 累计总发电量762.61亿千瓦时，较上年同期增长5.99%。 ...

2025年以来，随着AI技术的持续突破，算力爆发式增长推动数据中心等AI基础设施快速扩张，对电力 的需求水涨船高，使其成为数字经济时代的核心生产要素；同时，伴随国内政策对电力等可再生能源的 支持，其在终端能源消费中的占比或将持续提升。在此背景下，电力ETF景顺（代码：159158）的发 行，可谓恰逢其时，该基金紧密跟踪中证全指电力公用事业指数，广泛覆盖多种电力行业，为投资者提 供布局电力的便捷工具。 需求爆发+政策支持，双轮驱动 "算力的尽头是电力"并非短期炒作，而是基于AI算力持续扩张对电力消耗提出巨大需求的长期趋势。一 方面，随着AI大模型不断更新迭代，训练功耗也在持续增加，例如GPT-4.5进行一次训练所消耗的电量 大约是110亿千瓦时，相当于100万个美国家庭一整年的用电量；另一方面，数据中心的扩张对电力的需 求也正快速增长，据IEA预测，到2030年，全球数据中心用电量将增至约945TWh，较2024年 （415TWh）增长一倍以上，期间复合增速约15%。（数据来源：信达证券、天风证券等机构） 然而面对电力需求的增长，海外的电力供应却受限于设备老化、能源转型和制造业回流抢电等因素，以 美国为例，20 ...

国家知识产权局信息显示，晶科能源股份有限公司取得一项名为"一种光伏层压机及光伏组件电注入方 法"的专利，授权公告号CN118472108B，申请日期为2024年5月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，晶科能源股份有限公司，成立于2006年，位于上饶市，是一家以从事电气机械和器材 制造业为主的企业。企业注册资本1000520.2678万人民币。通过天眼查大数据分析，晶科能源股份有限 公司共对外投资了53家企业，参与招投标项目1646次，财产线索方面有商标信息746条，专利信息2901 条，此外企业还拥有行政许可70个。 晶科能源（海宁）有限公司，成立于2017年，位于嘉兴市，是一家以从事电力、热力生产和供应业为主 的企业。企业注册资本357000万人民币。通过天眼查大数据分析，晶科能源（海宁）有限公司参与招投 标项目56次，专利信息909条，此外企业还拥有行政许可72个。 ...

Core Viewpoint - The article discusses the 2024 annual salary disclosures of executives from several major energy state-owned enterprises in China, highlighting the pre-tax remuneration and additional benefits for key personnel. Group 1: China National Petroleum Corporation (CNPC) - The chairman, Ma Yongsheng, has a pre-tax salary of 935,500 RMB, with additional social insurance and pension contributions totaling 237,600 RMB [3] - Other executives, such as Da Dong and Zhong Ren, also have salaries around 935,500 RMB and 842,000 RMB respectively, with similar additional benefits [3] Group 2: China Petroleum and Chemical Corporation (Sinopec) - Chairman Wang Dongjin's pre-tax salary is 966,900 RMB, with social insurance contributions of 264,800 RMB [5] - Other executives, including Zhou Xinhai and Wang Dehua, have salaries ranging from 289,200 RMB to 867,800 RMB, with similar additional benefits [5] Group 3: China National Offshore Oil Corporation (CNOOC) - Chairman Wang Dongjin earns 966,900 RMB, with social insurance contributions of 264,800 RMB [5] - Other executives have salaries from 14,510 RMB to 867,800 RMB, with additional benefits [5] Group 4: China Huaneng Group - Chairman Wen Shugang's pre-tax salary is 961,700 RMB, with social insurance contributions of 270,000 RMB [9] - Other executives, such as Zhang Wenfeng and Deng Jianling, have salaries ranging from 400,700 RMB to 860,000 RMB [9] Group 5: China Datang Corporation - Chairman Ren Jian's pre-tax salary is 922,100 RMB, with social insurance contributions of 283,200 RMB [11] - Other executives have salaries from 7,680 RMB to 824,900 RMB, with similar additional benefits [11] Group 6: China Huadian Corporation - Chairman Jiang Yi's pre-tax salary is 961,100 RMB, with social insurance contributions of 310,400 RMB [13] - Other executives have salaries ranging from 43,260 RMB to 865,000 RMB, with additional benefits [13] Group 7: China Longyuan Power Group - Chairman Liu Ming's pre-tax salary is 885,700 RMB, with social insurance contributions of 237,000 RMB [14] - Other executives have salaries from 7,250 RMB to 860,000 RMB, with similar additional benefits [14] Group 8: China Energy Investment Corporation - Chairman Yu Bing's pre-tax salary is 953,700 RMB, with social insurance contributions of 292,000 RMB [17] - Other executives have salaries ranging from 42,650 RMB to 850,000 RMB, with additional benefits [17] Group 9: China National Coal Group - Chairman Wang Shudong's pre-tax salary is 910,200 RMB, with social insurance contributions of 287,300 RMB [23] - Other executives have salaries from 15,170 RMB to 819,200 RMB, with similar additional benefits [23]

Market Overview - A-shares experienced a slight decline, ending a streak of gains, with the Shanghai Composite Index down 0.07% at 4,082.98 points[16] - The Hang Seng Index fell 1.17% to 26,149 points, with all three major indices in Hong Kong closing lower[11] - U.S. markets showed mixed results, with the Dow Jones up 0.55% at 49,266 points, while the Nasdaq dropped 0.44% to 23,480 points[9] Fixed Income - U.S. Treasury yields rose by 2-3 basis points, with the 10-year yield at 4.17%[28] - A total of $48.21 billion in new bonds was issued on Thursday, bringing the weekly total to $952.21 billion[28] - The Asian bond market remained resilient, with mixed performance across bonds and spreads remaining stable[28] Commodities - Oil prices surged over 3%, with WTI crude closing at $57.76 per barrel, driven by geopolitical tensions and supply concerns[25] - Gold prices remained stable, closing at $4,460.7 per ounce, as the market awaited U.S. non-farm payroll data[25] Economic Indicators - The U.S. labor market showed resilience, with a decrease in layoffs and an increase in hiring plans, marking the highest level since 2022[5] - The U.S. trade deficit narrowed by nearly 40% in October due to a significant drop in imports[5] Sector Performance - In the U.S., the energy sector led gains with a 3.20% increase, while technology stocks faced pressure, particularly Nvidia, which fell 2.15%[9] - In Hong Kong, high-dividend sectors like coal and electricity stocks performed well, while technology and financial sectors struggled[11]