上市企业：华能水电（600025） 2025年11月，西藏自治区发电13.9亿千瓦时，同比增长3.7%。2025年1-11月，西藏自治区发电150.6亿千 瓦时，同比增长10.8%。分品种看，2025年1-11月，西藏自治区火力发电量5亿千瓦时，占总发电量的 3.3%，同比增长43.3%；西藏自治区水力发电量126.1亿千瓦时，占总发电量的83.7%，同比增长5.3%； 西藏自治区风力发电量3.8亿千瓦时，占总发电量的2.5%，同比增长195.4%；西藏自治区太阳能发电量 15.71亿千瓦时占总发电量的10.4%，同比增长37.4%。 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》 2018-2025年1-11月西藏自治区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比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径 ...

上市企业：华能水电（600025） 附注 统计范围： 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11月，云南省发电343.4亿千瓦时，同比增长8.4%。2025年1-11月，云南省发电4256亿千瓦时， 同比增长4.3%。分品种看，2025年1-11月，云南省火力发电量510.2亿千瓦时，占总发电量的12%，同比 下滑6.3%；云南省水力发电量3084.8亿千瓦时，占总发电量的72.5%，同比增长5.6%；云南省风力发电 量298.4亿千瓦时，占总发电量的7%，同比下滑14.7%；云南省太阳能发电量362.54亿千瓦时占总发电量 的8.5%，同比增长36.2%。 2018-2025年1-11月云南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比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径差异。 知前沿，问智研。智 ...

上市企业：太阳能（000591）、惠程科技（002168）、梅安森（300275）、紫建电子（301121）、万里 股份（600847）、重庆燃气（600917） 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，重庆市发电95.6亿千瓦时，同比增长11.7%。2025年1-10月，重庆市发电948.6亿千瓦时， 同比下滑3.2%。分品种看，2025年1-10月，重庆市火力发电量725.3亿千瓦时，占总发电量的76.5%，同 比下滑5.2%；重庆市水力发电量164.2亿千瓦时，占总发电量的17.3%，同比下滑1.4%；重庆市风力发电 量46.3亿千瓦时，占总发电量的4.9%，同比增长16.4%；重庆市太阳能发电量12.79亿千瓦时占总发电量 的1.3%，同比增长49.2%。 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比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径差异。 知前 ...

Core Insights - The report highlights a decline in electricity generation in Chongqing, with a total of 113.6 billion kWh in August 2025, representing a year-on-year decrease of 6.5% [1] - The total electricity generation from January to August 2025 was 769.5 billion kWh, showing a slight year-on-year decline of 0.3% [1] - Among different energy sources, thermal power generation increased by 3.1% to 607.5 billion kWh, while hydropower decreased by 16% to 122.1 billion kWh [1] - Wind power generation rose by 2.6% to 31.6 billion kWh, and solar power generation saw significant growth of 35.5%, reaching 8.35 billion kWh [1] Industry Overview - The report is part of a broader market research analysis and investment outlook for the energy sector in China from 2026 to 2032, published by Zhiyan Consulting [1] - The data covers large-scale industrial enterprises with annual main business revenues of 20 million yuan or more, ensuring comparability of data year-on-year [2] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports and tailored consulting services [2]

Core Insights - The report highlights the growth in electricity generation in Zhejiang Province, with a total generation of 512.7 billion kWh in August 2025, marking an 8.7% year-on-year increase [1] - The overall electricity generation from January to August 2025 reached 3,183.7 billion kWh, reflecting a 4.8% year-on-year growth [1] Generation Breakdown - Thermal power generation accounted for 2,318.3 billion kWh, representing 72.8% of total generation, with a year-on-year increase of 5.6% [1] - Hydropower generation was 128.5 billion kWh, making up 4% of total generation, but saw a decline of 8% year-on-year [1] - Nuclear power generation stood at 492.3 billion kWh, constituting 15.5% of total generation, with a slight decrease of 0.2% year-on-year [1] - Wind power generation increased to 106.3 billion kWh, accounting for 3.3% of total generation, with a significant year-on-year growth of 15.3% [1] - Solar power generation reached 138.21 billion kWh, representing 4.3% of total generation, and experienced an 18.8% year-on-year increase [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]

Core Insights - The report highlights the performance of the energy sector in Liaoning Province, with a total electricity generation of 200.3 billion kilowatt-hours in August 2025, reflecting a year-on-year decline of 0.4% [1] - From January to August 2025, the total electricity generation reached 1,562.1 billion kilowatt-hours, showing a year-on-year increase of 4.4% [1] Generation Breakdown - Thermal power generation accounted for 873.1 billion kilowatt-hours, representing 55.9% of the total generation, with a year-on-year growth of 3% [1] - Hydropower generation was 39.3 billion kilowatt-hours, making up 2.5% of the total, and saw a significant year-on-year increase of 35.2% [1] - Nuclear power generation reached 349.5 billion kilowatt-hours, contributing 22.4% to the total, with a modest year-on-year growth of 0.9% [1] - Wind power generation totaled 253.1 billion kilowatt-hours, accounting for 16.2% of the total, with a year-on-year increase of 11.8% [1] - Solar power generation was 47.2 billion kilowatt-hours, representing 3% of the total, with a year-on-year growth of 1.3% [1] Industry Context - The report is part of a comprehensive market research analysis and investment outlook for the energy sector in China from 2026 to 2032, published by Zhiyan Consulting [1][2] - The data is sourced from the National Bureau of Statistics and is focused on large-scale industrial enterprises with annual main business revenues of 20 million yuan or more [2]

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 January to April 2025, indicating a mixed performance among different energy types [1]. Group 1: Electricity Generation Data - In April 2025, the total electricity generation reached 711.1 billion kilowatt-hours, reflecting a year-on-year increase of 0.9% [1]. - From January to April 2025, the cumulative electricity generation was 29,839.6 billion kilowatt-hours, showing a slight year-on-year growth of 0.1% [1]. - Among the various sources of electricity generation, thermal power accounted for 19,831.4 billion kilowatt-hours, representing 66.5% of the total generation, but experienced a decline of 4.1% year-on-year [1]. Group 2: Breakdown by Energy Source - Hydropower generation totaled 3,012.4 billion kilowatt-hours, making up 10.1% of the total, with a year-on-year increase of 2.2% [1]. - Nuclear power generation reached 1,584.9 billion kilowatt-hours, contributing 5.3% to the total, and saw a significant year-on-year growth of 12.7% [1]. - Wind power generation was 3,814.3 billion kilowatt-hours, accounting for 12.8% of the total, with a year-on-year increase of 10.9% [1]. - Solar power generation amounted to 1,595.21 billion kilowatt-hours, also representing 5.3% of the total, and experienced a robust year-on-year growth of 19.5% [1].

Group 1: Coal and Oil Production - In August, the industrial raw coal production in Henan Province reached 8.8748 million tons, showing a year-on-year increase of 0.6%, but the growth rate decreased by 3.8 percentage points compared to July [2] - From January to August, the total industrial raw coal production was 71.0986 million tons, with a year-on-year growth of 2.7% [2] - The industrial crude oil processing in August was 0.9641 million tons, marking a year-on-year increase of 20.7%, with the growth rate improving by 6.1 percentage points from July [2] Group 2: Electricity Production - In August, the industrial electricity generation was 37.935 billion kWh, reflecting a year-on-year increase of 7.7%, but the growth rate fell by 19.6 percentage points compared to July [3] - From January to August, the total industrial electricity generation was 241.395 billion kWh, with a year-on-year growth of 4.0% [4] - Breakdown of electricity generation in August: thermal power increased by 7.6% (down 25.1 percentage points from July), hydropower turned from a decline of 27.1% in July to a growth of 6.4%, wind power grew by 9.9% (up 6.5 percentage points), and solar power increased by 7.0% (down 29.8 percentage points) [4]

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 by Zhiyan Consulting highlights the growth in electricity generation in Tibet, with a total generation of 830 million kWh in June 2025, marking an 11.6% year-on-year increase [1] - In the first half of 2025, Tibet's total electricity generation reached 2.31 billion kWh, reflecting a 2.6% year-on-year growth [1] Generation Breakdown - In the first half of 2025, thermal power generation in Tibet was 180 million kWh, accounting for 3.1% of total generation, with a year-on-year increase of 22.6% [1] - Hydropower generation was 4.96 billion kWh, making up 84.5% of total generation, with a year-on-year growth of 0.7% [1] - Wind power generation reached 170 million kWh, representing 2.9% of total generation, with a significant year-on-year increase of 88.5% [1] - Solar power generation was 563 million kWh, accounting for 9.6% of total generation, but experienced a year-on-year decline of 11% [1]