| 热电行业 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 电力 营业成本 | | | 元 | 87,115,124.84 | 65,496,122.46 | | | 33.01 | | | | | | | | 新材料 营业收入 | | | 元 | 6,052,939.88 | | | | 新材料行业 | | 相关产 | | | | | | 营业成本 | | | 元 | 7,348,127.05 | | | | 品 | | | | | | | | 二、主要原材料采购量情况 | | | | | | | | | | | | | | 单位：吨 | | 名 原煤 | 称 | | | | 精煤 | | | 采购方式 | | 自产 | 外购 | 自产 | | 外购 | | 数 量 | | 559,781.00 | 169.74 | 92,267.17 | | 41,508.09 | | 三、主要产品和原材料的价格变动情况 | | | | | | | | 产品 | | | | 比上年同期增减（%） | | | | 焦炭(含焦粉、焦 | | | | | ...

证券代码：600979 证券简称：广安爱众 公告编号：2025-047 | 项目 | 2025年1-6月 | 2024年1-6月 | 增减变动幅度（%） | | --- | --- | --- | --- | | 购水量（万立方米） | 1311.19 | 1221.39 | 7.35 | | 制水量（万立方米） | 4498.59 | 4116.19 | 9.29 | | 售水量（万立方米） | 4777.59 | 4454.29 | 7.26 | | 其中：广安水务 | 1667.83 | 1563.54 | 6.67 | | 前锋水务 | 363.92 | 339.82 | 7.09 | | 岳池水务 | 784.79 | 796.62 | -1.49 | | 华蓥水务 | 447.79 | 425.90 | 5.14 | | 武胜水务 | 652.19 | 611.54 | 6.65 | | 邻水水务 | 750.87 | 716.87 | 4.74 | | 花园制水 | 110.20 | 0.00 | / | 一、水务板块 注：1.2025年将原子公司向花园制水的购水量调为公司制水量； 2.公司售水 ...

数据一出来，世界那种关注，电表像是全都指向中国，7月用电量，10226亿千瓦时，这个数一年多八点六，十年前一看，直接翻了一倍多，数据不再冷冷的 统计，城市、农村、制造、服务，现场的气息全都能感受到，全球第一次，单月用电量过了万亿千瓦时，镜头拉近一点，里面高温，工业慢慢回暖，新能源 那部分越来越多，三种因素一起发生作用。 数据背后的线索，三条比较清楚，需求端那种释放很明显，供给端效率更高了，高温天，空调、制冷之类的用电变成常态，制造业产出也在往上走，新能源 占比，风电、光电、生物质发电这种，七月贡献差不多四分之一，能源转型不是说说而已，已经在数据里体现出来了，区域差异也是一条，河南、陕西、山 东这些地儿，居民用电量同比增幅超三成，经济活动、生活消费，两轮一起拉动。 AI时代，电力角色新鲜，算力需求一下子上去，数据中心、智能制造这些场景，对电力需求成了经济转型新引擎，中国现在算是全球AI算力的主要承载 体，发电能力、电力成本竞争力直接变成产业竞争力，电力就是新生产力的底座，高端制造、智能服务、全球竞争，有了电力支撑。 宏观微观，一起连带着释放，电力环境更稳，能源组合更清洁，企业成本慢慢降下去，投资信心也更足了，经 ...

目 录 | 一、审计报告…………………………………………………………第 | | | 1—3 | 页 | | --- | --- | --- | --- | --- | | 二、备考合并财务报表………………………………………………第 | | | 4—5 | 页 | | （一）备考合并资产负债表……………………………………… | 页 | 第 | 4 | | | （二）备考合并利润表…………………………………………… | 页 | 第 | 5 | | | 三、备考合并财务报表附注………………………………………第 | | 6—135 | | 页 | | 四、附件…………………………………………………………第 | | 136—139 | | 页 | | （一）本所营业执照复印件…………………………………… 第 | 页 | 136 | | | | （二）本所执业证书复印件…………………………………… 第 | 页 | 137 | | | | （二）本所签字注册会计师执业证书复印件…………… 第 | | 138-139 | 页 | | | 审 计 报 告 | | | | | | 天健审〔2025〕16067 号 | | | | ...

齐鲁晚报.齐鲁壹点记者石晟绮 以"绿色电"促进能源转型，坚定当好新型电力系统建设的主力军，推动能源绿色供给。积极探索省会能 源转型路径，明确打造绿色源、坚强网、灵活荷、高效储。全力保障陇东-山东特高压直流工程顺利投 8月22日，济南市政府新闻办举办新闻发布会，介绍供电公司服务济南强省会建设和制定推出"SPRING 泉心泉意"电力营商环境优化升级服务举措的有关情况。记者在会上获悉，国网济南供电公司"十四 五"以来累计投入电网建设资金超200亿元，建成投运110千伏及以上电网工程72项，户均容量全省领 先。 产，实现"外电入济"向"绿电入济"新升级。实施"清风暖阳"专项行动，服务济南新能源装机达508.1万千 瓦，煤电装机占比较"十三五"末下降约28个百分点。推动能源低碳消费。将起步区作为能源转型重要阵 地，建成国内领先的起步区充换电示范站，助力济南推进公共领域车辆全面电动化先行区国家试点。建 成充电站507座、充电桩4407个，具备每日5.5万辆次充电服务能力，形成了城市核心区"五分钟充电服 务圈"。 以"满意电"增进民生福祉。始终秉持"你用电、我用心"的服务理念，用心破解群众急难愁盼。构建新时 代供电服务枫桥 ...

Core Insights - In July, China's total electricity consumption surpassed 1 trillion kilowatt-hours for the first time, reaching 1.02 trillion kilowatt-hours, marking a historic milestone in global electricity consumption [1][3]. Economic Indicators - The July electricity consumption is double that of ten years ago and is equivalent to the total annual electricity consumption of ASEAN countries, indicating significant economic activity [3]. - The increase in electricity usage is closely linked to economic vitality, with industrial electricity consumption showing steady growth, particularly in high-tech manufacturing and the new energy vehicle sector, reflecting ongoing optimization of China's industrial structure [3][5]. Weather Impact - Extreme high temperatures in July contributed significantly to the surge in electricity consumption, with residential electricity usage increasing by 18% year-on-year, and some regions like Henan and Shandong experiencing over 30% growth [5]. Energy Transition - The increase in electricity consumption also highlights a positive trend towards a greener energy structure, with wind and solar power accounting for nearly one-quarter of total electricity generation in July, indicating a shift towards clean and low-carbon energy sources [5]. Future Outlook - The record electricity consumption not only serves as evidence of economic recovery but also illustrates China's pursuit of high-quality development under its "dual carbon" goals, showcasing the country's resilience and vitality as it moves towards a broader future [7].

Core Viewpoint - The article highlights the historic milestone of China's total electricity consumption surpassing 1 trillion kilowatt-hours in July, marking a significant achievement globally, driven by high temperatures and stable industrial production [1]. Group 1: Electricity Consumption Data - In July, the total electricity consumption reached 1.02 trillion kilowatt-hours, representing a year-on-year growth of 8.6% [1]. - The electricity consumption has doubled compared to ten years ago, equivalent to the annual electricity consumption of ASEAN countries [1]. Group 2: Residential Electricity Usage - Urban and rural residential electricity consumption amounted to 203.9 billion kilowatt-hours in July, with a year-on-year increase of 18.0% [1]. - Provinces such as Henan, Shaanxi, and Shandong experienced residential electricity consumption growth exceeding 30% year-on-year [1]. Group 3: Renewable Energy Contribution - The share of renewable energy sources has significantly increased, with wind, solar, and biomass power generation rapidly rising, accounting for nearly one-quarter of the total electricity consumption [1]. - This trend reflects the accelerated pace of China's energy transition towards greener sources [1].

Core Viewpoint - The recent draft of the Price Law Amendment emphasizes the importance of a scientific pricing mechanism for public utilities to ensure stable revenue and efficient resource allocation [1][3]. Group 1: Current Issues in Public Utility Pricing - Public utility prices, such as water and public transport, are often kept at low levels, failing to reflect resource scarcity and sometimes not covering costs, which affects service quality and sustainability [2][3]. - Reliance on government subsidies for public utility operations obscures issues like cost control and efficiency, leading to a lack of motivation for companies to improve service quality [2][3]. - The widespread implementation of tiered pricing systems has not effectively promoted resource conservation, as high coverage in the first tier diminishes the intended impact of these mechanisms [2][3]. Group 2: Recommendations for Improvement - There is a need to streamline public utility pricing and centralize some pricing management authority to enhance efficiency and effectiveness [3][4]. - Establishing a clear boundary between government and market subsidies, along with a dynamic adjustment mechanism for prices and subsidies, is essential for maintaining affordability of basic public services [4]. - Enhancing transparency in pricing policies and involving stakeholders in the pricing process can improve public trust and the effectiveness of pricing strategies [4].

Investment Rating - The report maintains a "Buy" rating for the green electricity sector and recommends focusing on undervalued green electricity stocks and wind power operators [8][9]. Core Viewpoints - In July, electricity generation increased by 3.1%, with accelerated growth in thermal, wind, and solar power, while hydropower saw a decline [2][13]. - The first mechanism electricity price bidding was initiated in Shandong, marking a significant step in the national electricity market [6][15]. - The total scale of mechanism electricity is set at 9.467 billion kilowatt-hours, with wind power accounting for 8.173 billion kilowatt-hours and solar power for 1.294 billion kilowatt-hours [7][15]. Summary by Sections Industry Overview - In July, the industrial electricity generation reached 926.7 billion kilowatt-hours, a year-on-year increase of 3.1%, with daily average generation at 29.89 billion kilowatt-hours [2][14]. - The growth rates for various power sources in July were as follows: thermal power increased by 4.3%, wind power by 5.5%, solar power by 28.7%, while hydropower decreased by 9.8% [2][14]. Mechanism Electricity Bidding - Shandong Province released the implementation details for the mechanism electricity price bidding, which includes bidding subjects, bidding electricity volume, bidding mechanisms, and procedures [6][15]. - The bidding process will occur annually in October, with the first bidding scheduled for August 2025 [6][14]. Key Investment Recommendations - The report suggests focusing on undervalued green electricity stocks, particularly in the Hong Kong market, and highlights specific companies such as New天绿色能源 (H), 中闽能源, and 福能股份 [8][9]. - It also recommends thermal power companies with resilient quarterly performance, including 华能国际, 华电国际, and 宝新能源 [8][9]. Market Performance - The Shanghai Composite Index closed at 3696.77 points, up 1.70%, while the CSI 300 Index closed at 4202.35 points, up 2.37% [67]. - The CITIC Power and Utilities Index fell by 0.10%, underperforming the CSI 300 Index by 2.47 percentage points [67]. Carbon Market Insights - The national carbon market saw a decrease in trading prices by 0.72%, with a total trading volume of 3.0317 million tons during the week [59][60].

Core Viewpoint - Dalian Thermal Power (600719.SH) reported a decline in revenue and net profit for the first half of 2025, indicating challenges in the energy sector and a need for operational adjustments [1] Financial Performance - The company achieved a revenue of 379 million yuan, a year-on-year decrease of 6.41% [1] - The net profit attributable to shareholders was a loss of 40.69 million yuan, with a non-recurring net profit loss of 42.67 million yuan [1] - Basic earnings per share were -0.101 yuan [1] Operational Metrics - The total electricity sales volume reached 99.38 million kWh, an increase of 14.58 million kWh year-on-year [1] - Steam sales volume was 0.4 million tons, a decrease of 1.6 million tons year-on-year [1] - High-temperature water sales volume was 632,000 GJ, down by 440,000 GJ year-on-year [1] - The total area charged at the end of the period was 18.47 million square meters, an increase of 52,000 square meters year-on-year [1] Factors Influencing Performance - The increase in electricity sales was attributed to optimized operational strategies and a significant reduction in auxiliary power consumption [1] - The decline in steam and high-temperature water sales was primarily due to higher temperatures leading to reduced heating demand and decreased sales in the industrial and commercial sectors [1]