国家能源局日前发布数据显示，今年8月份全国全社会用电量10154亿千瓦时，同比增长5%。这是继7月 份之后，月度全国全社会用电量再次超过万亿千瓦时，连续两月创历史新高。 另一方面，在国家"两新""两重"促消费以及"反内卷"稳工业增长等一系列政策拉动下，宏观经济保持回 暖态势，各行业产能持续释放。8月当月，全国制造业用电量同比增长5.5%，为今年各月以来最高，其 中，钢铁、建材、有色、化工等原材料行业用电量复苏势头明显，合计用电量同比增长4.2%，比7月提 高3.7个百分点；高技术及装备制造业用电量体现出极强的发展韧性，合计用电量同比增长9.1%，所有 子行业均实现正增长，新能源汽车整车制造、光伏产业制造用电量也都保持快速的增长势头，显示出新 质生产力蓬勃发展，正在形成新的经济增长点，推动用电量向上攀升。 （文章来源：经济日报） 前8个月，高技术及装备制造业合计用电量同比增长5.3%，增速高于同期制造业平均增长水平2.5个百分 点，所有子行业均保持增长。其中，汽车制造业、通用设备制造业、专用设备制造业等用电量增速超过 5%。新能源整车制造业继续保持高速增长，前8个月用电量同比增长23%。 第三产业用电量延续快速 ...

每经AI快讯，华电国际（SH 600027，收盘价：5.07元）9月28日晚间发布公告称，华电国际电力股份有 限公司董事会于2025年9月28日收到本公司董事赵伟先生的辞职函。因个人工作原因，赵伟先生申请辞 去其担任的公司第十届董事会董事、董事会战略委员会委员职务。上述辞职生效后，赵伟先生不再担任 公司的任何职务。 2024年1至12月份，华电国际的营业收入构成为：售电行业占比83.85%，供热占比8.62%，售煤占比 7.0%，其他业务占比0.53%。 截至发稿，华电国际市值为589亿元。 每经头条（nbdtoutiao）——去美国的"打工人"天塌了！特朗普10万美元签证费击碎"美国梦"，美企加 速外包，加拿大趁机"抢人" （记者 曾健辉） ...

二是推进能源电力清洁化，助力环境减污治理。新型电力系统加快推动工业、交通、建筑、农业等领域 实施电、氢、氨等多元清洁替代，提高清洁能源消费比重，减少散烧煤、燃油等传统化石能源的直接使 用，有效降低二氧化硫、氮氧化物等污染物排放。"十四五"以来，我国电能替代纵深推进，电能占终端 能源消费比重提升了4个百分点左右。未来，随着电、氢、氨、醇等融合替代的加速推进，用能清洁化 水平将进一步提升。 三是协同新能源开发和生态治理，拓展国土护绿空间。以沙戈荒为重点的大型风光电基地是新能源发展 的主战场和主阵地之一，到2030年，我国沙戈荒基地新能源装机将达到4.55亿千瓦，光伏装机将达到 2.53亿千瓦，实现治理沙化土地面积1010万亩。沙戈荒新能源基地建设将推动国土空间扩绿进程，并带 动林草、畜牧、文旅、碳汇等关联产业的融合发展，实现生态效益和经济效益双赢。 四是加快发展战略性新兴产业，培育经济增长动能。新型电力系统有力推动绿色低碳技术与数字化、智 能化技术的革新，赋能传统产业转型升级，壮大新能源、储能、氢能、智能电网、综合能源等战略性新 兴产业和未来产业，这些产业技术含量高、产业链条长、投资规模大，成为稳定投资、扩大内需 ...

这是继7月单月用电量首超万亿千瓦时后，月度用电量再破万亿。中国电力企业联合会统计与数智部副主任蒋德斌介绍，高 温高湿天气来得早、持续久，带动居民用电等快速攀升；受国家"两重""两新"等政策拉动等因素影响，国民经济稳中有 进，带动用电量增长。 8月，全国制造业用电量同比增长5.5%，为今年单月最高增速。其中，钢铁、建材、有色、化工等原材料行业用电量复苏 势头明显，合计用电量同比增长4.2%，比7月提高3.7个百分点。高技术及装备制造业用电量体现出极强的发展韧性，所有 子行业均实现正增长，合计用电量同比增长9.1%，增速高于同期制造业平均增长水平约4.6个百分点，新能源汽车整车制 造、光伏产业制造用电量保持快速增长势头。"新质生产力蓬勃发展，正在形成新的经济增长点，推动用电量向上攀 升。"蒋德斌说。 （丁怡婷） 8月全社会用电量再超万亿 "两重""两新"等政策效果显现 国家能源局近日发布的数据显示：8月，全社会用电量10154亿千瓦时，同比增长5.0%。第一产业用电量164亿千瓦时， 同比增长9.7%；第二产业用电量5981亿千瓦时，同比增长5.0%；第三产业用电量2046亿千瓦时，同比增长7.2%；城乡 居民生 ...

（原标题：台风天依旧"生鲜自由"，珠海对澳供应不掉链） 南方财经记者彭敏静、冯玉怡 珠海报道 应对"桦加沙"，对澳民生供应不慌。 9月23日上午，拱北口岸鲜活查验场一片忙碌。装着满满当当果蔬、肉类的跨境货车在场内依次排开， 工作人员把成筐的鲜活产品搬上搬下，海关关员小跑穿梭其中，仔细核对各类蔬果的品名、规格等信 息，验核无误后，即刻予以放行。 "这两天监管量大幅增加，初步统计车次增加了近100车次，我们提前对接了解企业的供应计划，统筹人 力、加班加点保障台风天货物通关顺畅。"拱北海关所属闸口海关监管五科科长胡本钢说。 据了解，为应对台风、保障澳门市场供应，闸口海关提前准备应急预案，优化通关作业流程，加快单证 审核，为企业提供"一对一"服务，通过开设"绿色通道"、24小时预约报关、延时通关等便利服务，保障 鲜活产品高效顺畅验放。9月22至23日，闸口海关共验放水果、蔬菜、水产品等鲜活产品超300车次、货 重约1680吨、货值约417万元，较平日分别增长近50%、30%、27%。 除了守护澳门"菜篮子"，南方财经记者留意到，不少部门齐齐发力，保障供水、供电、通关等多方面的 安全稳定。 南方财经记者就保障对澳门供水 ...

约翰内斯堡长期面临较大供水压力。受设备老化及故障、管道破裂以及其他因素直接影响，约翰内 斯堡部分社区已持续多日不能正常供水甚至完全断水。市政府本月初曾承诺7天内恢复供水。 约翰内斯堡部分地区连日来还遭遇限电甚至持续断电情况。在霍顿地区，自18日清晨以来，电力供 应已持续中断超过50小时。当地人表示，如此长时间持续停电记忆中还是第一次。 新华社约翰内斯堡9月20日电 南非最大城市约翰内斯堡近期发生水电供应危机。截至20日，部分地 区供水危机已经持续超过三周，另有部分地区连日来遭遇长时间电力供应中断情况。 ...

Core Viewpoint - The event marks the launch of the eighth "China Petroleum Open Day," showcasing the achievements of China Petroleum Gansu Sales Company and emphasizing its commitment to high-quality development and social responsibility as a central enterprise [1][3]. Group 1: Event Overview - The "Open Day" event is themed around the 75th anniversary of China Petroleum, aiming to provide a comprehensive experience for government departments, media representatives, customers, and the public regarding the company's values of "green development, energy contribution, and enhancing customer growth" [3]. - The event aims to strengthen relationships between the company, media, and the public, enhancing the influence and trust in "China Petroleum" and "Gansu Sales" [3]. Group 2: Company Performance - In 2023, Gansu Sales Company achieved an oil and gas sales volume of 3.8 million tons [2]. - The company's new energy business saw significant growth, with charging volume reaching nearly 7 million kWh, a year-on-year increase of 500% [2]. - Solar power generation reached nearly 2 million kWh, contributing to a diversified energy supply structure that meets regional energy demand upgrades [2]. - The company has contributed a total of 276 million yuan in taxes, supporting the high-quality development of the local economy in Gansu [2]. Group 3: Post-Event Activities - Following the "Open Day" ceremony, a media group visited the Jiuhui Zhongkai Comprehensive Energy Station and Xilu Gas Station to observe operational details and the actual functioning of new sites [4]. - The group also visited the Lanzhou Petrochemical Petroleum Spirit Education Base to understand the essence of the petroleum spirit [4].

Core Viewpoint - Zhongfu Industrial Co., Ltd. has shown a significant stock price increase of 5.68% on September 12, reaching a price of 5.58 CNY per share, with a trading volume of 143 million CNY and a turnover rate of 0.64%, resulting in a total market capitalization of 22.364 billion CNY [1] Company Overview - Zhongfu Industrial Co., Ltd. is located at No. 31, Xinhua Road, Gongyi City, Henan Province, and was established on January 28, 1997, with its listing date on June 26, 2002 [1] - The company's main business activities include coal mining, thermal power generation, electrolytic aluminum production, and deep processing of aluminum products [1] Revenue Composition - The revenue composition of Zhongfu Industrial is as follows: - Aluminum processing: 62.62% - Electrolytic aluminum: 31.55% - Coal: 2.60% - Electricity: 2.38% - Other (supplementary): 0.44% - Steam: 0.33% - Trade: 0.08% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under ICBC Credit Suisse has a significant position in Zhongfu Industrial, specifically the Guozheng 2000 ETF Fund (159543), which held 59,500 shares in the second quarter, accounting for 0.57% of the fund's net value, ranking as the ninth largest holding [2] - The Guozheng 2000 ETF Fund (159543) was established on November 9, 2023, with a latest scale of 45.6395 million CNY and has achieved a year-to-date return of 32.69%, ranking 1276 out of 4222 in its category [2] - The fund manager, Liu Zihao, has a total asset scale of 3.318 billion CNY, with the best fund return during his tenure being 67.44% and the worst being -2.06% [2]

Core Insights - In July, China's electricity consumption exceeded 1 trillion kilowatt-hours, setting a new global record, with the national power load reaching a peak of 1.508 billion kilowatts, an increase of 57 million kilowatts compared to last year [1] - China has successfully restructured its power system over the past four years, ensuring supply stability while promoting transformation, positioning itself as a "powerful nation" in electricity [1] Group 1: Electricity Consumption and Capacity - From 2013 to 2023, China's total electricity consumption has crossed significant milestones, with projections to exceed 10 trillion kilowatt-hours by 2025, equivalent to the combined consumption of the US, India, and Japan [2] - By May 2025, China's total installed power generation capacity is expected to surpass 3.61 billion kilowatts, with a year-on-year growth of 18.8%, and renewable energy capacity accounting for 57.9% [2] Group 2: Energy Structure and Infrastructure - China's energy strategy is characterized by a "multi-coupling" approach, where coal power serves as a stabilizing source rather than the primary generation source, while wind and solar power are becoming the main contributors [3] - Key infrastructure includes energy storage and ultra-high voltage transmission systems, which address volatility and enable efficient energy distribution from resource-rich areas to load centers [3] Group 3: Digital Economy and Electricity Demand - The demand for electricity is surging due to the explosion of global computing power needs, driven by AI training, data centers, and cloud computing, positioning electricity as the "new oil" in the digital economy [3] - In the first half of the year, electricity consumption in China's internet and related services grew by 27.4%, while electricity used in the manufacturing of new energy vehicles increased by 28.7%, and charging services saw a growth rate of 42.4% [3] Group 4: Future Challenges and Goals - Moving forward, the focus will be on optimizing electricity usage and maintaining grid stability as the proportion of green energy increases, alongside the establishment of a unified national electricity market [4] - China's power system is evolving beyond mere supply assurance to enhancing quality, adjusting structure, and promoting transformation [4]

Core Insights - High temperatures have driven residential electricity demand, resulting in an 8.6% year-on-year increase in total electricity consumption in July [2] - The cumulative growth rate of new wind and solar installations has significantly declined after the installation rush, with a year-on-year increase of 79.4% for wind and 80.7% for solar from January to July [3] - Hydropower output was weak in July, while solar utilization rates improved on a month-on-month basis [4] Electricity Consumption - In July, total electricity consumption reached a historical high, exceeding 1 trillion kilowatt-hours for the first time, with a year-on-year growth of 8.6%, up from 5.4% in June [2] - Residential electricity consumption surged by 18.0% year-on-year in July, while secondary industry electricity demand rebounded to 4.7% [2] - High-energy-consuming regions saw a notable electricity consumption growth of 10.4%, while coastal regions experienced a decline to 6.0% due to extreme weather impacts [2] Power Generation and Investment - The installation of new renewable energy sources has slowed down, with cumulative new installations of wind and solar power showing a significant decrease in growth rates compared to the first half of the year [3] - From January to July, power generation investment totaled 428.8 billion yuan, a year-on-year increase of 3.4%, with thermal power investment rising by 52.4% [3] - Grid investment during the same period was 331.5 billion yuan, reflecting a year-on-year growth of 12.5% [3] Utilization Rates - Average utilization hours for power generation equipment in July were 302 hours, down 7.9% year-on-year [4] - Hydropower utilization hours decreased by 12.6% to 395 hours, while thermal power utilization hours increased slightly by 0.3% to 399 hours [4] - Solar utilization rates improved month-on-month, with July showing a 3.5% year-on-year increase in utilization hours [4]