上市企业：华锦股份（000059）、冰山冷热（000530）、*ST惠天（000692）、沈阳化工（000698）、 铁岭新城（000809）、大连重工（002204）、大金重工（002487）、聆达股份（300125）、联美控股 （600167）、时代万恒（600241）、恒力石化（600346）、*ST金山（600396）、大连热电 （600719）、辽宁能源（600758）、国电电力（600795）、水发燃气（603318） 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。 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》 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。 2025年8月，辽宁省发电200.3亿千瓦时，同比下滑0.4%。2025年1-8月，辽宁省发电1562.1亿千瓦时，同 比增长4.4%。分品种看，2025年1-8月，辽宁省火力发电量873.1亿千瓦时，占总发电量的55. ...

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]

Group 1: Coal and Crude Oil Processing - In May, the industrial raw coal production in the province decreased by 5.1% year-on-year, shifting from a 2.3% increase in April, with a total output of 8.7647 million tons [2] - The average daily production of raw coal in May was 282,700 tons [2] - For the first five months, the total industrial raw coal production reached 43.7575 million tons, reflecting a year-on-year increase of 3.1% [2] - Crude oil processing saw a significant decline of 8.7% year-on-year in May, with a total processing volume of 895,400 tons, which is a 4.5 percentage point increase in the decline compared to April [2] - From January to May, the total crude oil processing volume was 4.2384 million tons, showing a year-on-year decrease of 1.1% [2] Group 2: Electricity Production - Electricity production in May increased by 6.4% year-on-year, with a total generation of 26.381 billion kilowatt-hours, marking a 5.8 percentage point acceleration compared to April [3] - The average daily electricity generation in May was 851 million kilowatt-hours [3] - For the first five months, the total industrial electricity generation was 133.783 billion kilowatt-hours, which is a year-on-year decrease of 1.0% [4] - In May, thermal power generation decreased by 0.2%, while hydropower generation increased by 11.4%, wind power generation surged by 42.9%, and solar power generation grew by 12.7% [4]

Core Insights - The report highlights the growth in electricity generation in Sichuan Province, with a total generation of 369.3 billion kWh in 2025, representing a year-on-year increase of 6.2% [1] - The breakdown of electricity generation by type shows that hydropower remains dominant, accounting for 64.5% of total generation, with a year-on-year growth of 7.6% [1] - Wind power generation has seen a significant decline, dropping by 15.7% year-on-year, while solar power generation has increased by 22% [1] Industry Overview - The report is based on data from large-scale industrial enterprises, defined as those with annual main business revenues of 20 million yuan or more [2] - The statistical scope for production data may vary annually, ensuring comparability with previous years' data [2] Company Insights - Listed companies mentioned include Chuaneng Power (000155), Delong Huineng (000593), and others, indicating a focus on the energy sector [1] - The report is compiled by Zhiyan Consulting, a leading industry consulting firm in China, known for its in-depth industry research and analysis [3][5]