截至9月30日，龙源电力股东户数3.42万，较上期减少16.42%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，龙源电力实现营业收入222.21亿元，同比减少15.67%；归母净利润43.93亿元，同比减 少19.76%。 分红方面，龙源电力A股上市后累计派现68.14亿元。近三年，累计派现55.82亿元。 机构持仓方面，截止2025年9月30日，龙源电力十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股305.39万股，相比上期减少81.99万股。华泰柏瑞沪深300ETF（510300）位居第七大流通 股东，持股269.01万股，持股数量较上期不变。易方达沪深300ETF（510310）位居第九大流通股东， 持股186.07万股，相比上期减少7.82万股。华夏沪深300ETF（510330）位居第十大流通股东，持股 138.91万股，相比上期减少2.35万股。交银国企改革灵活配置混合A（519756）、嘉实沪深300ETF （159919）退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考， ...

Investment Rating - The report maintains a "Positive" investment rating for the utility sector, indicating a favorable outlook for investment opportunities in this industry [7]. Core Insights - Electricity demand is expected to grow steadily, while the growth rate of new energy installations is anticipated to slow down. The China Electricity Council predicts that the national electricity consumption for 2026 will be between 10.9 to 11.0 trillion kilowatt-hours, representing a year-on-year increase of 5% to 6% [7]. - The report highlights that the overall balance of electricity supply and demand in 2026 is expected to improve, with a reduction in the risk of electricity shortages. The growth rate of new energy installations is projected to decelerate [7]. - The report suggests that the performance expectations for the utility sector have reached a low point, making low-priced utility assets worth considering for investment [7]. Summary by Sections Electricity Demand and Supply - The report forecasts that the total installed power generation capacity will exceed 400 million kilowatts in 2026, with new energy installations expected to surpass 300 million kilowatts [7]. - The electricity supply-demand situation is projected to be generally balanced, with some regions experiencing tighter balances during peak summer and winter periods [7]. Coal Prices and Inventory - Port coal prices have seen a slight increase, while inventory levels have decreased. The report notes that the port coal price for Q5500 grade coal was 695 RMB/ton, reflecting a week-on-week increase of 0.4% [19]. - The report indicates that coal inventory at major ports has decreased by 5.5% week-on-week, with power plant coal consumption also declining by 12% [28]. Performance of Utility Sector - The utility sector index outperformed the broader market indices, with a 0.2% increase compared to a 1.3% decline in the CSI 300 index [38]. - The report identifies specific stocks within the utility sector that are recommended for investment, including JianTou Energy and Huadian International, among others [7]. Water Resource Management - The report notes a slight decrease in the outflow from the Three Gorges Reservoir, with the average outflow for the week being 8,091 cubic meters per second, which is a 9.8% decrease week-on-week [31].

来源：金综科技 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内 容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。 2月6日，龙源电力公告，2026年1月按合并报表口径完成发电量716.27万兆瓦时，较2025年同期同比增 长12.05%。 本月风电发电量同比增长8.11%，太阳能发电量同比增长42.25%。 ...

Group 1 - The core point of the article is that Longyuan Power (001289.SZ) reported a significant increase in power generation, achieving 7.16 million MWh in January 2026, which represents a year-on-year growth of 12.05% compared to January 2025 [1] - In January 2026, the wind power generation increased by 8.11% year-on-year [1] - Solar power generation saw a substantial increase of 42.25% year-on-year in January 2026 [1]

智通财经APP讯，龙源电力(001289.SZ)披露2026年1月发电量数据，公司2026年1月按合并报表口径完成 发电量7,162,732兆瓦时，较2025年同期同比增长12.05%。本月风电发电量同比增长8.11%，太阳能发电 量同比增长42.25%。 ...

Core Viewpoint - Longyuan Power (001289.SZ) reported a significant increase in power generation for January 2026, achieving a total of 7,162,732 MWh, which represents a year-on-year growth of 12.05% compared to January 2025 [1] Group 1: Power Generation Data - The total power generation for January 2026 was 7,162,732 MWh [1] - The year-on-year growth in power generation was 12.05% compared to January 2025 [1] Group 2: Renewable Energy Performance - Wind power generation increased by 8.11% year-on-year [1] - Solar power generation saw a substantial increase of 42.25% year-on-year [1]

格隆汇2月6日丨龙源电力(00916.HK)发布公告，集团2026年1月按合并报表口径完成发电量716.27万兆 瓦时，较2025年同期同比增长12.05%。本月风电发电量同比增长8.11%，太阳能发电量同比增长 42.25%。 ...

Core Insights - The company reported a total power generation of 7.1627 million megawatt-hours in January 2026, reflecting a year-on-year growth of 12.05% compared to the same period in 2025 [1] Group 1: Power Generation Performance - The wind power generation increased by 8.11% year-on-year [1] - The solar power generation saw a significant rise of 42.25% year-on-year [1]

格隆汇2月6日丨龙源电力(00916.HK)发布公告，集团2026年1月按合并报表口径完成发电量716.27万兆 瓦时，较2025年同期同比增长12.05%。本月风电发电量同比增长8.11%，太阳能发电量同比增长 42.25%。 ...

龙源电力（001289）(00916)发布公告，2026年1月按合并报表口径完成发电量716.27万兆瓦时，较2025 年同期同比增长12.05%。本月风电发电量同比增长8.11%，太阳能发电量同比增长42.25%。 ...