🇭🇰 港交所CHINA LONGYUANCodex · 实盘不做把握 6/10
北京时间·🕒 发布 18:10:00时区推断·⟳ 抓取 18:10:17·⚡ 决策 08-07 21:12:14 +3h01m·81.0 天前
中国龙源电力7月发电量同比下降2.15%，年初至今累计下降2.19%
本次公告披露中国龙源电力7月总发电量同比下降2.15%，其中风电同比下降4.92%，年初至今累计总发电量同比下降2.19%。
📄 原文CHINA LONGYUAN↗ 原文
ANNOUNCEMENT - POWER GENERATION FOR JULY 2026
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the con…
不做 中国龙源电力（00916.HK）
月度发电量同比小幅下降属于例行经营数据，负面方向明确但强度不足，不满足强做空催化；也未达到自动风控重大性门槛，不做。
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研究档案
🔎 新鲜度:最早出现 2026-08-07 · 扩散 low · price-in 风险 medium ↗
关键理由
- 本次公告披露中国龙源电力7月总发电量同比下降2.15%，其中风电同比下降4.92%，年初至今累计总发电量同比下降2.19%。
- 发电量是新能源运营商的直接经营KPI，但本次降幅较小且属于月度例行经营数据，短周期内不足以构成强做空催化。
主要风险
- 若后续披露电价、利用小时或补贴回款同步恶化，才可能从轻微经营压力升级为更强负面事件。
原文全文
展开原文 · 4,912 字
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement.
# ANNOUNCEMENT POWER GENERATION FOR JULY 2026
This announcement is made pursuant to Rule 13.09 of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited and Inside Information Provisions under Part XIVA of the Securities and Futures Ordinance (Cap. 571, Laws of Hong Kong).
The power generation of China Longyuan Power Group Corporation Limited* (the “Company”, together with its subsidiaries, collectively the “Group”) for July 2026 on a consolidated basis amounted to 6,192,888 MWh, representing a year-on-year decrease of 2.15% as compared with the corresponding period of 2025. During the month, the wind power generation registered a year-on-year decrease of 4.92%, and solar power generation registered a year-on-year increase of 6.10%.
As of 31 July 2026, the cumulative power generation of the Company for 2026 amounted to 44,975,669 MWh, representing a year-on-year decrease of 2.19% as compared with the corresponding period of 2025, of which the wind power generation registered a year-on-year decrease of 6.46% and solar power generation registered a year-on-year increase of 18.90%.
Details of the power generation of the Group for July 2026 are set out as follows:
Business segments and regional distribution
Year-on-year percentage
Year-on-year percentage
Total power generation for 2025
Total power generation for 2026
Power generation for
Power generation for
change for total annual power
change for July
July 2025
July 2026
generation
## (MWh) (MWh) （%） (MWh) (MWh) （%）
Wind power business 4,501,162 4,734,311 -4.92 35,768,611 38,236,928 -6.46 Including: Heilongjiang 149,902 186,284 -19.53 1,653,722 1,686,676 -1.95
Jilin 115,247 135,530 -14.97 1,187,098 1,180,564 0.55 Liaoning 252,675 190,334 32.75 2,000,145 1,845,064 8.41 Inner Mongolia 345,400 344,473 0.27 3,543,878 4,175,037 -15.12 Jiangsu onshore 162,401 266,244 -39.00 1,149,261 1,447,383 -20.60 Jiangsu offshore 396,108 635,582 -37.68 2,732,657 3,342,476 -18.24 Zhejiang 27,711 38,861 -28.69 183,798 213,512 -13.92 Fujian 193,671 209,001 -7.33 1,754,150 1,848,629 -5.11 Hainan 57,124 7,895 623.54 114,221 70,576 61.84 Gansu 564,590 444,536 27.01 2,733,668 2,801,969 -2.44 Xinjiang 429,931 349,080 23.16 2,552,556 2,018,201 26.48 Hebei 182,258 186,618 -2.34 2,017,068 2,218,390 -9.08 Yunnan 89,461 149,010 -39.96 2,160,076 2,147,692 0.58 Anhui 160,776 187,373 -14.19 1,037,262 1,222,747 -15.17 Shandong 75,344 102,019 -26.15 721,181 986,962 -26.93 Tianjin 59,980 51,680 16.06 610,263 737,557 -17.26 Shanxi 86,679 128,955 -32.78 1,385,231 1,851,937 -25.20 Ningxia 154,068 170,776 -9.78 1,139,736 1,174,521 -2.96 Guizhou 112,081 155,032 -27.70 1,066,679 1,074,674 -0.74 Shaanxi 158,098 176,260 -10.30 1,052,024 1,011,968 3.96 Tibet 680 185 267.37 7,236 8,096 -10.62 Chongqing 55,147 60,201 -8.40 361,568 324,774 11.33 Shanghai 9,718 18,705 -48.05 70,580 82,637 -14.59 Guangdong 25,293 19,837 27.50 161,940 183,480 -11.74 Hunan 42,807 54,967 -22.12 289,813 393,781 -26.40 Guangxi 257,575 175,073 47.12 2,193,472 2,475,963 -11.41 Jiangxi 71,390 42,005 69.95 325,102 322,692 0.75 Hubei 18,361 17,469 5.11 113,350 132,078 -14.18 Qinghai 134,170 78,514 70.89 528,540 251,196 110.41 Henan 66,287 53,758 23.31 465,199 406,266 14.51 Canada 9,520 8,774 8.50 138,859 133,687 3.87 South Africa 36,708 75,110 -51.13 318,277 379,970 -16.24 Ukraine 0 14,163 -100.00 0 85,774 -100.00
Solar power business 1,691,216 1,594,002 6.10 9,203,894 7,740,917 18.90 Other renewable energy
business 510 446 14.36 3,163 3,391 -6.70
Total 6,192,888 6,328,759 -2.15 44,975,669 45,981,236 -2.19
Notes:
- 1. Certain figures included in this announcement have been subject to rounding adjustments, or have been rounded to two decimal places. Any discrepancies between the total shown and the sum of the amounts listed are due to rounding.
- 2. Due to the ongoing repairs of damage and subsequent operational shutdown at the local grid substation serving the Ukraine project, grid-connected power generation could not be achieved for the month.
### By order of the Board China Longyuan Power Group Corporation Limited* Gong Yufei
## Chairman
Beijing, the PRC, 7 August 2026
## As at the date of this announcement, the executive directors of the Company are Mr. Gong Yufei and Mr. Wang Liqiang; the non-executive directors are Ms. Wang Xuelian, Mr. Zhang Tong, Mr. Wang Yong and Mr. Liu Jintao; and the independent non-executive directors are Mr. Michael Ngai Ming Tak, Mr. Gao Debu and Ms. Zhao Feng.
* For identification purpose only
# ANNOUNCEMENT POWER GENERATION FOR JULY 2026
This announcement is made pursuant to Rule 13.09 of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited and Inside Information Provisions under Part XIVA of the Securities and Futures Ordinance (Cap. 571, Laws of Hong Kong).
The power generation of China Longyuan Power Group Corporation Limited* (the “Company”, together with its subsidiaries, collectively the “Group”) for July 2026 on a consolidated basis amounted to 6,192,888 MWh, representing a year-on-year decrease of 2.15% as compared with the corresponding period of 2025. During the month, the wind power generation registered a year-on-year decrease of 4.92%, and solar power generation registered a year-on-year increase of 6.10%.
As of 31 July 2026, the cumulative power generation of the Company for 2026 amounted to 44,975,669 MWh, representing a year-on-year decrease of 2.19% as compared with the corresponding period of 2025, of which the wind power generation registered a year-on-year decrease of 6.46% and solar power generation registered a year-on-year increase of 18.90%.
Details of the power generation of the Group for July 2026 are set out as follows:
Business segments and regional distribution
Year-on-year percentage
Year-on-year percentage
Total power generation for 2025
Total power generation for 2026
Power generation for
Power generation for
change for total annual power
change for July
July 2025
July 2026
generation
## (MWh) (MWh) （%） (MWh) (MWh) （%）
Wind power business 4,501,162 4,734,311 -4.92 35,768,611 38,236,928 -6.46 Including: Heilongjiang 149,902 186,284 -19.53 1,653,722 1,686,676 -1.95
Jilin 115,247 135,530 -14.97 1,187,098 1,180,564 0.55 Liaoning 252,675 190,334 32.75 2,000,145 1,845,064 8.41 Inner Mongolia 345,400 344,473 0.27 3,543,878 4,175,037 -15.12 Jiangsu onshore 162,401 266,244 -39.00 1,149,261 1,447,383 -20.60 Jiangsu offshore 396,108 635,582 -37.68 2,732,657 3,342,476 -18.24 Zhejiang 27,711 38,861 -28.69 183,798 213,512 -13.92 Fujian 193,671 209,001 -7.33 1,754,150 1,848,629 -5.11 Hainan 57,124 7,895 623.54 114,221 70,576 61.84 Gansu 564,590 444,536 27.01 2,733,668 2,801,969 -2.44 Xinjiang 429,931 349,080 23.16 2,552,556 2,018,201 26.48 Hebei 182,258 186,618 -2.34 2,017,068 2,218,390 -9.08 Yunnan 89,461 149,010 -39.96 2,160,076 2,147,692 0.58 Anhui 160,776 187,373 -14.19 1,037,262 1,222,747 -15.17 Shandong 75,344 102,019 -26.15 721,181 986,962 -26.93 Tianjin 59,980 51,680 16.06 610,263 737,557 -17.26 Shanxi 86,679 128,955 -32.78 1,385,231 1,851,937 -25.20 Ningxia 154,068 170,776 -9.78 1,139,736 1,174,521 -2.96 Guizhou 112,081 155,032 -27.70 1,066,679 1,074,674 -0.74 Shaanxi 158,098 176,260 -10.30 1,052,024 1,011,968 3.96 Tibet 680 185 267.37 7,236 8,096 -10.62 Chongqing 55,147 60,201 -8.40 361,568 324,774 11.33 Shanghai 9,718 18,705 -48.05 70,580 82,637 -14.59 Guangdong 25,293 19,837 27.50 161,940 183,480 -11.74 Hunan 42,807 54,967 -22.12 289,813 393,781 -26.40 Guangxi 257,575 175,073 47.12 2,193,472 2,475,963 -11.41 Jiangxi 71,390 42,005 69.95 325,102 322,692 0.75 Hubei 18,361 17,469 5.11 113,350 132,078 -14.18 Qinghai 134,170 78,514 70.89 528,540 251,196 110.41 Henan 66,287 53,758 23.31 465,199 406,266 14.51 Canada 9,520 8,774 8.50 138,859 133,687 3.87 South Africa 36,708 75,110 -51.13 318,277 379,970 -16.24 Ukraine 0 14,163 -100.00 0 85,774 -100.00
Solar power business 1,691,216 1,594,002 6.10 9,203,894 7,740,917 18.90 Other renewable energy
business 510 446 14.36 3,163 3,391 -6.70
Total 6,192,888 6,328,759 -2.15 44,975,669 45,981,236 -2.19
Notes:
- 1. Certain figures included in this announcement have been subject to rounding adjustments, or have been rounded to two decimal places. Any discrepancies between the total shown and the sum of the amounts listed are due to rounding.
- 2. Due to the ongoing repairs of damage and subsequent operational shutdown at the local grid substation serving the Ukraine project, grid-connected power generation could not be achieved for the month.
### By order of the Board China Longyuan Power Group Corporation Limited* Gong Yufei
## Chairman
Beijing, the PRC, 7 August 2026
## As at the date of this announcement, the executive directors of the Company are Mr. Gong Yufei and Mr. Wang Liqiang; the non-executive directors are Ms. Wang Xuelian, Mr. Zhang Tong, Mr. Wang Yong and Mr. Liu Jintao; and the independent non-executive directors are Mr. Michael Ngai Ming Tak, Mr. Gao Debu and Ms. Zhao Feng.
* For identification purpose only
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