2025年10月，全国规模以上电厂发电量同比增长7.9%，增速较9月大幅回升6.4个百分点，两年复合年增长率（CAGR）达5.0%——这一反弹背后，火电成为关键推手。数据显示，当月火电发电量同比增速由负转正，增长7.3%，环比提升高达12.7个百分点。分析人士指出，这不仅源于冬季采暖负荷提前释放，更与以AI数据中心为代表的新型高载能产业用电需求爆发密切相关。在需求强劲拉动下，以中国华电、中国华能为...
Source Link2025年10月，全国规模以上电厂发电量同比增长7.9%，增速较9月大幅回升6.4个百分点，两年复合年增长率（CAGR）达5.0%——这一反弹背后，火电成为关键推手。数据显示，当月火电发电量同比增速由负转正，增长7.3%，环比提升高达12.7个百分点。分析人士指出，这不仅源于冬季采暖负荷提前释放，更与以AI数据中心为代表的新型高载能产业用电需求爆发密切相关。在需求强劲拉动下，以中国华电、中国华能为...
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