China Longyuan Power: September 2026 Generation Up 7.08% YoY, Cumulative Output Slips 0.52% on Wind Weakness

Bulletin Express
Yesterday

China Longyuan Power reported consolidated electricity output of 5.67 million MWh for September 2026, a 7.08% year-on-year increase. The monthly gain was driven by a 3.20% rise in wind power to 4.22 million MWh and a 20.21% surge in solar power to 1.45 million MWh.

For the first nine months of 2026, total generation stood at 56.25 million MWh, down 0.52% versus the same period in 2025. Wind power contributed 43.89 million MWh, a 4.97% decline, while solar power delivered 12.35 million MWh, up 19.29%. Wind accounted for roughly 78% of cumulative output, with solar making up the balance.

Regional performance in September was mixed. Notable increases were recorded in Hainan (+2,278.59%), Jiangsu offshore (+43.31%), Fujian (+32.52%) and Qinghai (+31.09%). Significant contractions occurred in Inner Mongolia (-20.98%), Heilongjiang (-21.59%) and Shanxi (-23.58%). The Ukraine project produced no electricity owing to ongoing grid-substation repairs.

Management attributes the overall year-to-date shortfall to weaker wind resources, partially offset by continued expansion in solar capacity and stronger utilisation of existing solar assets.

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