According to the Zhitong Finance App, Huaneng Mengdian (600863.SH) announced that in the first three quarters of 2026, the company's power generation capacity was 41,570 billion kilowatt-hours, an increase of 3.52% over the data announced for the same period of the previous year, and a decrease of 4.13% from the data for the same period of the previous year after retroactive adjustment. The company's feed-in electricity capacity reached 38.480 billion kilowatt-hours, an increase of 3.48% over the data announced for the same period of the previous year, and a decrease of 4.41% from the data for the same period of the previous year after retroactive adjustment. Market-based electricity transactions reached 37.737 billion kilowatt-hours, accounting for 98.07% of feed-in electricity. The main reason for the decrease in power generation and feed-in electricity compared to the same period last year after retroactive adjustment is that the capacity of new energy generator assembly machines continued to increase in the Mongxi region, causing the company's stock of coal power units to decrease in utilization hours.
In the first three quarters of 2026, the company's average electricity sales unit price reached 312.16 yuan/kilowatt-hour (excluding tax), a decrease of 8.60% from the published data for the same period of the previous year, and an 8.34% decrease from the data for the same period of the previous year after retroactive adjustment. The main reasons for the decline in the unit price of electricity sales are: the capacity of new energy generator assembly machines continues to rise, market-based transactions of superimposed electricity have further deepened, competition on the power generation side has intensified, and prices have declined overall, lowering the company's average electricity sales unit price.
In the first three quarters of 2026, the company's coal production reached 10.436 million tons, a year-on-year decrease of 0.22%. The export price of the company's coal reached 301.60 yuan/ton (excluding tax), a year-on-year decrease of 0.82%. In order to ensure the safety and stability of electricity production within the scope of the merger, the company increased coal sales to other thermal power plants within the scope of the merger, and the export sales volume reached 4.313,600 tons, a decrease of 10.33% over the previous year.