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疆电外送四通道汇总
疆电外送四通道汇总
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所属报告：
煤炭开采行业专题：掘金新疆系列：需求端四大逻辑助力疆煤产业链高景气-241203（26页）.pdf
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图36.2020-2024年“疆电外送”电量及yoy（亿千瓦时,%）
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行业数据
2025-11-24
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图18疆电外送量及占比
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行业数据
2025-03-28
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疆电外送结构中也是火电占比为主
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行业数据
2025-02-28
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疆电外送占发电量的比例近年已提升至23%+
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行业数据
2025-02-28
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2023年疆电外送量占新疆发电量比重为25.7%
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行业数据
2025-02-05
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图表22、2019-2023年疆电外送量稳步增长
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其它
2024-05-20
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2015-2022年疆电外送量
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其它
2024-04-17
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2015-2022年疆电外送量
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其它
2023-12-04
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2018-2022年“疆电外送”规模及增长率
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行业数据
2023-07-10
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图表502011-2019年“疆电外送”交易电量
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行业数据
2020-08-01
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最新数据
开源模型参数规模在今年4月开始突破
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市场规模
2026-08-03
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不同任务中，推理模式相比普通模式的token消耗倍数范围
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商业模式
2026-08-03
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全球专业开发者规模（百万人）
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市场规模
2026-08-03
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中国汽车出口政策由规模导向转向高质量发展
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政策法规
2026-08-03
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营收四年CAGR近39%，8000亿规模持续创新高
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市场规模
2026-08-03
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火电远期将贡献 2 亿吨疆煤需求。根据新疆维吾尔自治区人民政府公报要求，远期疆电外送将达 1300 亿千瓦时，假设按 2022 年 27%外送比例、2023 年火电机组耗标准煤量 301.6g/kwh 来计算，我们预计远期火电有 2.03 亿吨的用煤（Q5000）需求，较 2020 年提升约 5400 万吨。
行业数据
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煤炭开采行业专题：掘金新疆系列：需求端四大逻辑助力疆煤产业链高景气-241203（26页）.pdf
2026年新疆煤炭行业报告：产能西移与煤电化需求共振，疆煤外运规模展望
公司未来产能规划情况
公司煤矿地处吐哈煤田，资源禀赋条件优异，可采储量达59.12亿吨
疆煤外运经济可行性分析
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