凌云B股(900957) - 2024 Q2 - 季度业绩预告

Financial Performance Forecast - The company expects a net profit attributable to shareholders for the first half of 2024 to be between 7.6 million and 9.6 million yuan, representing a decrease of 50% to 60% compared to the previous year[2][9]. - The net profit after deducting non-recurring gains and losses is projected to be between 7.68 million and 9.68 million yuan, also reflecting a decrease of 50% to 60% year-on-year[9][13]. - The company reported a net profit of 19.3 million yuan and a net profit after deducting non-recurring gains and losses of 19.34 million yuan for the same period last year[8]. - The performance forecast has not been audited by registered accountants, and the final figures will be disclosed in the official half-year report[9][15]. - The company emphasizes that there are no significant uncertainties affecting the accuracy of this performance forecast[14]. - Investors are advised to pay attention to investment risks as the forecast data is preliminary and subject to change[15]. Power Generation and Pricing - The total power generation from the company's photovoltaic power stations was 61.24 million kWh, a decrease of 23% from 79.45 million kWh in the same period last year[13]. - The average settlement price for the first five months was 0.81 yuan per kWh, down 8% from 0.88 yuan per kWh in the previous year[13]. - The decline in power generation is attributed to weather conditions and an increase in regional power sources leading to underutilization[10]. - The company anticipates that the implementation of time-of-use pricing in Gansu Province will affect the settlement price, with peak pricing set at 0.153 yuan per kWh[10].