天富能源2024年装机容量增速超14% 源网荷储与碳化硅新材料双赛道锚定未来战略

Core Points - Tianfu Energy reported a stable operating revenue of 9.271 billion yuan for 2024, with a net profit attributable to shareholders of 248 million yuan and a net cash flow from operating activities of 1.876 billion yuan [1] - The company’s total assets reached 30.565 billion yuan, reflecting a year-on-year growth of 30.14% [1] Group 1: Power Generation Business - The company has operational power generation capacity of 4,061 MW, a year-on-year increase of 14.04%, including 2,890 MW from thermal power, 940 MW from photovoltaic, and 231 MW from hydropower [2] - The company completed a power generation of 19.212 billion kWh and a supply of 21.227 billion kWh, marking an increase of 1.416 billion kWh and a year-on-year growth of 7.15% [2] Group 2: Natural Gas Business - Tianfu Energy holds exclusive rights for pipeline gas operations in Shihezi, with a completed natural gas network covering the entire city [2] - The company has 53 gas stations and 55 charging stations, with a total natural gas supply of 34.591 million cubic meters, an increase of 4.496 million cubic meters and a year-on-year growth of 14.94% [2] - Natural gas business revenue reached 793 million yuan, reflecting a year-on-year increase of 12.56% [2] Group 3: Heating and Water Supply Business - The company’s heating and water supply businesses generated revenues of 773 million yuan and 154 million yuan, respectively, both remaining stable compared to the previous year [3] Group 4: Future Plans and Investments - Tianfu Energy aims to participate in new energy projects and the construction of a 1,000 MW pumped storage power station, while also advancing smart grid construction and energy storage projects [3] - The company plans to enhance its role in the new energy sector, focusing on research related to carbon neutrality and collaborating with leading research institutions [3] - The company has invested in Beijing Tianke Heda Semiconductor Co., holding 9.09% of its shares, and plans to continue developing the third-generation semiconductor industry [4] - In the first quarter of 2025, the company reported an operating revenue of 2.210 billion yuan and a net profit of 181 million yuan, a year-on-year growth of 22.75% [4]