新天绿能：2024年市场化交易电量提升

Core Viewpoint - The company anticipates an increase in market-based electricity trading volume in 2024, alongside a focus on renewable energy projects and gas market integration [1] Group 1: Market Performance - The cumulative market-based trading volume for the company in 2024 is projected to be 5.885 billion kilowatt-hours, accounting for 42.70% of total trading volume, which is an increase of 0.57 percentage points year-on-year [1] - The average on-grid electricity price (excluding tax) is expected to be 0.43 yuan per kilowatt-hour, reflecting a year-on-year decrease of 2.50% [1] Group 2: Financials - As of the end of 2024, the company's accounts receivable is valued at 7.152 billion yuan, which is an increase of 15.03% compared to the same period last year, primarily due to renewable energy subsidy arrears [1] Group 3: Strategic Focus - The company plans to concentrate on key projects to stimulate new momentum in the green electricity industry and will enhance resource development efforts [1] - There is a commitment to upgrade old wind farms and develop a large-scale integrated approach for offshore wind projects, as well as to explore the "green hydrogen+" development model [1] - The company aims to accelerate business integration to achieve breakthroughs in the gas market, improving the efficiency and penetration of existing natural gas pipeline markets [1] - The company will leverage the scale advantages of its LNG storage tank clusters to enhance terminal utilization and tank turnover rates, with a focus on promoting gas turbine project layouts [1]