黔源电力(002039.SZ):预计前三季度净利润同比增长70%—100%

Core Insights - Qianyuan Power (002039.SZ) expects a net profit attributable to shareholders for the first three quarters of 2025 to be between 451.07 million yuan and 530.68 million yuan, representing a year-on-year growth of 70.00% to 100.00% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 455.28 million yuan and 535.62 million yuan, also reflecting a year-on-year increase of 70.00% to 100.00% [1] Group 1 - The water inflow for the first three quarters of 2025 is 23.6% higher compared to the same period last year [2] - The total electricity generation for the first three quarters of 2025 is 792,386.65 million kWh, an increase of 50.09% from 527,951.78 million kWh in the same period last year [2] - The increase in electricity generation has led to higher electricity revenue and profit [2] Group 2 - Specific electricity generation figures for various power stations include: - Puding Hydropower Station: 27,985.45 million kWh - Yuziduo Hydropower Station: 62,595.06 million kWh - Yutang Hydropower Station: 16,421.24 million kWh - Qingxi Hydropower Station: 4,485.29 million kWh - Niudu Hydropower Station: 2,958.06 million kWh - Guangzhao Hydropower Station: 202,150.94 million kWh - Dongqing Hydropower Station: 244,343.15 million kWh - Mamaya Hydropower Station: 117,344.28 million kWh - Shannipo Hydropower Station: 59,161.92 million kWh [2] - The electricity generation from solar power stations includes: - Gangping Solar Power Station: 18,093.95 million kWh - Mamaya Solar Power Station: 18,134.20 million kWh - Dongqing Solar Power Station: 8,598.98 million kWh - Zhenning Bacao Phase I Solar Power Station: 10,114.13 million kWh [2]