甘肃能源预计2025年扣非净利润同比增长172.28%至193.12%

Core Viewpoint - Gansu Electric Power Investment Energy Development Co., Ltd. (referred to as "Gansu Energy") forecasts a net profit attributable to shareholders of 1.95 billion to 2.1 billion yuan for 2025, representing an increase of 18.6% to 27.72% compared to 2024 [1] - The company expects a net profit of 1.96 billion to 2.11 billion yuan after deducting non-recurring gains and losses, indicating a significant growth of 172.28% to 193.12% year-on-year [1] Financial Performance - Gansu Energy anticipates a slight increase in power generation revenue for 2025 compared to 2024, alongside a reduction in thermal power generation costs [1] - The projected net profit growth is attributed to these factors, highlighting the company's improving financial health [1] Project Development - The company is accelerating the construction of thermal power projects, with two 1,000 MW coal-fired units from its subsidiary, Gansu Electric Power Changle Co., Ltd., set to commence operations in 2025 [1] - Unit 5 began commercial operation on September 6, 2025, while Unit 6 successfully completed a 168-hour trial run and commenced operation on October 16, 2025 [1] Capacity and Energy Structure - As of the first three quarters of 2025, Gansu Energy's total installed capacity reached 9.5397 million kilowatts [1] - The company is actively optimizing its energy structure and expanding into the renewable energy sector, with over 6 million kilowatts of renewable energy projects in reserve [1]