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云南能投发布调研纪要:新能源项目持续推进,高分红彰显投资价值
Group 1 - The core business structure of the company focuses on two main segments: renewable energy and salt industry, with renewable energy being the primary source of profit [1] - The company has significantly increased its installed capacity in renewable energy, reaching 1.9464 million kW by the end of 2024, and further increasing to 1.9964 million kW by April 30, 2025 [1] - The company is actively advancing various projects, including a 670,000 kW wind power expansion and an 85,000 kW solar project, while also ensuring a clear pipeline of reserve projects [2] Group 2 - The company is expected to benefit from the recent policy changes that promote the full market entry of renewable energy, which will alleviate previous constraints related to electricity prices, consumption, and subsidies [2] - The company has increased its dividend payout ratio for three consecutive years, reaching 45% in 2024, with a significant year-on-year increase in per-share dividends [3] - The company's first-mover advantage and growth potential in the renewable energy sector are anticipated to be further realized as the industry environment improves and projects come online [3]