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电力行业三季报预告陆续发布!建投能源、西昌电力等多家企业净利润翻倍式增长
Hua Xia Shi Bao· 2025-10-16 11:20
Core Insights - The overall performance of the power industry is showing positive trends, with many thermal and hydropower companies experiencing significant profit increases, with net profits nearly doubling year-on-year [2] Group 1: Thermal Power Companies - Jiantou Energy (000600.SZ) expects a 231.75% year-on-year increase in net profit for the first three quarters, amounting to approximately 1.583 billion yuan [3][4] - Suihengyun A (000531.SZ) anticipates a net profit increase of 87.83% to 180.38%, with expected profits between 345 million and 515 million yuan [4][5] - The rise in profits for these companies is attributed to a decrease in coal prices, which has lowered operational costs for thermal power generation [4][5] Group 2: Hydropower Companies - Xichang Power (600505.SH) projects a net profit increase of approximately 150.51% year-on-year, with expected profits around 12.4 million yuan [7] - Qianyuan Power (002039.SZ) expects a net profit increase of 70% to 100%, with profits estimated between 451 million and 530 million yuan [7] - The performance improvement for hydropower companies is driven by increased water inflow and effective cost management, leading to higher sales and reduced financial expenses [7][8] Group 3: New Energy Companies - Zhonglv Electric (000537.SZ) reported a 95.41% increase in power generation but a decline in net profit by 0.44% to 23.35%, attributed to factors like limited power generation from existing projects and falling electricity prices [2][3] - The company is shifting its strategy from solar to wind energy while maintaining some solar projects, aiming for a capital return rate of 7% for new investments [3]