电力业绩

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华润电力午后跌超7% 上半年纯利同比减少15.92% 中期息派0.356港元
Zhi Tong Cai Jing· 2025-08-21 05:48
华润电力(00836)午后跌超7%,截至发稿,跌7.07%,报18.28港元,成交额9.3亿港元。 于2025年6月30日,集团管理并网装机容量为88931兆瓦,权益并网装机总容量为78094兆瓦,其中火力 发电权益并网装机容量为39139兆瓦,占比50.1%;风电、光伏及水电权益并网装机容量合共达38955兆 瓦,占比49.9%,较2024年底上升2.7个百分点。 消息面上,华润电力午间发布2025年中期业绩,该集团期内取得营业额502.67亿港元,同比减少 1.67%;公司拥有人应占利润78.72亿港元,同比减少15.92%;每股基本盈利1.52港元;拟派发中期股息 每股0.356港元,上年同期中期股息每股0.455港元 ...
华能国际绩后高开近3% 上半年归母净利约92.62亿元 同比增长24.26%
Zhi Tong Cai Jing· 2025-07-30 01:36
Core Viewpoint - Huaneng International reported a mixed performance for the first half of 2025, with a decline in revenue but an increase in net profit, driven by effective fuel cost management and growth in renewable energy segments [1] Financial Performance - The company's operating revenue for the first half of 2025 was approximately 1120.32 billion yuan, a year-on-year decrease of 5.7% [1] - Net profit attributable to shareholders was around 92.62 billion yuan, reflecting a year-on-year increase of 24.26% [1] - Basic earnings per share stood at 0.5 yuan [1] Segment Performance - The thermal power segment reported a pre-tax profit of 80.66 billion yuan, an increase of 35.60 billion yuan year-on-year [1] - The wind power segment's pre-tax profit totaled 39.10 billion yuan, showing a decrease of 1.21 billion yuan year-on-year [1] - The solar power segment achieved a pre-tax profit of 18.23 billion yuan, with a year-on-year increase of 5.78 billion yuan [1] Revenue Decline Reasons - The decline in operating revenue was primarily attributed to a decrease in both electricity volume and electricity prices compared to the previous year [1] Profit Growth Drivers - The increase in net profit was mainly due to the company's strategic management of fuel costs, taking advantage of falling fuel prices, and the orderly expansion of renewable energy capacity, particularly in the solar segment [1]
国投电力(600886):24业绩受补税拖累,25Q1雅砻江蓄能释放弹性
Hua Yuan Zheng Quan· 2025-05-07 15:08
Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company's performance in 2024 was impacted by a one-time tax payment, while Q1 2025 shows potential for recovery due to increased hydropower generation from the Yarlung Tsangpo River [5][7] - The company reported a revenue of 57.819 billion yuan in 2024, a year-on-year increase of 1.95%, and a net profit attributable to shareholders of 6.643 billion yuan, a decrease of 0.92% [7] - The company anticipates a net profit of 7.153 billion yuan in 2025, reflecting a growth rate of 7.67% [7][8] Financial Summary - The total market capitalization of the company is approximately 121.43 billion yuan, with a circulating market value of about 113.08 billion yuan [3] - The company's total assets are projected to reach 296.54 billion yuan by the end of 2024, with a debt-to-asset ratio of 61.26% [3][8] - The earnings per share (EPS) for 2025 is estimated at 0.89 yuan, with a price-to-earnings (P/E) ratio of 16.98 [6][8] Revenue and Profit Forecast - Revenue forecasts for the company are as follows: 57.391 billion yuan in 2025, 59.916 billion yuan in 2026, and 61.519 billion yuan in 2027 [6][8] - The projected net profit for 2025 is 7.153 billion yuan, with subsequent years showing growth to 7.524 billion yuan in 2026 and 7.691 billion yuan in 2027 [6][8] Operational Highlights - The company achieved a hydropower generation of 1,040.85 billion kWh in 2024, a year-on-year increase of 10.49% [7] - The company has a total installed capacity of 44.63 million kW, with ongoing projects contributing to future growth [7][8] - The company’s financial expenses decreased significantly, with a reduction of 5.63 billion yuan in 2024 [7]