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中国核电:运行与在建装机双提升,成长预期持续强化
Zhong Jin Zai Xian· 2025-04-30 07:26
在能源结构持续向低碳化、安全性与稳定性并重的背景下,核电作为重要的清洁基荷能源正重回政策与 资本的双重焦点。2024年,在传统能源承压、新能源竞争加剧的大环境下,中国核电(601985.SH)交出 了一份稳健中有增长、扩张中控节奏的财报,展现出作为"清洁能源央企梯队中第二核心资产"的长期潜 力。 营收稳中有升,现金流优异,盈利能力保持韧性 根据公司2024年年报,中国核电全年实现营业收入772.72亿元,同比增长3.09%;实现利润总额225.64 亿元,同比微降1.82%;净利润为165.53亿元,其中归属于母公司股东的净利润为87.77亿元,同比下降 17.38%。尽管盈利短期承压,但整体仍维持在历史高位,显示出良好的基本盘和管理韧性。 这一"高位稳住"的表现,是否意味着公司穿越周期的能力已被市场低估?从长期视角看,中国核电的盈 利节奏值得重新审视。 从图中可以看出,中国核电近十年归母净利润整体呈"阶梯式上行"。2015至2019年,公司每年都在稳步 增长,节奏不急不躁,却非常扎实,体现了电力运营央企在政策、电价与成本周期变化中的强抗压能 力;2020年起,公司进入新一轮装机投产周期,盈利水平迎来明显抬升 ...
辽宁申华控股股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-30 04:50
Core Viewpoint - The company reported a significant decrease in revenue and a reduction in net loss for the first quarter of 2025, indicating a strategic adjustment in sales and management practices to mitigate market challenges [9][12]. Financial Data - The company achieved operating revenue of 925 million yuan, a year-on-year decrease of 16.04% [9]. - The net profit attributable to shareholders was a loss of 11.95 million yuan, a year-on-year improvement of 56.11% [9]. Shareholder Information - The largest shareholder, Liaoning Huasheng Auto Parts Co., Ltd., plans to increase its stake in the company by investing up to 50 million yuan over six months, with a minimum of 25 million yuan [4]. - As of April 10, 2025, Huasheng held 296,941,439 shares, representing 15.26% of the total share capital [6]. Business Operations - In the automotive sales segment, the company sold 2,394 BMW vehicles in the first quarter, a decline of 11% year-on-year, while the overall market for BMW in China saw a 17.2% drop [9][10]. - The company is actively enhancing its service quality and customer experience in the Shinhua Financial Building, achieving a reduction in vacancy rates from 18% to 14% [11]. Real Estate and Other Ventures - The company is progressing with the orderly clearance of existing real estate projects, with a 40% sales rate for residential parking spaces and a 26% sales rate for commercial properties [11].
新天绿能(600956) - 新天绿能2025年第一季度主要经营数据公告
2025-04-29 12:41
证券代码:600956 证券简称:新天绿能 公告编号:2025-024 新天绿色能源股份有限公司 2025 年第一季度主要经营数据公告 | 地区 | | 上网电量 | | | | --- | --- | --- | --- | --- | | | 2025 年一季度 | 同比变动 | 2025 年累计 | 同比变动 | | | (兆瓦时) | (%) | (兆瓦时) | (%) | | 风电业务 | 4,364,568.40 | 9.55% | 4,364,568.40 | 9.55% | | 河北 | 3,233,205.42 | 12.17% | 3,233,205.42 | 12.17% | | 山西 | 157,873.30 | 20.25% | 157,873.30 | 20.25% | | 新疆 | 64,530.62 | -16.63% | 64,530.62 | -16.63% | | 云南 | 174,437.56 | -17.16% | 174,437.56 | -17.16% | | 山东 | 21,691.63 | -16.27% | 21,691.63 | -16.27% | | 内 ...
金开新能(600821) - 关于公司2025年第一季度主要经营数据的公告
2025-04-29 12:36
关于公司 2025 年第一季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号行业信息披露:第九号 ——光伏》的相关规定,鉴于公司从事光伏电站运营业务,现将公司 2025 年第 一季度并表范围内新能源电站的主要经营数据情况公告如下: 证券代码:600821 证券简称:金开新能 公告编号:2025-035 金开新能源股份有限公司 2、结算电量因涉及会计收入暂估,与实际收入略有差异; 3、上网电价加权均价(含补贴)为上网结算电价与新能源发电相关国补、省补、竞价 补贴的综合平均结算电价; 4、因不同地域、不同类型项目公司的生产数据统计时间与电费结算过程中电量结算周 期存在差异,导致发电量及上网电量与结算电量之间存在差异。 特此公告。 金开新能源股份有限公司董事会 2025 年 4 月 30 日 | | | | | 第一季度上网 | 上 第一季度结算 | 网 电 价 加 | | --- | --- | --- | --- | --- | --- | --- | | ...
售出绿证46.3万张,临沂建成全省首个市级绿电绿证交易服务站
Qi Lu Wan Bao Wang· 2025-04-29 10:33
Group 1 - The core viewpoint of the news is the significant progress made by Linyi City in energy transition and reform, particularly through the implementation of the "Five-Section Time-of-Use Electricity Pricing" policy and the establishment of a green electricity trading service station [2] - In 2024, Linyi City aims to achieve a green electricity and green certificate trading volume of 5 billion kilowatt-hours, with 463,000 green certificates sold, marking a substantial step in promoting renewable energy [2] - During the 14th Five-Year Plan period, Linyi City has seen a doubling of both installed capacity and generation of renewable energy, with renewable energy accounting for 60% of total installed capacity and a 26.1 percentage point decrease in coal power's share [2] Group 2 - The city has implemented an integrated development model of "source-grid-load-storage," with successful pilot projects such as the "zero-carbon" village in Yishui and the "red village green electricity" model in Linshu [3] - Linyi City has established 398 green parks and enterprises as part of its efforts to promote green energy usage, and has launched the first virtual power plant service center in the city [3] - The advanced experiences in energy development and reform from Linyi City have been recognized as a typical case for green, low-carbon, and high-quality development in the province by 2025 [3]
三峡能源:2025年第一季度净利润24.47亿元,同比增长1.16%
news flash· 2025-04-29 10:07
三峡能源(600905)公告,2025年第一季度营业收入76.28亿元,同比下降3.47%。净利润24.47亿元, 同比增长1.16%。 ...
申华控股(600653) - 申华控股2025年一季度主要经营数据公告
2025-04-29 09:21
本公司监事会及全体监事保证公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据《上市公司行业信息披露指引第二号——房地产、第四号——电力、第五号—— 零售》的要求,辽宁申华控股股份有限公司(简称"公司")现将 2025 年一季度主要经 营数据披露如下: 证券代码:600653 证券简称:申华控股 编号:临 2025—19 号 辽宁申华控股股份有限公司 2025 年一季度主要经营数据公告 - 1 - 1、汽车销售:2025 年 1-3 月,公司实现合并口径宝马品牌销售 2,394 辆,同比下降 11%。 近日,宝马集团公布了 2025 年第一季度的销量,数据显示中国市场 2025 年第一季度累计交 付 155,195 辆,同比下滑 17.2%。公司凭借高效的管理和优质的服务已尽力减少市场下滑带来 的不利影响,面对竞争加剧和电动化转型的局面,公司和宝马厂商均已开始做出调整。 2025 年,宝马将正式发布全新的 Neue Klasse 平台架构,同时计划推出 10 款重磅新车型。 除已在售的全新 BMW X3 长轴距版,全新 BMW M235L 四门轿跑 ...
广东省建筑工程集团股份有限公司
Shang Hai Zheng Quan Bao· 2025-04-29 07:27
登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 9.布尔津粤水电不是失信被执行人。 三、投资项目基本情况 为推进该项目投资建设,布尔津粤水电聘请中国电建西北勘测设计研究院有限公司对该项目进行可行性 研究,并出具《粤水电布尔津县风电项目(三期50万千瓦)可行性研究报告》,主要内容如下: 1.项目建设地点位于新疆维吾尔自治区阿勒泰地区布尔津县,项目建设区域的125m高度代表年平均风 速介于6.75m/s-7.08m/s之间,平均风功率密度介于454W/㎡-514W/㎡。根据《风电场工程风能资源测量 与评估技术规范》(NB/T 3114-2018)判定该风电场风功率密度等级为3级,风能资源丰富。 2.项目为风力发电电站,建设期预计为6个月,生产运行期为20年。本项目任务以发电为主,装机容量 500MW,设计安装50台10MW风电机组,拟新建一座220kV升压站,出1回220kV线路接入喀纳斯750kV 变电站,送出线路型号为JL/G1A-4*400型导线。储能将采用租赁方式进行配置。 3.项目装机容量为500MW,年平均发电小时数约为1,868h,年平均上网电量约为93,420万kWh。 4.项目建设工期为6 ...
粤电力等在山西平遥投资成立新能源公司
news flash· 2025-04-29 03:59
企查查APP显示,近日,平遥粤风新能源有限公司成立,法定代表人为李桂超,注册资本10万元,经营 范围包含:发电业务、输电业务、供(配)电业务。企查查股权穿透显示,该公司由粤电力A旗下广东省 风力发电有限公司全资持股。 ...
九洲集团(300040):计提资产减值致盈利承压 稳步推进新能源电站建设
Xin Lang Cai Jing· 2025-04-29 02:48
Core Viewpoint - The company reported a significant increase in revenue for 2024, but also faced substantial losses in net profit, indicating challenges in profitability despite revenue growth [1] Group 1: Financial Performance - In 2024, the company achieved operating revenue of 1.481 billion, a year-on-year increase of 22.09%, but reported a net profit attributable to shareholders of -545 million, a year-on-year decrease of 678.26% [1] - For Q4 2024, the company recorded operating revenue of 508 million, a year-on-year increase of 24.14%, with a net profit attributable to shareholders of -618 million, indicating a significant loss [1] Group 2: New Energy Projects - The company accelerated the development of new energy projects, successfully connecting the 100MW wind power project and starting construction on two 250MW solar power projects, leading to a 136.41% increase in new energy engineering revenue to 115 million [2] - The gross margin for new energy engineering increased by 45.14 percentage points to 62.62% [2] Group 3: Future Plans and Investments - The company plans to invest 1 billion in its subsidiaries in 2025 to support the construction of wind and solar projects, aiming to enhance its operational capacity in new energy [3] - By the end of 2024, the company held wind and solar power station capacities of 246MW and 298.6MW, respectively, with total electricity generation reaching 609 million and 448 million kWh [3] Group 4: Asset Management and Strategy - The company recorded a 422 million impairment loss on biomass assets due to industry policy and raw material price impacts, but aims for the biomass power station business to reach breakeven or slight profit through cost control and increased non-electric revenue [4] - The company is actively acquiring distributed wind resource indicators, with several new projects approved in 2024 [4]