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龙源电力:上半年营收156.57亿元 首次启动中期分红
Core Viewpoint - Longyuan Power, a leading wind power company under China Energy Group, reported strong financial performance for the first half of 2025, with significant revenue and profit growth, while also emphasizing its commitment to sustainable development and innovation in the renewable energy sector [1][4]. Financial Performance - In the first half of 2025, Longyuan Power achieved operating revenue of 15.657 billion yuan and a net profit attributable to shareholders of 3.375 billion yuan, resulting in earnings per share of 0.4037 yuan [1]. Resource Optimization - The company accelerated the extension of its resource development value chain, adding 2,053.54 MW of new installed capacity in renewable energy, including 986.95 MW of wind power (a year-on-year increase of 65.87%) and 1,096.59 MW of solar power [2]. - As of June 30, 2025, Longyuan Power's total installed capacity reached 43,196.74 MW, comprising 31,395.72 MW of wind power, 11,794.92 MW of solar power, and 6.10 MW of other renewable energy sources [2]. Market Strategy - The company is actively tracking the implementation of market-oriented electricity pricing reforms across provinces and is participating in the formulation of favorable policies to enhance its market position [2]. - Longyuan Power is optimizing its trading strategies to ensure the best price and volume in both long-term and short-term transactions, while also exploring opportunities in energy storage and green certificate sales [2]. Technological Innovation - Longyuan Power is investing in technological innovation, leveraging a digital platform and AI models to enhance its operational efficiency and safety [3]. - The company has received approval for several key national projects aimed at advancing wind power and solar technology, including the development of critical software and materials [3]. Dividend Policy - In response to regulatory encouragement, Longyuan Power has initiated a mid-term dividend policy, planning to distribute 1 yuan per 10 shares, amounting to a total cash dividend of 836 million yuan [4]. - The company aims to maintain a cash dividend ratio of no less than 30% of the net profit attributable to shareholders from 2025 to 2027 [4]. Future Outlook - Looking ahead, Longyuan Power is focused on high-quality development, emphasizing stable operations, innovation, investment optimization, management enhancement, and safety assurance to solidify its leading position in the renewable energy industry [4].