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协合新能源(00182) - 2024 H1 - 电话会议演示
2025-05-26 10:50
Financial Performance - The company's total assets increased by 3.6% to RMB 32362.63 million[4] - Net assets increased by 4.0% to RMB 8775.22 million[4] - Revenue increased by 31.7% to RMB 1753.26 million[4] - Profit attributable to owners of the company increased by 1.0% to RMB 501.37 million[4] - Fully diluted EPS increased by 7.2% to 6.23 RMB cents[4] Operational Performance - Attributable installed capacity increased by 11.3% to 4050 MW[11] - Attributable power generation increased by 14.1% to 4738 GWh[9] - Power generation revenue increased by 14.1% to RMB 1364.32 million[4] - The curtailment rate for wind power (attributable installed) increased by 5.7 percentage points to 9.7%[19] - The curtailment rate for solar power (attributable installed) increased by 13.2 percentage points to 19.5%[19] Strategic Initiatives - Newly secured construction approvals for 720 MW of solar PV projects[27] - Projects under construction reached 2513 MW, including 2211 MW of wind and 303 MW of solar PV[26] - Bank loans accounted for 33% of total financing, an increase of 10 percentage points[36] - Group average financing cost decreased by 45 bps to 4.15%[36] - Green certificate issuance increased by 98.2% year-on-year, with newly signed sales contracts totaling approximately RMB 27.38 million[45]