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节能风电(601016) - IR-2024-002投资者关系活动记录表
601016CECWPC(601016)2024-01-19 07:38

Operational Capacity - Cumulative installed capacity reached 5,415.26 MW by the end of September 2023 [2] - Operational installed capacity reached 5,274.7 MW [2] - Under-construction project capacity is 718 MW [2] Electricity Generation and Market Transactions - Electricity generation in the first three quarters of 2023 was 9.066 billion kWh, a year-on-year increase of 2.28% [2] - Grid-connected electricity was 8.717 billion kWh, a year-on-year increase of 3.62% [2] - Market-transacted electricity was 4.83 billion kWh, accounting for 55.41% of total electricity, a year-on-year decrease of 2.95 percentage points [2] Financial and Dividend Information - Subsidy recovery in previous years ranged between 500-700 million yuan [3] - Dividend payout ratios from 2020 to 2022 were 35.70%, 35.92%, and 36.14% respectively [3] International Projects - Cumulative electricity generation from Australian projects by the end of September 2023 was 332 million kWh, a year-on-year decrease of 21.64% [3] - Utilization hours for Australian projects were 1,894 hours, a year-on-year decrease of 523 hours [3] - Future international strategy focuses on Europe, South America, and North Africa, aligning with the "Belt and Road" initiative [3] Industry Perspective - The company hopes for further reductions in wind turbine prices but emphasizes the importance of mutual benefits with manufacturers to achieve "dual carbon" goals [3]