资源描述
2009 1210 2023 12 2 2024 2023 2024 24 2023M1-10 180GW 79GW 127%2023 1-6 5 21.5%2024 2019 2024-2027 2/2/4/8 23 2023 9 2022 60%2023/-15%-45%/A 010-63214656 S0360518070002%()227 0.03()35,394.28 3.98()28,828.57 4.19%1M 6M 12M 2.8%-5.3%-3.0%1.4%3.0%2.8%2023-11-23 2023 42 2023-11-19 2023-11-14-8%-1%5%12%22/11 23/02 23/04 23/07 23/09 23/112022-11-242023-11-24 300 2024 2009 1210 23 24 1/A 2 3 2024 4 2024-2027 2/2/4/8 5 23 YWAZzQsPmPpOsMpMsPpQqRbR9R6MnPoOnPnOeRrQsQjMrRnR6MnMpONZqRmOuOqRnP 2024 2009 1210 3.6.6.7“”.8.8 1.8 2.9.11 1.11 2.12“”.13 1.13 2.14“”.17 1.17 2.18“”.20 1.20 2.21.24.25 2024 2009 1210 4 1 2022 PE.6 2 300.6 3 2020-2023H1.7 4 2023Q3.7 5.8 6 Q5500/.9 7 2021-2023Q3 ROE.9 8 2015-2022%.10 9 2015-2022.10 10.10 11.11 12 2021-2023M10 GW.12 13.12 14 2023.13 15.14 16.14 17.15 18.15 19.15 20/.16 21 2023.17 22.17 23 2010-2022.17 24.18 25/.18 26 PB ROE.19 27.20 28.20 29/.21 30 2017-2022.21 31.22 32 2023.23 33 2023.23 2024 2009 1210 5 34.23 2024 2009 1210 6 2022 22 27.8x 22 22 30 x 22 25x 2023 25.7x 11 18.82x 1 2022 PE WIND-4.81%300-10.28%300 5.47-3.5%300-5.1%300 1.6 300 2 300 WIND 2023 11 29 2024 2009 1210 7 2023 1131.03 2022 221.86 22 18 23 17 2023 23 18671.6 8883.63 8362.04 3979.87 3160.40 3 2020-2023H1 4 2023Q3 WIND WIND 05101520253002004006008001,0001,2001,4002020 2021H1 2021 2022H1 2022 2023H1 020406080100120140160()2024 2009 1210 8 23 A 11 5 Wind 300=-300 23 A 1 23 22 2023 1-8 1200/751/9 10 11 22 Q5500 934/1335/401/2024 2009 1210 9 6 Q5500/Wind 16 ROE 2021 2022 2023 7 2021-2023Q3 ROE Wind 2 1 2015-2022/37.5%/15.8%7.7%/0.9/0.5/0.2/0.1/1.0 2015-2022 5.1%/7.1%/7009001,1001,3001,5001,70001 02 03 04 05 06 07 08 09 10 11 12/2022 2023 2024 2009 1210 10 18%/8 2015-2022%9 2015-2022 Wind 24 2 2023 11 10 2024-2025 30%50%2026 10 2024-2025 50%165/30%100/2026 70%231/50%165/0%20%40%60%80%100%2015 2016 2017 2018 2019 2020 2021 2022 100%110%120%130%140%150%0246810121416182015 2016 2017 2018 2019 2020 2021 2022/2024 2009 1210 11 10%50%100%2023 7 11.09 2022/0.02/0.01-0.03/11 1 23 24 2021 2022 103/125GW 2023 10 2023M10 180GW 79GW 127%0.0000.0050.0100.0150.0200.0250.0300.0350.040/2024 2009 1210 12 12 2021-2023M10 GW Wind 2 13 00.10.20.30.40.50.6/2024 2009 1210 13 11 22 8.9%300-8.8%17.8%14 2023 Wind 1 2024 2009 1210 14 15 2 1 2023 2023 1-6 5 5 21.5%8 8-9 406/383 5 16 WIND 2024 2022-2023 2024 2023 Q3-Q4 2024 2009 1210 15 17 WIND 18 19 2/23 9.5%/7.0%/14%2023 0.3195/0.283/22 2024 2009 1210 16 20/WIND 2024 2009 1210 17 2023 300 21 2023 WIND 1 22 23 2010-2022 WIND/2024 2009 1210 18 2 2012-2018 2019 2022 10 2023 6 24 2024-2027 2/2/4/8 2024-2025 2026 25/MWe/1 1212 2024 2 1212 2025 3 1212 4 1212 7 1265 2026 8 1265 2027 3 1274 2027 4 1274 2027 1 1291 2 1291 125 2026 3 1251 2027 4 1251 2027 4 1188 2024 2024 2009 1210 19 1 1202 2025 2 1202 2026 1 1210 2026 2 1210 2027 5 1200 2027 6 1200 2028 5 1210 6 1210 PB ROE ROE PB 26 PB ROE Wind 12 01 6.00%/0.94 3.61%/1.20 8.67%/1.81 11.09%/2.33 11.51%/1.450%2%4%6%8%10%12%14%0.0 0.5 1.0 1.5 2.0 2.5PBROE 2024 2009 1210 20 1 23 27 2022 2023 9 2022 60%2023 1-10 180GW 127%143GW 145%28 毛利营业收入发电量装机容量利用 小时 数厂用电率新能源上 网电价燃煤机组 标杆电价可再生能 源补贴电价额外收益碳市场/绿证绿电交易营业成本折旧及摊 销初始投资 成本财务费用市场化交 易 电价 2024 2009 1210 21/-17.2%/-22.8%/-26.4%-24.0%/-44.5%/-32.6%29/2 2017 14 2022 2022 2022 6 2021 30 2017-2022 2017()8 2024 2009 1210 22 2021 6 2022 3 2022 2022 6 10 12 2023 31/2023 2024 6 2023 2023 2023 2023 2024 6 2023 23 2024 2009 1210 23 32 2023 33 2023 Wind Wind 34 2024 2009 1210 24 1 24/A 2 3 2019 2024-2027 2/2/4/8 4 2023 1-6 5 21.5%2024 5 23 2023 9 2022 60%2023/-15%-45%2024 2009 1210 25 1 2 3 2024 2009 1210 26 2017 2019 2022 2022 2023 2023 2024 2009 1210 27 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2024 2009 1210 28 A 300 500/6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
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