新天绿色能源(0956.HK):风电+天然气双轮驱动 优质现金流助力资产规模稳增

华源证券
09 Oct 2024

华北地区领先的清洁能源领先企业,风电+天然气双轮驱动,实控人为河北省国资委。2010 年,河北省国资委100%控股企业河北建投与建投水务共同发起设立新天绿色能源,并于同年在港股上市。经过多年发展,公司形成了以风电为主、天然气为辅的主要盈利格局:2023 年实现营收202.82 亿元,归母净利润22.07 亿元,风电和光伏分部贡献约2/3 归母净利润,天然气分部对归母净利润贡献约26%。风电和光伏...

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