2024 年盈利同比增长31%,分红比率维持在60%。公司2024 年盈利同比上升31%至34.9 亿元(人民币,下同),低于我们预期,主要原因在于1)经营费用中,燃料成本、折旧及员工成本等均超出我们预期; 2)少数股东权益高于我们预期;3)2024 下半年风/光装机进度略低于我们预期。年内公司新增共5.58 吉瓦的风/光装机,年低清洁能源占装机80%。期内因燃料成本同比下跌5%,火电点火价差同比...
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