事件:公司发布2024 年业绩,实现营业收入213.72 亿元,同比增长5.38%;归属母公司股东的净利润16.72亿元,同比下降24.24%,低于我们的预期。公司盈利下滑主要因素包括风电利用小时数及上网电价下降,天然气毛差回落,以及资产减值损失同比增加等。公司基本每股收益0.40 元,同比下降21.57%。量价承压新能源板块短期利润下滑,装机成长长期确定性强。2024 年公司完成发电量...
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