VISTRA:1Q25业绩符合预期 基本面强劲 看好数据中心购电协议落地机遇

中金公司
10 May

1Q 25 业绩符合我们的预期公司公布1Q25 业绩:收入39.33 亿美元,同比+29%;调整后EBITDA12.16 亿美元,同比+54%。其中,售电业务调整后EBITDA1.84 亿美元(1Q24 -0.28 亿美元),发电业务调整后EBITDA10.66 亿美元(同比+25%),受益于售电量、签约电价提升,业绩符合我们的预期。发展趋势1、基本面持续强劲:公司维持2025、26 年调整后 ...

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