大唐新能源:入市拖累短期业绩 看好风电运营商长期价值

华源证券
18 May

事件:公司发布2025 年一季报,2025Q1 实现营收35.58 亿元,同比增长0.93%;实现归母净利润10.21 亿元,同比下降4.44%,业绩同比下滑或与电价下滑以及折旧增加有关。新增装机贡献发电增量,4 月风况较优电量维持高增。2025Q1 公司完成发电量99.05 亿千瓦时,同比增加9.26%,其中风电发电量89.21 亿千瓦时,同比增加8.57%;光伏发电量9.84亿千瓦时,同比增加...

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