龙源电力:风况不佳拖累业绩 关注全面入市下的建设拐点

华源证券
18 May

事件:公司发布2025 年一季报,一季度实现营收81.4 亿元,比去年持续经营收入增长0.92%(重述后,下同);归属普通股东净利润19.77 亿元,同比下降21.82%。公司一季度业绩低于市场预期,或主要系部分区域风资源水平不佳。营收绝对值下滑系火电剥离,风资源不佳拖累业绩。公司一季度营收绝对值下滑主要系剥离两家火电公司,重述后营收实现正增长,其中风电、光伏分别实现营业收入73.68、7.15...

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