强光照推动利用小时提高,但电价下降超预期:公司1H25收入/盈利12.1/4.50亿元(人民币,下同),同比增7.7%/23.4%。售电量增长22.7%,由于光照较强,利用小时增长超3%,限电率则提高约10个百分点至14%-15%。由于新收购项目电价较低和市场交易电价下降,含税平均电价下降12%至0.55元/千瓦时,低于我们预期。毛利率降2.5个百分点至61.8%,毛利则仍增长3.5%。每股股息...
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