本文参考了公众号“冬雪说-新能源与电”的部分资料!随着新能源全面入市,新能源项目告别所有项目都一样的固定电价,迎来不确定的市场化电价。发电企业的盈利能力开始明显分化!项目多发电,且要把电卖到相对高价,才能更好的盈利!因此,发电企业的“运营”能力(运维+营销)就显得格外重要!本文整理了8家新能源业务占比较高上市公司的2025年业绩预告。其中,4家企业盈利大幅下降,甚至亏损,主要原因是:新能源项目限电...
Source Link本文参考了公众号“冬雪说-新能源与电”的部分资料!随着新能源全面入市,新能源项目告别所有项目都一样的固定电价,迎来不确定的市场化电价。发电企业的盈利能力开始明显分化!项目多发电,且要把电卖到相对高价,才能更好的盈利!因此,发电企业的“运营”能力(运维+营销)就显得格外重要!本文整理了8家新能源业务占比较高上市公司的2025年业绩预告。其中,4家企业盈利大幅下降,甚至亏损,主要原因是:新能源项目限电...
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