超预期!大唐发电增超六成

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Mar 30

(来源:中国电力新闻网)

转自:中国电力新闻网

  中国能源新闻网讯(记者衣韵潼)3月28日,大唐国际发电股份有限公司(以下简称大唐发电”)发布2025年年报,全年营收1212.55亿元,同比下降1.8%归母净利润73.86亿元,同比上升63.91%,超出市场预期,此前分析师普遍预计盈利规模为62亿元左右。

  大唐发电表示,电力、热力收入合计占公司总主营业务收入的93.22%。其中,电力销售收入1050.91亿元,较上年同期下降约2.33%;热力销售收入65.79亿元,同比上升约4.67%。2025年电力销售收入同比减少约25.03亿元,主要是上网电价同比下降所致。

  2025年,大唐发电累计完成发电量2889.55亿千瓦时,同比上升约1.33%;累计完成上网电量2731.092亿千瓦时,同比上升约1.41%。在役装机容量8619.2081万千瓦,其中火电煤机4913.4万千瓦,占比约57.01%;火电燃机947.938万千瓦,约占11.00%,火电业务比重仍为大头。

  就成本端看,2025年电力燃料成本占主营业务成本的54.04%,电力燃料费总计528.70亿元,同比减少95.63亿元。年内,大唐发电采购煤炭总量11977.49万吨,煤机入炉标准煤单价742.4元/吨(不含税),同比下降128.94元/吨,降幅达14.80%,为经营创效奠定坚实基础。

  经营业绩再创新高,低碳转型步伐同样加快。年报显示,大唐发电清洁能源占比持续提升,2025年新增清洁能源装机512.0854万千瓦,清洁能源装机容量合计达3705.8081万千瓦,约占总装机容量的42.99%,较上年提升2.62个百分点。风电、光伏合计装机容量已达1837.3971万千瓦。

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