大唐新能源(01798.HK):上半年实现收入44.92亿元 归母净利润8.83亿元
格隆汇8月27日丨大唐新能源(01798.HK)发布中期业绩,截至2019年6月30日止6个月,公司实现收入44.92亿元人民币(下同),同比增长2.90%;归属于母公司所有者利润8.83亿元,基本每股收益0.1135元。
报告期内,集团收入同比增幅为2.90%,主要是由于装机容量增加、限电状况改善引起上网电量增加所致。报告期内,集团售电收入为44.8193亿元,同比增幅为3.33%,主要是由于装机容量增加、限电状况改善及平均上网电价同比下降的综合影响所致。其他服务收入为781万元,主要为能源管理服务收入,维修及保养服务及其他服务产生的收入。集团其他来源收入为236万元,主要为租金收入。
2019年上半年,集团积极应对新能源行业发展新形势,主动适应电力改革带来的新变化,生产经营局面保持平稳。报告期内,集团控股装机容量为9,014.92兆瓦,同比增长1.59%;发电量为9,987,938兆瓦时,同比升高4.57%;平均利用小时数1,128小时,同比升高12小时;限电率合计5.64%,同比降低4.11个百分点;利润总额为12.30亿元,同比降幅6.16%;资产负债率为79.08%,较2018年年底降低0.39个百分点。
安全生产意识不断深化。2019年上半年,集团牢固树立安全发展理念,深入贯彻风电企业规范性管理的重点工作要求,对贵州、云南、山西和内蒙古等区域风场进行规范性检查,落实安全生产制度完善情况、缺陷管理、机舱防火管理等重点工作执行情况。截至2019年6月30日止六个月期间,集团全系统未发生一般及以上安全生产事故,安全生产局面保持稳定。
设备发电能力稳步提升。2019年上半年,集团结合限电取得根本改善的有利形势,通过对风场、风机可利用率的对标分析,深入查找设备和管理上存在的问题,持续完善对标体系,不断提升风机对标的深度和范围。
同时,继续紧抓设备治理和提效改造工作,对早期机型的明显故障点开展技术改造,对已停产且可靠性低的进口备件开展替代工作。赤峰、通辽区域风场通过对主控制器升级,使风机控制策略和功率曲线更加优化,平均提升发电量5%–10%,上述一系列措施切实保障了设备安全性、可靠性和发电能力的持续提升,为抢发电量提供有力支撑。
2019年下半年,集团将进一步加快资源开发和储备力度,力争在2021年以前,储备一批、建设一批、投产一批优质项目。同时,加强外部合作,持续扩大朋友圈,稳妥推进优质项目收购并购工作,助力公司的高质量发展。
此外,集团将重点关注清洁能源电力直接交易和跨省区外送交易情况,加强营销策划,策略性参与清洁能源外送交易。完善与各方的协调沟通机制,加强与行业内其他市场主体的合作交流,营造良好的市场营销外部环境。
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