國投電力(600886.SH):1-3月境內控股企業完成發電量319.19億千瓦時 同比增加0.71%
格隆匯4月15日丨國投電力(600886.SH)公佈,根據公司境內控股企業初步統計,2022年1-3月,公司境內控股企業累計完成發電量319.19億千瓦時,上網電量309.87億千瓦時,與去年同期相比分別增加0.71%和0.70%。
2022年1-3月,公司境內控股企業平均上網電價0.374元/千瓦時,與去年同期相比增加了13.51%。
2022年一季度境內電廠發電量同比變動情況説明:1.水電發電量同比升高的主要原因:受兩河口水電站、楊房溝水電站投產以及二灘水電站庫容消落加速影響,雅礱江發電量同比增加。2.火電發電量同比降低的主要原因:一是部分火電所在區域雨水偏豐,水電發電量同比大幅度增加,火電發電量降低;二是部分火電所在區域受社會用電量降低及外送入電量增加影響,火電發電量同比降低。3.風電發電量同比降低的主要原因:部分區域風力發電場受風資源狀況影響,發電量降低。4.光伏發電量同比升高的主要原因:公司陸續併購了多個光伏項目;公司多個光伏項目投產發電。
2022年一季度境內電廠平均上網電價同比變動情況説明:受煤價高企影響,火電成本攀升,根據國家相關政策,火電價格全部由市場形成,由於供需持續緊張,價格有所提升;同時受結算價格及結算週期影響,各電廠上網電價有所波動。其中,楊房溝尚未明確電價機制,兩河口暫按過渡期電價結算。
2022年一季度境外電廠經營情況:公司於2018年10月完成對英國Afton 5萬千瓦陸上風電項目的收購,該項目經營狀況良好,2022年1-3月共計完成發電量0.46億千瓦時;公司於2019年7月完成對泰國曼谷0.98萬千瓦垃圾發電項目的收購,該項目經營狀況良好,2022年1-3月共計完成發電量0.17億千瓦時。
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