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三峽能源(600905.SH):2022年末公司補貼賬款期末餘額約254億
格隆匯 05-09 18:20

格隆匯5月9日丨三峽能源(600905.SH)在2023年5月8日業績説明會上表示,2022年末,公司補貼賬款期末餘額約為254億,較期初餘額183億增加約70億。2022年回收賬款約80億,據此可以測算2022年新增補貼收入的大概規模。目前,雖然新能源項目開發已經進入平價時代,但存量帶補貼項目每年發電量受風光資源等因素影響,存在差異;加之公司可能在發展過程中併購帶補貼的項目,帶補貼項目裝機規模未來也可能發生變化。因此,每年新增的補貼收入可能發生變化。

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