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天順風能(002531.SZ):預計半年度淨利潤同比下降55.23%-63.37%
格隆匯 07-09 20:39

格隆匯7月9日丨天順風能(002531.SZ)公佈,預計半年度淨利潤21,240萬元–25,960萬元,比上年同期下降55.23%-63.37%,扣非淨利潤21,690萬元–26,510萬元,比上年同期下降52.10%-60.81%。

1、2024年上半年,公司繼續延續收縮陸上風電裝備製造業務戰略目標,僅挑選高質量訂單進行承接;同時,一季度北方冬歇期和二季度南方強降雨等情況,導致各製造基地覆蓋範圍內項目進度不及預期,預計下半年陸上風電裝備製造板塊的塔架和葉片交付量比上半年會有明顯提升。

2、在海上風電板塊,2024年上半年受項目開工進度影響基本沒有新項目交付。自2021年海上風電搶裝結束後,國家對海上風電政策做了進一步完善,同時技術的進步也帶來了海上風電成本的迅速下降,預計2024年下半年開始至2026年將迎來海上風電“十四五”裝機高峯。目前按照項目進度,公司在生產的三峽青州五六七項目、龍源射陽項目、華能臨高項目、華能玉環2號項目、廣西欽州項目、華能連江外海項目、瑞安1號項目等多個項目在2024年下半年開始持續進入交付階段。

3、公司高度重視國內、國外海上風電共振,一方面加快廣東陽江30萬噸導管架工廠和德國庫克斯風電母港50萬噸單樁工廠的建設,進一步加大公司在歐洲市場和廣東區域海上風電的領先優勢;另一方面加快通州灣工廠的海外客户出口審核和認證,目前進展順利。

4、2024年二季度公司在運營風場平均風速同比往年下降了1米/秒,主要原因是內蒙古和河南今年二季度風速影響較大,對發電度數帶來了一定影響,隨着公司在手的湖北、廣西等區域的風場陸續建設併網運營,未來風場全國佈局更均衡,個別區域風速波動對公司發電業務的影響將更小。

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