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格隆匯發佈山高新能源(1250.HK)2024年全年業績更新報告
格隆匯 04-01 16:50
格隆匯發佈山高新能源(1250.HK) 2024年全年業績更新報告《Advancing Steadily with Strong Pipeline and Financial Discipline》。山高新能源於3月26日港股盤後發佈2024財年業績報告,展現穩健增長態勢。公司全年總收入達44.2億元人民幣,超出格隆匯在首次覆蓋報告(2025年3月24日發佈)中預測的43.9億元。毛利達到20.2億元,管理費用下降至3.5億元,凸顯公司在降本增效方面的顯著成果,實現歸母淨利潤2.8億元。正如格隆匯此前在報告中指出,山高新能源一方面持續拓展項目儲備,另一方面不斷提升項目內部收益率(IRR),同時積極創新融資方式以降低資本成本。2024年,公司融資成本顯著改善,通過高成本債務的再融資及部分離岸債務的提前償還,構建了更爲穩健的資本結構。此外,公司通過股權融資募集資金20億元,進一步優化資本結構並有效降低資產負債率。評級方面,公司主體獲評AAA長期發行人評級,ESG表現持續提升,Sustainable Fitch與標普全球的評分均有所改善。在手訂單充足,當前在建及已覈準待建裝機容量達5.5GW。公司於新疆維吾爾自治區獲批1GW集中式風電項目,在廣西亦獲批400MW風電項目,進一步鞏固其在全國可再生能源開發領域的領先地位。報告全文可從格隆匯官網及App、彭博終端、S&P Capital IQ、LSEG Refinitiv、FactSet、Morningstar、AlphaSense等渠道獲取。

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