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中電控股(00002.HK):中華電力第一季售電量70.91億度 同比減少2.6%

格隆匯5月19日丨中電控股(00002.HK)公佈,2025 年第一季,中華電力的售電量爲 7,091 百萬度,較去年同期減少2.6%。今年因天氣較和暖,令電力需求下降,而 2024 年爲閏年亦令售電日數多出一日。

中電中國的零碳資產組合不斷擴展,於今年首季維持穩健的營運表現。大亞灣核電站的發電量較2024年同期增加,主要由於計劃換料停運的日數減少。位於廣東省的陽江核電站發電量維持穩定,然而,由於陽江核電站市場售電的比例增加,平均電價因而有所下調。

澳洲EnergyAustralia的發電組合表現穩健,在批發電價按年上漲期間,仍維持可靠供電。位於新南威爾斯州的Mount Piper電廠,於2025年首季發電量較去年同期增加。隨着澳洲夏季過後電力需求放緩,電廠的兩臺發電機組於4月開始進行大修,以提升營運表現。其中一臺機組於4月底已恢復運作,而另一臺預計於5月重投服務。

在維多利亞州,雅洛恩電廠成功完成全部四臺發電機組的全面維修計劃。這項歷時多年的維修計劃旨在確保電廠在2028年退役前維持可靠營運。然而,維修計劃影響電廠首季的可用率,導致發電量輕微減少。

印度集團的合營企業 Apraava Energy 於今年首季的營運保持穩定,繼續專注在印度發展零碳能源項目。

位於臺灣地區的和平電廠於今年首季維持可靠營運,但煤價上升令利潤受壓。泰國的 Lopburi太陽能光伏電站繼續維持穩定營運。

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