华电国际：电量电价向好，拟注入火电资产有望提升持续盈利能力

郭丽丽的研究札记11-05

事件公司发布2024年三季报。前三季度公司实现营收848.11亿元，同比下降6.52%；实现归母净利润51.56亿元，同比增长14.63%。点评▍Q1-3电量电价降幅较H1均有所收窄，单Q3营收同比+1.13%前三季度公司累计完成发电量1,684.59亿千瓦时，同比下降约2.46%；完成上网电量1,577.21亿千瓦时，同比下降约2.52%，主要系水电发电量增长挤占公司煤电机组上网电量空间。前...

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