电力，谁是成长最快企业？
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">电力</span></strong><span style="color: green;">行业即把各种类型一次能源通过对应的发电设备转换成电能，再经由输电及配电网络把电能由发电厂输送到最终用户处，向最终用户提供不同电压等级和不同可靠性标准的电能以及其他电力辅助服务的基础性工业行业。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><span style="color: green;">本文为企业价值系列之【成长能力】篇，共选取96家</span><strong style="color: blue;"><span style="color: green;">电力</span></strong><span style="color: green;">企业作为研究样本，并以营收复合增长、扣非净利复合增长、经营净现金流复合增长等为评价指标。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><span style="color: green;">数据基于历史，不代表未来趋势；仅供静态分析，不构成投资建议。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">电力成长能力前十企业：</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">第10 江苏国信</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">成长能力：</span></strong><span style="color: green;">营收复合增长9.29%，扣非净利复合增长为负，经营净现金流复合增长为负</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">主营产品：</span></strong><span style="color: green;">电力为最主要收入来源，利润占比93.72%，毛利率11.00%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">公司亮点：江苏国信</span></strong><span style="color: green;">主营业务为电力、热力生产、相关电力服务、煤炭销售业务及售电业务。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">第9 金开新能</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">成长能力：</span></strong><span style="color: green;">营收复合增长30.41%，扣非净利复合增长41.91%，经营净现金流复合增长52.88%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">主营产品：</span></strong><span style="color: green;">光伏发电为最主要收入来源，利润占比51.00%，毛利率52.44%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">公司亮点：金开新能</span></strong><span style="color: green;">主营业务是新能源电力的开发、投资、建设及运营，主要包括光伏发电和风力发电两个板块。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">第8 川能动力</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">成长能力：</span></strong><span style="color: green;">营收复合增长-17.49%，扣非净利复合增长83.62%，经营净现金流复合增长-0.71%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">主营产品：</span></strong><span style="color: green;">风力及光伏发电收入为最主要收入来源，利润占比66.17%，毛利率73.86%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">公司亮点：川能动力</span></strong><span style="color: green;">2023 年风电现有项目运行小时数超 3,000 小时，部分风电场年利用小时数达 4,000 小时。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">第7 赣能股份</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">成长能力：</span></strong><span style="color: green;">营收复合增长62.04%，扣非净利复合增长为负，经营净现金流复合增长111.65%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">主营产品：</span></strong><span style="color: green;">电力为最主要收入来源，利润占比99.12%，毛利率11.76%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">公司亮点：赣能股份</span></strong><span style="color: green;">所属电厂全年完成市场化交易电量 155.92 亿千瓦时，占公司总上网电量 97.76%。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">第6 晶科科技</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">成长能力：</span></strong><span style="color: green;">营收复合增长7.69%，扣非净利复合增长-11.16%，经营净现金流复合增长为负</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">主营产品：</span></strong><span style="color: green;">光伏电站开发运营转让业务为最主要收入来源，利润占比97.33%，毛利率52.79%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">公司亮点：晶科科技</span></strong><span style="color: green;">主营业务为光伏电站开发运营转让业务和光伏电站EPC业务。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">第5 粤电力A</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">成长能力：</span></strong><span style="color: green;">营收复合增长15.89%，扣非净利复合增长为负，经营净现金流复合增长733.03%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">主营产品：</span></strong><span style="color: green;">售电收入为最主要收入来源，利润占比95.03%，毛利率14.11%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">公司亮点：粤电力A</span></strong><span style="color: green;">主营业务是电力项目的投资、建设和经营管理，电力的生产和销售业务。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">第4 广西能源</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">成长能力：</span></strong><span style="color: green;">营收复合增长-1.24%，扣非净利复合增长为负，经营净现金流复合增长-23.80%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">主营产品：</span></strong><span style="color: green;">电力销售为最主要收入来源，利润占比44.72%，毛利率18.37%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">公司亮点：广西能源</span></strong><span style="color: green;">拥有完整的发、供电网络,是电力上市公司中少数拥有“厂网合一”的企业。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">第3 长源电力</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">成长能力：</span></strong><span style="color: green;">营收复合增长9.02%，扣非净利复合增长为负，经营净现金流复合增长89.15%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">主营产品：</span></strong><span style="color: green;">发电-电力为最主要收入来源，利润占比111.83%，毛利率10.76%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">公司亮点：长源电力</span></strong><span style="color: green;">目前火力发电机组全部为300MW以上机组，各机组能耗指标处于区域内先进水平。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">第2 大唐发电</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">成长能力：</span></strong><span style="color: green;">营收复合增长8.69%，扣非净利复合增长为负，经营净现金流复合增长59.62%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">主营产品：</span></strong><span style="color: green;">电力销售为最主要收入来源，利润占比105.53%，毛利率14.17%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">公司亮点：大唐发电</span></strong><span style="color: green;">是中国大型独立发电公司之一，主要经营以火力发电为主的发电业务。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">第1 建投能源</span></strong></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">成长能力：</span></strong><span style="color: green;">营收复合增长12.23%，扣非净利复合增长为负，经营净现金流复合增长278.12%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">主营产品：</span></strong><span style="color: green;">火力发电电量为最主要收入来源，利润占比125.32%，毛利率17.90%</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">公司亮点：建投能源</span></strong><span style="color: green;">电力业务以燃煤火力发电和供热为主，同时涉及核电、风电、水电等新能源项目投资。</span></span></p>
<p style="font-size: 18px; line-height: 40px; text-align: left; margin-bottom: 30px;"><span style="color: green;"><strong style="color: blue;"><span style="color: green;">电力成长能力前十企业，近三年营收复合增长、扣非净利复合增长、经营净现金流复合增长：</span></strong></span></p>
<div style="text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-axegupay5k/e8bd96637f4e4dca9204c4902b50d2cc~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1717149208&x-signature=LQBIgHyeBoE8Gr5KJhEKZdXa98Q%3D" style="width: 100%; margin-bottom: 20px;"></div>
<div style="text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/dd321d6ebcab42a7928e6987366357ca~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1717149208&x-signature=ipjZ9GaidNegE8z0TNI%2BJ8NQrPA%3D" style="width: 100%; margin-bottom: 20px;"></div>
<div style="text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/2b5c58a21ed1408b9251c550285eb957~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1717149208&x-signature=VZMa%2FN8%2BHHpTJdbSrH5K%2FcARq08%3D" style="width: 100%; margin-bottom: 20px;"></div>
页:
[1]