意见反馈 手机随时随地看行情
  • 公司公告

公司公告

龙源电力:4.H股-2024中期报告2024-09-26  

             ( 於中華人民共和國註冊成立的股份有限公司 )
                           股份代號: 00916




2024
中期報告




* 僅供識別
      ..............     2

      ..............     6

     ...............    75

....................    81

....................    83

   .................    91



   .................    93



   .................    96



   .................    99



   .................   101

             .......   103

                 ...   157

....................   159

....................   162
                                                2024   6   30
      2023   6     30           2023                               2024   6    30
                               188.83   2023                    198.60          4.9%
           56.81        2023            70.02          18.9%
           40.20        2023            51.27          21.6%
             0.4767     2023            0.6001                  0.1234        2024   6   30
                                                8.69




2   2024
1.                                                                           2.

     22,000                                                                       7,500
                                                       19,860
     20,000           18,883                                                      6,750
     18,000                                                                       6,000
     16,000                                                                                                             5,127
                                                                                  5,250
     14,000
                                                                                  4,500
                                                                                                   4,020
     12,000
                                                                                  3750
     10,000
                                                                                  3,000
      8,000
                                                                                  2,250
      6,000
                                                                                  1,500
      4,000
      2,000                                                                        750

           0                                                                            0

               2024     1–6                 2023   1–6                                     2024     1–6     2023    1–6




3.                                                                           4.
                                                     60.01                        10
      60
                                                                                               8.69                    8.67
                                                                                   9

      50         47.67                                                             8

                                                                                   7
      40
                                                                                   6

                                                                                   5
      30
                                                                                   4
      20                                                                           3

                                                                                   2
      10
                                                                                   1

       0                                                                           0

               2024    1–6                  2023   1–6                                    2024    1–6       2023   1–6




5.                                                                           6.
                                                                                       40
      38000                                                                                                           1,512
                      7,656                                                                    3,367
                                                                                       36
      34200                                                                                                           4,576
                                                                                               4,469
      30400                                                                            32
                      1,875                          3,431
      26600                                          1,875                             28

      22800                                                                            24

      19000                                                                            20
                      28,349        37,880                                                     31,169 39,005          32,445    38,533
      15200                                                                            16
                                                     26,317         31,623
      11400                                                                            12

       7600                                                                             8

       3800                                                                             4

           0                                                                            0

               2024     6      30               2023       6   30                                                 2023 1–6
                                                                                            2024 1–6




                                                                                                                                         3
                6    30

              2024           2023




           18,883,467     19,860,414


            5,680,634      7,001,649
             (989,028)    (1,164,467)


            4,691,606      5,837,182




            4,020,469      5,127,030
             671,137        710,152



                47.67          60.01



            4,673,686      5,840,609




            4,001,336      5,128,415
             672,350        712,194




4   2024
        2024          2023
       6   30       12   31




    193,536,451   185,588,509
     49,091,769    45,055,716


    242,628,220   230,644,225



     80,010,598    71,256,798
     78,021,917    77,165,433


    158,032,515   148,422,231



     84,595,705    82,221,994



           97%           93%
     72,657,607    70,776,313
     11,938,098    11,445,681


     84,595,705    82,221,994



           8.69          8.44


=




                                5
      .




           2024


                          (GDP)           5.0%




           2024
                                                 2024                            46,575
                              8.1%                        44,354                  5.2%


           2024    1–6                                       1,666                    71
                               1,134                    103               626
              32


              2024        6    30                  30.7                  14.1%              4.7
                                  19.9%          7.1                  51.6%      4.3
                  2.2%




6   2024
1.


     2024   1   2024




     2024   2          4
     1




                           7
           2.


                2024   3          2024




                           2024




                2024   3




8   2024
3.


     2024   2




     2024   5




                9
       .

            2024




            2024                             47               2,286.73                  7
                       595.00                40               1,691.73             7
                    495.40      2024                               40,081,845
            0.84%               31,584,604              4.60%               4,907,935
                    2.39%                         3,589,306                 122.87%




10   2024
夯


2024


                        1+3


                                      280
                                             98%           7.4




2024                 40,081,845                    0.84%
       31,584,604   4.60%              3,586,400
122.76%   2024                1,170           2023         101
                                      2024                 2023
          0.25




                                                                  11
            2024   2023


                   2024             2023




                      1,545,562        1,721,283     -10.21%
                      1,171,853        1,112,142      5.37%
                      1,922,360        2,053,826      -6.40%
                      3,559,924        3,936,034      -9.56%
                      1,219,418        1,321,753      -7.74%
                      3,000,991        2,895,528      3.64%
                          173,817          182,346    -4.68%
                      1,524,634        1,555,877      -2.01%
                           53,303           58,475    -8.84%
                      1,575,146        1,747,601      -9.87%
                      1,866,321        2,105,107     -11.34%
                      1,966,454        2,310,376     -14.89%
                      2,056,269        1,945,575      5.69%
                          854,152          969,878   -11.93%
                          841,109          876,248    -4.01%
                          578,123          581,304    -0.55%
                      1,337,512        1,466,928      -8.82%
                          843,736          816,879    3.29%
                      1,003,495            856,051   17.22%
                          889,190          944,223    -5.83%
                            9,222            8,570    7.60%
                          281,677          333,171   -15.46%
                           57,904           61,717    -6.18%
                          181,120          166,065    9.07%
                          317,828          391,753   -18.87%




12   2024
2024             2023




   1,414,181        1,238,195     14.21%
       246,861          249,942    -1.23%
        92,780          123,045   -24.60%
       139,231          162,398   -14.27%
       272,769          311,937   -12.56%
       134,776          132,056    2.06%
       345,626          377,492    -8.44%
       107,261           94,646   13.33%


  31,584,604       33,108,421      -4.60%




                                            13
            2024         2023




              2024       2024    2023     2023




               1,037       24%    1,269     29%   -18.28%
               1,261       29%    1,290     30%    -2.25%
               1,319       30%    1,425     33%    -7.44%
               1,171       27%    1,292     30%    -9.37%
                   913     21%     987      23%    -7.50%
               1,371       31%    1,320     30%    3.86%
                   759     17%     795      18%    -4.53%
               1,404       32%    1,432     33%    -1.96%
                   538     12%     591      14%    -8.97%
                   882     20%    1,039     24%   -15.11%
               1,196       27%    1,288     30%    -7.14%
               1,109       25%    1,303     30%   -14.89%
               1,575       36%    1,778     41%   -11.42%
               1,024       23%    1,186     27%   -13.66%
               1,348       31%    1,364     31%    -1.17%
               1,127       26%    1,192     27%    -5.45%
                   991     23%    1,192     27%   -16.86%
                   922     21%    1,090     25%   -15.41%
               1,137       26%    1,156     27%    -1.64%
               1,066       24%    1,051     24%    1.43%
               1,230       28%    1,143     26%    7.61%
                   973     22%    1,149     26%   -15.32%
               1,219       28%    1,299     30%    -6.16%




14   2024
2024     2024        2023            2023




 1,448     33%        1,317            30%       9.95%
 1,031     24%        1,207            28%      -14.58%
 1,578     36%        1,436            33%       9.89%
 1,257     29%        1,273            29%       -1.26%
  985      23%        1,306            30%      -24.58%
  928      21%        1,083            25%      -14.31%
 1,220     28%        1,475            34%      -17.29%
 1,360     31%        1,333            31%       2.03%
 1,414     32%        1,544            36%       -8.42%
 1,402     32%        1,237            28%      13.34%


 1,170     27%        1,271            29%       -7.95%



         4,907,935            2023           2.39%   2024
           2,618       2023             64




                                                            15
            2024




            2024                  7.59          3.955   3.635
                          2024           6.09            51.87%
                   2.81    3.28




16   2024
2024




2024                    47                 2,286.73             7
           595.00            40               1,691.73          7
           495.40       2024      6   30                 37,880.40
                    28,349.39
7,656.01             1,875.00




                                                                     17
            2024   6   30      2023      6   30


                            2024   6    30        2023   6    30




                                   1,495.70              1,345.70     11.15%
                                       943.90                893.90   5.59%
                                   1,489.70              1,441.70     3.33%
                                   3,034.30              3,034.30     0.00%
                                   1,338.50              1,338.50     0.00%
                                   2,191.60              2,191.60     0.00%
                                       227.90                227.90   0.00%
                                   1,053.10              1,049.10     0.38%
                                        99.00                 99.00   0.00%
                                   2,370.80              1,690.80     40.22%
                                   1,810.30              1,640.30     10.36%
                                   1,770.10              1,770.10     0.00%
                                   1,429.10              1,078.70     32.48%
                                       834.10                827.85   0.75%
                                       646.90                646.90   0.00%
                                       538.00                538.00   0.00%
                                   1,339.75              1,239.75     8.07%
                                       974.70                774.70   25.82%
                                   1,017.80                  800.10   27.21%
                                       833.85                833.85   0.00%
                                         7.50                  7.50   0.00%
                                       289.50                289.50   0.00%
                                        47.50                 47.50   0.00%
                                       125.74                125.74   0.00%
                                       308.35                308.35   0.00%
                                   1,034.85                  991.35   4.39%
                                       208.90                196.40   6.36%




18   2024
2024    6    30      2023    6    30




             94.20                94.20   0.00%
            150.00               150.00   0.00%
            223.65               223.65   0.00%
             99.10                99.10   0.00%
            244.50               244.50   0.00%
             76.50                76.50   0.00%


       28,349.39            26,317.04     7.72%




                                                  19
20   2024
2024                                           423
 2023                          457                                34
                         441                         2023
             469                          28




                   283                         2023
       314                           31


415                        2023                             415




2024
1+1+4+N
              –
                                     +




                                                                       21
            2024         4            2   11
                   1




            2024


                       100




            2024             12
            80




            2024




                                  2




22   2024
                                                        4




2024
                 2024   6    30                                            134,776
                            1,360                    3,499
       345,626                         1,414                       2,434
                             107,261                    1,402
 1,053




2024




                                               CBL           VCS


423




                                                                                     23
       .




                     +        70
            +   12       48




24   2024
                      2024
                                  93
     214   API   62          27


11                                3




                                       25
            2020–2023




26   2024
27
       .

            2024                                              46.92               2023                                    58.37
            19.6%                                                   40.20                  2023                               51.27
             21.6%                            47.67       2023                             60.01                           12.34




            2024
            188.83              2023                    198.60                                   0.07 (0.0%)
                                                                                               9.45 (5.0%) 3.13 (1.7%)
                         4.9%                                                      15.41 (8.2%)
                                                                                4.42 (2.3%)                                 137.81 (73.0%)
               (1)               2024
                                                                            18.54 (9.8%)
                                  137.81              2023
                          152.15                       14.34                                     2024年上半年
                                                                                                       (人民幣億元)

                         9.4%


                                 (2)            2024
                                       18.54            2023                                   0.07 (0.0%)
                                                                                             4.74 (2.4%) 3.14 (1.6%)
                             19.01                      0.47                        15.07 (7.6%)

                         2.5%          2023                                      4.42 (2.2%)


                   (3)           2024                                       19.01 (9.6%)


                             15.41              2023                                            2023年上半年
                                                                                                         (經重述)

                     15.07                      0.34                                                   (人民幣億元)



              2.3%         2023                               (4)                                                            152.15 (76.6%)

                         2024
            9.45             2023                      4.75                        風電銷售電力及其他              光伏銷售電力

                                                                                   火電銷售電力                    其他可再生能源銷售電力
                          4.70                 98.9%
                                                                                   火電銷售蒸汽                    其他

                                                                                   煤炭銷售




28   2024
2024
 6.25          2023   6.65              0.91 (14.6%)

        6.0%          2023
                                                                  5.34 (85.4%)




                                           2024年上半年
                                                 (人民幣億元)




                                        0.57 (8.6%)


                                                                  6.08 (91.4%)




                                           2023年上半年
                                                   (經重述)
                                                 (人民幣億元)




                             政府補助

                             其他




                                                                                 29
            2024
            123.63          2023           119.02                         -0.27 (-0.2%)
                                                                     3.83 (3.1%) 5.14 (4.2%)
                     3.9%    2024                                3.68 (3.0%)
                                                              0.49 (0.4%)

            2023                    4.61                                                                   55.88 (45.2%)
                                                      23.58 (19.0%)
             (1)
                                   2.79     (2)                          2024年上半年
                                                                                (人民幣億元)

                                             1.76
                                                         15.10 (12.2%)


                                                                              16.20 (13.1%)


                                                                                5.25 (4.4%)
                                                                          0.06 (0.1%)
                                                                    3.32 (2.8%)
                                                                3.13 (2.6%)                              52.91 (44.5%)

                                                         0.58 (0.5%)


                                                    21.82 (18.3%)
                                                                         2023年上半年
                                                                                  (經重述)
                                                                                (人民幣億元)




                                                         14.68 (12.3%)

                                                                                              17.27 (14.5%)
                                                             折舊和攤銷費用                   維修保養費用

                                                             煤炭消耗成本                     行政費用

                                                             煤炭銷售成本                     信用減值(轉回)╱損失

                                                             員工成本                         其他經營開支

                                                             材料成本




30   2024
2024
  55.88          2023                 52.91
                                              (人民幣億元)
          5.6%
                                                   60
(1)                            2023
          2.57            157.7%        (2)        50

                           2023
                                                   40
       0.22             0.4%
                                                                        5.6%

                                                   30


                                                                     55.88           52.91
                                                   20



                                                   10



                                                    0
                                                         2024年上半年     2023年上半年
                                                                           (經重述)

                                                    折舊和攤銷費用




                                                                                             31
            2024
            16.20          2023                17.27
                                                       (人民幣億元)
                    6.2%                 (1)
                                                            20
                                   (2)
               2023               6.0%
                                                            15

                                                                                 6.2%


                                                            10


                                                                             16.20            17.27

                                                             5




                                                             0
                                                                  2024年上半年     2023年上半年


                                                             煤炭消耗成本




32   2024
2024
15.10           2023                      14.68
                                                  (人民幣億元)
        2.9%                  (1)
                                                       20
2023                  17.9%         (2)
               2023                 12.7%
                                                       15



                                                                            2.9%

                                                       10


                                                                                          14.68

                                                        5

                                                                       15.10



                                                        0
                                                             2024年上半年      2023年上半年


                                                        煤炭銷售成本




                                                                                                  33
            2024
            23.58          2023         21.82
                                                (人民幣億元)
                    8.1%          (1)
                                                     25



            (2)
                                                     20




                                                     15
                                                                          8.1%



                                                     10
                                                                                       21.82



                                                      5
                                                                      23.58



                                                      0
                                                           2024年上半年     2023年上半年


                                                      員工成本




34   2024
2024                  0.49
        2023   0.58
                             (人民幣億元)
15.5%
                                 0.6



                                 0.5



                                 0.4
                                                   15.5%


                                 0.3


                                                                     0.58
                                 0.2



                                 0.1               0.49



                                 0.0
                                        2024年上半年      2023年上半年


                                   材料成本




                                                                            35
            2024
            3.68           2023   3.13
                                         (人民幣億元)
                   17.6%          2024
                                             4.0


                                             3.5


                                             3.0


                                             2.5
                                                                   17.6%

                                             2.0


                                              1.5                                3.13

                                              1.0

                                                               3.68
                                             0.5


                                             0.0
                                                    2024年上半年      2023年上半年


                                               維修保養費用




36   2024
2024                  3.83
        2023   3.32
                             (人民幣億元)
15.4%
                                 4.0


                                 3.5


                                 3.0


                                 2.5
                                                       15.4%

                                 2.0


                                  1.5                                3.32

                                  1.0

                                                   3.83
                                 0.5


                                 0.0
                                        2024年上半年      2023年上半年


                                   行政費用




                                                                            37
            2024
               0.27   2023
                             (人民幣億元)
                      0.06

                                0.05
                                                                       0.06
                                0.00


                                -0.05
                                                       550.0%
                                -0.10


                                -0.15


                                -0.20

                                                    -0.27
                                -0.25


                                -0.30
                                        2024年上半年        2023年上半年


                                   信用減值(轉回)╱損失




38   2024
2024
5.14          2023   5.25
                            (人民幣億元)
       2.1%   2024
                                  6
2023
                                  5



                                  4
                                                      2.1%


                                  3


                                                                    5.25
                                  2



                                  1               5.14



                                  0
                                       2024年上半年      2023年上半年


                                  其他經營開支




                                                                           39
            2024
            71.45            2023                 86.23
                                                          (人民幣億元)
                    17.1%                         2024
                                                              100
                                    2023
            14.49
                                                               80
                                                  2024
                                           2023                                     17.1%
                                                               60
                     15.78

                                                               40
                                                                                                 86.23



                                                               20
                                                                                71.45



                                                                0
                                                                     2024年上半年     2023年上半年
                                                                                       (經重述)

                                                                經營利潤




40   2024
2024
16.20            2023             15.68
        3.3%                              (人民幣億元)

                                               20



0.52
                                               15

1       2024
                                                                    3.3%
          2023             1.06                10


                                                                                 15.68
2       2024
                            2023                5
                  0.69                                          16.20


3                                               0
                                                     2024年上半年     2023年上半年
                    2023                                               (經重述)
        0.15
                                                財務費用淨額




                                                                                         41
            4   2024
                                        2023
                          0.14


            5

                       2023               0.12


            6   2024

                                 2023
                0.09


            7   2024                       2023
                                 0.07




42   2024
2024
              1.56          2023

                                   (人民幣億元)
0.53      394.3%
                                       2.0



                                        1.5

       2024          2023
                                        1.0

                                                             394.3%

                                       0.5
                                                         1.56

                                       0.0

                                                                           -0.53

                                       -0.5



                                       -1.0
                                              2024年上半年      2023年上半年


                                         應佔聯營公司和合營企業收益(虧損)




                                                                                   43
            2024
            9.89           2023   11.64
                                          (人民幣億元)
                   15.0%
                                               12
                    19.6%
                                               10



                                                8

                                                                    15.0%

                                                6


                                                                                  11.64
                                                4



                                                2               9.89



                                                0
                                                     2024年上半年      2023年上半年


                                                所得稅




44   2024
2024                    46.92
         2023   58.37
                                (人民幣億元)
 19.6%
                                     60



                                     50



                                     40                   19.6%



                                     30


                                                                       58.37
                                     20



                                     10               46.92



                                      0
                                           2024年上半年     2023年上半年
                                                             (經重述)

                                      淨利潤




                                                                               45
            2024
                       40.20       2023
               51.27       21.6%
                                          (人民幣億元)

                                               60



                                               50



                                               40                   21.6%



                                               30


                                                                                 51.27
                                               20



                                               10               40.20



                                                0
                                                     2024年上半年     2023年上半年
                                                                       (經重述)

                                                歸屬本公司權益持有人淨利潤




46   2024
2024
   137.81      2023
152.15      9.4%      2024
                                                      0.21 (0.2%)




                                        2024年上半年
                                             (人民幣億元)




                                            137.60 (99.8%)


                                        0.06 (0.0%)




                                        2023年上半年
                                             (人民幣億元)




                                            152.09 (100.0%)
                             售電收入

                             其他




                                                                    47
            2024
                    67.59           2023
                                           (人民幣億元)
            83.37           18.9%
                                               100




                                                80


                                                                     18.9%
                                                60




                                                40
                                                                                  83.37



                                                20
                                                                 67.59



                                                 0
                                                      2024年上半年     2023年上半年


                                                 經營利潤




48   2024
2024
        40.50          2023
41.03           1.3%
                                               2.13 (5.3%)
           2024                                                           18.54 (45.8%)
 2023

                                                   2024年上半年
                                                         (人民幣億元)
                              15.41 (38.0%)




                                                      4.42 (10.9%)


                                              2.53 (6.2%)
                                                                          19.01 (46.3%)



                              15.07 (36.7%)
                                                   2023年上半年
                                                         (人民幣億元)




                                                  4.42 (10.8%)
                                       售電收入

                                       銷售蒸汽收入

                                       煤炭銷售收入

                                       其他




                                                                                          49
            2024
               1.79           2023   2.08
                      13.9%
                                            0.32 (17.9%)
                                                                                  1.47 (82.1%)




                                                           2024年上半年
                                                                 (人民幣億元)




                                            0.39 (18.8%)
                                                                                  1.69 (81.2%)




                                                           2023年上半年
                                                                 (人民幣億元)




                                              售電、售熱及其他

                                              煤炭銷售業務




50   2024
2024
   9.45           2023   4.75
          98.9%
                                                                 9.45 (100.0%)




                                           2024年上半年
                                              (人民幣億元)




                                            0.01 (0.0%)
                                                               4.74 (100.0%)




                                           2023年上半年
                                                (經重述)
                                              (人民幣億元)




                                售電收入

                                其他




                                                                                 51
            2024
               3.39           2023   2.39
                      41.8%
                                                                         3.39 (100.0%)




                                                   2024年上半年
                                                      (人民幣億元)




                                                                       2.39 (100.0%)




                                                   2023年上半年
                                                        (經重述)
                                                      (人民幣億元)




                                            售電




52   2024
2024
   4.82           2023   2.59
          86.1%
                                                                 0.07 (1.5%)
                                     0.73 (15.1%)
                                                                                2.27 (47.1%)

                                0.51 (10.6%)


                                                    2024年上半年
                                                          (人民幣億元)




                                 0.63 (13.1%)


                                              0.61 (12.6%)


                                                 0.22 (8.5%)      0.07 (2.7%)




                                                   2023年上半年
                                                          (人民幣億元)
                                0.02 (0.8%)



                                                                                2.28 (88.0%)


                                       售電收入                       商品物資銷售收入

                                       咨詢設計收入                   其他

                                       儲能設備租賃收入

                                       維修收入




                                                                                               53
            2024
               1.01          2023
                                    (人民幣億元)
                      0.93
                                         1.2



                                         1.0



                                        0.8                   1,162.5%



                                        0.6



                                        0.4



                                        0.2               1.01


                                                                            0.08
                                        0.0
                                               2024年上半年      2023年上半年


                                          經營利潤




54   2024
     2024    6    30
 2,426.29                2023     12   31
                                                           490.92                            1,700.51
             2,306.44                       119.85
                         (1)
                                                      126.30
                               40.36            (2)                     2024年6月30日
                                                      51.20                 (人民幣億元)

                                                       57.36

79.49


     2024    6    30
 1,580.33                2023     12   31
                                                               450.56                        1,626.48
             1,484.22                       96.11
                    (1)
                                                      118.36
     87.54                 (2)                                        2023年12月31日
                                                       53.38
                                                                              (經重述)
                  8.57                                  57.66               (人民幣億元)




     2024    6    30
                  726.58               2023    12        物業、廠房及設備

                                                         使用權資產
31               707.76                       18.82
                                                         無形資產及商譽
                  2024                                   其他非流動資產

                                                         流動資產




                                                                                                        55
                                                                              119.38
               800.11




                           2024年6月30日                                           2024年6月30日
                               (人民幣億元)                                            (人民幣億元)




                                                      741.37                                                    726.58

                                  28.30 10.55



                                                                              114.46
                  712.57

                                                         733.09



                        2023年12月31日                                            2023年12月31日
                                 (經重述)                                                (經重述)
                               (人民幣億元)                                            (人民幣億元)




                                                                                                                 707.76

                              27.51 11.05
            長期借款                       租賃負債和其他非流動負債   本公司權益持有人應佔權益       非控股權益持有人
            遞延收入和遞延稅項負債         流動負債




56   2024
  2024   6    30
490.92         2023   12   31
                                              33.46 (6.8%) 14.86 (3.0%)
                                                                            409.81 (83.5%)
     450.56                 40.36
                                      32.79 (6.7%)




                                                      2024年6月30日
                                                           (人民幣億元)




                                                  12.89 (2.9%)
                                         49.09 (10.9%)                      357.32 (79.3%)


                                    31.26 (6.9%)


                                                     2023年12月31日
                                                             (經重述)
                                                           (人民幣億元)




                                           應收賬款和應收票據

                                           預付款和其他流動資產

                                           銀行存款及現金及受限制存款

                                           其他




                                                                                             57
                   2024   6    30
              800.11            2023       12     31
                                                                        170.62 (21.3%)                    561.04 (70.1%)
                      712.57                       87.54


                                                                 4.49 (0.6%)
                                                                                    2024年6月30日
                   2024   6    30                                                        (人民幣億元)


                                                                 63.96 (8.0%)
                     309.19               2023     12   31
                                    262.01
            47.18              2024       6   30
            0.61      2023     12    31                 0.63
                                                                      140.50 (19.7%)                      494.99 (69.5%)
              0.02

                                                                  4.58 (0.6%)

                                                                                    2023年12月31日
                                                               72.50 (10.2%)               (經重述)
                                           3.18                                          (人民幣億元)




                                                                         借款

                                                                         應付賬款和應付票據

                                                                         應付稅項

                                                                         租賃負債及其他流動負債




58   2024
     2024    6     30
                 1,335.34                2023    12
31                      1,289.83
45.51               2024       6    30
                                                                                      32.93 (2.5%)
                                                                 228.87 (17.1%)                          806.88 (60.4%)

        593.97
                                                             13.18 (1.0%)
         54.73
        103.46                                  32.93                             2024年6月30日
                                                                                       (人民幣億元)


                                   741.37
                                                             239.95 (18.0%)
                 5.41
                                                                   13.53 (1.0%)
                   1,283.85
     15.51                                      35.98                             61.75 (4.8%)
         2024      6     30                                     180.05 (14.0%)                            840.74 (65.1%)

                                      6.73
                                                              6.27 (0.5%)
                        5.41                 2024     6
  30                                                                             2023年12月31日
                                                          189.99 (14.7%)                 (經重述)
                                                                                       (人民幣億元)
32.93
                                                               11.03 (0.9%)



                                                                     銀行貸款                      聯營公司貸款

                                                                     第三方借款                    應付債券

                                                                     同系子公司貸款                應付票據




                                                                                                                           59
                                                      593.97 (44.5%)                                 32.93 (2.5%)
                437.5 (32.8%)
                                                                                                               456.96 (34.2%)
                                                                        845.45 (63.3%)




                                  2024年6月30日
                                     (人民幣億元)                                        2024年6月30日
                                                                                              (人民幣億元)




                  148.71(11.1%)

                                         155.16 (11.6%)

                                                                                                     61.75 (4.8%)
                                                       556.74 (43.2%)                                          394.60 (30.6%)
                                                                          833.48 (64.6%)


            383.94 (29.8%)

                                2023年12月31日                                             2023年12月31日
                                       (經重述)                                               (經重述)
                                     (人民幣億元)                                           (人民幣億元)




               209.32 (16.2%)

                                                 139.83 (10.8%)
                                                                               應付票據
                      1年以內         2至5年
                                                                               固定利率借款
                      1至2年          5年以上
                                                                               浮動利率借款




60   2024
2024     6   30
1 2 0 .3 8          2023    6     30
92.86             29.6%
                                                              2.63 (2.2%)
                      70.36                 47.39 (39.4%)                       70.36 (58.4%)

                          47.39
                    2.63
                                                            2024年6月30日
                                                               (人民幣億元)




                                                              2.32 (2.5%)

                                                                                36.72 (39.5%)




                                                            2023年6月30日
                                                               (人民幣億元)




                                       53.82 (58.0%)




                                               風電項目

                                               光伏

                                               其他




                                                                                                61
               2024   6    30
                                                       60.33%       2023     12   31      59.32%          1.01
                    2024




            2024




            2024


                                   14A.63


                                        2021   1   15        2021   6   18        2021    7   23     2022        1   20
                   2023    3       29      2023    5    10                                         2021    7     8
                                                                    2022


                    2021       6    18




                                                             2022       2023       2024




62   2024
          2023




                                2023
                    2023




                   9,205.16    9,403.18
                  10,642.48   11,656.19
                  23,820.20   24,337.31
                  13,017.78   13,560.73

                   3,958.41    8,868.81


                 14,115.01    14,945.17




2023


2023
   2023




                                          63
               2024      6    30                             35.17
                       0.03




               2024      6    30                                0.14
            2024   6    30                            0.07




               2024      6    30                  30.27              2023   12   31
               45.62                  15.35




               2024                           69.50           2023                    80.42
                              10.92


               2024                           126.27




               2024                           41.69




64   2024
融資活動現金流入                                         融資活動現金流出
             1.09 (0.1%)     1,097.33 (99.9%)                      14.43 (1.4%) 6.30 (0.6%)
                                                                1.48 (0.1%)                 1,034.52 (97.9%)




                     2024年上半年                                           2024年上半年
                       (人民幣億元)                                         (人民幣億元)




                                                                      17.72 (2.2%)
                 1.35 (0.2%)                                                       1.98 (0.3%)
                                                                    1.69 (0.2%)
                                        811.81 (99.8%)
                                                                                              763.61 (97.3%)




                     2023年上半年                                           2023年上半年
                         (經重述)                                             (經重述)
                       (人民幣億元)                                         (人民幣億元)




      借款所得款項                                             償還借款                        支付利息

      收到其他與融資活動有關的現金                             支付股息                        支付其他與
                                                                                               融資活動有關的現金




                                                                                                                    65
       .




                  2024   5


            90%




66   2024
                2024




2024   6   31




                       67
            2024




68   2024
69
                                      1,875


                               2024




             1993
            1994    1.5                       1        66%
             2010         10                      11




70   2024
.


    12556




            71
            1.




            2.




            3.




            4.




            5.




72   2024
       2024

2024



1.




2.




              73
     3.




            ESG



     4.




74   2024
.




    6   23   71




                      (mg/m 3)    (mg/m 3)      (t)         (t)


                  3      11.44           35   200.11   1209.89
                  3      23.69           50   413.86   1728.41
                  3        0.89          10    15.40    178.12
                  2        6.86          35    46.26    462.00




                                                                  75
                (mg/m 3)    (mg/m 3)      (t)        (t)


            2      24.14           50   162.84   660.00
            2        1.15          10     7.75   132.00




76   2024
        2024      361.62
53.56    12.90%




                           77
78   2024
                      3   15   25mg/m 3




2024




           2024




         4,814,913                  834
           246.373                 0.045
           576.702                 0.106
            23.147                 0.004


         4,638,234                  948
             96.64                  0.02
       1,690,758.31                 293




                                           79
       .

            2024
                                            318
                            1,800
                                            924                   60
                                            90%                   114     38


                   191                       31.17                      872
                                    1,640


            2024                    2                7,010
                         7,000                               10




80   2024
               C1




2024   1   1    2024   6   30           C1
                                C1




                           C3
                                     2024    1   1   2024   6
30




                                                                81
       2024   8   28        2024   6   30
     2024              34
       2024   6   30




82   2024
      2024       6   30                                      8,359,816,164          8,359,816,164
      1.00                        A       5,041,934,164        H    3,317,882,000        2024   3    11
                               22,147,000          H




                            2024      6   30




                                                                                                     11,812,000
  H                       5 9 ,8 8 3 ,1 7 5 .1 0                        2023          10, 335, 000    H
22,147,000           H          2024      3    11                                               8,359,816,164
             A   5,041,934,164             H       3,317,882,000




2024    1                                      11,812,000                5.90           4.37    59,883,175.10



                                                             2024   6    30




                                                                                                                  83
            2024    6   30
                             XV                                        XV     7
       8
                                       352




       2024     6      30
                                  XV         2    3




                                                               1 (%)        1 (%)


                             A               4,908,598,141     97.36        58,72
                                                   2
     BlackRock, Inc.         H                   199,516,504    6.01         2.39
                                                   3




84   2024
                                                         1 (%)   1 (%)


BlackRock, Inc.        H                     7,899,000    0.24    0.09
                                             4
GIC Private Limited    H                   267,183,000    8.05    3.20


Citigroup Inc.         H                   379,046,452   11.42    4.53
                                             5
Citigroup Inc.         H                     5,192,548    0.16    0.06
                                             6
Citigroup Inc.         H                   371,863,357   11.21    4.45


Lazard Asset Manage-   H                   167,128,772    5.04    2.00
     ment LLC
Brown Brothers Har-    H                   166,389,736    5.01    1.99
     riman & Co.
Brown Brothers Har-    H                   166,389,736    5.01    1.99
     riman & Co.




1.                         2024   6   30




                                                                         85
     2.            4,908,598,141          A       4,602,432,800         A                                                   212,238,141      A
                                                                                                                          93,927,200    A




     3.            199,516,504       H          28,000    H        BlackRock, Inc.                                        BlackRock Investment
            Management, LLC                   14,437,000       H       BlackRock, Inc.                                       BlackRock Financial
            M a n a g e m e n t, I n c.         51,744,693         H         B l a c k R o c k, I n c.                                 BlackRock
            Institutional Trust Company, National Association                            81,511,000         H         BlackRock, Inc.
                             BlackRock Fund Advisors                    3,990,196           H       BlackRock, Inc.
              BlackRock Japan Co., Ltd.                   746,000       H         BlackRock, Inc.                                       BlackRock
            Asset Management Canada Limited                            1,093,000        H        BlackRock, Inc.
            BlackRock Investment Management (Australia) Limited                                 5,405,506         H        BlackRock, Inc.
                                BlackRock Asset Management North Asia Limited                                   6,956,085       H       BlackRock,
            Inc.                              BlackRock (Netherlands) B.V.                      22,846,000            H      BlackRock, Inc.
                                  BlackRock Asset Management Ireland Limited                               132,000          H       BlackRock, Inc.
                                          BLACKROCK (Luxembourg) S.A.                           3,605,030        H         BlackRock, Inc.
                                BlackRock Investment Management (UK) Limited                                    6,142,261       H       BlackRock,
            Inc.                              BlackRock Fund Managers Limited                            48,000       H      BlackRock, Inc.
                                  BlackRock Life Limited                    737,333      H        BlackRock, Inc.
            BlackRock (Singapore) Limited                     45,000     H          BlackRock, Inc.                                     BlackRock
            Asset Management Schweiz AG                            49,400       H        BlackRock, Inc.                                    Aperio
            Group, LLC                BlackRock, Inc.                                                       H


     4.            7,899,000     H            4,451,000    H       BlackRock, Inc.                                           BlackRock Financial
            M a n a g e m e n t, I n c.         3, 448, 000        H        B l a c k R o c k, I n c.                                  BlackRock
            Institutional Trust Company, National Association                            BlackRock, Inc.
                    H




86   2024
5.          379,046,452          H       372,463,118      H      Citigroup Inc.                    Citibank, N.A.
      33,100       H        Citigroup Inc.                        Citigroup Global Markets Inc.         6,550,234   H
        Citigroup Inc.                                Citigroup Global Markets Limited            Citigroup Inc.
                                        H


6.          5,192,548         H         599,761       H       Citigroup Inc.                      Citibank, N.A.
      685,787          H     Citigroup Inc.                           Citigroup Global Markets Hong Kong Limited
            3,907,000        H       Citigroup Inc.                        Citigroup Global Markets Limited
      Citigroup Inc.                                              H




     2024      6       30                         9,035




 1+2+N




     2024    6     30




                                                                                                                        87
       2024        2       27
     2024     2    27


       2024        5       24
                                            2024     5   24   2024   5


            2024       5       24


       2023
                                                              2024   6   6




       2024
             2024          6    27


       2024        7       24
                                     2024   7   24


       2024
                                     2024   8   28




88   2024
                                                            2024   2   27                                                2024       5    17
                                                            2024   5   22     2023                                              2024
5       24                                                                                      2024    6    6      2024
                                             2024   6   6     2023                                                      2024    6       27
    2024                                                                     2024       7       24
    2024         8    1                                                     2024    8       8        2024
                      2024       8       28         2024




                     2024    3       27
2024         3   27


                     2024    4       3                                                                                              2024
    4    3


    2024         5     24                                                                                        2024    5     24
                          2024           5    24
2024         5   24


                                                            2024   3   27                                   2024    4     3
                                                            2024   5   24
                      2024       5       24




                                                                                                                                              89
       2024    8   23


                        27%
     131,915.007
                              2024   6   27       2024   8   23


                              46                                      180   210
       1.73%   1.75%    80                    3    10             2.07%   2.50%




90   2024
     93   156




34              34




                     91
                      2410




                 34




            10
             8




92   2024
                      6    30
                    2024            2023




            5   18,883,467      19,860,414


            6      624,659         664,938



                 (5,588,297)     (5,291,379)
                 (1,619,618)     (1,726,852)
                 (1,509,942)     (1,468,421)
                 (2,357,904)     (2,182,457)
                    (49,231)        (57,793)
                   (368,033)       (312,552)
                   (382,511)       (331,503)
                   (514,301)       (524,695)
                     26,567          (6,303)


                (12,363,270)    (11,901,955)


                 7,144,856       8,623,397


                    125,884         215,036
                 (1,745,898)     (1,783,481)


            7    (1,620,014)     (1,568,445)


                   155,792          (53,303)


            8    5,680,634       7,001,649

            9     (989,028)      (1,164,467)


                 4,691,606       5,837,182

103   156


                                               93
                                6    30
                              2024          2023




               /




                               1,411        12,104


                              (15,474)       (6,652)
                               (3,857)       (2,025)


                   /   10     (17,920)       3,427


                            4,673,686     5,840,609




       103   156


94   2024
                     6    30
                   2024          2023




                 3,985,864     5,029,637
            24     34,605        97,393
                  671,137       710,152


                 4,691,606     5,837,182




                 3,966,731     5,031,022
                   34,605        97,393
                  672,350       712,194


                 4,673,686     5,840,609



            11      47.67         60.01




103   156


                                           95
                            2024            2023
                           6    30        12   31




                   12   170,050,720     162,648,278
                          5,735,682       5,766,435
                   13     4,924,009       5,142,222
                           195,617         195,617
                          6,267,016       5,994,794
                   14     5,534,275       4,987,556
                           829,132         853,607


                        193,536,451     185,588,509




                           953,052         727,196
                   15    40,981,251      35,732,322
                   16     3,279,396       3,126,020
                               48,255      102,234
                   17      484,230         459,073
                           318,349         346,789
                   18     3,027,236       4,562,082


                         49,091,769      45,055,716




       103   156


96   2024
                     2024           2023
                    6   30        12   31




            19    56,104,225     49,498,691
            20     6,395,735      7,250,223
            21    16,939,015     13,874,041
                    122,627        176,218
                    448,996        457,625


                  80,010,598     71,256,798


                 (30,918,829)   (26,201,082)


                 162,617,622    159,387,427




            19    74,137,085     73,309,092
                   1,301,008      1,468,447
                    796,350        845,360
                    258,622        259,521
            22     1,528,852      1,283,013


                  78,021,917     77,165,433


                  84,595,705     82,221,994




103   156


                                               97
                               2024            2023
                              6   30         12   31




                   23 (b)    8,359,816       8,381,963
                   23 (c)              –      (56,648)
                    24       2,057,482       2,022,877
                            62,240,309      60,428,121


                            72,657,607      70,776,313


                            11,938,098      11,445,681


                            84,595,705      82,221,994




       103   156


98   2024
                              23(b)         23(c)             24         23(d)(i)        23(d)(ii)        23 (d)(v)        23(d)(iii)        23(d)(iv)


2023 12 31                  8,381,963      (56,648)      2,022,877      14,953,218       3,377,859          114,913         (402,854)           (59,500)       42,248,567    70,580,395    11,445,681    82,026,076

    29 (a)                            –            –             –     174,888                    –         596                     –               –       20,434       195,918              –     195,918


2024 1 1                    8,381,963      (56,648)      2,022,877      15,128,106       3,377,859          115,509         (402,854)           (59,500)       42,269,001    70,776,313    11,445,681    82,221,994



                                      –            –     34,605                   –               –               –                –               –     3,985,864     4,020,469      671,137      4,691,606

    10                                –            –             –               –               –               –      (20,544)            1,411                 –      (19,133)        1,213       (17,920)


                                      –            –     34,605                   –               –               –      (20,544)            1,411         3,985,864     4,001,336      672,350      4,673,686



    29 (a)                            –            –             –     (206,951)                  –               –                –               –             –     (206,951)           –      (206,951)
                                      –            –             –        2,537                   –               –                –               –             –        2,537       (3,439)          (902)
                                      –            –             –            –                  –               –                –               –             –            –     119,525        119,525

                                    –           –                –            –                  –           –                    –               –             –            –     (296,019)     (296,019)
                                    –           –                –            –                  –           –                    –               –    (1,860,113)   (1,860,113)            –   (1,860,113)
                                    –     (55,246)                –         (126)                  –           –                    –               –             –      (55,372)            –      (55,372)
             23(c)            (22,147)     111,894                 –      (89,890)                  –           –                    –               –             –         (143)            –         (143)
                                    –           –                –            –                  –     148,610                     –               –      (148,610)            –            –            –

                                      –            –             –        3,491                   –               –                –               –        (3,491)            –            –            –


2024 6 30                   8,359,816               –   2,057,482      14,837,167*      3,377,859*        264,119*         (423,398)*         (58,089)*      44,242,651*    72,657,607    11,938,098    84,595,705



*                                                                                                                               62,240,309,000
                     59,249,661,000




    103               156


                                                                                                                                                                                                                       99
                          23(b)(i)        23(c)             24          23(d)(i)         23(d)(ii)                    23(d)(iii)    23(d)(iv)


      2022 12 31         8,381,963                –   5,056,400      14,958,211        2,822,761           19,667    (416,992)       (51,692)        37,679,143    68,449,461    11,295,632    79,745,093
                                 –               –           –        174,888                –               –          –             –            14,181       189,069             –      189,069


      2023 1 1           8,381,963                –   5,056,400      15,133,099        2,822,761           19,667    (416,992)       (51,692)        37,693,324    68,638,530    11,295,632    79,934,162



                                     –           –      97,393                   –                –          –            –               –     5,029,637     5,127,030       710,152     5,837,182

          10                         –           –             –                –                –          –    (10,495)        11,880                  –        1,385         2,042         3,427


                                     –           –      97,393                   –                –          –    (10,495)        11,880          5,029,637     5,128,415       712,194     5,840,609


                                     –           –             –                –                –          –            –               –             –            –       30,826       30,826

                                     –           –             –                –                –          –            –               –             –            –     (266,762)     (266,762)
                                     –           –             –                –                –          –            –               –      (981,528)     (981,528)            –     (981,528)

                                     –           –    (196,400)                  –                –          –            –               –             –     (196,400)            –     (196,400)
                                     –           –           –                  –                –          –            –               –             –            –         (939)         (939)
                                     –           –           –                  –                –    152,821             –               –      (152,821)            –            –            –

                                     –           –             –        2,396                     –          –            –               –        (2,396)            –            –            –


      2023 6 30          8,381,963                –   4,957,393      15,135,495*       2,822,761*        172,488*    (427,487)*     (39,812)*       41,586,216*    72,589,017    11,770,951    84,359,968




        103        156


100   2024
                   6    30

                 2024            2023




               7,878,973      9,024,654
                (929,057)       (982,652)


               6,949,916      8,042,002




             (12,037,796)    (11,144,084)
                (561,015)     (2,161,350)
                 (11,200)         (8,000)
                 (17,144)     1,822,996


             (12,627,155)    (11,490,438)




            109,733,044      81,181,017
            (103,452,476)    (76,361,472)
              (1,443,181)     (1,771,548)
                (206,951)               –
                (461,809)       (232,102)


               4,168,627      2,815,895




103   156


                                             101
                                  6    30

                                2024           2023




                             (1,508,612)      (632,541)


        1    1          18   4,562,082      18,365,275


                                (26,234)       (17,586)


        6    30         18   3,027,236      17,715,148




        103       156


102   2024
1




         6   C   20   2006




2


                             34




    30,918,829,000                    26,201,082,000




                                  3




                                                       103
      2

             34




                  2410




104   2024
3




          1




          1




              16


          7
               7




    (i)        1


               1




                   105
      3

             (i)     1




             (ii)        16




             (iii)   7        7




106   2024
4




    (a)


          8




              107
      4

             (a)




                   13,760,081    1,853,690     944,882        6,939    16,565,592
                      20,636     2,196,786            –   100,453      2,317,875


                   13,780,717    4,050,476     944,882     107,392     18,883,467


                            –           –           –   374,215       374,215


                   13,780,717    4,050,476     944,882     481,607     19,257,682



                    6,758,769     178,943      339,257     101,182      7,378,151



                   (5,007,150)   (126,743)    (420,011)     (56,582)   (5,610,486)


                      24,778             –           –      1,789       26,567
                      42,100          935          162      16,020        59,217
                   (1,208,268)     (29,561)     (96,959)   (307,978)   (1,642,766)
                    5,275,477      82,985     5,852,450    408,059     11,618,971




108   2024
4

    (a)




          15,208,729    1,900,503     474,080        6,876    17,590,188
               5,865    2,202,915         488      60,958      2,270,226


          15,214,594    4,103,418     474,568      67,834     19,860,414


                   –           –           –   191,618       191,618


          15,214,594    4,103,418     474,568     259,452     20,052,032



           8,337,331     208,421      238,954        7,712     8,792,418



          (4,984,807)    (158,614)    (162,556)    (18,764)   (5,324,741)


              (6,973)           –           –       670         (6,303)
             39,670         1,911        1,309    121,949       164,839
          (1,407,102)     (31,527)     (84,355)   (131,726)   (1,654,710)
           3,671,507     147,118     5,755,951     84,710      9,659,286




                                                                            109
      4

             (b)


                        6    30

                      2024           2023




                   19,257,682     20,052,032
                     (374,215)      (191,618)


                   18,883,467     19,860,414




                    7,378,151      8,792,418
                      (88,054)       (47,993)


                    7,290,097      8,744,425



                     155,792         (53,303)
                   (1,620,014)    (1,568,445)
                     (145,241)      (121,028)


                    5,680,634      7,001,649



             (c)




110   2024
4

    (d)




5



                                2024 6 30




          13,760,081    1,853,690    944,882      6,939    16,565,592
                   –     441,595          –         –      441,595
                   –   1,541,501          –         –    1,541,501
              20,636      213,690          –   100,453       334,779


          13,780,717    4,050,476    944,882    107,392    18,883,467




          13,429,510    4,050,476    944,882    107,392    18,532,260
             108,273            –         –         –      108,273
             173,507            –         –         –      173,507
              69,427            –         –         –       69,427


          13,780,717    4,050,476    944,882    107,392    18,883,467




          13,773,585    3,952,922    944,882     35,421    18,706,810
               7,132       97,554          –    71,971       176,657


          13,780,717    4,050,476    944,882    107,392    18,883,467




                                                                        111
      5

                                  2023 6 30




             15,208,729    1,900,503    474,080     6,876    17,590,188
                      –    442,199           –        –     442,199
                      –   1,506,651          –        –    1,506,651
                  5,865     254,065        488     60,958      321,376


             15,214,594    4,103,418    474,568    67,834    19,860,414




             14,871,621    4,103,418    474,568    67,834    19,517,441
               102,218             –         –        –     102,218
               179,533             –         –        –     179,533
                61,222             –         –        –      61,222


             15,214,594    4,103,418    474,568    67,834    19,860,414




             15,208,729    4,005,369    474,568     6,876    19,695,542
                  5,865      98,049           –   60,958      164,872


             15,214,594    4,103,418    474,568    67,834    19,860,414




112   2024
6

              6    30

            2024        2023




            534,212     608,598
                   –     4,985
              1,602        638
    29(b)    19,186            –
              6,257            –
             63,402      50,717


            624,659     664,938




                                    113
      7

                                          6    30

                                        2024           2023




                                        59,217        164,839
                                         3,812          2,988
                                        17,346         47,069
                                        45,509            140


                                       125,884        215,036




                                     1,761,060      1,818,223
                                        39,577         27,993
                                      (157,871)      (191,506)


                                     1,642,766      1,654,710


                                        82,839        106,192
                                        20,293         22,579


                                     1,745,898      1,783,481


                                     (1,620,014)    (1,568,445)



                             1.80%    4.32%
             1.10%   4.83%




114   2024
8

    /


            6    30

          2024          2023




         271,190       297,257




                 –        295
        5,249,669     4,924,782
          67,438        69,045


    /
          (26,567)       6,303


        3,178,790     3,253,066




                                  115
      9

             (a)


                     6    30

                   2024          2023




                   942,918     1,132,099
                    22,534       14,162


                   965,452     1,146,261




                    23,576       18,206


                   989,028     1,164,467




116   2024
9

    (b)


                    6    30

                  2024          2023




                5,680,634     7,001,649


                1,420,159     1,750,412
                  27,848        12,046
                 (38,948)       13,326
          (i)   (529,968)     (652,337)
                 (21,969)      (40,037)
                 109,372        66,895
                  22,534        14,162


                 989,028      1,164,467




                                          117
      9

             (b)




                   (i)                  0%   15%
                                             25%




                         [2008]   46


                                                   50%




                                  15%




118   2024
9

    (b)

               16.5%




                                     [2009]
          82   25%



                       26.5%
                        27%
                               18%




                                              119
      10

               6    30

             2024        2023




              1,881      15,069
                (470)    (2,965)


              1,411      12,104




             (15,474)    (6,652)




              (3,857)    (2,025)


             (17,920)     3,427




120   2024
11

     (a)



           3,985,864,000                                                     5,029,637,000
                                                                             8,360,847,000
                                                8,381,963,000


     (b)




12

                                                                          11,427,545,000
                                                        8,101,184,000
                                                          1,824,000
                           1,342,000                          1,602,000


13

                                       4,454,022,000
     4,677,138,000                              469,987,000
                  465,084,000




                                                                                             121
      14

                                                   2024            2023
                                                  6    30        12    31




                             (i)                      22,659          20,778


                                   (ii)           162,085         162,085


                    (iii)                             50,000          50,000
                                          (iv)        45,091          42,425
                                                      78,768          83,127


                                                  358,603         358,415


                       (v)                       5,175,672       4,629,141


                                                 5,534,275       4,987,556


                                                            –              –


                                                 5,534,275       4,987,556




             (i)



             (ii)




122   2024
14

     (iii)




     (iv)
             11.66%   11.66%

     (v)


15

                                2024           2023
                               6    30       12    31




                           41,200,596       35,820,648
                               108,944        235,328
                                    8,051         34,036


                           41,317,591       36,090,012


                               (336,340)      (357,690)


                           40,981,251       35,732,322




                           40,961,455       35,628,795
                                   19,796     103,527


                           40,981,251       35,732,322




                                                           123
      15


                                   18,993,000
                      34,096,000
                 194,381,000           730,000,000




                                                     2024           2023
                                                  6    30          12    31




             1                                  40,967,972     35,698,101
             1    2                                   1,192             13,571
             2    3                                   4,264             12,028
             3                                        7,823              8,622


                                                40,981,251     35,732,322




                                                              15    30




124   2024
15

                               [2020]4
                     [2020]5




     [2012]102




                 9




                                         125
      16

               2024            2023
              6    30        12    31




                  23,129          39,503
                        –        38,022
              213,946         171,795
                  28,041          28,041
             1,580,226       1,714,770
              209,750         209,750
             1,657,056       1,362,108


             3,712,148       3,563,989


             (432,752)        (437,969)


             3,279,396       3,126,020




126   2024
17

                                           2024          2023
                                          6   30       12   31




                                          177,230       163,273
           (i)                            307,000       295,800


                                          484,230       459,073




     (i)
                 1.15%   2.69%   1.15%   2.93%


18

                                           2024          2023
                                          6   30       12   31




                                                   2             1
                                         3,027,234     4,562,081


                                         3,027,236     4,562,082




                                         3,027,236     4,562,082


                                         3,027,236     4,562,082


                                                                     127
      19

             (a)

                                                           2024               2023
                                                          6 30              12 31




                            (i)                        11,316,690          11,025,086
                            (ii)                       54,091,996          55,643,634

                            (ii)                       11,950,938          10,328,396

                            (i)                         1,205,598             627,000

                            (i)                           503,033             546,816
                          19(c)
                                                          606,096             658,096
                                                       10,281,000          10,296,444


                                                       89,955,351          89,125,472


                                   19(b)
                                                        (4,512,661)        (7,532,462)
                                                          (939,253)        (1,338,600)
                                                           (20,710)           (82,765)
                                                       (10,345,642)        (6,862,553)


                                                       74,137,085          73,309,092




                   (i)                                            3,517,120,000
                                       3,586,436,000                  2,826,000
                                       2,899,000


                   (ii)                                               58,159,000
                                       76,947,000



128   2024
19

     (b)

                                        2024         2023
                                       6 30        12 31




                 (i)                    140,000      150,000
                                     15,140,371   17,255,311

                                     12,044,000    8,671,000

                                       849,588      556,000

                 (i)                   112,000              –

                 19(c)(ii)           12,000,000    7,050,000


                                     40,285,959   33,682,311


                             19(a)
                                      4,512,661    7,532,462
                                        939,253    1,338,600
                                         20,710       82,765
                                     10,345,642    6,862,553


                                     56,104,225   49,498,691




           (i)




                                                                 129
      19

             (c)

                                                                               2024              2023
                                                                               6   30        12    31




                             (i)
                                                                          10,345,642         6,862,553
                                                                               541,454       4,091,987



                                   (ii)                                   12,000,000         7,050,000




                   (i)                                                                                  2
                                                                       4.32%             4.57%
                                                  81,737,086

                                                                  10
                          3.2%            3.3%

                                                                7.91
                          3.05%           3.15%

                                                                  20
                          3.05%           3.10%

                                                                 29.9
                          2.70%           2.80%

                                                                  20
                          2.93%           2.99%

                                                                  15
                          2.65%           2.70%

                   (ii)                              1.75%     1.77%




130   2024
20

               2024          2023
              6    30      12    31




             3,292,544     6,175,103
             2,841,844      934,732
                  52,962        18,765
              208,385       121,623


             6,395,735     7,250,223




               2024          2023
              6    30      12    31




     1       6,304,600     7,221,790
     1   2        64,027        11,680
     2   3        11,372         9,261
     3            15,736         7,492


             6,395,735     7,250,223




                                         131
      21

                                                                                         2024         2023
                                                                                     6     30       12    31




                                                                                   9,313,222       8,963,910
                                                                                   1,108,421         224,041
                                                                                     450,955         515,728
                                                                                   2,670,263         673,790
                                                      (i)                          1,510,956       1,442,513
                                          (i)                                        244,764         268,159
                                                (i)                                      39,866          39,647
                                                                                     117,468             85,793
                                                                                   1,226,874       1,493,034


                                       (ii)                                              19,622          24,301
                                                                                     236,604         143,125


                                                                                  16,939,015      13,874,041




             (i)


             (ii)                                           Longyuan Mulilo De Aar Wind Power (RF) Proprietary
                     Limited   Longyuan Mulilo De Aar 2 North (RF) Proprietary Limited




             (iii)




132   2024
22


                    220,524,000                                  193,313,000
                             45,577,000                                   27,603,000




23

     (a)


           (i)




           (ii)


                                                                6    30

                                                              2024             2023




                                  2023   12   31
                                                   0.2225
                  2022               0.1171                 1,860,113          981,528




                                                                                         133
      23

             (b)


                                                                             2024                   2023
                                                                            6   30               12    31




                                             1.00    (i)                   5,041,934            5,041,934
                   H                1.00     23(c)                         3,317,882            3,340,029


                                                                           8,359,816            8,381,963




                   (i)                                                                     3 4 5 ,5 7 4 ,1 64
                          SZSE: 001289
                                                                                       1                A
                                   0.3407             A
                                                           8,381,963,164         5,041,934,164          A
                         3,340,029,000   H




134   2024
23

     (c)


                                                                        55,246,000
                                11,812,000   H      H         0.3536%
           0.1409%


                                                 56,648,000
           10,335,000   H   H         0.3094%                 0.1233%




     (d)


           (i)




                                                                                     135
      23

             (d)


                   (ii)


                           10%
                                 50%




                   (iii)




                   (iv)




136   2024
23

     (d)


           (v)



                  [2022]136




24

                                                              3+N
                              20         3.47%




                                                              300




     34,605,000                                  97,393,000
                                   196,400,000




                                                                    137
      25

             (a)




                      13




                   




                   




                   




138   2024
25

     (a)




                                   2024 6 30


              2024
           6 30


                         1                2              3




             162,085          –                –     162,085


              50,000          –                –      50,000


              22,659     22,659                 –            –


             484,230    177,230          307,000              –


           40,706,172         –        2,571,435    38,134,737




              19,622          –          19,622              –




                                                                   139
      25

             (a)




                                           2023 12 31



                      2023
                   12 31


                                 1                2              3




                     162,085          –                –     162,085


                      50,000          –                –      50,000


                      20,788     20,788                 –            –


                     459,073    163,273          295,800              –


                   35,320,784         –        2,912,556    32,408,228




                      24,301          –          24,301              –




140   2024
25

     (a)




                                                         JIBAR
                                                 JIBAR




                               EV       EBITDA
           EV   EBIT   P   E        P   B




                                                                 141
      25

             (a)




                   P B     1.1–1.2   10%
                                            15,938,000




                         25%–29%     10%
                                            5,605,000




142   2024
25

     (a)




           2024           2023
           6   30        12    31




           162,085        166,315
                    –        (4,230)


           162,085        162,085



     (b)




                                        143
      26




                            2024        2023
                           6   30     12   31




                         16,098,322   9,804,170



      27




                                      6,869,000
             7,236,000




144   2024
28

     (a)




               6    30
             2024          2023




            127,711        46,778
             31,489       245,030



           2,088,669     1,115,369
            348,706       338,508



             (23,295)      (37,595)



             (18,788)      (14,364)



           4,995,542     3,795,614
            690,598       247,000



            237,581       161,135
              9,876         9,482



              1,134        15,799



                                      145
      28

             (a)


                                                        6    30
                                                      2024              2023




                                                      11,295            11,165
                                                              –            8,379




                                                       5,800                1,355




                                                   (1,031,546)         (237,474)




                                                     170,111         2,161,350


             (b)


                                                            1,334,098,000
                                   2,365,644,000                       14    15
                   16   19   20   21   22


             (c)




146   2024
28

     (c)




           147
      28

             (c)




                        6    30

                      2024           2023




                   16,322,345     17,247,976
                     457,080        965,058
                        3,334       142,289
                    1,295,267      1,472,834
                   (3,191,470)     5,657,902
                     (560,950)    (2,157,852)
                    2,575,721      2,216,719




148   2024
28

     (c)




              2024           2023
             6    30       12    31




           33,520,741     35,383,680
                 13,803         29,067
            1,062,469      1,623,419
           81,491,497     82,352,481
            1,212,085      2,805,186


     (d)


              2024           2023
             6    30       12    31




             367,320        220,930




                                         149
      29

             (a)




                   206,950,600
                                 100%




150   2024
29

     (a)




                         2023 12 31

                             2023




           184,906,736       681,773     185,588,509
            45,008,403        47,313      45,055,716


           229,915,139       729,086     230,644,225



            76,634,457       530,976      77,165,433
            71,254,606         2,192      71,256,798


           147,889,063       533,168     148,422,231



            70,580,395       195,918      70,776,313
            11,445,681              –    11,445,681


            82,026,076       195,918      82,221,994



           229,915,139       729,086     230,644,225




                                                       151
      29

             (a)


                                 2023 6 30

                                      2023




                   20,511,489         13,863      20,525,352
                   (11,895,940)        (6,015)    (11,901,955)
                    8,615,549          7,848       8,623,397
                    6,998,909          2,740       7,001,649
                    5,834,442          2,740       5,837,182
                         3,427               –         3,427


                    5,837,869          2,740       5,840,609




                    5,124,290          2,740       5,127,030
                      710,152                –      710,152




                    5,125,675          2,740       5,128,415
                      712,194                –      712,194



                         59.97               –         60.01




152   2024
29

     (b)



               100%




           1   100%   133,290


           2   100%    90,267


           3   100%    93,188


           4   100%    62,000


           5   100%    94,000




                      472,745




                                153
      29

             (b)




                   1,093,706
                         24
                    112,741
                        526


                      2,583
                    108,228
                      4,534
                     50,167


                   1,372,509




                   (604,830)
                      (9,010)


                   (266,738)


                   (880,578)


                    491,931




154   2024
29

     (b)




                                      2024
                                     6    30




                                     472,745
                                      (31,674)
                                      (50,167)


                                     390,904




                                     491,931
                                     (472,745)


                                         19,186




                        33,195,000
           31,214,000




                                                  155
      30


                                         27%
                                     1,319,150,000




                                                180   210      1.73%   1.75%
                     4,600,000,000                          2.07%   2.50%
             8,000,000,000




156   2024
                6     30
                                          2024           2023
               2024           2023       6 30          12 31




             3,827,268     4,961,177   72,954,170     71,113,786




       (i)      7,793          7,793     (308,933)      (316,726)
(ii)          179,593        152,821             –             –
                5,815          5,239      12,370         (20,747)




             4,020,469     5,127,030   72,657,607     70,776,313




                                                                     157
      (i)
                 1




      (ii)           [2022]136


             3




158   2024
1+1+4+N   +                      +4   +




                          100%




ESG




              1   1,000




                                          159
                        1            1




                        1    1,000


                        1            1


             2024   8   30




                        1    1,000


                        1            1




160   2024
2024   1   1   2024   6   30




                               161
      China Longyuan Power Group
           Corporation Limited*




                              6   c
      20     2006




                     6    c




                    348
                5




162   2024
                      29



       10
        8



                      28
                169
2–9




                      13




        27




            1
        19




                           163
      H




                 183
               17     1712–1716




      H      00916
      A      001289




                     86 10 6388 8199
             86 10 6388 7780
             www.clypg.com.cn
             lyir@ceic.com




164   2024
* 僅供識別