中国神华2023中期报告

( 於中華人民共和國註冊成立的股份有限公司 ) 股份代碼 : 01088 中 期 報 告2023 862023 2591863698096102152 EMMJORC China Shenhua Energy Company LimitedCSEC/China Shenhua2022729 22100011(8610)5813 3355(8610)5813 1814/1804ir@csec.com 154B(852) 2578 1635(852) 2915 0638 22100011(8610)5813 1088/3399/3355(8610)5813 1814/1804 2210001122100011www.csec.comwww.shenhuachina.comir@csec.com www.sse.com.cnwww.hkexnews.hk 20231112122023428 2023 26%36%11.4%0.48%8 1913 ESGESGWind-ESGAAA 6470 2023825 2023 煤礦COAL MINE 電廠POWER 港口PORT 鐵路RAILWAY C1.神朔鐵路Shenshuo RailwayC7.甘泉鐵路Ganquan RailwayC4.大准鐵路Dazhun RailwayC9.黃大鐵路Huangda Railway D3.珠海煤碼頭Zhuhai Coal DockD2.天津煤碼頭Tianjin Coal DockD1.黃驊港Huanghua Port C2.朔黃鐵路Shuohuang RailwayC8.准池鐵路Zhunchi RailwayC5.包神鐵路Baoshen RailwayC10.塔韓鐵路Tahan Railway 1 1. 2023(GDP)5.5% 2. (1) 20232023630NCEI5,50070127722 18.74.6%81.3%2.293.0%83.6%62.0 20235.1%7.2%59.0%11.2% (2) 2023(Refinitiv)20231-66.411.9%2.129.3%1.72.2%9,2806.8%4,04018.6%3,4108.7%20231.18.7%20236NEWC137.965.7% 3. 202343,0765.0%41,6803.8%29,4577.5%4,50422.9%5,599 20231.47,84255.6%2023627.110.8%13.918.6%51.5%3.413.611.442.1%3.4 6,0001,733442,142841,2394522,24410458.5% 202326,5016.7%61.5%0.921,1425.9% 4. 2023 20041120056200710 2023630327.4135.3202363040,3532,4082.72.1860 (1)(2)(3)(4) 2023169,4422022165,5792.3%52,300202255,7296.2%36,861202242,4931.85520222.13913.3% 2023 1. (1) 2023 18.4%1.5% 17.0%3.6% 1.160.7157.62.02.217.9210.13.7159.3160.0(0.4)58.650.117.0 1.150.4145.23.62.100.6103.2(2.5)3.22.620.311.34.72.265.89.75.78.864.422.4 1.100.2084.7918.22.94.2679.6018.4 1.181.3183.7(1.3)2.170.1174.6(2.6) 2023 (3) (4) 202346,349202258,36320.6%202318,234202216,30911.8%20239,54420223,163201.7% (5) 202392520221,02810.0%ECP 2. 202371%12%17%0%202273%7%19%1% 2. 202363034,8925.2% 3. 20236308,209 1. (1) 2023160.72022157.62.0%19.9202222.919.0202221.9 600800 19375441976 (2) 2023217.92022210.13.7%58.6202250.117.0%94.344.0%82.238.4% 202360120226335.1% (3) 2023630327.420221.6135.320223.656.420222.131.420220.4JORC96.420221.6 20230.875.820229.7 2.106 (4) (1)67%(2)19%(3)14% 2. (1) 2023100.20202284.7918.2%94.26202279.6018.4%91.8997%41820224121.5% 202323202329420222973 202350177.71141502.2427 (3) 40,35339,16497.1%52 (4) 20232,5092,2202896,0002,2441265 (5) 20233.281,0881,082 (6) 20235,914 (7) 2023364.42022380.54.2% 202314.2% 202333.8202232.15.3%44.176.6% 3. (1) 202334.5 2023150.42022145.23.6%22,123202221,0125.3%1,030.43.0%1,05219.5% (2) 20230.08320220.06920.3% 4. (1) 2023100.62022103.22.5%22.6202220.311.3% 5G+ 25607.92022271.4124.0% (2) 5. (1) 202372.2202265.89.7%78.8202264.422.4% (2) 20230.03020220.03923.1% 6. (1) 3030 2023 2023351.42022358.31.9% (2) 20232.5 2023162,91496.1%6,52844.3%20233.8111.1% 2023EMM120230.64 1. 20235,73520225,880 2. ✔ 3. 2023168.1364.6428.55 2023 5. 6. ✔ 1. 1.2.202342,99710,9663.202310,5974,506 2. ✔ 2022 1. 2. 3. 4. 5. 6. 3,7081,433 7. 8. 9. 1361562022729 2023111202342820236306 822311 20222023517 202382320236306 2023 571XV 1. 2. 202361620222023A2023H20236162023617 20231113.05 2023428 202363081,84313,859 2023616202220222.55506.652022 ✔ 1. 202363036 (GB13223-2011)(GB13271-2014)(GB16171-2012) (COD)(GB8978-1996) 20233100% 20231029,036 2. 3. 4. 5. 7. ✔ 2. 3. ✔ 20235.811.30 20234,6621481,817672 33,83528815218.2 2014627142014627H628A2015100%100%51% 201852014(1)20153(2)2007201831H32A 2023616202220288272023428H429A 2023100%100%2023625H626A ✔ ✔ 202361620222023AH ✔ ✔ ✔ ✔ ✔ 2023630 ✔ 1.2023 69.52%2021102220212021827202120232021202320212023202312312022624202120212023202220232022325H326A2022 60%202162520202021326202120232021202320221028202220222023202211202312312022923H924A2022 202342820232025202311202512312023428H429A 202210282023112025123120221028H1029A2022 2. 54,73632.3% 1. ✔ 2. 2022113020202212120221130 3. 40%60%7413 2. 3. 4. 5. (1)(2) 3,332.34 (1)56.61%2011200814.22%20082027207.47201120262029 11.82 98.82914.22%2023630190% (2)3,274.395 1. 2. 20201248 20236305% 1. 20236306 8.08 2. ✔ 3.✔4.✔ ✔ 160,207A158,314H1,893 ✔ 2023630571XV336 XV3362023630 ✔ ✔ ✔ 10315120236303434 2410 202363034 108 2023630 2023630 2023630 2023825 113151 2023630 2023630 2023630 (ii)1 (iii) 10%50% 200950%201011 25% 6302022630 (iv) (v) 202363029,6312022123129,631 113151 2023630 2023630 2023630 2023630 1 (i)(ii) 2004118 2003123120031231 200411815,000,000,0001.00 20053,089,620,455H1.007.50308,962,0451.00H3,398,582,500H 20071,800,000,000A1.0036.99A 2023630 1 2017828[2017]146 20171127 2 342023825 202320223 34 2022 2023630 2 20222022202212312023324 3 •17•8•12•12 17 17417 8 2023630 3 12 2023630202263043334333202363020221231202211191142867468531177433 12 2023630 4 2023630 4 2023630169,3852022630165,559 15 2023630 5 (1)(2)(3)(4)(5)(6) 5 (a) 20232022630 2023630 5 (b)20232022630 5 (c) 20232022630 2023630 5 (c) (i)(ii