中国中冶2023中期报告

..2023830.2023........ 46918535674849297 A H 20231 12023630 A1.00 20232023 3,344.5915.65%98.9914.46%72.1822.90%7,218.9111.58% 23582023-2025 160MMPEPC300 172524 18143,5214.8 A+H162023ENR2505202350020 5455342848,0002009882015~201720005563602135288281,0536113530033776 20099212009924AMSCIHESGBMI . . . . . 1. 20236302023630 3,344.5920222,892.02452.5715.65%86.79202273.5713.2217.98%72.18202258.7313.4522.90%0.2620220.2420236306,672.22202212315,853.93818.2913.98%20236301,750.55202212311,619.18131.378.11%7,218.9120226,470.00748.9111.58% 2. (1)3,177.5120222,707.95469.5617.34%(2)77.85202290.3112.4613.79%(3)68.95202268.000.951.40%(4)42.82202235.936.8919.18%(5)4.26202227.6223.3684.57% 3. (1) . . 20236 30202212 31 . ✔ 11 ✔ .2023 . 1. 2023243,1133.8%3.2% 102 2022-20352021-2035 20257.320202.96 2. 20236,979.9111.13%216.1531.27% 5190% (1) 2021-2025181938.8913.45% 160MMPEPC 3 (2) 3 156.0230.83(EPC)30.2429.95G85G76ZCB127.66PPPEPC21.2716.98-16.59PPP15.510S2614.8 1EPC28.42EPC27.738.625.44A23.25(EPC)19.8618.4712.9810.6 (3) 6,000 2023EPCEPC EPC EPCEPC160MWEPC 1. 2023 2. 14.096.1263.52.0%61.145.8%37.585.3% 35TOP10TOP102022-2023202350306AAA (1) 1231.74.8 (2) 1.362.712.05 (3) 10.0430.84++A-1 2023420231-3TOP20 (4) 4.0322.25150 (5) 25.6759.0477#20236 20236 1. 2. 3. APEC 32165T3723GWh2x1000MW 1. 202324,2058,7032,1292,83535.5%2.1%9.3%21.3% 2. 202310.1 (1) 128142023103%16,8001,51416,9911,49527.99.0 (2) 3984202327108%4,20922,0824,86116,9642.98,014 (3) 18520238,57342564,8297,4525.36,334 (4) 300 (5) 1,108 (6) 2,6502,5885,3504.431.2308 350300t/aVAD6,000t/aPCVD10920246 . REITs 1+M+N 819 194870 . 334,458,86015.65%9,898,57814.46%7,217,53622.90% . 2. (1)1 2 0 2 32 0 2 28.80%8.55%0.25 3 202320228.34%10.97%2.63 2023202213.36%12.04%1.32 2023202234.51%46.30%11.79 1 3 (3) 12,365,0253.70%5,069,0011.52% 4,117,0041.35%2,453,6640.81% 3. (1) 202320221,392,3141,227,62013.42% (2) 202320225,425,5254,939,7149.83% (3) 20232022248,599109,355127.33% 4. 5. (1) 2 0 2 32 0 2 2-14,516,419167,70820232022 (2) 20232022-2,517,715-1,594,881 (3) 2 0 2 32 0 2 231,102,86522,233,423 6. (1) 20236302022123162,107,58545,485,41336.54% 2 0 2 363 02 0 2 21 23 114,434,05912,017,19623.24%26.42% 20236 3020221231111,553,99993,439,67319.39% 20236302022123185,438,92379,948,6316.87% 20236 3020221231139,798,996106,826,60030.87% 2 0 2 363 02 0 2 21 23 122,514,52122,026,2932.22% (2) 20236302022123142,350,72020,192,878109.73%20236 302022123137,351,14228,840,67329.51% 66,819,75012,727,85330,628,34117,939,996 202363020221231230,345,733187,160,13423.07% 20236302022123164,374,84874,016,21213.03% 2. (1)36,399,6245.46%(2)✓ 3. 70 1. 2. 3. 5. 1,371.1135.59%903.64467.47490.70880.41 1. 20236 30202212312,056178,026175,97020236302022123133,886,07031,863,6956.35%20236 30202212311,067,430939,92513.57%2023 6 30202212 313,980,5324,477,89511.11% (3) 3 . 1. 2023 2. 3. 202320234.4%5.2% 1+M+N 4. 2023 5. 2023 6. 7. 8. 9. 10. + . 14364 20236306 . 20236 26202212202220222022202220222023202320232024A12022 . ✓ . ✓ ✓ ✓ . 2023630620236306 . 202333 2.83COD6.520.75 1. 1GB18918-200212≤12 2[2019]3COD30mg/L1.5mg/L 1. 1. 2. 2023 (1) (2) (3)2SNCR+ (4)100%(5)+A/A/O+(6)MSBR+ 3. 201993(1)[2019]1102020920201216202129312 202042[2020]3720211231 2019711[2019]101202110 20 [2018]18[2020]22[2020]21[2019]09 [2019]481 4. 202199420602-2021-005M 20211230131022-2021-044-M 20237920233421181-2019-043L 2023216360782-2023-001-L 5. 6. ✔ 7. ✔ 1. 854.59 2. (1) 123 4 (2) 1 2 UV 3 3320m5520m2221120mSO2NOX320m 4 6100% 3. ✔ 4.5-6.03-430%-40% 2023514205192023 +1,0001,0001 2,000m32023715%CO240 21140101.00.25-0.36% . 2023 1,7445807461981490321213202142202252202360 2023311.0818.35832202.08 +5511251125432140%30%20%10%6,000 . . ✔ . ✔ . 20236262022202320232023 . ✔ . ✔ . . ✔ . . 1. 20233 2920232024 2. (1)(2)(3) 1. ✔ 2. 3.✔ 4. ✔ 1. ✔ 2. 3. 1. 2. 3. ✔ 1. 4. . -102,000,000.00(A)843,090,302.02 31%20%30%19%20167201682019959.36201983020203 202363093.9 . 20236212023202336315,00015020238 14202391120232023818 . 4.✔ . 336,8730 (1)2023630 (2)H . 1. 20236 30XV352 2023630XV352 2. 20236 30 3. 2023630336 2023630336XV23 . ✔ . 33594,95695,291118,782 85,0343,6775,5611,01995,291 . 1. 2. 3. ✔ 4. 5. 10% . . ✔ (2023)60923904_A115 20236302023630 2101 20238 30 . 20236 30 .) 20236 30 363738394041422343 .) 20236 30 . 20236 30 . 20236 30 . 2023630 . 6364 . 66 . . 2023630 . . . 2023630 . . . . 1.2.1. . . 2023630 . 2023630 . . . 2023630 . . . . . . . . 1. ✔ 2008610[2008]52820081212813,000,000120099143,500,000A20099212009916H2,610,0002009924AH350,000A261,000HH261,000H19,110,000 20162016A2016H[2016]1794201612261A1,613,61920,723,619 201512 820195 2018103%59.18%56.18% 20199201911224,685ETF56.18%55.10% 202051,227,760A5.92%55.10%