龙源电力2023中期报告

. . . . . . . . . . . . . . .2. . . . . . . . . . . . . . .6. . . . . . . . . . . . . . . .62. . . . . . . . . . . . . . . . . . . . .68. . . . . . . . . . . . . . . . . . . . .70. . . . . . . . . . . . . . . . . .79. . . . . . . .81. . . . . . . . . . . . . . . . . . . .84. . . . . . . . . . . . . . . . . . . .87. . . . . . . . . . . . . . . . . . . .89. . . . . . . .91. . . .148. . . . . . . . . . . . . . . . . . . . .150. . . . . . . . . . . . . . . . . . . . .154 202363020226 302 0 2 22023630198.472022216.628.4%69.99202263.0910.9%51.24202243.3218.3%0.599720220.50520.094520236308.05 1. 6. . 2023 202343,0765.0%1.344,62820%2,66330% 20231-61,733441,23783658322,14284 202363027.110.8%13.918.6%51.5%3.43.913.7%4.739.8%4.24.5%13.63.8%5,6762.2% 1. 202312023 2023250% 202342023 20234 20234 2. 202312023 202342023 20235 3. 2023535kV 2023565 20236151.5 . 2023202336515.414125.2032390.21202339,746,8209.48%33,108,4219.57%5,027,9224.61%1,610,47696.75% 2023 202323.80% 202339,746,82033,108,4219.57%20231,271202298 20222023 5,027,92220224.61%20232,68220221292023 2023 202329.3477.94%15.3214.024.013.071.581.49 2023GIS651002023 202336515.414125.2032390.21202363031,623.2526,317.043,431.211,875 2023 2023457202247821469202248617313202247215941520224238 202357%–22% 202314136 2023 202311300 20233 20232023630132,0561,3333,133377,4921,5442,06894,6461,237687 2023CDMCCERVCS1722023 . + ++ 20236303671,961204471101+2+N5459 68 . 202358.34202251.4013.5%51.24202243.3218.3%59.97202250.529.45 2023198.472022216.628.4%(1)2023152.152022142.949.216.4%2022(2)202320220.130.13(3)202319.01202220.401.396.8%2022 (4)202315.07202242.3727.3064.4%20224.4220224.230.194.5%2022(5)20234.6020223.121.4847.4% 20236.6520226.128.7%2022 2 0 2 3118.962022140.7915.5%126.550.8122.793.17 2 0 2 352.85202249.676.4%(1)20222.795.9%(2)20220.3830.3% 202317.27202218.084.5%2023 202314.68202241.2364.4%(1)202258.8%(2)202213.6% 202320220.130.13 2 0 2 321.82202218.4718.1%(1)(2)(3) 2 0 2 30.5820221.0243.1% 20233.1320223.5411.6%2023 2 0 2 33.3220223.310.3% 20235.2520225.413.0%20220.57 2 0 2 386.16202281.965.1%(1)3.64(2)1.00(3)0.90 202315.63202217.7612.0%(1)20221.83(2)202320221.02(3)202320221.02(4)202320220.90(5)20220.80(6)202320220.14(7)202320220.06 20230.5320221.110.5852.3%20232022 202311.64202211.690.4%10.9% 2 0 2 358.34202251.4013.5% 202351.24202243.3218.3% 2023152.152022143.066.4% 202383.37202279.734.6% 2 0 2 341.03202269.4740.9%(1)2023202227.30(2)202320221.39 20232.0820223.0832.5% 20234.6120223.1247.8%20232022 20232.3120221.4163.8% 20232.5920221.9433.5% 20230.0820220.87 20236302,333.40202212312 , 2 3 2 . 2 2101.18(1)40.62(2)60.56 20236301,491.72202212311,434.7756.95(1)83.33(2)26.38 2023630723.9720221231684.4939.482023 2023630569.2720221231528.6540.62 2023630713.8920221231740.2726.38 2023630144.62202212312 1 1 . 6 267.0020236 300.80202212310.710.094.25 20236301,256.71202212311,213.0843.6320236 30516.88152.3422.3813.88739.83109.291,177.1027.3538.38202363017.66109.29202363013.88 202363092.86202263066.0440.6%36.7253.82 202363056.24%2022123156.19%0.052023 2023 2023 202363036.330.04132.58 20236 300.150.07 2023630176.6920221231183.386.69 202379.982022160.4780.49 2023111.79 202325.30 . 1. 20252023 2. 20232023631 3. 4. 5. 6. 1,875202315 7. 2023 . 2023 2023 1.2.3.4.5.6. . DB 32/4041-2021 20236 20 8 20231+ 2023415.18156.9127.43% 2023 120221113.825 CNASCNAS 2023 . 20234,5251,80095019184.945034.94 202356,4326,20020020102 2023ESGESGESGESGESG2023ESG2023• 20231 12023630 2023112023630 20238 29202363020233420236 30 20236308,381,963,1648,381,963,1641.00A5,041,934,164H3,340,029,000 2023630 20236 30 2023630XVXV78352 20236 30XV23 1.2023630 2.4,908,598,141A4,602,432,800A212,238,141A93,927,200A 3.266,843,581H262,000,153HWellington Management Group LLPWellington Management Company LLP4,843,428HWellington Management GroupLLPWellington Management International Ltd.Wellington ManagementGroup LLPH 4.1,918HWellington Management Group LLPWellington ManagementCompany LLPWellington Management Group LLPH 5.2 8 0 , 7 6 3 , 2 3 8H1 , 5 8 0 , 0 0 0HB l a c k R o c k , I n c .B l a c k R o c kInvestment Management, LLC7,396,000HBlackRock, Inc.BlackRockFinancial Management, Inc.38,383,693HBlackRock, Inc.BlackRockInstitutional Trust Company, National Association84,225,000HBlackRock, Inc.BlackRock Fund Advisors3,721,000HBlackRock, Inc.BlackRock Advisors, LLC8,852,848HBlackRock, Inc.BlackRockJapan Co., Ltd.851,000HBlackRock, Inc.BlackRock AssetManagement Canada Limited1,930,000HBlackRock, Inc.BlackRockInvestment Management (Australia) Limited2,664,370HBlackRock, Inc.BlackRock Asset Management North Asia Limited6,564,586HBlackRock, Inc.BlackRock (Netherlands) B.V.752,105HBlackRock, Inc.BlackRock Advisors (UK) Limited91,000HBlackRock, Inc.BlackRock International Limited21,166,000HBlackRock, Inc.BlackRock Asset Management Ireland Limited73,188,000HBlackRock, Inc.BLACKROCK (Luxembourg) S.A.6,7