公用事业板块2024年中报总结：下半年火电业绩继续向好，蓄水支撑水电表现

       20% 300 10% 0% -10%     14000 / 30% 600 / 1200% 500 1000% 12000 25% 400 10000 20% 300 800% 200 600% 8000 15% 100 400% 6000 10% 0-100 2019 2020 2021 2022 2023 24H1 200% 4000 5% -200 0% 2000 0% -300-400 -200% 0 -5% -500 -400% 2019202020212022202324H1 20% 17.7% 15.3% 14.5% 12.4% 11.5% 8.9% 7.1% 4.9% 6.4% 5.2% 5.8% 1.3% -0.5% 2019 2020-250.421% 2022 202324H123H1 15% 10% 5% 0% -5% -10% / 2000 25% / 600 30% 18001600 20% 500 25% 1400 400 20% 1200 15% 15% 1000 300 10% 800600 10% 200 5%0% 400200 5% 100 -5% 0 0% 0 -10% 2019 2020 2021 2022 2023 24H1 20192020 2021 20222023 24H1 60%50% 51.2% 53.3% 47.0% 46.1% 47.6% 47.8% 44.1% 16%14% 40% 32.5% 35.6% 31.5% 31.0% 30.9% 33.0% 29.1% 12%10% 30% 8% 20% 6%4% 10% 2% 0% 0% 2019202020212022202324H123H12019202020212022202324H123H1 / / 1800 1600 1400 1200 1000 800 600 400 200 0 2019202020212022202324H1 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% 250 200 150 100 50 0 2019202020212022202324H1 16% 14% 12% 10% 8% 6% 4% 2% 0% -2% 50% 45% 40% 35% 30% 25% 20% 15% 10% 5% 0% 45.5% 41.8% 42.9% 40.4% 38.0% 39.0% 40.1% 28.2% 28.8% 21.7% 21.0% 20.8% 23.1% 20.5% 2019202020212022202324H123H1 16% 14% 12% 10% 8% 6% 4% 2% 0% 2019202020212022202324H123H1 48.9% 42.0% 44.7% 46.3% 43.0% 44.1%44.1% 28.1% 27.6% 30.6% 27.2% 22.0% 22.4% 22.9%     