AI智能总结
2024( A) 2024233.8421%,0.3016649.11,1202422.80202532716,278,611,4250.1616126.31 ✓ “” ✓ 2024 2024“” 05与投资者共享发展成果持续回报股东 202421%1103.016649.11 101.616126.31530 20241231 稳中求进 向新而行高质量发展实现新突破 “”1 “” 5 6 4 7 16 20 63 89 96 119 126 128 153 “”“” 200610820061215H01800.HK201239A601800.SH 34139 “”“”“” “”“”“”1771612734“” 4351304004612623919657237,175 19AA18ENR50063 “”“”“” () () 12.310.47 ✓ () ✓ () ✓ () ✓ 20096113“”“” 2024 ✓ 11 ✓ ✓ ✓ ()2024 20241-1218,811.857.30%95%17,005.82526.461,160.17119.40 1. 3,597.26510.3312.50%19%3,446.4428.41111.7510.65 2. 7,053.4746.43% 3. 764.09109.75%813.84146.41%85.05248.26% 4. 1,293.831,290.473.36BOT746.95183.46363.4258%14%28%1,100.84 2024123134,867.73 “” “”“” 2024 2024”“7,719.44233.841.3718,811.857.30%7,053.4746.43%202434,867.7319A18ENR 2025”“”“”“”“ ”“”“”3.0“”“ ”“ ”“ ”“”“”“ ”“”“”“”“ 2025”“”“ •2025327 “”“” () “”“” () 10%-30%1-3 2007“”“” 34139 “”36% “” “”1,29034%“”PPP ””ESGESG“”“”“”18“”82.91%2.3% “2.0” 2025“”9“”281001847124””“”2023-2025“1+4+N”“1+4+O+P”“O”“”“”62“” 3,597.2612.50%22%15%14%13%9%8%3%2%2%1%11%39%27%13%6%6%9% ,“”384.675%53“”2,732.18“”“”T4“”“” “”“”“+”“” AIBIM+BIMGIS AI+AI “” 7,05346%825“” “”“”“”“”pre-REITs “”“”LNG“”“”“” “” “”“” “”“”215“”“” 4351304004612623919657237,175 263.933.42%“”5000t“”“”“”“”“20”“”“” ””BIMAIBIM 631839421,800300 911511218 102025327 ””2024 2024“”202411292024 ””2024“”“” REITsABS49.56ABS--REITs--ABSABS22ABSREITs41.88REITsREITsPre-REITsREITs 20245.0%“”“”“”“” 18,811.857.30%2024123134,867.73 3,597.26510.3312.50%19%3257.6750%20241231139 7,053.4746.43% 764.09109.75%813.84146.41%85.05248.26% 1,293.831,290.473.361,100.84 1. 5.0%20244.4%41.7%13.5% 2024926“”“” “”“”“”“”“”“”“3060”204.69 2. “”“”“”“”2024ENR25015.1%, “”“”“”“”“”“”“”“” 3. 1 17,005.829.12%3,446.44488.941,268.391,095.042024123129,473.41 876.342,751.88162.609,768.563,446.445%16%1%58%20% 876.343.68%5%17.8811.82 20241-111,979.668.3%“”“”2,500 2,751.8821.15%16%789.94778.10 20241-1123,627.0210.8%“”“”42,00031,00010,50019,00031,80012,000“” “+”G76G5615EPCG109 “” 8,50611.2%2.6%162.601% “”“+”3(SNSG-2“” 9,768.5623.20%58%460.58305.12 42%17%6%4%2%2%2%25% 2024“” “”“”5G+ 中国交通建设股份有限公司 “”155.33L1201200MWEPC405EPC+150MW/15MWhEPCEPC(EPCEPC 3,446.44488.9416.78%20% “”“”“”-EN1OXAGONT4 2 600720.SH20231228 “” 526.465.94%28.414.03202412311,792.20 3 1,160.172.67%111.7515.84202412313,286.26 “”, 4 3.6416.07/ 119.4020241231315.86 4. 1 3 5. 2024“”“”PPPPPP 20241,293.8338% “”“” 1 1,293.831,290.473.36BOTBOO746.95183.46363.4258%14%28%1,100.84 2 4,393.84968.74 1,792.041,661.74 3 20241231(1,950.07323383.2923.40202412311,118.27 () ✓ 20249“”“” ””””“”“”””“”””20251.5””2030 “” () ✓ 2025“”“”“”“”“” “”“+”PPP ””“”“”“”35300“” ””“”“”17“” ””“”“+”“”5GAI+ ”3.0”“3.0”“1+4+N”“”“”“”KKH-“”“”“”“”“” () ✓ 202418,811.8595%7,719.4494% 7.1%5% 7,719.441.74%1,352.61188.1716.39%18% 948.420.74%12.29%0.31 364.290.09%4.72%0.08 363.810.01% 233.841.81%1.37 () 1 2 ✓ (1). 7,719.441.74%7,669.361.76%2.34%-23.27%11.14%34.69% (2). 6,814.352.34%755.921.92%11.09%0.48 362.6323.27%72.7017.22%20.05%1.47 EPC 593.9611.14%75.958.43%12.79%0.32 260.1234.69%30.26104.51%11.63%3.97 (3). ✓ (4).✓ (5). 6,771.026,631.662.10%6,735.346,591.812.18%2.89%-24.65%11.55%28.90% 948.42955.530.74%934.02945.061.17% 12.29%0.3112.18%0.36 (6). ✓ (7).✓ (8).A.✓ 3,687,8004.78%1,385,2001.79% 50%5 ✓ B. ✓ 1,562,3823.41%00% 50%5✓ 3 ✓ 30.91,25.4821.33% 179.88188.034.33% 259.98273.184.83%3.37%0.23 -7.12-11.38 4 ✓ (2). ✓ (3). ✓ 2024 (4).✓ 5 -15.08-9.00 6 -61.32-68.93 7 3.065.11 8 364.29363.980.09%4.72%0.08 9 363.81363.780.01% 10 60.3461.4216.59%16.88% 11 303.47302.360.37% 12 69.6364.208.45% 13 233.84238.161.81% 14 ✓ 125.06120.61296.19558.69416.40503.32 ()✓ () ✓ 1 12 2 ✓ (1)1,994.3010.73% (2)✓ 3✓ 4 ✓ 2024307.51428.9728.32%BOT124.72205.0780.35 () ✓ 1 ✓ ✓ ✓ 2 ✓ ✓ ✓ 3 ✓ ✓ 4 18,811.85 5 ✓ 34,867.738,679.7226,188.01 ✓ 6 ✓ () ✓ 1✓ 2 ✓ - 4✓ ()✓ () ✓ :: () ✓ 2024123121.094.9116.18 ✓ “”“” 130 “” 2007 “” 202412313,531.52/100/35.32(202331.60)/ 2024123162.12 20241231/5%/1.55/ “+” ✓ ✓ “” “” 74ESGESG 10 ESGESG 4 ✓ ✓ ✓ ✓ ✓ () 1 ✓ 2 ✓ () ✓ () ✓ () ✓ () ✓ ✓ () ✓ ()✓ ✓ () ✓ ✓ () () ✓ () ✓ 20242024“”“”730077.2“” () ✓ 2024233.84125.0620241,951.49 20242024233.8421%,0.3016649.11 202422.80202532716,278,611,4250.1616126.31 () ✓ 2024422023 202461720232023 2024710A2023 2024813H2023 2024112920242024 2025122A2024 2025127H2024 () ✓ () ✓ () ✓ () ✓ () ✓ () ✓ ✓✓ ✓ ()✓ () ✓ 2023 ✓ 2024123120241231 ✓ ✓ “”“” ✓ 2024123120241231 ✓ 2024A42.4%12.7%H74.2%16.3%“” 2024 1. 20248 2. 2024412024A+H“+++”2023“”“” 3. “” 20247“”“2.0”60 20249“‘’”“”“”“”30 4. “” “”“” 5. IRIRE100%122202440795,000 1. 202023“” 2. 4“”“++”12,500 1.“” 2024 2. “”“” 202411“A”“-”“-”“-”“2024”“2023”“2024”“-”“