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富腾集团第一季度发电量、销量和价格均上涨,但下调了核能展望。

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-- 芬兰国有能源公司富腾(Fortum)周三公布的第一季度财报显示,其发电量、需求和价格均大幅增长。 该公司总发电量从去年同期的12.3太瓦时(TWh)增至13.0太瓦时,主要得益于水力发电量从5.2太瓦时增至5.9太瓦时。 其他业务板块表现不一,核电发电量从6.5太瓦时降至6.4太瓦时,风电发电量维持在0.3太瓦时不变,而热电联产发电量则从0.3太瓦时略微增至0.4太瓦时。 需求方面,北欧电力销售量小幅增长至15.2太瓦时(TWh),高于去年同期的15.0太瓦时,其中包括12.2太瓦时的北欧直接销售量。同时,北欧地区的热力销售量达到1.0太瓦时,其他市场达到1.6太瓦时,分别高于去年同期的0.8太瓦时和1.5太瓦时。 该公司还实现了较高的实际价格,达到每兆瓦时62.5欧元(73.14美元),高于去年同期的60.1欧元。该公司表示,这主要得益于“强劲的两位数优化溢价”,即通过交易和资产优化活动在现货价格之上获得的额外收益。 富腾预计其2026年的核电发电量将在23.5至24太瓦时之间,略低于此前的预期。 该公司还以每兆瓦时 39 欧元的平均价格对 2026 年剩余时间的 75% 发电量进行了套期保值,并以每兆瓦时 40 欧元的价格对 2027 年预期产量的 60% 进行了套期保值。

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