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三井物产株式会社法国电力集团(EDF):投资者路演——建设面向未来的电力系统(2025年12月版)(英文版)(39页).pdf

上传人: Kell****reet 编号:1226763 2026-05-06 39页 1.95MB

1、EDFPresentationDecember 2025DisclaimerThis presentation is for information purposes only and does not constitute an offer or solicitation to sell or buy instruments,part ofthe company or the assets described here,in the US or any other country.This presentation contains forward-looking statements or

2、 information.While EDF believes that the expectations reflected in theseforward-looking statements are based on reasonable assumptions at the time they were made,these assumptions arefundamentally uncertain and imply a certain amount of risk and uncertainty which is beyond the control of EDF.As a re

3、sult,EDFcannot guarantee that these assumptions will materialise.Future events and actual financial and other outcomes may differmaterially from the assumptions used in these forward-looking statements,including,and not limited to,potential timingdifferences and the completion of transactions descri

4、bed therein.Risks and uncertainties(notably linked to the economic,financial,competition,regulatory and climate backdrop)may includechanges in economic and business trends,regulations,as well as those described or identified in the publicly-availabledocuments filed by EDF with the French financial m

5、arkets authority(AMF),including those presented in Section 2.2“Risks towhich the Group is exposed”of the EDF Universal Registration Document(URD)filed with the AMF on 27 March 2025(undernumber D.25-0183),which may be consulted on the AMF website at www.amf-france.org or on the EDF website at www.edf

6、.fr andthe activity report at 31 December 2024,available online on the EDF website.EDF and its affiliates do not undertake nor do have any obligation to update forward-looking information contained in thispresentation to reflect any unexpected events or circumstances arising after the date of this p

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1. **核心业务与规模**:EDF是全球低碳电力领导者,2024年发电量520.3TWh,94%为脱碳电力(核电78%、可再生能源11%等),客户4150万,营收1187亿欧元,EBITDA 365亿欧元。 2. **战略目标**:通过“Ambitions 2035”计划,聚焦三大方向: - **低碳发电**:75%可调度能源,年新增8GW可再生能源,目标2050年净零排放(碳强度22gCO₂/kWh)。 - **灵活性解决方案**:部署27GW灵活资产(储能、需求响应等)。 - **客户脱碳**:在法推动150TWh电力替代化石能源,G4国家覆盖800-900万客户。 3. **财务表现**:2024年净投资224亿欧元,净负债543亿欧元(EBITDA覆盖率1.49倍),绿色融资197亿欧元,评级BBB+(惠誉)。 4. **核电与可再生能源**:核电装机67.8GW(全球领先),可再生能源管道114GW(海上风电57GW、太阳能50GW)。
**EDF的核能优势?** **绿色融资进展如何?** **2035战略目标是什么?**
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