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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4月版)(英文版)(44页).pdf

上传人: Kell****reet 编号:1226765 2026-05-06 44页 2.18MB

1、EDF PresentationApril 20252DisclaimerThis presentation is for information purposes only and does not constitute an offer or solicitation to sell or buy instruments,part of thecompany or the assets described here,or any other interest,in the US or any other country.This presentation contains forward-

2、looking statements or 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 are fundamentallyuncertain and imply a certain amount of risk and uncertainty which is beyond the c

3、ontrol of EDF.As a result,EDF cannot guarantee thatthese assumptions will materialise.Future events and actual financial and other outcomes may differ materially from the assumptionsused in these forward-looking statements due to risks and uncertainties,including,and not limited to,potential timing

4、differences and thecompletion of transactions described therein.Risks and uncertainties(notably linked to the economic,financial,competition,regulatory and climate backdrop)may include changes ineconomic and business trends,regulations,as well as those described or identified in the publicly-availab

5、le documents filed by EDFwith the French financial markets authority(AMF),including those presented in Section 2.2“Risks to which the Group is exposed”of theEDF Universal Registration Document(URD)filed with the AMF on 27 March 2025(under number D.25-0183),which may be consultedon the AMF website at

6、 www.amf-france.org or on the EDF website at www.edf.fr and the activity report at 31 December 2024,availableonline on the EDF website.EDF and its affiliates do not undertake nor do have any obligation to update forward-looking information contained in this presentation toreflect any unexpected even

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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%为脱碳能源(核电78%、可再生能源17%),碳强度仅30gCO₂/kWh。 2. **财务表现**:2024年营收€1187亿,EBITDA€365亿,净投资€224亿,净财务债务€543亿,94%投资符合净零目标。 3. **战略目标"Ambitions 2035"**: - 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。 - 灵活性:27GW灵活资产(储能、需求响应),支持电网稳定性。 - 客户服务:G4国家890万客户,年减碳4500万吨。 4. **核电与可再生能源**:核电装机67.8GW(全球领先),可再生能源装机39.5GW(水电22.7GW、风电/太阳能16.8GW),规划项目114GW。 5. **绿色融资**:发行€198亿绿色债券,支持可再生能源与电网升级,获 Moody's 1.5°C路径认证。
**EDF的碳中和目标?** **核电占比多少?** **绿色债券规模?**
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