交银国际：下调龙源电力(00916)目标价至7.81港元维持“买入”评级

智通财经2025-05-02

智通财经APP获悉，交银国际发布研报称，下调龙源电力(00916)目标价至7.81港元，维持“买入”评级。考虑到公司第一季度风电交易电价及经营开支水平，该行下调公司2025/2026年获利预测约2.4%/2.4%。公司2025年第一季纯利同比减21.9%至19.8亿元人民币(下同)，该行认为主要是火力发电业务剥离后减少利润约1亿元，另外经营开支同比成长远高于收入増长所致。第一季度公司新增装置容量...

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交银国际：下调龙源电力(00916)目标价至7.81港元 维持“买入”评级

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交银国际：下调龙源电力(00916)目标价至7.81港元维持“买入”评级