兴证国际：维持龙源电力(00916)“增持”评级国补加速现金流改善

智通财经2025-11-20

智通财经APP获悉，兴证国际发布研报称，维持龙源电力(00916)“增持”评级，25Q3营收同比增长，但受绿电量价波动及去年同期处置火电资产产生高基数影响，归母净利润同比下降。国补回收加速推动经营性净现金流大幅提升53.33%，公司风电发电量稳健增长，光伏发电量同比激增成为亮点，尽管短期业绩承压，但其海风与大基地项目储备为中长期增长提供支撑。兴证国际主要观点如下：业绩表现前三季度龙源电力实现营业...

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兴证国际：维持龙源电力(00916)“增持”评级 国补加速现金流改善

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兴证国际：维持龙源电力(00916)“增持”评级国补加速现金流改善