智通财经APP获悉，交银国际发布研报称，维持龙源电力(00916)“买入”评级，目标价下调至8港元。该行估计公司2025年盈利同比温和增长4.8%，同时维持公司2025年10.5倍市盈率的估值标准，因每股盈利预测下调及汇率变动下调目标价，预计2024全年盈利约61亿元人民币，同比微跌1%。
该行预计公司2024全年盈利约为61亿元人民币，同比微跌1%。主要原因是风电2024年发电量同比下跌1%，同时公司出售火电项目股权在第三季度完成，减少了下半年火电业务的盈利。
该行关注公司会否因上网电量及电价的新政而在年中加快装机进度，认为适逢公司决定剥离火电业务，加快新能源装机亦对公司盈利结构起稳定作用。
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