长江证券研报指出，大唐发电为大唐集团旗下火电业务最终整合平台，同时稳步推进装机结构的绿色低碳转型。当前，火电业务仍为公司经营重要支撑，公司业绩受燃料成本影响较大，但清洁能源业绩的稳步扩张，一定程度上平滑了煤价波动对公司业绩的不利影响。公司火电资产核心布局于京津冀及内蒙古等北方区域，从1-6月各省代理购电价格来看，北方地区电价降幅普遍优于南方地区，公司电价相对而言更具韧性。公司多元布局清洁能源，新能源方面，公司新能源装机节奏相对克制、注重效益，且以更具优势的风电为主。在煤价温和波动、电改深化的背景下，公司凭借其优质资产布局与机组效率，火电业绩弹性释放潜力有望高于行业，同时清洁能源多元化布局能够平滑周期波动并贡献增长动能。给予公司“买入”评级。
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