星展发表研究报告指，龙源电力已实施多项策略以减轻电价下行的影响，包括参与绿电交易、在电价较高地区执行战略性交易，以及提高长期合约售电比例等，而这些策略似乎已见成效，今年首季公司风电电价仅按年下降1.6%，而光伏电价保持相对稳定。另外，公司调整增长策略，重点提升现有项目效益、优先开发高回报新项目，并以质量取代规模扩张。 该行指，鉴于增长前景平淡，维持对公司“持有”评级，H股目标价由6.7港元上调至7.2港元，A股目标价由16.6元上调至17.5元。该行估计公司今年将新增5吉瓦装机容量，明年则放缓至2.8吉瓦。今年上半年发电量按年增长12.5%，高过预期，令该行将全年发电量增长预测上调3.4个百分点至约12%，连带将2025及26年盈利预测上调3%至6%。
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