兴证国际:首予龙源电力(00916.HK)“买入”评级 有望率先受益行业估值修复

智通财经
Sep 12, 2025
【兴证国际:首予龙源电力(00916.HK)“买入”评级 有望率先受益行业估值修复】智通财经APP获悉,兴证国际发布研报称,首次覆盖龙源电力(00916.HK)给予“增持”评级。短期业绩因绿电量价波动承压,海风及大基地等在手项目保障中长期成长性,看好公司作为头部风电企业的先发优势与市场竞价优势,政策催化下有望率先受益行业估值修复。该行预测公司2025-2027年归母净利润分别实现64.31亿元、72.20亿元、79.34亿元,同比+0.1%、+12.3%、+9.9%,对应2025年9月9日收盘价PE估值为9.4x、8.4x、7.6x。

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