智通财经APP获悉，摩根大通发布研报称，上调龙源电力(00916)2025至2027财年盈利预测，以反映今年迄今的风力发电趋势及第二季度营运情况。新公布的2035年风能+太阳能容量目标3,600吉瓦提升了龙源电力的长期展望。电力价格监管及限电的不确定性可能改善，因监管机构试图吸引资本支出。基于0.85倍的目标市净率(原本0.75倍)，小摩将龙源电力目标价上调16%至8.8港元;维持“增持”评级。
小摩表示，国家方面宣布，到2035年，中国风能及太阳能目标为3,600吉瓦，龙源电力作为中国容量最大的风电场营运商，将从容量增长中受益。风能/太阳能电场的电价监管存在不确定性，以及限电的周期性逆风。然而，随着监管机构的发展方向，小摩认为这些问题将有所改善，以吸引资本支出部署容量。结合2025年第二季度观察到的各种营运趋势，小摩将龙源电力2025至2027财年盈利预测上调5%至6%。
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