摩根大通发布研报称，龙源电力(00916)去年业绩展示其前景黯淡，惟股价已反映不少负面因素。该行将龙源电力今明两年盈利预测分别下调9%及11%，目标价由7.3港元下调至7.2港元，维持“增持”评级。对于有投资者就100%可再生能源交易政策将如何影响公司运作提出疑问，龙源电力表示，有效的成本结构是一个重要的关注领域，而这在一定程度上可通过规模经济来实现。该行虽然同意集团在有关方面具有一定优势，但认为新政策令电价前景变得不明朗。

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