智通财经APP获悉，龙源电力(00916)跌超4%，截至发稿，跌4.19%，报5.71港元，成交额1.35亿港元。
消息面上，龙源电力昨晚公告称，该公司2025年3月按合并报表口径完成发电量756.75万兆瓦时，同比下降2.46%，主要原因为，公司自2024年10月起不再拥有火电控股装机，本月未产生火电发电量。本月风电发电量同比增长7.57%，光伏发电量同比增长45.63%。截至2025年3月31日，公司2025年累计完成发电量2028.61万兆瓦时，同比下降4.42%；剔除火电影响同比增长8.81%，其中风电增长4.37%，光伏增长55.65%。
摩根士丹利发布研报称，根据龙源电力去年财报，下调集团收入和净利润预测。据公司的最新指引，新装机的预测较低，且利用时数略低，假设上网电价上升，而少数股东权益增加，将目标价由9.8港元略为下降至9.7港元，续予“增持”评级。
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