大行评级｜摩根大通：上调龙源电力目标价至8.8港元 维持“增持”评级

Core Viewpoint - Morgan Stanley has raised the profit forecast for Longyuan Power for the fiscal years 2025 to 2027, reflecting the wind power trends and operational performance in the second quarter of this year [1] Group 1: Financial Projections - The new target for wind and solar capacity by 2035 has been set at 3600 GW, enhancing Longyuan Power's long-term outlook [1] - The target price for Longyuan Power has been increased by 16% to HKD 8.8, based on a target price-to-book ratio of 0.85, up from the previous 0.75 [1] Group 2: Regulatory Environment - Uncertainties regarding electricity price regulation and power rationing may improve as regulators seek to attract capital expenditure [1]