MORGAN STANLEY cut Longyuan Power (00916.HK) H-share PT to HK$6 from HK$7.5 (-20%) and A-share PT to 14.6 yuan from 17 yuan (-14%), while maintaining a market-weight rating. It trimmed 2026 and 2027 revenue forecasts by 15% and 11% and cut profit forecasts by 45% and 32%, citing weaker-than-expected wind resources from El Nifio that reduced wind generation, higher market-traded electricity volumes that further pressured wind on-grid tariffs, and the removal of VAT refunds for onshore wind projec

2026-09-09

MORGAN STANLEY cut Longyuan Power (00916.HK) H-share PT to HK$6 from HK$7.5 (-20%) and A-share PT to 14.6 yuan from 17 yuan (-14%), while maintaining a market-weight rating. It trimmed 2026 and 2027 revenue forecasts by 15% and 11% and cut profit forecasts by 45% and 32%, citing weaker-than-expected wind resources from El Nifio that reduced wind generation, higher market-traded electricity volumes that further pressured wind on-grid tariffs, and the removal of VAT refunds for onshore wind projects from Nov 2025. The bank expects utilization hours to moderately recover in 2027–28 after El Nifio subsides.

其他消息
2026-09-09

The Islamic Revolutionary Guard Corps' Aerospace Force said early on Sept. 9 local time it launched a heavy missile strike on a US military base in Jordan in retaliation for a US attack on an Iranian oil tanker. The statement said the ballistic missile strike hit maintenance and deployment hangars and fighter shelters for F-35, F-16 and F-15 aircraft, causing heavy damage, and warned its continued vigilance and combat readiness will persist until the aggression stops.

2026-09-09

Sept 5-8 — Liu Haixing, minister of the International Department of the CPC Central Committee, led a party delegation to Uzbekistan and Azerbaijan. In Uzbekistan he met President Shavkat Mirziyoyev and leaders of the Senate, legislature and ruling party; in Azerbaijan he met Prime Minister Ali Asadov and New Azerbaijan Party deputy chairman Bahram Budagov. He participated in a Central Asia session on Xi Jinping Thought, a China–Central Asia party dialogue, and attended the opening of a China Stu