JP-CLPG@EC2612A

JPMorgan Reports: Longyuan Power's Q1 Profit Declines

Huatai Securities predicts Longyuan Power's 2026 net profit growth of 14%

Longyuan Power Sees Decline in Revenue and Net Profit in Q1

Longyuan Power Completes 1.8 Billion Yuan Super Short-term Financing Bill Issuance

CHINA LONGYUAN released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue HKD 8.92 B, actual EPS HKD 0.2201

GNEC New Energy Development Co., Ltd Established with Registered Capital of 197 Million Yuan

China Longyuan FY2026 Q1 Earnings Release on April 29 During-Market BJT

J.P. Morgan Downgrades Longyuan Power's Earnings Forecast and Rating

Longyuan Power Announces 2026 March Generation Volume Data

JPMorgan Chase International Maintains Buy Rating and Target Price for Longyuan Power

Longyuan Power's Hainan Qiyuan Offshore Wind Power Project First Batch of Units Grid-connected Generation

Longyuan Power Announces 2025 Annual Report with a 28.78% Decrease in Net Profit

CHINA LONGYUAN released FY2025 Q4 earnings on March 31 After-Market (BJT), actual revenue HKD 8.932 B, actual EPS HKD 0.0177

CHINA LONGYUAN released FY2025 earnings on March 31 After-Market (BJT), actual revenue HKD 33.07 B (forecast HKD 34.88 B), actual EPS HKD 0.5917 (forecast HKD 0.7803)

CHINA LONGYUAN to Release FY2025 Earnings on March 31 After-Market (BJT), Forecast Revenue HKD 36.69 B, EPS HKD 0.7969

GIC Private Limited reduces holding of Longyuan Power by 3.473 million shares

Longyuan Power Adds Wind and Solar Capacity, Boosts Green Certificate Trading and International Cooperation

Longyuan Power's Electricity Generation Increased by 12.05% in January 2026

Liaoning Company's 200 MW Shahai Wind Power Project Achieves Full Capacity Grid Connection

Citi Assigns Neutral Rating and Lower Net Profit Forecast for Longyuan Power

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China Longyuan Power Group (SEHK:916) reported Q1 2026 earnings with sales of CNY 7,867.53 million and net income of CNY 1,623.83 million, both lower than last year. The stock's P/E ratio is 11.4x, cheaper than the Hong Kong market average of 12.7x but higher than some peers. Despite a 14.30% total shareholder return over the past year, recent share price declines raise questions about its valuation. The SWS DCF model estimates a fair value of HK$3.94, indicating the stock may be overvalued based on cash flow. Investors are advised to reassess their positions.

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CHINA LONGYUAN

Assessing China Longyuan Power Group’s Valuation After Softer Q1 2026 Results

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CHINA LONGYUANshares rose 5.11% to HKD6.58, with UBS reporting 1Q results in line with expectations, despite a 14% YoY net profit decline to RMB1.7 billion. Revenue fell 4% YoY to RMB7.9 billion, impacted by weaker wind power generation, although solar revenue increased by 27%. Citi expressed caution, noting the profit miss and attributing it to reduced wind farm utilization and lower solar tariffs. UBS maintains a Buy rating with a target price of HKD7.8, while Citi holds a Neutral rating with a target price of HKD7.0.

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CHINA LONGYUAN  Rises 5%; UBS Says 1Q Results In Line; Citi Urges Caution

JP Morgan published a research report indicating that CHINA LONGYUAN's profit last year fell by 27% year-on-year to 4.6 billion RMB, which was 25% below expectations. The bank stated that due to the challenges faced by CHINA LONGYUAN in wind power generation utilization and electricity price outlook, it has lowered the company's earnings forecast for the next two years by about 40%, reducing the target price from 8.6 RMB to 7 RMB, and downgraded the rating from "Overweight" to "Neutral."

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JP Morgan lowered the target price for CHINA LONGYUAN to 7 yuan and downgraded the rating to "Neutral."

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CHINA LONGYUAN announced that in March, it completed a power generation of 6.2855 million megawatt-hours, a year-on-year decrease of 16.94%. During the month, wind power generation decreased by 24.88%; solar power generation increased by 36.81%. In the first three months, the cumulative power generation reached 19.8211 million megawatt-hours, a decrease of 2.29%

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In the first quarter, CHINA LONGYUAN's power generation volume decreased by 2.29% year-on-year

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China Longyuan Power Group has scheduled its 2025 AGM for April 29, 2026, in Beijing. Shareholders will review the board report, profit distribution, and director remuneration. The board seeks mandates for debt financing and share issuance, which could enhance capital management and support expansion. Current analyst rating for the stock (HK:0916) is Hold with a price target of HK$7.50. The company is a leading renewable energy generator in China, particularly in wind power, with a market cap of HK$111.8B.

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Penghua SSE STAR New Energy ETF

China Longyuan Power Seeks Wide Financing and Share Mandates at 2025 AGM

According to China Energy Investment Corporation, Longyuan Power's Hainan Qiyuan Offshore Wind Power Project has officially connected its first batch of units to the grid for power generation, marking a new breakthrough in the scaled operation of large-capacity offshore wind turbines in China

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Qiyuan Offshore Wind Farm's First Batch of Units Connected to Grid, Expected to Generate 150 Million kWh Annually

China Longyuan Power Group (SEHK:916) reported weaker 2025 results with sales of CN¥30,252.71 million and net income of CN¥4,526.22 million, both down from the previous year. The stock has faced pressure, with an 8.69% decline over 30 days. Its P/E ratio stands at 11.4x, higher than peers but lower than the broader Asian renewable sector. A DCF analysis suggests an intrinsic value of HK$12.83 per share, indicating a significant discount at the current market price of HK$7.04. Investors are advised to assess the balance of risk and reward in light of these mixed signals.

Assessing China Longyuan Power Group’s Valuation After Weaker 2025 Results And Earnings Decline

JP-CLPG@EC2612A(28093.HK)