The analyst rating for CHINA LONGYUAN was maintained at "Hold" despite an 11% year-over-year decline in profit after tax for the first half of 2025, which was below expectations. The decision to keep the rating at Hold was influenced by the positive surprise of an interim dividend distribution. Additionally, while the company faced pressure on electricity tariffs due to an increase in market-based transactions, it implemented effective measures to mitigate this impact, resulting in only a 3.7% decrease in wind tariffs and stable solar tariffs. The broker adjusted the target price from $7.2 to $7.1, reflecting a cautious outlook amid the challenges.
