智通财经APP获悉，新奥能源(02688)涨超7%，截至发稿，涨7.56%，报58.3港元，成交额5.01亿港元。
消息面上，新奥能源将于3月26日发布2024年全年业绩。建银国际表示，新奥能源去年的盈利下滑属市场预期之内，认为今年的盈利回升潜力及股息上扬将带来更佳的估值。该行预期新奥去年核心盈利将同比减少10%。撇除LNG结算收益的影响，该行预计集团去年国内业务利润将同比增长8%，又料零售气量增4.4%，销气价差(dollar margin)升4分至每立方米0.54元人民币。尽管集团整体盈利下降，惟相信其有计划增加派息，以维持股息持平至温和增长。
华源证券指出，2025年城燃公司管道气成本较2024年维持相对平稳，成本波动将主要源于进口LNG价格变化。当前国际天然气价格维持相对低位，随着后续顺价继续推进，城燃公司毛差有望进一步回升。从行业发展阶段来看，城燃逐渐步入成熟期，红利价值较以往更加凸显。
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