《大行》交银国际降新奥能源(02688.HK)目标价至74.6元 首季销气量受暖冬影响

阿斯达克财经
Apr 29, 2025

交银国际发表报告,指新奥能源(02688.HK) 首季季度零售气量按年增长0.3%,仍优于内地首季度天然气表观消费量的按年下降2.2%。毛差方面则环比有改善,该行估计相较去年首季度每方0.48元人民币的水平应有较大增长。新增接驳方面,居民接驳按年下跌16%至28.7万户,仍在预期之内。泛能业务方面,一季度销售量按年增长9.9%至100亿千瓦时,该行认为暖冬对泛能销售量仍有一定影响。公司的私有化方案...

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