智通财经APP获悉，交银国际发布研报称，下调新奥能源(02688)目标价至74.6港元，维持“买入”评级。该行下调公司2025/2026年盈利预测4%/6%。第一季零售气量同比增0.3%，仍优于内地第一季天然气表观消费量的同比减2.2%。毛差方面则环比有改善改善，该行估计相较去年1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，居民接驳同比减16%至28.7万户，仍在预期之内。泛能业务方面，第一季销售量年比増长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。公司的私有化方案仍需母公司的股东大会，港交所及其它内地监管的审批。预期公司应可在今年第四季推行股东大会寻求私有化方案的通过。
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