花旗对华润燃气(01193.HK) 开启为期30天的正面催化观察，预计其股价将上涨，驱动因素是该行认为可能从本周开始的股份回购。在本月早些时候的花旗中国会议上，公司表示计划回购3%的股份，相当于6,800万股。以当前股价约21.6元计算，回购成本将为14.7亿元。公司已为此准备19亿元的现金，资金充裕。回购的股份将被注销。股份回购将增厚每股盈利。考虑到过去三个月日均成交量仅1,000万股，6,800万股的回购应对股价产生显著影响。
从基本面来看，华润燃气2025年前四个月表现平淡，零售燃气销售量按年下降0.8%，每立方米利润率上升0.01人民币至0.46至0.47人民币/立方米，新接驳量按下降24%，综合服务收入按年持平。评级“买入”，目标价25元。(ad/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-27 12:25。)
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