智通财经APP获悉，大和发布研报称，料香港中华煤气(00003)半年盈利同比跌0%至5%，受可持续航空燃料需求疲弱影响，但由去年8月煤气加价所抵销。 但今年下半年展望将转弱，因煤气加价影响被去年下半年基数效应减弱，且美国关税带来的紧急订单亦将可能消失。该行亦料煤气内地售气量将同比增长1%至2%，未能符合指引的5%增长，并导致下月公布中期业绩时向下修订。
该行本港公用股首选为长江基建集团(01038)及电能实业(00006)，基于Northumbrian Water业务受惠下月的监管重设，英镑兑美元升值或引发市场上调盈利预测，该行料长江基建及电能实现上半年净利润增长单位数。此外，潜在并购将为正面催化剂。
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