大和发表研究报告指，港华智慧能源(01083.HK) 第二季业绩符合预期，但指引逊于预期。尽管公司透过其可再生能源业务的轻资产业务模式持续进行现金回收，但其自3月14日发布2024年业绩以来股价上涨约三成，因此将其评级由“跑赢大市”下调至“持有”，目标价由3.45元上调至4.1元。
报告指出，港华智慧能源修订后的指引逊于该行的保守预测，包括零售销气量按年增长率预测由原先5%下调至1%；及接驳费用收入按年下降10%至15%，因此，该行将公司2025至27年的每股盈测下调4%至6%。另外，集团首次派发中期股息，其今年全年的资本开支指引由31亿元下调至28亿元，相信将支持其今年总股息增长。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-15 16:25。)
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