智通财经APP获悉，新奥能源(02688)涨超3%，截至发稿，涨2.66%，报67.6港元，成交额2.01亿港元。
消息面上，国元国际指出，根据私有化方案，新奥能源母公司新奥股份收购的理论总价值为每股80港元，较现价仍溢价约26%。而80港元股价由现金和换股两部分构成，现金支付为每股24.5港元，换股支付为每股2.94股新奥股份H股。根据方案，新奥股份H股上市后股价中间值为18.86港元，对应2025年动态PE约10倍，基于公司业绩和分红的稳定增长，未来H股估值仍存在一定潜在上升空间。总体来看，公司私有化方案定价合理，充分考虑了现有股东和长期股东的利益。
该行指出，从公司公告的进展来看，目前仍需等待中国内地相关政府部门的登记备案，中国证监会批准/备案和香港联交所上市批准以及独立股东至少2/3投票通过这三项先决条件达成，期待四季度获得新进展。
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