智通财经APP获悉，新奥能源(02688)再跌近5%，截至发稿，跌4.64%，报港43.54元，成交额1.24亿港元。
消息面上，新奥能源的私有化计划告吹。美银证券发布研报称，终止私有化交易会影响新奥能源的企业管治形象，意味着母公司或牺牲少数股东的利益以换取自身利益。终止交易亦反映，随著中东冲突后天然气结构性成本下降趋势可能较迟实现，天然气分销商正面临更多挑战。
花旗表示，新奥能源私有化交易已等待中国证监会批准近一年，且满足所有条件的时间表尚不明朗。从基本面来看，新奥能源前景并不好，零售天然气销售增长乏力，新增家庭用户数减少，综合能源销售额下降。该行认为，私有化计划的取消意味着该股近期内不会出现任何积极因素。对于其2026年预测股息率为6.4%。
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