智通财经APP获悉，华润燃气(01193)再涨超4%，截至发稿，涨4.11%，报30.45港元，成交额2526.41万港元。
申万宏源指出，降本及居民顺价双重利好下，城燃企业扣非/核心盈利能力普遍同比显著回升。部分燃气贸易企业在国际LNG贸易毛差回落的情况下，利润同比下降或增速放缓。接驳业务对各城燃公司利润贡献保持下降趋势，未来影响有限。综合能源及增值业务发展迅速，长期增厚城燃公司业绩。
摩根士丹利发布研报称，上调华润燃气目标价2%，从33.4港元升至34.1港元，主要反映盈利预测更好，维持“增持”评级。大摩表示，上调对华润燃气2024-2026年盈利预测2%，计及2024年上半年的实际业绩，主要是利润率预测更好及将估值延伸至2025年及按13倍市盈率，原为2024年市盈率14倍。
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