智通财经APP获悉，美银证券发布研究报告称，见行业更多正面催化剂，利好利润率及销售，并重申华润燃气(01193)“买入”评级及燃气分销商首选股，基于该股最能受惠于未来天然气供应过剩，且最不受气体直接销售的影响。
此外，考虑到明年起流通股数减少、利润率上升、明年销售增长及上调未分配支出预测，该行调整公司今年至2026年每股盈利预测，下调2%至上调1%，目标价由36港元上调至36.7港元。
报告指，见到燃气行业一连串正面消息，包括华润燃气及新奥能源(02688)股份回购，安徽推广工业由燃煤改用燃气，合肥住宅燃气价格上调，以及俄罗斯或于12月起增加对中国天然气出口。
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