金吾财讯 | 交银国际发研报指，新奥能源(02688)公布3季度营运数据，期内零售气量同比上升5.5%，售气毛差为每立方0.54元人民币。零售气销售量及毛差均符合预期。目前公司维持2024年全年零售气销售量增长5%及板块毛利增长10%的指引。泛能板块方面，3季度/前九个月销售量同比增长13%/21%，管理层预计今年4季度售热量环比上升，加上新增项目带来新的收入贡献，仍预期全年售能能基本达到同比增长20%的年度指引。该行指，泛能板块4季度仍有可见度较高的增量，支撑全年增长达标。管理层表示全年实际资本开支较大可能低于指引。至于如何运用余下的资金，管理层表示会优先减少银行货款，再考虑是否增加回购或分红。该行维持盈利预测及65.10港元的目标价不变，维持买入评级。
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