【大摩下调中国燃气目标价5% 评级“与大市同步”】金十数据12月12日讯，摩根士丹利发报告指，下调中国燃气(00384.HK)目标价5%，从8港元降至7.6港元，评级“与大市同步”。大摩下调对该公司2025—2028年盈利预测9—13%，主要原因是2025财年上半年业绩疲弱，液化天然气利润差于预期，以及工业燃气量疲弱。对该公司的基本假设认为，2025财年燃气销售同比增2.6%，2026财年及2027财年各增2.6%及5%。大摩认为2025财年的燃气销售利润率为0.53元人民币/立方米，2026和2027财年的燃气销售利润率分别为0.54元和0.55元人民币。认为2025—2027财年的增值服务利润增长8—10%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.