华泰证券发表研报，将港华智慧能源(01083.HK) 2024至2026财年核心净利润预测，分别下调6%、6%及3%。并指天然气销量增速受工业需求拖累，但顺价与降本助力毛差持续修复，料其城市燃气业务有望实现温和增长。
该行表示，在轻资产模式下，港华智慧能源工商业分布式光伏权益装机或将保持稳定；分布式光伏政策变化影响有限，看好再生能源的利润与现金流贡献。另外，港华智慧能源具备高股息特征，若派息比例保持2023年同等水平，预计其2024至2026财年股息率将分别为6.3%、6.6%及7.4%。
华泰证券将港华智慧能源2024至2026财年销气增速预测，分别下调至6.6%、5.8%及5.2%；整体销气毛差预测调整至分别每方0.51、0.52及0.53元人民币(下同)；城市燃气销气毛差分别为每方0.57、0.59及0.61元；至于再生能源净利润预测分别下调1%、9%及8%。
华泰证券将港华智慧能源目标价由3.93港元下调至3.98港元，维持“买入”评级。(js/k)
(港股报价延迟最少十五分钟。沽空资料截至 2024-12-11 12:25。)
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