【港股通】新奥能源(02688)跌3.43% 大和指美国关税使中国宏观前景受压 工业能源需求受拖累

金吾财讯
16 Dec 2024

金吾财讯 | 新奥能源(02688)股价震荡下行,截至发稿,跌3.43%,报54.85港元,成交额1.44亿港元。大和发研指,美国明年或对中国商品加征关税,令中国宏观经济前景仍然受压,拖累工业能源需求,大和维持新奥能源2024至2026年盈利预测不变,虽然对市场需求持审慎看法,但目前仍看好新奥的天然气销售,相信通过提升市场份额、发掘新客源,以及2025年潜在寒冬,或支持新奥能源应对2025年夏季的潜在销量下滑,维持目标价为56元。该行将新奥能源的评级从“跑赢大市”降至“持有”,呼吁投资者在近期该公司股价相对强势时可适度先行获利离埸。

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