智通财经APP获悉，华润燃气(01193)涨超4%，截至发稿，涨4.31%，报30.25港元，成交额1.1亿港元。
消息面上，东吴证券此前指出，截至2024年6月，国资委为公司实控人，间接持有61.47%股份。截至2023年底，集团层面注册城市燃气项目数已经达到276个，遍布全国25个省份；2023年公司零售天然气销气量387.80亿方，约占全国消费量10%，为全国最大的城市燃气运营商。公司每股派息额由2016年的0.45港元稳步增长至2023年的1.16港元，复合增速14.5%；2023年公司现金分红总额为26.8亿港元，分红比例51.25%，为股东创造稳定增长的回报。
瑞银称，基于快于同业的售气增长，该行认为润燃估值应可回复至明年预测市盈率13至15倍，与历史平均值的15倍看齐。华泰证券则表示，顺价机制完善、综合服务与综合能源业务贡献增量，看好华润燃气24-26年盈利能力修复、自由现金流增厚，派息比例提升幅度有望超预期。
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.