智通财经APP获悉，昆仑能源(00135)再跌超4%，截至发稿，跌3.86%，报7.47港元，成交额9534.45万港元。
交银国际发布研报称，由于2024年四季度开始的冬季较往年暖和，内地天然气需求在2024年11月出现同比下跌，该行亦调低公司工商业及居民用气量。公司加气站业务在2024年开始与母公司资源重组，该行估计公司仍在2024下半年转让经营权，因此在期内仍有约5亿方来自加气站的销售。该行估计公司在2024年全年零售气销售同比增长8.6%。
花旗则表示，昆仑能源的零售燃气销量增长较低及液化天然气(LNG)接收站利用率下降，而零售燃气销售单位成本下降所带来的美元利润率上升无法抵销。因此，该行分别下调集团2024至26的净利润预测2%、4.6%及4.9%。此外，花旗认为中国的燃气分销商会在3月的财报季中，对今年的零售燃气销量增长作出较为保守的指引。
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