预测2H24 盈利同比+21%我们预计2H24 华润燃气归母净利润同比+21%至20.1 亿港元。截至2 月16 日收盘,华润燃气股价较24 年10 月高点已调整接近23%,我们判断2H24 气量及业绩潜在不及预期风险或已基本含在股价中,公司已具备较高长线配置价值。关注要点股价或已基本反映2H24 潜在气量及业绩压力。基于1)2H24 中国天然气表观消费量增速出现放缓;2)公司重要合营公司津燃华润...
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