投资要点:全国城燃旗舰,背靠华润集团;公司主要布局一二线城市城燃项目,区位优势奠定核心资产属性。公司大股东为中国最大的多元化央企集团之一华润集团。华润集团2004 年进军城燃业务,并于2007 年成立华润燃气。历经多年自建及收购,截至2024 年6 月底公司旗下城燃项目达276 个,其中包括15 个省会城市及76 个地级市。考虑区域经济发展差异下各城市燃气消费潜力不同,优质项目具有稀缺性已成为行业...
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