建银国际的研究报告指，昆仑能源(00135.HK) 2024年增长疲软。2024年净利润按年增长5%，达到60亿元人民币。除去一次性项目，核心利润按年增长3.5%，达到64亿元人民币。盈利主要由于液化天然气(LNG)加工工厂的税前利润按年增长310%和液化石油气(LPG)销售的税前利润按年增长40%，这大大抵销了工程、采购和施工(EPC)业务税前利润按年下降43%以及LNG终端和天然气销售的微薄利润。零售气量按年增长8%，而美元利润率按年下降3美分至每立方米0.47元人民币。液化天然气终端气化及装卸量按年下降2%，而液化天然气工厂加工量按年增长26%。
该行微调其对公司2026年至2027年核心盈利预测2%至3%，将目标价由8.4元升至8.7元，维持评级“跑赢大市”，料今年燃气销售利润增长将重新加快，可持续的股息增长将支持估值。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-26 16:25。)
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