中金:维持华润燃气(01193)“跑赢行业”评级 目标价降至27港元

智通财经网
02 Apr

‌智通财经获悉‌,中金发布研报称,华润燃气(01193)2024年业绩逊预期,主要受到去年下半年燃气销售及接驳业务经营溢利率下降的拖累。管理层预计2025年将新增接驳量240万至250万户,考虑到内地地产行业周期,中金预期2027至2028年华润燃气新增接驳用户数或见底,接驳业务毛利率面临结构性下行压力,相应将今明两年盈利预测下调24.6%及23.1%,目标价降至27港元,维持“跑赢行业”评级。

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