港股異動 | 獲券商看好 中國燃氣逆勢漲近4%
格隆匯10月2日丨中國燃氣(0384.HK)現漲3.8%,報31.45港元,暫成交2.1億港元,最新總市值1641.2億港元。
廣發證券研報指,東北天然氣市場前景廣闊,2018年東北三省天然氣用氣量為141.56億立方米,保守預計至2025年天然氣銷氣量可達245億立方米。公司在東北三省先一步搶佔市場機遇,已佈局燃氣管網投資建設項目共計120個,在東北城市燃氣市場的份額佔比超過50%。2018年公司在東北三省銷氣量為20.4億立方米,我們預計到2030年複合增速超過20%,未來公司城鎮燃氣銷氣量增速受益於東北三省天然氣市場擴張將維持快速增長。預計公司FY2020-2022年歸母淨利潤為10,069、12,103、14,504百萬港元,同比增長22.4%、20.2%、19.8%,給予合理價值為34.73元/股,維持“買入”評級。
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