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花旗:上週中國天然氣用量按年升16.2% 看好潤燃新奧

花旗發表研究報吿指,中國天然氣用量於本月17日至23日按年升16.2%至63.8億立方米,按季跌4.2個百分點,看好華潤燃氣(1193.HK),預期華潤燃氣隨着零售氣量增長,今年上半年純利按年升40%,並料華潤燃氣及港華燃氣(1083.HK)今年上半年錄得的盈利將會高於市場預期。

花旗指出,對於中國燃氣(0384.HK),認為十堰市的氣體爆炸或影響其取得新項目,並預期中燃氣的估值將在主要同行中出現折讓,預料天然氣公司的調查及維護開支將會增加,但認為對行業龍頭如香港中華煤氣(0003.HK)、新奧能源(2688.HK)及華潤燃氣等影響較少,因它們的安全標準普遍較規模較小的同行為高。

花旗亦看好新奧股份(600803.SH),指其最近發出盈喜,預計上半年盈利為19.6億至21.1億元人民幣,按年增加1.7至1.9倍。

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