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港華智慧能源亮相2023中國供熱展 詮釋“智慧、低碳、多元”的業務價值
格隆匯 05-13 08:01
格隆匯5月13日丨一年一度的亞洲暖通行業的頂尖盛會中國供熱展於5月11日在北京開幕。今年的中國供熱展吸引逾千家企業參展,展出包括暖通空調、建築排水、智慧供熱、舒適家居領域內的前沿技術及產品。其中,港華智慧能源作為首次亮相的領軍品牌之一,帶來了豐富內容和超多驚喜,深度展現了港華能源服務“智慧、低碳、多元”的業務價值。港華展位現場設有4大展區,分別通過牆面展板、場中展板、雙LED大屏,全方位展現港華在燃氣服務、“燃氣+”能源服務到綜合智慧能源解決方案,以及多元能源服務場景方面豐富的業務內涵,闡釋港華燃氣業務如何與再生能源、延伸業務發揮協同優勢,更好地為客户提供個性化的定製方案,滿足不同客户的用能需求。二級市場上,港華智慧能源(1083.HK)自4月以來整體表現活躍,且明顯強於大盤。中金此前發佈研報指出,23年公司接駁户數穩定,利潤率有望回暖。估計23年公司新用户接駁數量仍有望穩定在90-100萬户間。利潤率方面,估計22年部分尚未結算的配套費收入有望於23年入賬,驅動接駁業務利潤率回暖。向前看,中金認為隨着1)上海燃氣股權退出交易完成交割,2)分佈式光伏裝機量的進一步提升,公司業績或有望重回增長通道。
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