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港股異動丨燃氣股普遍上升 華潤燃氣升4.55%刷新階段高價

華潤燃氣升4.55%領銜且刷新階段高價,北京燃氣藍天升2.7%,崑崙能源升1.8%,香港中華煤氣、中國燃氣升超1%,新奧能源飄紅。大摩發表有關內地煤氣行業的研究報吿指,即使憂慮近期毛利及產量,但對整體行業更有信心。該行指,就基本面而言,見到整個板塊透過毛利擴張及對煤氣的需求自然上升而有所改善,相信內地對煤氣的需求至少到2030年仍會維持高單位數的增長,近期城市的煤氣用量依然維持在健康水平。該行升新奧能源評級至“增持”,上調潤燃目標價至33.4港元列為行業首選。

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