大行评级｜中银国际：重申对燃气行业“增持”评级首选港华智慧能源及昆仑能源

中银国际12-04

中银国际发表研究报告指，虽然中国天然气分销商在今年的表现再次逊于市场，但该行对明年持乐观态度。关键的积极因素是上游天然气成本可能下降以及零售住宅天然气价格进一步提升，美元利润率预计将有所改善。中银国际表示，虽然行业增长放缓，但天然气销售将持续增长。尽管新增连线数应该会持续下降，但降幅或会收窄。总体而言，该行预期所涵盖的所有天然气公司的盈利将在明年实现正增长，并且大部分将提供至少5%的股息收益率。...

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大行评级｜中银国际：重申对燃气行业“增持”评级 首选港华智慧能源及昆仑能源

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大行评级｜中银国际：重申对燃气行业“增持”评级首选港华智慧能源及昆仑能源