港股异动 | 新奥能源(02688)现涨超4% 管理团队有所调整 明年燃气业务经营情况有望改善
新奥能源(02688)现涨超4%，截至发稿，涨3.83%，报55.6港元，成交额9248.29万港元。
中金公司此前表示，新奥能源管理层调整有助公司提振天然气分销业务整体业绩表现并进一步提升公司信息披露透明度；24年天然气零售业务气量增速及毛差均有望出现修复。此外，随着管理层调整到位及公司天然气销售业务经营情况随经济回暖/新用户用气需求释放，公司较同业的估值折让或有望收敛。
申万宏源发布报告称，首予新奥能源“买入”评级，基于公司天然气销售业务长期向好，毛差稳步修复，综合能源及智家新兴业务快速成长的预期，预测公司2023-2025年的归母净利润分别为71.88、81.67、93.36亿元。2023年后公司盈利能力持续回升，该行认为随城燃板块估值修复，予目标价69.6港元。
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