港股异动 | 联合能源集团(00467)涨超10% 北水连续增持 持股占比升至5.1%
联合能源集团(00467)涨超10%，截至发稿，涨10.39%，报0.85港元，成交额1.63亿港元。
消息面上，北水资金近期连续增持联合能源集团，截至目前，北水持股占比上升至5.1%。建银国际此前曾指出，联合能源集团上半年平均开采成本与上年同期持平，为每桶4.1美元，高于该行预期。鉴于通胀压力，将其2023年/2024年平均开采成本假设提高5%/9%。该行仍预计其在2023-2025年仍将保持稳健的净利润增长，假设没有并购的话，期间复合年增长率为31%。
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