中金发布研报称由于昆仑能源(00135.HK)分销与贸易板块盈利存不确定性下调2025/2026净利润9.9%/10.1

智通财经2025-08-21

中金发布研报称由于昆仑能源(00135.HK)分销与贸易板块盈利存不确定性下调2025/2026净利润9.9%/10.1%至60.19亿元/62.05亿元。当前股价对应2025/2026年10.1x/9.6x P/E。维持跑赢行业评级综合考虑盈利预测调整及公司中长期派息潜力该行下调目标价5.9%至8.00港元对应2025/2026 10.5x/10.1x P/E较当前股价有4.6%的上行空间。

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