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昆侖能源(00135.HK)若剝離陝京線取得現金流將投資核心業務
阿思達克 06-06 11:51

昆侖能源(00135.HK)主席凌霄出席股東周年大會後表示,集團目標2020年天然氣銷售達500億立方米;至2021年,城市燃氣銷售佔比提升至25%。

市場關注旗下陝京線將剝離至國家管網公司,凌霄指,暫時未有消息陝京線是否納入國家管道改革方案,但認為如果要在8月底至9月將陝京線剝離至國家管網公司,時間上不允許,最終時間亦無從判斷。凌霄又指,陝京線淨資產值達374億元人民幣,管道、液化天然氣等基礎設施可為公司帶來現金流,如果要把陝京線剝離,對公司盈利能力會有影響,但關鍵是「怎麼拿法」,若果賣到好價錢,公司取得現金流,對股東而言未必不是好事,剝離陝京線所得款項,料會圍繞核心業務投資。

此外,目前亞太區液化天然氣供應過剩,價錢較便宜,凌霄預期未來相關供應會繼續寬鬆,但要把這些資源拿來中國需要技術,他表示,集團今年國產液化天然氣比例將調整至少於55%,進口液化天然氣比例將調整至逾45%。

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