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昆仑能源(00135.HK)若剥离陕京线取得现金流将投资核心业务
阿思达克 06-06 11:51

昆仑能源(00135.HK)主席凌霄出席股东周年大会後表示,集团目标2020年天然气销售达500亿立方米;至2021年,城市燃气销售占比提升至25%。

市场关注旗下陕京线将剥离至国家管网公司,凌霄指,暂时未有消息陕京线是否纳入国家管道改革方案,但认为如果要在8月底至9月将陕京线剥离至国家管网公司,时间上不允许,最终时间亦无从判断。凌霄又指,陕京线净资产值达374亿元人民币,管道、液化天然气等基础设施可为公司带来现金流,如果要把陕京线剥离,对公司盈利能力会有影响,但关键是「怎麽拿法」,若果卖到好价钱,公司取得现金流,对股东而言未必不是好事,剥离陕京线所得款项,料会围绕核心业务投资。

此外,目前亚太区液化天然气供应过剩,价钱较便宜,凌霄预期未来相关供应会继续宽松,但要把这些资源拿来中国需要技术,他表示,集团今年国产液化天然气比例将调整至少於55%,进口液化天然气比例将调整至逾45%。

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