郭家耀:港股短期料難突破內地燃氣政策利行業估值
正榮金融業務部副總裁郭家耀稱,美股上周五(5日)下滑,美國上月新增非農業職位數字較預期理想,投資者對減息預期降溫,大市普遍受壓,三大指數均錄得跌幅收市。美元表現向好,美國十年期債息回升至2.03厘水平,金價顯著下滑。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。內地股市窄幅上落,滬綜指繼續於3,000點水平徘徊,滬深兩市成交額進一步萎縮至3,743億元人民幣。市場保持謹慎態度,加上科創板推出在即,預料市場維持反覆上落格局。
港股高位遇阻力,投資者焦點轉移至新股市場,並觀望外圍市況發展,預料短期難有太大突破,指數繼續維持於28,200至29,000點水平上落。
另發改委公布關於規範城鎮燃氣工程安裝收費的指導意見,意見要求,合理確定城鎮燃氣工程安裝收費標準。燃氣工程安裝競爭性市場體系尚未建立、收費標準納入政府定價目錄進行管理的地方,當地價格主管部門要建立健全監管機制,加強成本調查監審,對標行業先進水平,兼顧周邊地區水平,合理確定收費標準,原則上成本利潤率不得超過10%,現行收費標準偏高的要及時降低。
同時,要創造條件加快建立完善燃氣工程安裝競爭性市場體系。相關政策清除長久以來困擾市場的接駁費不明朗因素,有利行業估值。下一步中央將進一步開放中游管道市場,吸納更多上游氣源供應,降低氣價水平,有利提升燃氣用量,利好城市管道燃氣商業績。
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