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野村:維持中國燃氣(0384.HK)“買入”評級 目標價37.2港元
格隆匯 09-26 15:55

野村分析師出席了中國燃氣的反向路演後,發表研究報告指出,俄氣入關後,將可彌補中國東北部燃氣供應缺口,預計中國燃氣(0384.HK)在2019-2025年度在東北部的燃氣量可以上升24%,維持“買入”評級,目標價仍是37.2港元。

報告指出,目前中國東北省份天然氣短缺,須要買入高成本的液化天然氣,應付需求,但中國燃氣及發改委官員表示,俄羅斯管道燃氣可望於今年12月進口,並於2020年和2021年分別供氣50億及100-120億立方米,可望解決東北部供應短缺的問題,並令零售氣價下跌。

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