郭家耀: 港股料受制27,000阻力 城市管道燃氣商受惠國策
正榮金融業務部副總裁郭家耀稱,美股周一(21日)造好,中美貿易談判有進展,加上美國企業業績理想,提振市場氣氛,三大指數均錄得升幅收市。美元表現平穩,美國十年期債息回升至1.8厘水平,油價及金價走勢偏軟。港股預託證券大致靠穩,預料大市早段溫和高開。內地股市低位反彈,滬綜指先跌後回升,收市上升0.1%,滬深兩市成交額維持清淡,只有3,701億元人民幣。
港股維持窄幅波動,市場繼續受經濟衰退憂慮困擾,指數未能進一步突破,受制於27,000點阻力。投資者繼續觀望外圍經濟消息,以及中美貿易談判進展,預料指數維持於26,200至27,000點水平徘徊。
另日前舉行的中國國際LNG和天然氣峰會暨展覽會上,多位業內人士表示,國家油氣管網公司短期內掛牌。在此次會議上,國家油氣管網公司成立後,第一階段將被納入的資產包括4MPA及以上的天然氣管道以及附屬設施、6.4MPA及以上的原油、成品油管道、部分地下儲氣庫和LNG接收站。國家油氣管網公司接管中游管道後,將開放予其他企業使用,增加內地天然氣進口,促進市場競爭。
消息對內地城市管道燃氣商肯定有利,採購選擇增加,有助降低燃料成本,刺激終端天然氣銷量。
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