中金:現在是潤燃(1193.HK)及新奧能源(2688.HK)獲利回吐的好時機
中金公司發表研究報告指,國家管網公司設立後,短期內對下游城市燃氣企業偏利淡,而華潤燃氣(1193.HK)和新奧能源(2688.HK)今年以來股價漲幅較為可觀,認為現在是獲利回吐的時機。
中金表示,採暖季的管網容量是稀缺資源,國家管網公司設立後,可能採取的管容競拍方式會進一步推高冬季供氣價格,與市場預期的降低綜合氣價的想法有所背離。中金又指,天然氣供氣價若進一步上浮,有助上游企業繼續彌補天然氣進口的政策性虧損。
中金提到國家管網公司設立時間表仍然未知,但有機會今年內落地,預計初期可能只是掛牌設立公司,具體的資產注入方案預計仍然需時。

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