天倫燃氣(01600.HK):俄氣入吉林省有望加速公司業績增長
格隆匯12月2日丨天倫燃氣(01600.HK)公佈,中俄東線天然氣管道工程由黨中央、國務院決策建設,並於2014年5月在兩國重要領導人共同見證下籤署了30年合作期限、每年380億立方米供應量及總供氣量超過1萬億立方米的《中俄東線供氣購銷合同》。中俄東線天然氣管道工程作為我國四大油氣戰略通道的重要組成部分,將有效緩解東北地區天然氣供應短缺的局面,有助於改善京津冀地區空氣狀況,促進長江三角洲地區的能源結構調整並助力「打贏藍天保衞戰」。2019年10月16日,中俄東線天然氣管道工程黑河—長嶺段(北段)全線貫通,10月底完成俄羅斯境內段的注氣工作。同年12月2日,黑河至長嶺段正式通氣,預計首期按每年50億立方米供氣,最終達到每年380億立方米供氣量。
公司於東北地區的燃氣運營項目集中分佈在吉林省,其受益於振興東北老工業基地的政策,經濟再次獲得快速發展,城市住宅用户、工商業、交通運輸、鄉鎮煤改氣等方面都有巨大的天然氣需求,天然氣市場前景廣闊。由於吉林省氣源不充足,導致該省管道天然氣滲透率較低,CNG/LNG價格較高,天然氣市場發展非常緩慢。俄氣的到來將有效改善吉林省缺氣的局面,顯著釋放吉林省的天然氣消費需求。
截止目前,公司在吉林省已擁有10個城市燃氣項目,19座加氣站,1個LNG工廠項目,這些項目亦將直接受益於俄氣的進入,促進住宅用户與工商業用户的業務發展,銷氣量有望實現高速增長,為公司提供新的業務增長點。
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