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中金:維持新奧能源(2688.HK)“跑贏大市”評級 目標價88港元
格隆匯 12-11 16:23

中金公司稱,相較於同行,新奧能源(02688.HK)將更能從國內天然氣行業改革中受益,因此,對其維持“跑贏大市”的評級,目標價為88港元。

新奧能源控股有限公司是新奧集團的旗艦產業,於1992年開始從事城市管道燃氣業務,是國內規模較大的清潔能源分銷商。

目前,新奧集團持有的舟山LNG接收站正在將產能由300萬噸/年擴大至500 萬噸/年。中金預計擴產將在2020 年完成,連接LNG 接收站和浙江省管網的海底管道有望在2020 年2月左右開始運營,從而進一步節約輸氣成本。中金認為,作為旗艦產業的新奧能源擁有舟山LNG接收站這一優勢,加之舟山LNG 接收站目前的利用率和變現率都較低,未來新奧能源毛差改善潛力較大。

運營方面,11月,新奧能源的天然氣零售量同比增長15%,延續了前十個月的增長勢頭。因此,中金表示看好新奧能源的發展前景。

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