燃气股续升4%-7% 与广东多个城市订合作协议中燃气(00384.HK)越百天线
中国燃气(00384.HK)上周五收市後公布与广东多个城市订立合作协议,该股今天重越百天线(23.98元),最见24.2元,现造24元,续升4.3%,成交增至1,385万股。
华润燃气(01193.HK)升破10天及20天线(34.65元),最高见35.7元,暂受制50天线(35.75元),现造35.55元,续弹5.3%。新奥能源(02688.HK)曾重越牛熊线(86.96元),最高见87.05元,现造86.9元,续升6.9%,成交至302万股。
广东省上月初降低大型企业获得直接供气资格的最低使用要求,旨在宏观经济环境充满挑战之际帮助企业降低成本。花旗认为,不太可能打击内地主要燃气分销商--—新奥能源、华润燃气和中燃气。花旗指,尽管这可能会从下游气体分销商那里分流一些大客户,但预计整体影响很小,因为下游气体分销商来自企业客户的收入有限,而且企业还必须位於主要管道附近,才能有资格获得直接供气,但这些设施通常位於偏远地区,这意味着很少有企业能符合条件。
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