燃氣股續升4%-7% 與廣東多個城市訂合作協議中燃氣(00384.HK)越百天線
中國燃氣(00384.HK)上周五收市後公布與廣東多個城市訂立合作協議,該股今天重越百天線(23.98元),最見24.2元,現造24元,續升4.3%,成交增至1,385萬股。
華潤燃氣(01193.HK)升破10天及20天線(34.65元),最高見35.7元,暫受制50天線(35.75元),現造35.55元,續彈5.3%。新奧能源(02688.HK)曾重越牛熊線(86.96元),最高見87.05元,現造86.9元,續升6.9%,成交至302萬股。
廣東省上月初降低大型企業獲得直接供氣資格的最低使用要求,旨在宏觀經濟環境充滿挑戰之際幫助企業降低成本。花旗認為,不太可能打擊內地主要燃氣分銷商--—新奧能源、華潤燃氣和中燃氣。花旗指,儘管這可能會從下游氣體分銷商那裡分流一些大客戶,但預計整體影響很小,因為下游氣體分銷商來自企業客戶的收入有限,而且企業還必須位於主要管道附近,才能有資格獲得直接供氣,但這些設施通常位於偏遠地區,這意味著很少有企業能符合條件。
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