野村:重申中國燃氣(0384.HK)買入評級 目標價33港元
野村發表研究報告指出,中國燃氣(0384.HK)繼上月公佈簽訂立大灣區潔淨能源項目後,近日又宣佈合資擬增資福建燃氣項目,反映公司現時較集中於燃氣實際需求,而非如之前發展新城市燃氣項目般依重政府補貼。野村維持中國燃氣買入的評級,目標價為33港元,認為估值吸引。
中國燃氣公佈,與氣電集團成立的合資公司廣東中燃海油能源發展(中燃海油),與中海石油福建新能源(福建新能源)及福建省福投新能源投資股份(福投股份)訂立合作框架協議。
野村指,透過是次合作,氣電集團將可充分利用其液化天然氣站及資源滿足城市燃氣項目的需求,而中國燃氣亦可發揮其終端項目管理及物流體系的優勢,進一步加快用户開發與天然氣利用。

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