《大行報告》大和降中國燃氣(00384.HK)評級至「持有」 料湖北氣體爆炸事件拖累股價
大和發表報告指,內地湖北十堰於上周日(13日)發生氣體爆炸事件,造成12人死亡及逾130人受傷。基於該行了解,一間由中國燃氣(00384.HK)持有85%及東風汽車持有15%的合資公司於當地分銷天然氣。是次事件引起了全國的注意,國家主席習近平要求盡快查明原因和追究責任,及要全國排查各類安全隱患等。
該行認為,是次爆炸對內地城市燃氣分銷商的股價造成負面催化劑,因事件帶出了城市燃氣營運的安全風險,而中國燃氣料會特別受影響,因集團的合資公司於爆炸當地經營。
大和下調中國燃氣股份評級,由「跑贏大市」降至「持有」,目標價維持29.75元。
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