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《大行報告》大摩:中燃(00384.HK)合資公司涉湖北氣爆事件 料股價受壓直至調查完結
阿思達克 06-15 14:36
摩根士丹利發表報告表示,湖北十堰市於6月13日發生天然氣爆炸事件,至今造成25人死亡及逾百人受傷,該項目由中燃(00384.HK)持股85%、東風汽車持有15%的合資公司營運。報告引述中燃稱,其靠近當地市場的一條主要地下天然氣管道發生爆炸,政府主導的專家小組正調查爆炸原因。中燃又指,一周前已完成年度安全檢查,並指商業區的商店都不是其客戶。

該行認為,事件會對中燃股價帶來下行壓力,直至調查完結為止;同時或對城市燃氣板塊帶來壓力,料內地可能會加強對整個行業的燃氣安全審查,更認為除港華燃氣(01083.HK)外,大部分其他城市燃氣股的估值都很高。該行予中燃「與大市同步」評級及目標價25元。

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