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《大行报告》大摩:中燃(00384.HK)合资公司涉湖北气爆事件 料股价受压直至调查完结
摩根士丹利发表报告表示,湖北十堰市於6月13日发生天然气爆炸事件,至今造成25人死亡及逾百人受伤,该项目由中燃(00384.HK)持股85%、东风汽车持有15%的合资公司营运。报告引述中燃称,其靠近当地市场的一条主要地下天然气管道发生爆炸,政府主导的专家小组正调查爆炸原因。中燃又指,一周前已完成年度安全检查,并指商业区的商店都不是其客户。

该行认为,事件会对中燃股价带来下行压力,直至调查完结为止;同时或对城市燃气板块带来压力,料内地可能会加强对整个行业的燃气安全审查,更认为除港华燃气(01083.HK)外,大部分其他城市燃气股的估值都很高。该行予中燃「与大市同步」评级及目标价25元。

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