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《大行報告》摩通:歐洲天然氣價攀升 料長建(01038.HK)及電能(00006.HK)可受惠高通脹
摩根大通發表報告指,俄羅斯關閉「北溪一號」天然氣輸送管道,預期內地/香港公用股中可有潛在受惠的包括擁有上游資源的天然氣公用企業,例如新奧股份(600803.SH)及新奧能源(02688.HK),此等企業的全球長期合約料可從貿易利潤提升中獲益。 該行又預期,長江基建(01038.HK)及電能實業(00006.HK)能夠受惠於英國通脹上升,相信其受監管資產基礎及收入可增加。另外,由於歐洲多元化地從非洲及其他國家進口天然氣,海外液化天然氣(LNG)/天然氣設備的訂單增加(按年升70%)亦可能令中集安瑞科(03899.HK)獲益。 電力股方面,摩通認為全球煤價上升的影響有限,因內地本土生產仍然充足,喜好有一定新能源業務,可為火電業務表現潛在疲弱提供緩衝的電企,例如華潤電力(00836.HK)。
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