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《大行報告》麥格理:內地重新開放後天然氣需求復甦遜預期 重申中石油(00857.HK)「跑輸大市」
阿思達克 06-08 12:03
麥格理發表研究報告指,近期內地石油龍頭公司公布下調非旺季管道天然氣價格,主要集中於廣東、廣西、福建、山東等地區。該行相信,價格調整主因是在內地重新開放後需求復甦遜預期,出現與進口天然氣的價格競爭,同時此舉亦證明了在經濟疲軟下,透過壟斷手法去提高天然氣價格是不可持續,以致需求破壞。該行重申,給予中石油(00857.HK)投資評級為「跑輸大市」,並認為在所謂市場主導的改革下,市場對天然氣收益持高預期或會被證明是錯誤。
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