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九豐能源(605090.SH):公司海氣長約核心資源的單噸毛差保持整體穩定
格隆匯 07-13 11:36

格隆匯7月13日丨有投資者向九豐能源(605090.SH)提問:天然氣價格下跌趨勢下,公司如何在這個過程中做到比較穩定的毛差?

九豐能源回覆:目前公司清潔能源業務已形成突出的國際、國內順價能力。公司實行不同資源匹配不同客户的基本業務邏輯,即長約氣匹配國內直接終端用户、自產LNG匹配LNG加氣站客户,調節資源作為資源補充,並匹配國際、國內的中間商客户。在此基礎上,公司通過成本控制、配置效率、一體化模式、自持終端、價價聯動、背靠背交易、協議順價等方式,在兼顧客户利益與自身順價收益方面取得平衡,不斷提升客户黏性。自2017年以來,雖然國際LNG價格出現了較大的週期性波動,但公司海氣長約核心資源的單噸毛差保持整體穩定,公司LNG總銷氣量對應的噸毛差也保持相對穩定,順價能力得到充分體現。

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