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新奧股份(600803.SH):公司今年的直銷氣業務符合預期
格隆匯 12-12 15:05

格隆匯12月12日丨新奧股份(600803.SH)近期披露投資者關係活動記錄表顯示,公司今年的直銷氣業務符合預期。目前也在梳理明年和後年的計劃和業務安排,在明年全年業績發佈時進行更新。長協的一些既有量對公司明年的直銷氣業務形成支撐,同時隨着國際供求關係的變化,給未來 LNG 現貨帶來很大的機會窗口,我們會充分發揮舟山接收站的優勢及利用國網窗口,抓住機會安排現貨進口,加大對國內市場直銷氣業務的拓展。結合歷史進口數據長期來看,海外進口資源到國內價差預期在0.4-0.5 元/方。

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