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gas 2023-02-09T11:50 財經茄呢啡 A股天然氣板塊指數上揚5.47%。去年由於海外天然氣價錢的高企令到我國消費量增速創出近20年新低,但分析人士普遍相信今年將有望回升。價錢的理性回歸和需求增加將推動有關公司業績增長和估值修復,城市燃氣公司或將最先受益。
gas 2023-02-07T12:07 財經茄呢啡 截至 2023 年 2 月 6 日收盤,中國燃氣 ( 00384.HK ) 報收於 12.12 港元,上揚 0.33%,換手率 0.14%,成交量 749.8 萬股,成交額 9029.23 萬港元。投行對該股的評級以買進為主,近 90 天內共有 8 家投行給出買進評級,近 90 天的目標均價為 12.39 港元。招銀國際最新一份研報給予中國燃氣買進評級,目標價 13.2 港元。
gas 2023-02-05T12:00 財經茄呢啡 燃氣股普遍向好,中國天然氣漲10.45%,港華智慧能源漲4.94%,昆侖能源漲4.04%,華潤燃氣漲3.91%,中國燃氣漲3.32%。
gas 2023-02-03T12:01 財經茄呢啡 燃氣股方面,去年俄烏戰爭沖引發全球天然氣價位大幅飆升,令內地燃氣分銷商成本壓力大增,股價表現受壓。不過近期在外圍氣價顯著回軟的情況下,燃氣股亦得以擺脫弱勢。
gas 2023-02-02T11:59 財經茄呢啡 燃氣股方面,去年俄烏戰爭沖引發全球天然氣價位大幅飆升,令內地燃氣分銷商成本壓力大增,股價表現受壓。不過近期在外圍氣價顯著下滑的情況下,燃氣股亦得以擺脫弱勢。
gas 2023-01-29T12:05 財經茄呢啡 燃氣股方面,去年俄烏戰爭沖引發全球天然氣價錢大幅飆升,令內地燃氣分銷商成本壓力大增,股價表現受壓。不過近期在外圍氣價顯著下挫的情況下,燃氣股亦得以擺脫弱勢。
gas 2023-01-22T12:02 財經茄呢啡 燃氣股普遍向好,中國天然氣漲10.45%,港華智慧能源漲4.94%,昆侖能源漲4.04%,華潤燃氣漲3.91%,中國燃氣漲3.32%。
gas 2023-01-12T11:55 財經茄呢啡 自上月中開始,來自河北邢台、邯鄲、保定等地的民眾紛紛反映出現天然氣限購。內媒《財新》直言,由於去年天然氣價錢飆漲,掌握氣源的國企不同意按照居民價錢結算氣價,所以按照非居民用氣價錢給下游的城市燃氣公司供給貴價氣。燃氣股上漲,佛燃能源(深:002911)升一成漲停,德龍匯能(深:000593)升4.7%,美能能源(深:001299)揚近2%。
gas 2023-01-12T11:55 財經茄呢啡 格隆匯1月11日亅美銀發表報告,重申潤燃「買進」投資評級,目標價由26港元調高至36.5港元。該行同一時間調高潤燃2022年至2024年每股利潤估計4%、16%及13%。該行相信,內地商業活動提升對潤燃最為有利,因潤燃商業售氣占比在新冠疫前的2019年達22%,高於新奧能源的10%及中燃氣的17%。潤燃今年氣體銷售毛利亦將受惠於商業用氣,因商業用氣業務對比工業及住宅毛利較高。
gas 2023-01-10T12:16 財經茄呢啡 港股燃氣股沖高,元亨燃氣漲近30%,天倫燃氣漲超11%,中國天然氣漲超10%,港華智慧能源漲近7%,華潤燃氣漲超6%。
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