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Kunlun Energy Company Limited 2019-07-06T10:35 財經茄呢啡 凌霄是中石油天然氣業務的負責人,亦是中石油子公司昆侖能源的董事會主席。他昨天在北京直言,北京地區用氣總量大,年消費量占中石油供給總量的10%以上,天然氣在一次能源消費中的比重為33%,已經超過國際平均水平。他直言,北京已成為全球第二大天然氣消費城市,僅次於莫斯科,多年來中石油一直對北京市降價保供,僅去年就對供北京的燃氣補貼約60億元,平均每方氣補貼約0.33元。
Kunlun Energy Company Limited 2019-07-06T10:35 財經茄呢啡 發改委規定接駁費收益上限為10%,花旗指有助消除政策不確定因素,燃氣股全線向上,中國燃氣升5.6%;新奧能源升5.7%,新奧與中燃更霸占國指升幅最大首兩位成分股;華潤燃氣彈升5.3%;港華燃氣漲3.7%;昆侖能源也漲1.8%。
Kunlun Energy Company Limited 2019-07-06T10:35 財經茄呢啡 中金保持新奧能源和華潤燃氣「跑贏行業」評級;另外昆侖能源雖然接駁費占比很小,但估值吸引,也保持「跑贏行業」評級。
Kunlun Energy Company Limited 2019-03-23T10:35 財經茄呢啡 格隆匯3月20日亅摩根大通發表研究報告,指昆侖能源去年業績強勁,核心純利按年升20%至約59億元人民幣,高於該行及市場預料分別2%及3%,主因其管道及液化天然氣板塊銷量高於預料。
Kunlun Energy Company Limited 2019-03-23T10:35 財經茄呢啡 在智通財經APP獲悉,瑞信發表報告稱,昆侖能源分析員會議後,相信其很有機會分拆陝京管道,將注入國家管道公司。另外,觀乎政策不穩定性增長,及去年業績不及市場預期,料前景不吸引下,將昆侖能源評級由「跑贏大市」降低至「中性」,目標價由10.5元降低至8.5元,反映2019年市盈率14倍,市帳率1.5倍。
Kunlun Energy Company Limited 2019-03-23T10:35 財經茄呢啡 新奧能源去年利潤不及市場預期,半日挫3.3%,其他燃氣股亦受壓,華潤燃氣跌2.6%;中國燃氣降1.1%;港華燃氣下跌1.3%;昆侖能源上年利潤倒退2.6%,半日挫4.5%。
Kunlun Energy Company Limited 2019-03-23T10:35 財經茄呢啡 昆侖能源今天走勢下降,現跌4.08%,報8.46港元,暫成交1.83億港元,最新總市值為683.588億港元。 昆侖能源近日公布業績,公司實現收入1054.7億元,同比增加18.90%;股東應占盈利46.34億元,同比下跌2.65%。
Kunlun Energy Company Limited 2019-03-23T10:35 財經茄呢啡 中國石油旗下昆侖能源主席凌霄日前談到,一些城市燃氣項目的特許經營權的經營者沒有充足氣源支撐當地燃氣需求,政府會完善類似制度。劉建鋒直言,地方特許權的問題出自一些中小燃氣公司得到項目後,沒有充足燃氣供給及鋪設管網的資產,拖慢當地的能源供給及經濟發展,沒有履行合約的事本來就不應被鼓勵,但新奧沒有這樣的問題。牟補充,新奧一直有通過取代經營權的途徑得到項目,昆能自然也能。
Kunlun Energy Company Limited 2019-03-16T10:48 財經茄呢啡 為了搞清楚中國天然氣集團的營收大幅增加和虧損究竟是個案還是行業趨勢,我們這里將燃氣七雄北京控股(子公司北京燃氣、北京燃氣藍天)昆侖能源、中國燃氣、華潤燃氣、新奧能源、港華燃氣在港交所上市的公司羅列出來一探究竟。
Kunlun Energy Company Limited 2019-03-16T10:48 財經茄呢啡 減稅幅度超預估,假設新稅制於5月生效,今年MSCI中國企業利潤有望增長0.5個百分點,受惠的汽車股包括廣汽集團、華晨中國及北京汽車,其他受惠股包括中車時代電氣、中國機械工程、中石化煉化及昆侖能源。
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