异动解读 | 中金看好天然气价格防御能力,胜科工业盘中大涨3.59%

异动解读
Mar 18

胜科工业今日盘中大涨3.59%,引起了市场的广泛关注。

消息面上,中金公司分析师在报告中指出,胜科工业似乎对全球天然气价格上涨具有良好防御能力。分析师表示,这家新加坡能源解决方案供应商的长期电力合同包含固定利润和成本传导机制,这有助于稳定公司盈利。

此外,胜科工业与印度尼西亚和马来西亚签订的管道天然气进口合同,既可自用于发电,也可转售给受液化天然气供应限制影响的企业。分析师进一步指出,胜科内部的天然气优化举措,以及电价与天然气成本之间可能超预期的价差,有望为公司整体盈利带来增益。基于这些积极因素,中金公司维持对胜科工业的"增持"评级和7.68新元的目标价。

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