【国证国际:工商业客户具区位优势 料天伦燃气(01600.HK)一季度销气量增长符合预期】智通财经APP获悉,国证国际证

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【国证国际:工商业客户具区位优势 料天伦燃气(01600.HK)一季度销气量增长符合预期】智通财经APP获悉,国证国际证券发布研究报告称,甘肃白银、靖远等销气量增长潜力大,上游气源充足。天伦燃气(01600.HK)的城市燃气项目主要分布在河南、吉林、云南、山东、甘肃等地,公司的工商业客户具区位优势,受国际贸易摩擦导致的关税波动影响较小。甘肃省拥有丰富的煤炭、石油、天然气和可再生能源资源,预计未来甘肃公司有望成为公司售气业务的一大增长极。此外,公司全年指引零售销气量4%-5%的增长,预计公司一季度销气量增长符合预期,毛差小幅恢复。

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