大和发表研究报告指，由于基数影响，预计今年天然气需求将会回升。不过，预期今年内地冬季气候温和，温差变化剧烈，暖冬可能抑制供暖需求增长。另一方面，由于城市燃气供应商通常会在冬季以折扣争取工业客户，预计竞争将会加剧，但在温和冬季下，相信燃气供应不会短缺，预期内地及香港的煤气企业的利润风险有限。该行续指，投资者转向关注公司自由现金流与股息增长，因此具备较高现金循环能力且能维持高股息的企业表现将跑赢大市。...
Source Link大和发表研究报告指，由于基数影响，预计今年天然气需求将会回升。不过，预期今年内地冬季气候温和，温差变化剧烈，暖冬可能抑制供暖需求增长。另一方面，由于城市燃气供应商通常会在冬季以折扣争取工业客户，预计竞争将会加剧，但在温和冬季下，相信燃气供应不会短缺，预期内地及香港的煤气企业的利润风险有限。该行续指，投资者转向关注公司自由现金流与股息增长，因此具备较高现金循环能力且能维持高股息的企业表现将跑赢大市。...
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