《大行》美银证券升昆仑能源(00135.HK)目标价至8.5元 维持“中性”评级

阿斯达克财经
Mar 23

美银证券发表研究报告指,卡塔尔能源公司(QatarEnergy) 早前宣布,液化天然气出口产能受伊朗袭击影响,将启动不可抗力条款,且时间最长可达5年。这或重塑中国天然气供需前景,令市场从逐步宽松转向结构性趋紧。该行认为,事件对昆仑能源(00135.HK) 的影响大致平衡。虽然燃气价格上升或进一步抑制终端用户需求增长,但公司与母公司中石油的紧密战略关系,应能确保其持续获得天然气资源。同时,昆仑能源...

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