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濱海投資:有信心今年毛利率勝去年,總銷氣量達雙位數增長
格隆匯 05-13 14:32
城市燃氣公司濱海投資(2886.HK)副總經理尹富鋼接受訪問時表示,過去數年天然氣價格高企,隨着供求關係逐步趨向寬鬆,今年天然氣價格將有所回落,有信心公司今年毛利率表現優於去年;總銷氣量方面,目標今年達到雙位數增長。尹富鋼提到,城市燃氣企業近幾年面臨上游價格高企、下游順價機制不暢、安全管理成本激增等挑戰,收入和盈利承受壓力。但現在國際產能顯著提升,加上LNG(液化天然氣)開採和相關基礎設施愈來愈完善,天然氣價格正下行,將有利終端使用。他看好未來數年的週期,城市燃氣企業“另一個春天又來了”。尹富鋼稱,疫情過後中國經濟逐漸恢復,同時天然氣價格回落,均有助帶動銷氣量。從更長期而言,有估算指在碳達峯的過程中,內地天然氣消費可能倍增,行業景氣度相當高;即使碳達峯過後,天然氣得益於其穩定性,亦將成為新能源的重要夥伴能源。
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