【2 月 5 日,大摩发布研究报告称,中国对进口美国液化天然气征收 15%关税,于本月 10 日生效。】市场因这一举措对美国 LNG 未来五年的产能扩张表示担忧,若内地大量进口,国内天然气价格或下跌。大摩称,新关税或能保护中石油作为国内最大批发商的天然气业务,对美国 LNG 进口商则不利。该行给予中石油 H 股目标价 8.76 港元,评级“增持”。大摩指出,中国需在 2030 年前以 8%至 9%...
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