大摩发表研究报告,指中国对进口美国液化天然气(LNG)征收15%关税,将在本月10日生效。市场对美国LNG未来五年的产能扩张感到担忧,如内地大量进口,会导致国内天然气价格下跌。该行指,新关税或会保护中石油(00857.HK) 作为国内最大批发商的天然气业务,但对美国LNG进口商则属负面。该行予中石油H股目标价8.76元,评级“增持”。该行指,因为美国LNG产能扩张,或会为内地提供更便宜的天然气,...
Source Link大摩发表研究报告,指中国对进口美国液化天然气(LNG)征收15%关税,将在本月10日生效。市场对美国LNG未来五年的产能扩张感到担忧,如内地大量进口,会导致国内天然气价格下跌。该行指,新关税或会保护中石油(00857.HK) 作为国内最大批发商的天然气业务,但对美国LNG进口商则属负面。该行予中石油H股目标价8.76元,评级“增持”。该行指,因为美国LNG产能扩张,或会为内地提供更便宜的天然气,...
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