小摩：维持对内地燃气股审慎看法偏好昆仑能源(00135)及新奥能源(02688)

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智通财经APP获悉，摩根大通发布研报称，中东局势导致全球油价及天然气价波动。若中东地区出现长期干扰，可能对全球液化天然气$(LNG)$市场带来超过20%的潜在供应量影响，导致价格波动加剧，并挑战市场长期以来对供应过剩将持续至2030年代的观点。该行认为对中国燃气公用事业的短期影响有限，因为现货液化天然气占这些公司的总天然气资源约10%，因此对其采购成本的即时影响有限。不过，若油价及气价持续高企，...

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小摩：维持对内地燃气股审慎看法 偏好昆仑能源(00135)及新奥能源(02688)

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小摩：维持对内地燃气股审慎看法偏好昆仑能源(00135)及新奥能源(02688)