大行评级丨大和：预期油气价格将在更长时间内维持较高水平，首选新奥能源和纽威股份

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格隆汇3月11日｜大和发表研报指，霍尔木兹海峡危机重塑油气板块的风险回报，即使考虑到局势可能一定程度缓和，但预期油气价格中枢将在更长时间内保持较高水平，布兰特原油价格或在75至90美元/桶的新区间波动，液化天然气基准价格或在15至18美元/百万英热单位区间波动。该行首选新奥能源和纽威股份作为其看好该板块的标的。大和对城市燃气股维持谨慎立场，认为短期内天然气价格上涨，将侵蚀其近期利润率，又认为...

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